3 Stocks Cashing In on AI While Everyone Watches NVIDIA

While investors focus on semiconductor giants like NVIDIA, infrastructure companies supporting AI data center buildout are delivering stronger earnings and better value. Marc Chaikin identifies three stocks—Argan, MasTec, and Quanta Services—that are positioned to benefit from the multi-year expansion of power plants, electrical grids, and construction needed for AI infrastructure.

06/11/2026, 12:27 PM • Investing

The Argan Stock Rally Still Isn't Over, Even After the Stock Has Nearly Doubled This Year

Argan, a power generation and infrastructure specialist, has nearly doubled in value this year driven by surging demand for electricity to power AI data centers. The company more than doubled its backlog to $2.9 billion in fiscal 2026, with 50% year-over-year revenue growth. Analysts expect the AI infrastructure boom to sustain beyond 2030, positioning Argan for continued strong growth as data center electricity demand is projected to nearly triple by 2030.

06/11/2026, 6:22 AM • The Motley Fool

Earnings Volatility Watch: 10 Stocks Set For Big Moves This Week, From Nuclear Power To Whiskey Maker

Options markets are pricing significant implied moves between 15.92% and 21.71% across 10 stocks reporting this week, spanning AI infrastructure suppliers, nuclear power, cybersecurity, and consumer staples. The largest moves are expected for Netskope (21.71%), Brown-Forman (20.51%), and Planet Labs (18.95%), with major mega-cap companies like Broadcom, CrowdStrike, and Palo Alto Networks also reporting amid continued AI infrastructure demand.

06/01/2026, 3:15 PM • Benzinga

Forget Tech: These 3 Funds Yield 11% and They’re Just Getting Started

As tech stocks dominate market gains, contrarian investors can capitalize on discounted closed-end funds offering yields up to 11.8%. Three funds—Gabelli Equity Trust (GAB), DoubleLine Income Solutions Fund (DSL), and NXG Nextgen Infrastructure Income Fund (NXG)—provide diversified exposure to stocks, bonds, and infrastructure while trading at significant discounts to net asset value.

05/12/2026, 8:32 AM • Investing

These 3 Stocks Sit at the Intersection of Industry and Energy. Buy Them Now and Hold Forever.

The article highlights three companies positioned at the intersection of industry and energy sectors that could benefit from rising electricity demand. Navitas Semiconductor makes power-efficient semiconductors for industrial applications; Argan builds power production facilities with a growing backlog; and NuScale Power designs small modular nuclear reactors for industrial clients. All three are positioned to capitalize on increasing electricity needs from AI data centers and industrial operations.

04/29/2026, 11:30 AM • The Motley Fool

Why Argan Stock Ascended Today

Argan's stock surged 37.98% after reporting stronger-than-expected Q4 earnings with net income jumping 57% to $49 million. The engineering company, which builds power plants for data centers and AI infrastructure, posted a $2.9 billion project backlog and benefits from growing demand for reliable energy infrastructure.

03/27/2026, 8:15 PM • The Motley Fool

Why Argan Stock Was a Winner This Week

Argan (AGX) stock surged nearly 20% this week after the industrial construction company crushed bottom-line earnings estimates in its Q4 2025 results, posting net income of $49.2 million ($3.47 per share) versus the consensus estimate of $2.13 per share. Though revenue fell short of expectations at $262 million versus the $271 million forecast, the strong earnings performance prompted JPMorgan analyst Michael Fairbanks to upgrade the stock to overweight with a $550 price target. The company is benefiting from increased demand for data center construction to support AI infrastructure.

03/27/2026, 7:10 PM • The Motley Fool

ARGAN : Compte-rendu de l'Assemblée Générale Mixte du 26 mars 2026

ARGAN held its general assembly on March 26, 2026, approving a robust 2026 development plan with €165M in secured investments across 8 projects. The company increased its dividend by 5% to €3.45 per share based on excellent 2025 performance, which included 7% growth in rental income to €212M, 13% increase in recurring group profit to €155M, and 7% growth in EPRA NTA to €91.5 per share. The company continues its debt reduction strategy with LTV EPRA ratio declining to 41.1%.

