NYSE:ARGN 16 January 2026

Argan stock jumps nearly 14% as insiders’ filings land and dividend dates loom

Argan shares rose nearly 14% to $375.35 in late morning trading Friday, rebounding from an early low of $330.34. SEC filings showed director William F. Leimkuhler sold over $2 million in stock this week, while director Cynthia A. Flanders exercised 26,079 options. A Rule 144 filing disclosed a planned sale of up to 19,000 shares around Jan. 20. Investors are also watching a Jan. 22 dividend record date.

16 January 2026

Dividends·NYSE:ARGN·Stock Market

Bernstein Identifies Potential Winners in U.S.-China AI Compute Power Race
March 22, 2026, 9:49 AM EDT. As the U.S. and China vie for AI supremacy, Bernstein highlights compute power-including both semiconductors and electricity supply-as pivotal. The U.S. leads in advanced chips, but China is rapidly expanding its power capacity, reaching 500 gigawatts added in 2023 alone. Bernstein forecasts China could achieve 1,936 zetta floating point operations per second (ZFLOPS) by 2035, surpassing the U.S.'s projected 511 ZFLOPS. This surge relies on investments in energy infrastructure and renewables, benefiting firms like CATL (battery supplier) and Sungrow (solar and energy storage), both rated outperform. Bernstein also expects Chinese AI chips to reach over 50% efficiency of U.S. equivalents by 2035, up from 25% now, signaling notable growth in the semiconductor sector amid ongoing geopolitical restrictions on chip access.