
GE Vernova (GEV) closed at $940.33 in the latest trading session, marking a +1.66% move from the prior day.
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GE Vernova (GEV) closed at $940.33 in the latest trading session, marking a +1.66% move from the prior day.

GE Vernova is posting record orders and dramatically raising its free cash flow outlook. NextEra is executing steadily but navigating a major merger that won't close for another year.
GE Vernova Inc. (NYSE:GEV) is trying to recover after an 8.5% decline, with Bernstein defending the stock as “wired to win” and highlighting that data centers account for only 38% of its electrification order book. This supports the argument that the company’s utility exposure extends beyond AI power demand alone. That diversification is a real […]

GE Vernova (NYSE:GEV) expects to reach its previously stated $200 billion backlog target early in 2027, supported by continued demand for power-generation and electrification equipment, Chief Executive Officer and President Scott Strazik said at Morgan Stanley’s Laguna Conference. The company ended

Three industrial stocks stand to gain from AI's power build-out, with no IPO allocation required to benefit from the trend.

It reached a legal settlement with a business partner.

Generac (GNRC) trades at the highest earnings multiple in its five-company peer group on a trailing basis. Yet it ranks last of the five on revenue growth over the past year, and fourth on operating margin. The case for paying up rests on something the trailing numbers do not show yet: a data center order book that ships mostly in 2027.
A confidential settlement restores project continuity but leaves GE's $360 million payment claim unresolved publicly.

Futures rebounded with the Nasdaq and S&P 500 eyeing key support. Generac, Nebius, Bloom Energy, SpaceX were early winners.

Lake Energy has launched a renewable energy Real-World Asset (RWA) platform to connect tangible energy assets, such as solar, wind, and energy storage, with broader investor bases. This development is significant in the context of energy transition, as it leverages the digital finance landscape to improve accessibility to renewable energy infrastructure, previously hindered by complex and lengthy investment processes. By incorporating actual renewable energy projects, the platform aims to...

The settlement ends legal claims and allows the Vineyard Wind 1 offshore wind farm to continue full-scale operations.

The settlement ends a months-long dispute over payments, turbine problems and GE Vernova’s threatened exit from Vineyard Wind.
The House on Wednesday passed the Ratepayers Protection Act, a measure that aims to put the responsibility on tech and data center companies to pay for power upgrades required to operate new large data centers.

There was notable progress in a Texas power plant project that the company will supply.

Shares of energy transition company GE Vernova (NYSE:GEV) jumped 4.5% in the afternoon session after the company projected strong backlog growth at the Morgan Stanley Laguna Conference, estimating its total order backlog will surpass $200 billion in early 2027.

The backup power company disclosed a long-term deal to provide Amazon generators for its data centers.

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.

GE Vernova Inc (NYSE:GEV) rebounded with Bernstein’s backing after an earlier sell-off that followed broader concerns about technology infrastructure spending. Shares were up 6% at $933.94 during afternoon trading on Wednesday, outpacing the utilities sector’s reported 1.24% advance. GE...

GE Vernova's CEO just told a Morgan Stanley conference that the company's most-watched backlog milestone arrives sooner than Wall Street assumed, and the ripple through Eaton and Quanta Services reveals how much of the grid trade hangs on a single demand signal.

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.
At the Morgan Stanley Laguna Conference, GE Vernova CEO Scott Strazik said the company could reach its $200 billion backlog milestone “very early” in 2027.

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.

Shortages can create opportunities for secondary market players. “Scalpers emerge in the turbine queue,” wrote GLJ Research analyst Gordon Johnson on Wednesday. Large gas turbines are manufactured by the likes of GE Vernova and Siemens Energy GE Vernova didn’t immediately respond to a request for comment about transferring slots.

Japan is set to fund the three gargantuan natural-gas plans in Ohio, Pennsylvania, and Texas. Sizing up the opportunities and the obstacles.
GE Vernova's blowout earnings sent shares soaring, then September erased every gain in days. Now one Wall Street analyst sees a path to 65% upside, and the order book behind that call is harder to dismiss than the selloff suggests.

Zacks.com users have recently been watching GE Vernova (GEV) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.

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.
GE Vernova has signed an agreement with Eurus Energy Holdings Corp. to supply seven 4.2 MW-117 m wind turbines for the 29.4 MW Eurus Hiyamizutouge wind farm.

GE Vernova's Venezuela deal looks significant, but the 5-gigawatt headline tells investors only part of the story.
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