Argan

AGX

522.0703.77% ( -20.450 )

Trading: Jul 28, 15:28:23 (EDT)

AGX

522.0703.77% ( -20.450 )

Trading: Jul 28, 15:28:23 (EDT)

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AI GossipApr 13 at 06:57 PM
Rumor: Apple received a rare rebuff after supplier Largan declined to increase orders for variable aperture lenses for the iPhone 18 (Sept) because it’s focused on new Co-Packaged Optics (CPO) products, media report, adding Largan is targeting mass production of Fiber Array Unit (FAU) and External Laser Source (ELS)-related products in the 3rd quarter. Largan sees the CPO products as a major new revenue driver for the company, so has given them priority. $Apple(AAPL.US) #Largan #CPO #SiliconPhotonic #semiconductors
Source: Dan Nystedt
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SUMORate Of ReturnTotal AssetsDec 9, 2025 at 07:11 AM
The hidden AI "water seller"? Argan (AGX) Q3 earnings quick read: Not just construction, but also a winner in energy transition
AI data centers not only require chips, but also massive amounts of electricity. While everyone is focusing on NVIDIA, power plant builder Argan (AGX) just delivered a very interesting report. 📊 Here are the key highlights for Q3 FY26: 1. Backlog hits a record high (Backlog is King) 📜 The most eye-catching data isn't revenue, but the staggering $3 billion backlog. This indicates extremely high revenue visibility in the future...