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Investing.com -- The pickup in U.S. business investment and manufacturing is more dependent on the artificial intelligence boom than many investors realize, according to UBS in a note on Thursday.
CEO BRIEF NEWSLETTER Good morning—we have a packed CEO Brief for you today. First, Microsoft’s president has thoughts on the great AI safety debate and advice for CEOs. Then Lila has an exclusive on new CEO pay research from the Conference Board (yes, it climbed but there’s more to it than that).
Futures rebounded with the Nasdaq and S&P 500 eyeing key support. Generac, Nebius, Bloom Energy, SpaceX were early winners.
Despite widespread AI concerns, GE Vernova expects to reach a key backlog target sooner than expected. GEV stock jumped on Wednesday. At a Morgan Stanley conference, GE Vernova CEO Scott Strazik reportedly said the company's backlog, which ended the second quarter at $176 billion, is on track to hit $200 billion "very early" in 2027.
Billionaire shale pioneer Harold Hamm’s Continental Resources Inc. reached a deal for an oil field in Venezuela as the Trump administration pushes US companies to revive the nation’s oil sector.
Billionaire shale pioneer Harold Hamm’s Continental Resources Inc. is set to announce a deal to invest in Venezuela as the Trump administration pushes US companies to revive the nation’s oil sector, according to a person familiar with the matter.
Stock Market Today: The Dow Jones index rises Wednesday ahead of a likely Fed rate hike and Warsh's comments. Intel and SK Hynix jump.
Truflation CEO Stefan Rust told Benzinga on Monday that Federal Reserve Chair Kevin Warsh’s hawkishness is a "distraction from his dovishness," predicting no rate hike at next week’s meeting. Asked what could force Warsh to raise rates, Rust pointed to...
The Nasdaq composite recently traded 0.1% lower on the day, a near-full recovery after being down 1.3% earlier. If the tech-heavy index finishes in positive territory today, it would be the biggest intraday comeback since April 7.
Elon Musk reckons he specialises in converting the impossible to the merely late. That neatly encapsulates Tesla and SpaceX’s pursuit of electric...
Truflation CEO Stefan Rust told Benzinga on Monday that Federal Reserve Chair Kevin Warsh’s hawkishness is a "distraction from his dovishness," predicting no rate hike at next week’s meeting. Asked what could force Warsh to raise rates, Rust pointed to...
Executives from Chevron Corp., GE Vernova Inc. and Eni SpA joined US Energy Secretary Chris Wright and acting Venezuelan President Delcy Rodríguez to unveil a wave of energy deals aimed at boosting crude production in the South American nation.
US Energy Secretary Chris Wright discusses details of Venezuelan oil production and exports, deals signed with Chevron, ENI, and GE Vernova, and offers an update on the Strait of Hormuz. He speaks with Tyler Kendall in Caracas, Venezuela.
HOUSTON/CARACAS, Aug 31 (Reuters) - U. companies Chevron and GE Vernova, India's ONGC, Italy's Eni and Colombia's GeoPark are on track to sign final agreements in Venezuela after months of negotiations to firm up energy projects in the OPEC country, five sources close to the preparations said.
The leader guided the EV maker through its IPO and raised billions but her sudden exit signals a massive shift in where Wall Street’s top talent is heading.
The backlash against artificial intelligence and the data centers needed to run it is becoming such a touchy election issue that Wall Street is being forced to factor it into its stock market recommendations.
Moby summary of AirJoule Technologies Corporation's Q2 2026 earnings call
For some time, it seemed as though owners of existing power plants—such as Vistra and Constellation Energy —were in a great spot. With demand growth outstripping new power supply, incumbent power plants could reap higher prices for their output without putting much capital at risk. Power plant owners have had a rough year on the stock market.
GE Vernova collaborator AirJoule is riding high on the AI data-center boom's formidable thirst — and excess waste heat.
(Bloomberg) -- Caterpillar Inc. posted second-quarter earnings and revenue that beat Wall Street expectations as the company’s power-generation business continued to post strong growth off the back of data center spending.Most Read from BloombergBeer Dynasty Families Sell €731 Million Stake in AB InBevApple’s New CEO Taps Retired Hardware Executive for Management TeamTaco Bell Met With Michigan on Parasite Weeks Before RecallMamdani Dismisses Business Leaders Advising NYC’s Mayor’s FundS&P 500 C
GE HealthCare reports earnings per share of $1.13 from sales of $5.3 billion. Wall Street was looking for $1.04 a share and $5.3 billion, respectively.
Vertiv Holdings (VRT) stock sinks on Wednesday after missing its second quarter earnings estimates despite its increase to full-year guidance. Vertiv is a major player in AI data center infrastructure. Morning Brief Host Julie Hyman is joined by Yahoo Finance Senior Reporter Pras Subramanian and Breaking News Reporter Jake Conley to weigh in on the outlook for the rest of the major companies participating in the AI infrastructure buildout.
GE Vernova (GEV) told investors on July 22 that it plans to build more gas turbines than it had ever promised. After the announcement, the stock fell. Shares dropped 6.4% on the day of the news, even though the company raised full-year revenue and cash flow guidance and posted record orders. Morgan ...
The business inventory-to-sales ratio has declined to the lowest level since 2021, suggesting inflation may be even stickier than expected. Plus, investment newsletter commentary on small-caps, AI spending, and the gold market’s nasty message for bonds.
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