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GEV and DUK are positioned to benefit from rising electricity demand, with growth driven by power generation, grid investment and data centers.
Investing.com -- The pickup in U.S. business investment and manufacturing is more dependent on the artificial intelligence boom than many investors realize, according to UBS in a note on Thursday.
Levi Strauss & Co. and Marks & Spencer have collaboratively launched the Fashion Renewable Collaborative (FRC) with Schneider Electric, aiming to advance renewable electricity across the fashion industry. Announced during New York Climate Week, this initiative seeks to overcome market barriers hindering suppliers' adoption of renewable energy by offering resources and support for a scalable transition. The FRC provides fashion suppliers with access to education, guidance, and tools such as...
CEO BRIEF NEWSLETTER Good morning—we have a packed CEO Brief for you today. First, Microsoft’s president has thoughts on the great AI safety debate and advice for CEOs. Then Lila has an exclusive on new CEO pay research from the Conference Board (yes, it climbed but there’s more to it than that).
These days, SMRs are seen by many as excellent clean-energy power generation solutions.
To state the obvious, the trillion-dollar, or near-trillion-dollar, valuations of SpaceX Anthropic, and OpenAI aren’t built on current sales or earnings. Demand for AI applications and agents needs to grow—fast—or else the entire market has a problem. Shortly after its initial public offering, SpaceX stock traded for about 900 times its estimated 2027 earnings, according to FactSet.
Scott Strazik shares how GE Vernova is planning to meet the unprecedented electricity demand driven by the AI boom and data centers. He also discusses the company's international strategy, including rehabilitating Venezuela's energy infrastructure and investing in Ukraine's existing nuclear infrastructure.
GE Vernova Inc. (NYSE:GEV) has signed a services agreement to provide Rotor Life Extension solutions for five 9F gas turbines operating at three power plants in Egypt.
The OECD says the global economy has absorbed the Iran war better than feared, but flags energy supply as a key risk. That keeps reliable, low carbon power in sharp focus. Investors who wait for full clarity often watch opportunities pass by. This article walks through three nuclear energy stocks from our screener that offer different ways to gain exposure to this long term power theme. The three nuclear energy stocks below are only a starting sample, and the full screen surfaced 34 more...
The Federal Reserve’s latest rate hike has pushed borrowing costs higher, which puts even more pressure on aging energy infrastructure that cannot be upgraded cheaply. Capital is getting pricier while demand for electricity from AI data centers and electrification keeps building. That mix creates a potential opening for investors looking at the specialists that build and equip the power network. This article walks through three grid technology stocks from our curated list. The three stocks...
The global wind energy market is on track for significant expansion, aiming to reach around USD 287.9 billion by 2035, driven by increased demand for clean power, technological advancements, and substantial global investments. Key developments such as the deployment of offshore and utility-scale wind projects, enhanced turbine capacity, and supportive government policies are fostering new opportunities within the sector. As larger turbines and corporate renewable energy purchase agreements...
GE Vernova’s momentum is building day after day.
These analysts have very different opinions on GE Vernova stock.
Key TakeawaysGE Vernova shares fell alongside the broader AI-stock selloff in mid-September, but Street price targets climbed every single quarter this year, leaving the September 18 close about 32% below the average analyst target, the widest gap in the past 15 months of data. Net income swung wildly the past two quarters mostly because of one-time items, not operations.
It's important not to panic over the impact of rising rates on industrial stocks, not least because they are likely to affect different stocks in varied ways.
GE Vernova Inc. (NYSE:GEV) received a boost on September 16 after CEO Scott Strazik stated that the company’s backlog could hit the $200 billion mark “very early” in 2027, sooner than Wall Street had expected. The company expects the “strong and durable demand” to drive accelerated growth after its backlog had reached $167 billion at […]
General Electric’s GE Vernova unit has resolved its legal dispute with Vineyard Wind, while GE Aerospace has addressed a GE9X engine durability issue and announced an US$11.75 billion acquisition of Consolidated Precision Products to bolster precision-cast engine component supplies. Together, these developments reduce legal and operational uncertainty while reinforcing GE’s supply chain depth in engines, a core pillar of its aerospace-focused business model. We’ll now consider how resolving...
GE Vernova Inc. (NYSE:GEV) is one of Jim Cramer’s favorite stocks. Throughout 2025, the CNBC TV host continued to heap praise on the firm. Cramer’s praise came at a time when new-age nuclear power and quantum computing stocks were experiencing strong gains. Throughout this period, he continued to assert that GE Vernova Inc. (NYSE:GEV) was […]
GE Vernova (GEV) closed at $940.33 in the latest trading session, marking a +1.66% move from the prior day.
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 […]
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.
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.