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AI power demand is filling the order book, but capacity, deposits and service margins determine its ultimate quality.

Morgan Stanley has put a number on one of the AI boom’s most awkward constraints: the United States could face a roughly 33-gigawatt power shortfall through 2028 even after accounting for onsite generation and other accelerated power solutions. The bank’s September analysis points toward behind-the-meter generation and equipment suppliers as part of the bridge. Two […]

Andrew Obin’s team came back from a key Washington conference with a new risk investors need to watch.

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...

GLJ's 2027 EBITDA estimate is 22% below consensus at $7.42 billion

GLJ Research analyst Gordon Johnson initiated coverage of GE Vernova with a ‘Sell’ rating and a $470 price target.

GE Vernova shares sank Monday morning along with the AI market.

GE Vernova stock sinks on a bearish GLJ research note. Here’s why analyst Gordon Johnson warns of massive downside in GEV shares.

More than half its disclosed gas-equipment pipeline consists of slot reservations rather than equipment backlog.

A fresh sell rating with a price target nearly half the current stock price just landed on one of Wall Street's favorite power plays, and it is dragging the entire grid infrastructure sector down with it.

GLJ Research analyst Gordon Johnson launched coverage of GE Vernova stock with a Sell rating and $470 price target.

GE Vernova (NYSE:GEV) shares fell 4. 8% in pre-market trading after GLJ Research initiated coverage of the energy and power equipment company with a Sell rating and a $470 price target.

GE Vernova (GEV) concluded the recent trading session at $951.04, signifying a -2.09% move from its prior day's close.

AI data center owners are looking to cut operating costs. One way is to drop a century-old electricity convention and replace it with something surprising.

GE Vernova's diversified approach is paying off for shareholders.

Eaton Corporation has underperformed the Nasdaq Composite over the past year, yet analysts remain highly bullish about the stock’s outlook.

GE Vernova stock might be facing a new threat: Elon Musk. SpaceX and GE Vernova didn’t immediately respond to requests for comment. GE Vernova stock traded as low as $882.14 before recovering to $896.94, down 1.6% in early trading, while the and were off 0.4% and 0.6%, respectively.

GE Vernova is shedding 3% Monday morning while Vertiv and Eaton barely flinch, and the reason behind that split tells investors something important about what this selloff actually is.

Rivian Stock Plunges as CFO Claire McDonough Leaves for GE Vernova

Rivian's CFO is walking out the door just as the company's most important vehicle ramp gets underway, and shareholders are voting hard on what that timing means for the equity story.

Bloom Energy just posted one of the cleanest quarters in the AI infrastructure space, yet its stock sits 42% below its recent peak. One major Wall Street firm is doubling down with a price target that leaves every analyst on the Street standing alone.

A Wall Street Journal bombshell on hidden hyperscaler debt and a 19-year Treasury yield high sent AI power stocks into freefall Tuesday, but the companies getting hammered just posted record backlogs. Here is what triggered the panic selling.

GE Vernova's recent post-earnings dip is a good buying opportunity.

Building faster chips turned out to be the easy part of the AI buildout. The real bottleneck has sent investors hunting for a winner in a completely different industry, and one company already controls the market for the solution Morgan Stanley says matters most.

There just wasn't room for anything less than perfection. But, there's a "but."

Vertiv Holdings (VRT) stock sinks on Wednesday after missing its second quarter earnings estimates despite its increase to full-year guidance. Vertiv is a major player in AI data center infrastructure. Morning Brief Host Julie Hyman is joined by Yahoo Finance Senior Reporter Pras Subramanian and Breaking News Reporter Jake Conley to weigh in on the outlook for the rest of the major companies participating in the AI infrastructure buildout.

AI data centers are putting pressure on the US power grid, making grid equipment manufacturers, apart from chipmakers, direct beneficiaries of the AI buildout. US data center power consumption is expected to increase 22% in a single year, with total grid demand almost tripling to 134.4 GW by 2030. Hyperscalers such as Amazon, Google, Microsoft, […]

Industrial stocks bucked a falling market on Thursday. The State Street Industrial Select Sector SPDR ETF popped back into in a buy zone, led by gap-ups and breakouts for CSX, RTX and others. Many holdings in this exchange traded fund delivered blowout earnings this week.

GE Vernova's $24 Billion Order Boom Isn't Enough to Stop the Selloff

GE Vernova had a great quarter. Investors didn't care.