News

Chevron has an agreement to sell electricity to Microsoft, showcasing an interesting opportunity for the energy giant.

The race to power AI is increasingly a race to secure megawatts, and a CNBC segment by Seema Mody put a sharp spotlight on the company sitting at the chokepoint: GE Vernova (NYSE:GEV). GE Vernova is the power-equipment business spun off from General Electric in April of 2024. According to the report, gas turbine prices ... AI Data Centers Are Driving a Power Supercycle. GE Vernova’s Gas Turbine Prices Are Up 300% in Three Years

Power has become the bottleneck in the AI buildout. CNBC’s Seema Mody walked the floor of GE Vernova‘s (NYSE:GEV) 400-acre South Carolina plant on June 24, 2026, and her reporting captured the single most important pricing signal in the energy supercycle: gas turbine pricing has risen roughly 300% over the last three years, with the ... AI Bottleneck Leads to 300% Pricing Surge: Is GE Vernova Still a Top Stock to Buy?

Construction has begun on the Western world’s first grid-scale Small Modular Reactor (SMR), though small is not what comes to mind, considering that the machine will fit on two soccer fields.

FSLR expands manufacturing capacity and advances next-generation solar technology, but competitive pressures remain a key challenge.

GE Vernova Inc. (NYSE:GEV) is one of the top high-conviction stocks to buy according to hedge funds. GE Vernova Inc. (NYSE:GEV) introduced on June 9 the GridOS for Transmission and released two new AI whitepapers addressing grid planning and autonomous grid-edge operations. They were released at Orchestrate 2026, the company’s annual grid software conference. GridOS […]

Chevron is completely reshaping energy markets by finalizing a massive natural gas power agreement to fuel artificial intelligence data centers off the grid.

GE Vernova (GEV) closed at $1 in the latest trading session, marking a -8.21% move from the prior day.

Most of the day’s biggest losers were still up tremendously for 2026.

Chevron secured a 20-year agreement to supply natural-gas-fired power for Microsoft’s planned $7 billion data center project in Reeves County, Texas, with operations expected to begin in 2028.

The company's backlog continues to grow and its signing more and more higher margin slot reservation agreements for its gas power turbines.

Dow Jones AI giant Nvidia stock dived below a key level Tuesday, while Cummins and GE Vernova are near their latest buy points.

Chevron's (CVX) partnership with Microsoft (MSFT) to build a co-located power facility for a data ce

CSIQ expands U.S. manufacturing and builds a sizable solar and storage pipeline, but oversupply and cost pressures may test margins.

Here is how GE Vernova (GEV) and Liberty Energy (LBRT) have performed compared to their sector so far this year.

The average brokerage recommendation (ABR) for GE Vernova (GEV) is equivalent to a Buy. The overly optimistic recommendations of Wall Street analysts make the effectiveness of this highly sought-after metric questionable. So, is it worth buying the stock?

CVX and Microsoft team up on a 20-year Texas power deal, supporting AI-driven data center growth with reliable natural gas energy.

The next 10 years alone are projected to require more new electricity generation than any period in U.S. history. This backdrop is why investors should buy nuclear and AI energy stocks.

Ever.green has successfully completed the Pruger Solar project, a 2-megawatt solar initiative in Marion County, South Carolina, marking its third project in the Carolinas within a year. This development was made possible through the purchase of High-Impact Renewable Energy Certificates (RECs) by various corporate buyers, including REI Co-op and Cutler Development. By securing long-term REC contracts, these companies facilitate the financing of solar projects that may otherwise stall, thereby...

GE Vernova Inc. (NYSE:GEV) is included among the 13 Best Electrical Infrastructure Stocks to Buy in 2026. GE Vernova Inc. (NYSE:GEV) engages in the provision of various products and services that generate, transfer, orchestrate, convert, and store electricity in the United States, Europe, Asia, the Middle East, and Africa. On June 17, Bernstein analyst Sunaina […]

Management is pointing to a future with billions more in cash flow, but the stock price suggests investors are still waiting for a reason to believe.

As the Q1 earnings season wraps, let’s dig into this quarter’s best and worst performers in the electrical systems industry, including GE Vernova (NYSE:GEV) and its peers.

Chevron announced Monday that it will power a huge Microsoft data center in West Texas with natural gas, using gas turbines supplied by GE Vernova and Caterpillar. GE Vernova stock rose near a buy point, and Caterpillar stock jumped. Project Kilby, as it is known, is expected to produce 2.7 gigawatts of electricity.

Chevron will supply natural gas for Project Kilby's 2.7 GW load under a 20-year agreement

CNBC’s Brian Sullivan walked viewers through a landmark energy agreement that paints the picture for how much electricity the AI buildout actually needs. Chevron has signed a 20-year power purchase agreement with Microsoft to supply natural-gas-fired electricity to a Microsoft data center in far west Texas, about an hour southwest of Odessa. According to Sullivan, ... Microsoft Signs 20-Year Power Deal With Chevron Showing How Far AI’s Energy Needs Have Grown

Chevron (CVX) has agreed to build a power plant in West Texas to supply electricity to a data center

GE Vernova (NYSE:GEV) and Joulent launch an AI focused energy collaboration to supply multi gigawatt power for Microsoft data centers. Joulent, backed by GE Vernova and Engine No. 1, targets reliable capacity for hyperscale data centers supporting Microsoft’s AI workloads with decarbonisation objectives. GE Vernova reports additional progress across grid modernization contracts, nuclear manufacturing partnerships in Europe and Ontario, and sustainability initiatives. For investors tracking...

Investing.com -- Chevron has struck a 20-year agreement to supply natural gas power to a massive Microsoft data center in West Texas, the latest sign of Big Oil’s push into the booming AI energy market.

Construction company CRH will buy rival Arcosa in an $8.5 billion cash deal. Arcosa stock jumped before Monday's open.

Both American Electric Power and GE Vernova are witnessing unprecedented demand from data centers, but one company is growing at a jaw-dropping pace.