Atlas Energy Solutions is exploding higher following the announcement of major equipment purchase and cost reimbursement agreements tied to a power generation project for a leading frontier AI lab. The company disclosed in an 8-K filing that it signed a $340.5 million balance-of-plant equipment deal with Wyoming Machinery Company, contributing to a total of $613.5 million in equipment commitments for the project. These deals, which were made public overnight, have significantly outperformed the broader oil and gas equipment sector, where peers are seeing only modest gains or minor losses.