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GE Vernova Boosts 2026 Revenue Target
The Wall Street Journal64d agoneutral
GE Vernova Boosts 2026 Revenue Target

GE Vernova raised its full-year revenue guidance and lifted its margin expectations after a second-quarter surge in orders boosted its backlog.

How to Use GE Vernova Earnings to Tell if the AI Trade Is Dead
Barrons.com65d agoneutral
How to Use GE Vernova Earnings to Tell if the AI Trade Is Dead

Demand for GE Vernova’s power generation equipment amid the AI data center building boom has sent shares to levels no one expected. Now, how the stock reacts to earnings on Wednesday can help tell investors if the AI trade is alive and well, or if more pain is coming to many stocks, beyond shares of Vernova. It’s an important report for Vernova, with shares above $1,000, up roughly 700% since the company was spun out of GE Aerospace in 2024.

CSX or GE Vernova? Wall Street Has Already Picked Its Earnings Winner
24/7 Wall St.65d agoneutral
CSX or GE Vernova? Wall Street Has Already Picked Its Earnings Winner

Two industrial giants report Q2 results on the same day, and analysts are anything but neutral between them. Before you decide which earnings announcement to watch on July 22, you need to see how these two stack up across every dimension Wall Street actually measures.

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.

GE Vernova CEO sends rattling message on data centers
TheStreet116d agoneutral
GE Vernova CEO sends rattling message on data centers

GE Vernova's CEO stepped onto one of Wall Street's most-watched stages earlier this week and delivered a message that investors weren't ready to hear. At the 42nd Bernstein Strategic Decisions Conference on May 27, the energy technology company's CEO Scott Strazik didn't offer the usual round of ...

AI Mania Makes Old-School Industrials Behave Like Chip Stocks
Bloomberg135d agoneutral
AI Mania Makes Old-School Industrials Behave Like Chip Stocks

(Bloomberg) -- Optimism surrounding the potential for industrial companies to profit from the artificial intelligence boom has fueled record-setting momentum in the sector. Now worries are mounting that the group’s link to AI may be getting too tight.Most Read from BloombergIran Makes New Offer on Uranium in Response to US, WSJ SaysInside a Year of Chaos and Conflict at Kevin Hart’s Media CompanyIran Says It’s Deployed Mini Subs in Contest to Control HormuzEpstein's Black Card: How He Moved Wome