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.
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.
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.
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.
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.
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.