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Broadcom leads five stocks to watch near buy points. Several companies serve AI data centers and their appetite for chips, power and more.

Energy businesses quietly power the physical things we depend on, from cars and homes to e-commerce infrastructure. Their momentum is also rising as lower interest rates, as well as AI energy needs, have incentivized higher capital spending. As a result, the industry has posted a 37.1% gain over the past six months, beating the S&P 500 by 29.1 percentage points.

Solaris Energy is up 240% over the past year on booming demand from data center customers. The stock is near an entry point after forming a three-weeks-tight pattern.

Solaris Energy Infrastructure, Inc. ( NYSE:SEI ) announced strong profits, but the stock was stagnant. Our analysis...

This alternative asset manager offers fee-based strategies to institutional and high-net-worth clients in the industrials sector.

Some investors may be wondering if Solaris Energy Infrastructure is still offering value after a strong run, or if they might be late to the story. The stock last closed at US$77.45, with returns of 8.8% over 7 days, 40.4% over 30 days, 54.1% year to date and 259.8% over 1 year. The 3 year return is very large at 9.9x and the 5 year return is also very large. Recent coverage has focused on how this performance has drawn more attention to the stock and sharpened questions around whether the...

Solaris Energy Infrastructure (SEI) is back on investor radar after strong first quarter 2026 results and a series of new long term power contracts with large technology customers that have reshaped its contracted capacity profile. See our latest analysis for Solaris Energy Infrastructure. The recent run in Solaris Energy Infrastructure’s share price, with a 30 day share price return of 35.63% and year to date gain of 50.58%, comes after strong first quarter results, new long term hyperscaler...

Solaris Energy Infrastructure’s first quarter saw the market respond positively to its operational and commercial progress, as reflected by a 3.2% share price increase post-earnings. Management credited the strong results to new long-term contracts with large technology companies, which expanded contracted power generation capacity by over 40%. Co-CEO Bill Zartler highlighted the importance of these wins: “We are now operating, constructing in the design and planning stage for multiple large beh

SEI's Q1 profit jumped 120%, and revenues rose 55% as Power Solutions scaled, aided by behind-the-meter data center power demand.

Shares of mobile power and logistics company Solaris Energy Infrastructure (NYSE:SEI) jumped 5.3% in the afternoon session after analysts at Stifel and Barclays raised their price targets on the stock, citing strong first-quarter 2026 results, positive guidance, and significant new long-term contracts.

Solaris Energy Infrastructure, Inc. reported past Q1 2026 results with revenue of US$196.24 million, net income of US$21.44 million, and basic EPS from continuing operations of US$0.40, all higher than the same quarter a year earlier. The company also expanded its long-term contracted power portfolio with global technology companies, lifting secured generation capacity to 3.10 gigawatts and underscoring its push into integrated turnkey power solutions for data centers and industrial...