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Option Volatility And Earnings Report For July 20-24
Barchart66d agoneutral
Option Volatility And Earnings Report For July 20-24

Earnings season ramps up this week with some key tech earnings on tap. This week we have Tesla, Intel, Alphabet, GE Verona, International Business Machines, ServiceNow, Freeport-Mcmoran and American Express all reporting in what shapes as a busy and pivotal week for stocks.

Why Wall Street Thinks GE Vernova (GEV) Is Built for the Next Energy Cycle
Insider Monkey70d agoneutral
Why Wall Street Thinks GE Vernova (GEV) Is Built for the Next Energy Cycle

With a short percentage of shares outstanding at 3.92%, GE Vernova Inc. (NYSE:GEV) is among the 7 Best Electrical Equipment Stocks to Buy. On June 16, Bernstein initiated coverage of GE Vernova Inc. (NYSE:GEV) with an Outperform rating and a $1,206 price target. The firm believes the company is uniquely positioned to benefit from powerful global trends, […]

How Investors May Respond To GE Vernova (GEV) AI-Fueled Demand And Heavy Investment Ahead Of Earnings
Simply Wall St.70d agoneutral
How Investors May Respond To GE Vernova (GEV) AI-Fueled Demand And Heavy Investment Ahead Of Earnings

In recent weeks, GE Vernova has attracted heightened attention as analysts and investors focus on its pending July 22 earnings report, backed by a very large backlog and raised revenue and free cash flow guidance. At the same time, the company is committing US$11.00 billion to capex and R&D through 2028 and highlighting strong AI data center–driven demand, underscoring how power infrastructure and grid reliability are becoming central to its long-term story. Next, we’ll examine how this...

Is GE Vernova Inc. (GEV) Among the Ray Dalio Stock Portfolio: 10 Best Stocks to Buy?
Insider Monkey72d agobullish
Is GE Vernova Inc. (GEV) Among the Ray Dalio Stock Portfolio: 10 Best Stocks to Buy?

GE Vernova Inc. (NYSE:GEV) is among the Ray Dalio Stock Portfolio. On July 7, Barron’s said GE Vernova Inc. (NYSE:GEV) fell 6.5% Tuesday. Caterpillar and Cummins dropped 3.1% and 2.7%, respectively. This happened after Barclays downgraded German rival Siemens Energy to Sell from Hold, per FactSet. Siemens Energy slid 8.9% in overseas trading. Barron’s said neither GE Vernova […]

Chevron (CVX) Launches AI Data Center Power Venture And Extends Australia Gas Supply
Simply Wall St.73d agoneutral
Chevron (CVX) Launches AI Data Center Power Venture And Extends Australia Gas Supply

Chevron (NYSE:CVX) has launched a new business with GE Vernova and Microsoft to supply natural gas power to AI data centers. The company has also signed a five year extension to supply natural gas to Alinta Energy in Western Australia. Chevron is best known for its oil and gas production. This new move into powering AI data centers links its existing natural gas operations with a fast growing digital infrastructure sector. The partnership with GE Vernova and Microsoft positions Chevron...

GE Vernova (GEV) Is Sold Out On Turbines Through 2030 As Power Demand Builds
Simply Wall St.76d agoneutral
GE Vernova (GEV) Is Sold Out On Turbines Through 2030 As Power Demand Builds

Major electricity shortage forecasts in the US are driving unprecedented demand for GE Vernova (NYSE:GEV) turbines. The company reports turbine supply effectively sold out through 2030, with its equipment highlighted as central to closing the projected power gap. GE Vernova has been singled out as an industry standout by Jim Cramer and several leading analysts amid a surge in data center and AI-related power needs. GE Vernova operates across gas power, grid solutions, and renewables,...