Argan (AGX) Hits $790 on Record Q1 as AI Power Boom Builds
Argan posted record $291M Q1 revenue and $3.24 EPS as gas-fired power demand for AI data centers surges. AGX now trades above every published analyst target.
Energy & Commodities
Energy and commodity market coverage, including oil, natural gas and metals. Explore supply, demand and price developments alongside explanations of how commodity markets work. Find your way around ECMSource.
Bloom Energy Jumps 15% as AI Power Trade Heats Up
Bloom Energy (BE) surged 15.4% on June 18, 2026, extending a 12-month run near 1,430% as Wall Street prices in the AI data-center power crunch.
Airline Stocks Rally as Iran Peace Hopes Push Oil Lower
AAL, UAL, DAL, and LUV ripped higher as WTI fell ~10% in a week on US-Iran peace hopes. Here’s the fuel-cost math and what to watch next.
Triton Buys Flender from Carlyle in PE-to-PE Wind Deal
Triton Fund 6 will take Flender, the 125-year-old German gear specialist with major wind exposure, off Carlyle’s hands in a Q4 2026 close.
June 2026 IPO Wave: 7 Deals Worth $4.7B Hit Calendar
Seven IPOs led by INNIO’s $1.9B and Quantinuum’s $1B target a combined $4.7B as the Renaissance IPO Index outpaces the S&P 500 by 11.5 points YTD.
First Solar Jumps 11% on Section 232 Polysilicon Tariff Bet
First Solar (FSLR) surged 10.86% to $303.38 on May 28, 2026, as traders front-ran an expected Section 232 polysilicon tariff verdict from the Commerce Department.
Pipeline Stocks Are Quietly Beating the S&P 5x in 2026
Midstream operators like WMB, OKE and KMI are up 20-30% YTD vs the S&P 500’s 4.7%. AI data-center power demand and the LNG export buildout are doing the work.
Nikkei 225 Tops 65,000 First Time on Iran Peace, Tech Bid
Japan’s Nikkei 225 closed at a record 65,158 on May 25, 2026, up 2.87%. Iran peace talks crushed oil; SoftBank and chip equipment names led the bid.
Lantheus Weighs $7B Curium Bid; Radiopharm M&A Heats Up
Lantheus Holdings (LNTH) is weighing a roughly $7 billion takeover bid from PE-backed Curium Pharma. Shares jumped 9% on the report.
IMF Slashes 2026 Growth Outlook: What Capital Markets Must Now Price In
The IMF’s April 2026 World Economic Outlook delivers a stark growth downgrade. Here’s how bond, equity, and sovereign debt markets are responding.