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

Shares of Oracle fell in midday trading, while shares of power equipment providers Bloom Energy and GE Vernova also declined.

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.

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 […]

The GE Vernova stock price is still a good distance from its 52-week high, but it's still a company worth considering as an investable opportunity.

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.

The broad market exchange-traded fund SPDR S&P 500 ETF Trust (SPY) was down 0.1%, and the actively t

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...

Shares of Bloom Energy (NYSE:BE) have gone on a month-long tear that stands out against both the broad market and every other name in its immediate neighborhood. Bloom Energy stock is at $277.81, having gained 38% over the past month, a run big enough to make the take-profits-or-buy-more question the one worth asking on this […]

GE Vernova’s rapidly expanding backlog could give GEV stock another powerful growth catalyst as the company targets a $200 billion backlog by early 2027.

GE Vernova's backlog keeps exploding and its CEO says the company will be mostly sold out through 2030, yet most AI power investors are looking at entirely the wrong part of the supply chain.

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.

Nvidia gets the AI spotlight, but three power infrastructure stocks may be quietly building the bigger long-term opportunity.

One generates a quarter of global electricity and carries zero debt. The other is pre-revenue but backed by Meta and Switch.

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.

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

One is burning cash to scale a novel battery technology. The other generates $3.7 billion in free cash flow annually.

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 […]