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Super intelligence is moving from science fiction to zoning hearings, with tech giants signing an informal safety pact while politicians cheer on new data centres as “super intelligence factories.” That mix of hype, scrutiny and concrete pouring is where money is already being committed. This piece unpacks how the latest headlines ripple through AI infrastructure and power, and spotlights three US stocks that sit directly in the crossfire. The stocks covered below are just a sample. The full...
CENTENNIAL, Colo., September 14, 2026--Quantum Corporation (Nasdaq: QMCO) today announced the appointment of Mike Heuer as its Chief Information Officer, effective immediately. Heuer will lead Quantum’s global information technology organization, including enterprise applications, data, AI adoption, infrastructure, and cybersecurity.
On August 13, Legence Corp. (NASDAQ:LGN) reported second-quarter results that more than doubled the company’s revenue from a year earlier, a jump big enough to make even seasoned investors do a double take. Strip out the contribution from the company’s Bowers acquisition and the underlying business still grew 60%. But dig one line deeper into […]
Baron Capital, an investment management company, released its Q2 2026 investor letter for the “Baron Small Cap Fund.” Baron Small Cap Fund gained 12.57% (Institutional Shares) in the second quarter, trailing the Russell 2000 Growth Index’s 25.71% return. A copy of the letter can be downloaded here. U.S. equities rebounded sharply after March’s selloff related […]
Legence (NasdaqGS:LGN) reported material impairments to goodwill and long-lived assets for Q2 2026. The company also revised its full year 2026 revenue guidance upward. The combination of asset impairments and a stronger revenue outlook highlights a mixed update for investors assessing Legence's prospects. This type of update, where a company reassesses asset values while lifting its revenue outlook, is common across several stocks exposed to similar themes. This makes it worth comparing...
Legence Corp (LGN) reports 111% revenue growth and boosts full-year outlook amid strong demand across data centers and manufacturing.
Moby summary of Legence Corp. Class A Common stock's Q2 2026 earnings call
Record Quarterly Revenues of $1.26 Billion, a 111% Increase from a Year Ago Excluding Bowers Acquisition, Revenues (non-GAAP) Grew by 60% from a Year Ago1 Quarterly Adjusted EBITDA (non-GAAP) Increased 114% from Prior Year2 Record Total Backlog and Awarded Contracts of $5.67 Billion, a 105% Increase from a Year Ago Establish Third Quarter 2026 Guidance for Revenue of $1.225 Billion - $1.275 Billion and Non-GAAP Adjusted EBITDA of $150 Million - $160 Million Raise Full Year 2026 Guidance for Reve
Logan Energy Corp. (TSXV: LGN) ("Logan" or the "Company") is pleased to announce its operating and financial results for the three and six months ended June 30, 2026, and to provide an operations update.
Conestoga Capital Advisors, an asset management company, released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here. The letter reports a positive market shift towards Small Caps, with the Russell 2000 Index achieving its best first half since 1991 and the Russell 2000 Growth Index up 25.7% in Q2, fueled by AI enthusiasm […]
SAN JOSE, Calif., July 27, 2026 (GLOBE NEWSWIRE) -- Legence Corp. (Nasdaq: LGN) (“Legence” or the “Company”) today announced that it will release results for the second quarter ended June 30, 2026 on Thursday, August 13, 2026, prior to the market open. In conjunction with the release, the Company will host an earnings conference call and webcast to review the results and its operations on Thursday, August 13, 2026, at 10:00 am EST. The call will be broadcast live in listen-only mode. The webcast
Logan Energy Corp. (TSXV: LGN) ("Logan" or the "Company") is pleased to announce increased 2026 production guidance, an expanded 2026 capital budget and an update on recent operational performance and land acquisitions.
Legence Corp. (NASDAQ:LGN) is one of the 15 Best Data Center Stocks to Buy and Hold for the Next Decade. On June 22, 2026, Barclays raised the firm’s price target on Legence Corp. (NASDAQ:LGN) to $80 from $60 and kept an Equal Weight rating on the shares. Barclays said May machinery and construction data reinforced […]
SAN JOSE, Calif., June 08, 2026 (GLOBE NEWSWIRE) -- Legence Corp. (Nasdaq: LGN) (“Legence” or the “Company”) today provided an update regarding its $995 million term loan credit facility (the “Term Loan”). On June 5, 2026, S&P Global Ratings upgraded the Company’s issuer credit rating to BB- from B+, with a positive outlook. As previously disclosed on May 28, 2026, the Company recently entered into an amendment of its credit agreement, providing for a 25 basis point decrease in pricing, with an
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