03/27/2026, 3:00 AM • GlobeNewswire

ARGAN: Summary of the 2026 Combined General Meeting of Shareholders

ARGAN held its Combined General Meeting on March 26, 2026, confirming a sustained 2026 development plan with €165 million in secured investments across 8 projects. The company reported excellent 2025 performance including 7% growth in rental income to €212 million, 13% increase in recurring net income to €155 million, and a 7% increase in EPRA NTA to €91.5 per share. Shareholders approved a 5% dividend increase to €3.45 per share and all resolutions supported by the Executive and Supervisory Boards.

03/27/2026, 3:00 AM • GlobeNewswire

ARGAN: MS. LAURENCE BATLLE JOINS ARGAN’S SUPERVISORY BOARD

ARGAN appoints Ms. Laurence BATLLE as an independent member of its Supervisory Board effective January 1, 2026, replacing Jean-Claude LE LAN Junior who resigned. The appointment follows Eric DONNET's loss of independence status due to a new employment contract. BATLLE, with 30+ years of experience including CEO roles at RATP Dev and Foncia, will chair the Audit, Risk and Sustainability Committee. The changes maintain the required one-third independent member quota and achieve gender parity on the board.

01/19/2026, 12:30 PM • GlobeNewswire

ARGAN : MADAME LAURENCE BATLLE INTÈGRE LE CONSEIL DE SURVEILLANCE D’ARGAN

Laurence BATLLE, an experienced executive with 30+ years in business and former CEO of RATP Dev and Foncia, has been appointed as an independent member of ARGAN's Supervisory Board effective January 1, 2026, replacing Jean-Claude LE LAN Junior. This appointment helps ARGAN maintain the required one-third independent board members ratio under Middlenext governance code and establishes gender parity on the board. The appointment is provisional and subject to ratification at the March 26, 2026 General Assembly.

01/19/2026, 12:30 PM • GlobeNewswire

This Stock Is Up 127%, and a New $16 Million Position Suggests There’s Room to Grow

Hong Kong-based Alpine Investment Management initiated a $16.2 million position in Argan (AGX), acquiring 60,000 shares in Q3. The engineering and construction firm's stock has surged 127% over the past year, driven by a record $3 billion project backlog, strong Q3 earnings with expanding margins, and a fortress balance sheet with $726 million in cash and no debt. The investment represents 13.62% of Alpine's reportable U.S. equity assets, suggesting institutional confidence in the company's growth trajectory.

01/04/2026, 8:13 PM • The Motley Fool

What Has AGX Stock Done for Investors?

Argan (AGX), a construction and power industry services company, has significantly outperformed the S&P 500, delivering 868% returns over three years and 692% over five years. The company benefits from AI-driven demand for electricity and power plants, maintains a $3 billion backlog, and recently increased its quarterly dividend by 33%. Despite a recent revenue dip in Q3 FY2026, the company remains optimistic about future profitability.

12/21/2025, 10:02 PM • The Motley Fool

ARGAN prépare son prochain refinancement obligataire et signe un emprunt dit bridge-to-bond de 500 M€

ARGAN has secured a 500 M€ short-term bridge-to-bond loan from a banking pool led by J.P. Morgan to prepare for its 2026 bond refinancing, with favorable financial indicators and an Investment Grade rating.

11/18/2025, 2:00 AM • GlobeNewswire

ARGAN is preparing for its upcoming bond refinancing and signed a bridge-to-bond loan for €500 million

ARGAN signed a €500 million bridge-to-bond loan with a banking pool led by J.P. Morgan to prepare for its 2026 bond refinancing, demonstrating strong financial indicators and maintaining an Investment Grade rating.

11/18/2025, 2:00 AM • GlobeNewswire