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AI data center power

Argan (AGX) Hits $790 on Record Q1 as AI Power Boom Builds

June 24, 2026June 23, 2026 by Bruno

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.

Categories Artificial Intelligence, Earnings, Energy Tags agx stock, AI data center power, argan, earnings beat, gas fired power plants, stock market Leave a comment

Bloom Energy Jumps 15% as AI Power Trade Heats Up

June 19, 2026June 19, 2026 by Bruno

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.

Categories Artificial Intelligence, Energy Tags AI data center power, BE stock, bloom energy, data center electricity demand, fuel cells, stock market Leave a comment

Pipeline Stocks Are Quietly Beating the S&P 5x in 2026

June 6, 2026May 26, 2026 by Bruno

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.

Categories Artificial Intelligence, Commodities Tags AI data center power, LNG exports, midstream stocks, stock market, williams companies Leave a comment

Fervo Energy IPO Prices Above Range, Raises $1.89B

May 15, 2026May 13, 2026 by Bruno

Geothermal pioneer Fervo Energy priced its upsized Nasdaq IPO at $27 on May 12, 2026 — above the raised range — to raise $1.89B as AI data centers chase 24/7 clean power.

Categories IPO & Public Offerings Tags AI data center power, capital markets, enhanced geothermal systems, fervo energy IPO, geothermal energy Leave a comment

Bloom Energy Surges 23% on Record Q1 Earnings, Guide-Up

May 11, 2026April 29, 2026 by Bruno

Bloom Energy (BE) surges 23% after Q1 2026 revenue jumps 130% to $751M on AI data center demand; full-year revenue guidance raised to $3.4B–$3.8B.

Categories Stock Market Tags AI data center power, BE stock, bloom energy earnings, fuel cell stocks, Q1 2026 earnings, stock market Leave a comment

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