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AI data center power

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

August 23, 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 & Commodities 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

August 23, 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 & Commodities 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

August 23, 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, Energy & 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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