J strengthens its role in Germany's energy transition through a flexible TransnetBW grid framework and end-to-end project support.

In the first half of 2026, Argan emerged as a key engineering and construction partner for new power generation tied to AI data centers, natural gas, and solar projects, attracting interest from institutional investors like ClearBridge Investments while raising questions about valuation and insider selling. An interesting twist is that, even as some models flag Argan’s shares as very overvalued and insiders sell over US$100,000,000 of stock, long-term investors are highlighting its limited...

Argan stock has delivered an extremely strong share price run over the past three years, yet the company currently screens as expensive on Simply Wall St's valuation checks. This raises the question of how much of its AI and electrification story is already reflected in the price. Argan has returned about 15.3x over the past three years, which puts extra focus on whether recent enthusiasm has pushed the stock beyond a comfortable valuation range. Growing exposure to power projects tied to AI...

AGX delivers record Q1 results with soaring revenues, margins and backlog, as strong liquidity and power infrastructure demand support its growth outlook.

KBR's $866 million ASTRA contract vehicle expands its reach across air, space and cyber intelligence while opening the door to future task orders.

Argan (AGX) stock has come under pressure, with shares falling 4.8% and extending declines over the past week and month, as valuation concerns and heavy insider selling draw increased investor attention. See our latest analysis for Argan. Despite the recent 4.8% daily drop and a 17.3% decline in the 7-day share price return, Argan still shows strong momentum, with an 83.99% year to date share price return and a 1-year total shareholder return of 173.28%. These figures point to a powerful...

ACM to certify Stage 1 of Queensland's The Wave rail project, expanding its Australia transport role as regional backlog hits a multiyear high.

There are many ways to play the investment boom in electrification coming out of the AI data center and "electrification of everything" trends, and this stock is one of the best of them.

ClearBridge Investments, a global equity manager, recently published second-quarter 2026 commentary for its “SMID Cap Growth Strategy”. A copy can be downloaded here. Small and mid-cap (SMID) growth equities experienced the strongest quarter in recent memory, with the Russell 2500 Growth Index rising 24.0%, driven by enthusiasm for AI infrastructure and higher-beta momentum stocks. The […]

Both stocks have crushed the S&P 500 and look poised to continue on their winning streaks.