RBLD ETF Volume Spikes on AI, Twilio, CoreWeave Catalysts

First Trust Alerian US NextGen Infrastructure ETF (RBLD) has seen unusual trading volume, which is 47× higher than its average daily volume.

The fund’s top holdings with fresh catalysts include Twilio, CoreWeave, Quanta Services, nVent Electric, Nucor and MasTec. Twilio is in focus as multiple analysts reiterated views around a Moderate Buy consensus and lifted price targets following strong AI-related demand and recent profitability, while CoreWeave has surged on expectations for rapid revenue growth ahead of its May 7 earnings and a series of major AI data center deals that have driven several target hikes. In infrastructure names, Quanta Services and MasTec both saw a wave of analyst price-target increases after better-than-expected quarterly results, larger backlogs and raised guidance, while electrical solutions provider nVent Electric rallied on a Q1 earnings beat and higher 2026 outlook tied to AI data-center demand; steelmaker Nucor drew attention after a large insider sale, coming on the heels of strong Q1 results and guidance but a more cautious valuation-driven stance from at least one bank.