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GE Vernova's Gas Nuclear Project Tests High Expectations And Rich Valuation
Simply Wall St.132d agoneutral
GE Vernova's Gas Nuclear Project Tests High Expectations And Rich Valuation

GE Vernova (NYSE:GEV) and Blue Energy announced a major U.S. collaboration to design a combined nuclear and natural gas power plant. The project pairs GE Vernova Hitachi Nuclear Energy's BWRX-300 small modular reactor with modern gas turbines in a single site. The partners plan to use advanced offsite construction and modularization methods aimed at faster delivery and lower project complexity. The gas plus nuclear concept is targeted at rising electricity needs from AI data centers and new...

GE Vernova (GEV): Argus Raises Its Target to $1,300 After a Blowout Quarter
Insider Monkey133d agoneutral
GE Vernova (GEV): Argus Raises Its Target to $1,300 After a Blowout Quarter

GE Vernova Inc. (NYSE:GEV) is one of the best uranium stocks to buy according to Wall Street analysts. On April 27, Argus analyst John Eade raised his price target on GE Vernova Inc. (NYSE:GEV) from $800 to $1,300, while maintaining a Buy rating on the stock. The upgrade came just days after GE Vernova reported […]

Ford Stock Is Ripping Again. Suddenly, It’s a AI Data Center Stock.
Barrons.com134d agoneutral
Ford Stock Is Ripping Again. Suddenly, It’s a AI Data Center Stock.

Ford Motor investors have caught AI-fever, and shares of the auto maker just won’t stop. It seemed to be tied to Ford Energy, which the company unveiled earlier in the week. The new business will use Ford’s lithium-ion battery capacity to build storage systems for utilities and data centers in the U.S.

Latest News In Energy Transition - SunPower Navigates Challenges with Strategic Changes and Growth
Simply Wall St.134d agoneutral
Latest News In Energy Transition - SunPower Navigates Challenges with Strategic Changes and Growth

SunPower Inc. reported its first-quarter 2026 financial results, highlighting a challenging period due to lower-than-expected revenue and increased expenses in anticipation of future growth. Despite this setback, the company recorded a significant increase in bookings, largely attributed to recent acquisitions, signaling a positive outlook for the upcoming quarters. SunPower also undertook several cost-control measures, including staff reductions and a shift to a four-day workweek, as part of...

GE Vernova Forecasts Higher 2026 Profits As Backlog And Valuation Draw Focus
Simply Wall St.134d agoneutral
GE Vernova Forecasts Higher 2026 Profits As Backlog And Valuation Draw Focus

GE Vernova (NYSE:GEV) has raised its 2026 revenue and core margin forecasts, signaling stronger expectations for its core operations. The company reported a record gas turbine backlog, with total orders increasing by $13b as data center and grid demand drive new projects. Management now expects to reach a $200b backlog target faster than previously outlined, including a goal of 110 GW in gas turbine backlog and reservation agreements by year end. GE Vernova comes into this update with the...

Why GE Vernova (GEV) Is Tied to the Power Equipment Crunch Behind AI Data Centers
Insider Monkey134d agoneutral
Why GE Vernova (GEV) Is Tied to the Power Equipment Crunch Behind AI Data Centers

GE Vernova Inc. (NYSE:GEV) is one of the best grid modernization stocks to buy for AI infrastructure. On April 22, Reuters reported that GE Vernova Inc. (NYSE:GEV) raised its 2026 revenue and adjusted core profit margin forecasts as rising demand from data centers and grid infrastructure strengthened its core businesses. The company now expects 2026 […]

Why Vertiv (VRT) Sits Inside the Grid-to-Chip Power Chain for AI Infrastructure
Insider Monkey134d agoneutral
Why Vertiv (VRT) Sits Inside the Grid-to-Chip Power Chain for AI Infrastructure

Vertiv Holdings Co (NYSE:VRT) is one of the best grid modernization stocks to buy for AI infrastructure. On April 27, Vertiv Holdings Co (NYSE:VRT) announced the acquisition of Strategic Thermal Labs LLC, adding cold-plate design, server-side liquid cooling, and high-density thermal validation expertise to its AI infrastructure portfolio. Vertiv said the deal is meant to […]

AI Mania Makes Old-School Industrials Behave Like Chip Stocks
Bloomberg136d 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

Energy Transition Today - Empowering Communities With Affordable Solar Energy Solutions
Simply Wall St.136d agoneutral
Energy Transition Today - Empowering Communities With Affordable Solar Energy Solutions

Summit Ridge Energy has completed a 1.62 MW rooftop community solar project in Melrose Park, Illinois, as part of the Illinois Shines program, which supports equitable access to clean energy. The project, developed alongside LBA Logistics and Black Bear Energy, will provide over 2 million kWh of renewable energy annually, enough to power over 200 homes, and promises utility bill savings of 10–20% for subscribers, particularly benefiting low-to-moderate income households in an Environmental...

GE Vernova’s Dogger Bank Role Highlights Offshore Wind And Valuation Questions
Simply Wall St.136d agoneutral
GE Vernova’s Dogger Bank Role Highlights Offshore Wind And Valuation Questions

GE Vernova (NYSE:GEV) has selected Maraen Port of Nigg as the marshalling hub for Dogger Bank Wind Farm phases B and C. The choice of Maraen Port of Nigg supports logistics for one of the world's largest offshore wind projects. The decision underscores GE Vernova's role in large scale offshore wind logistics and project execution. For investors tracking NYSE:GEV, this update sits within GE Vernova's renewable energy focus, especially offshore wind. Dogger Bank is a high profile project in...

Ford Goes Full Tesla—Again
Barrons.com136d agoneutral
Ford Goes Full Tesla—Again

Ford Motor is starting up a new business that Tesla pioneered: Energy Storage. Monday, Ford introduced “Ford Energy,” which will deliver “United States-assembled battery energy storage systems for utilities, data centers, and large industrial and commercial customers in the United States.” Tesla has a large energy storage business.

GE Vernova (GEV) Might Have A Long Way To Go Despite Share Gains
Insider Monkey137d agoneutral
GE Vernova (GEV) Might Have A Long Way To Go Despite Share Gains

GE Vernova Inc. (NYSE:GEV) is one of the 14 Stocks That Will Skyrocket. This stock, pitched by Enrique Abeyta, is another nuclear stock. He claims that it is slated to benefit from one of the most underrated aspects of the AI buildout, i.e., electricity demand. The firm “already powers multiple AI data centers across the […]

Jim Cramer Suggests “Might Want to Get Some GE Vernova”
Insider Monkey138d agoneutral
Jim Cramer Suggests “Might Want to Get Some GE Vernova”

GE Vernova Inc. (NYSE:GEV) was one of the stocks featured in Jim Cramer’s Mad Money recap, as he discussed how the AI build-out could power the economy. Cramer mentioned the stock during the episode and said: Take a look at these. These companies are hiring like mad because they know the demand for electricity is […]

Jim Cramer on GE Vernova: “It’s Printing Money”
Insider Monkey140d agoneutral
Jim Cramer on GE Vernova: “It’s Printing Money”

GE Vernova Inc. (NYSE:GEV) was one of the stocks on Jim Cramer’s radar as he highlighted AI winners to buy for 2026. Cramer highlighted that the company performed much better after the spin-off, as he commented: You have GE Vernova, which spent years under GE as a struggling builder of turbines, suddenly on its own, […]