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This AI data center power provider is expected to have two straight years of triple-digit profit growth. Shares are nearing a buy point.

A number of stocks fell in the afternoon session after Trump said a US-Iran deal could come in "two or three days," pulling energy equities sharply lower as investors priced out the conflict premium.

In early June 2026, Solaris Energy Infrastructure reported a strong first quarter with revenue rising 55.3% year on year, while its shares moved alongside a broader pullback in energy stocks as improving US‑Iran talks reduced perceived geopolitical risk. At the same time, insider share sales and concerns about higher interest rates increasing capital costs added complexity to investors’ views on the company. Behind the headlines, Solaris’s premium valuation and growing data center power...

A number of stocks jumped in the morning session after Israel and Iran launched direct strikes against each other over the weekend, the most significant test of the fragile ceasefire since April, pushing Brent crude briefly above $98 a barrel.

A number of stocks fell in the afternoon session after energy stocks pulled back despite oil prices remaining structurally elevated, as WTI crude fell 1.76% to $91.40 a barrel (still more than 40% above year-ago levels).

Investors need to pay close attention to SEI stock based on the movements in the options market lately.

Specializing in automation for the oil and gas sector, this Texas-based firm reported a notable insider sale amid strong stock performance.

Energy stocks were mixed late Thursday afternoon, with the NYSE Energy Sector Index increasing 0.2%

Energy stocks were slightly higher Thursday afternoon, with the NYSE Energy Sector Index increasing

As the Q1 earnings season comes to a close, it’s time to take stock of this quarter’s best and worst performers in the mixed or offshore upstream e&p industry, including Solaris Energy Infrastructure (NYSE:SEI) and its peers.

Why Solaris Energy Infrastructure is on investors’ radar Solaris Energy Infrastructure (SEI) has attracted fresh attention after rebranding from Solaris Oilfield Infrastructure in September 2024. This shift highlights its broader role across power solutions and logistics for US energy and data center customers. See our latest analysis for Solaris Energy Infrastructure. At a share price of US$71.92, SEI has seen a 4.7% one day share price gain, while the 90 day share price return of 43.8% and...

We just covered From Fired Researcher to $13.7 Billion King: How Leopold Aschenbrenner Broke the Hedge Fund World and Solaris Energy Infrastructure, Inc. (NYSE:SEI) ranks 18th on this list. Solaris Energy Infrastructure, Inc. (NYSE:SEI) first appeared in the 13F portfolio of Situational Awareness LP in the third quarter of 2025. Back then, this position comprised […]

OneSpaWorld provides spa, fitness, and beauty services to cruise and resort guests through exclusive wellness partnerships worldwide.

SEI stock is on the rise amid massive demand from data centers and artificial intelligence companies.

Solaris Energy Infrastructure, Inc. (SEI) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.

Solaris Energy Infrastructure, Inc. (NYSE:SEI) is one of the 10 Best Stocks in Leopold Aschenbrenner’s Portfolio. On May 13, 2026, Solaris Energy Infrastructure, Inc. (NYSE:SEI) completed nearly $2 billion in financing, closing its $1.3 billion inaugural senior unsecured bond at 6.375% and a new $650 million credit facility. The bond proceeds were used for retiring […]

The Russell 2000 (^RUT) is packed with potential breakout stocks, thanks to its focus on smaller companies with high growth potential. However, smaller size also means these businesses often lack the resilience and financial flexibility of large-cap firms, making careful selection crucial.

SEI strengthens its growth strategy with a $2 billion financing package and an expanded long-term power contract.

Solaris Energy Infrastructure, Inc. (NYSE:SEI) is included among the 10 Energy Stocks that Crushed Earnings Estimates in the First Quarter. Solaris Energy Infrastructure, Inc. (NYSE:SEI) delivers proprietary power generation and distribution solutions, as well as logistics equipment and services, to clients in the data center, energy, commercial, and industrial sectors. Solaris Energy Infrastructure, Inc. (NYSE:SEI) […]

Earlier this week, Solaris Energy Infrastructure, Inc. completed nearly US$2.00 billion of new financing, including US$1.30 billion of 6.375% senior unsecured notes and a US$650.00 million credit facility, while also expanding a key customer contract by 130 MW and broadening its balance-of-plant responsibilities. The financing is expected to fully cover current capital expenditure commitments, and the amended contract lifts Solaris’ total contracted project investment by more than 60%,...

WaterBridge Infrastructure delivers water management and recycling services to oil and gas producers across major U.S. shale basins.

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.