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GE Vernova Earnings Due. This Will Matter Far More Than Gas Turbine Orders.
Investor's Business Daily69d agobearish
GE Vernova Earnings Due. This Will Matter Far More Than Gas Turbine Orders.

Highly anticipated GE Vernova earnings for the second quarter early Wednesday will provide the latest insights into AI-driven demand for gas turbines and electrical transformers. GE Vernova confirmed in June that its massive, heavy-duty gas turbines are basically sold out through 2029. Big Tech companies aggressively purchased the gas turbines to power their artificial-intelligence (AI) data-center campuses by themselves, with regionals grids unable to meet massive electricity demand.

How to Use GE Vernova Earnings to Tell if the AI Trade Is Dead
Barrons.com69d agoneutral
How to Use GE Vernova Earnings to Tell if the AI Trade Is Dead

Demand for GE Vernova’s power generation equipment amid the AI data center building boom has sent shares to levels no one expected. Now, how the stock reacts to earnings on Wednesday can help tell investors if the AI trade is alive and well, or if more pain is coming to many stocks, beyond shares of Vernova. It’s an important report for Vernova, with shares above $1,000, up roughly 700% since the company was spun out of GE Aerospace in 2024.

Alphabet vs Apple: The Better Buy Before Earnings
24/7 Wall St.69d agobullish
Alphabet vs Apple: The Better Buy Before Earnings

Alphabet and Apple both crushed their last quarters, but they are running completely opposite playbooks heading into earnings season. One is burning through cash to own the AI future while the other hands it back to shareholders, and only one setup looks sharp right now.

Charles Schwab Q2 Earnings Call Highlights
MarketBeat69d agoneutral
Charles Schwab Q2 Earnings Call Highlights

Charles Schwab (NYSE:SCHW) executives said the company delivered record second-quarter results as client asset gathering, trading activity, lending demand and wealth management flows all strengthened. President and CEO Rick Wurster said Schwab is benefiting from a financial services landscape that

Bank of America doubles down on Apple stock ahead of earnings
TheStreet69d agoneutral
Bank of America doubles down on Apple stock ahead of earnings

July 30 is Tim Cook's last earnings call as Apple's CEO. He's been running the company since 2011, and when he gets off that call, John Ternus takes over. That alone makes this quarter worth paying attention to, beyond the usual revenue-and-margins conversation. Bank of America published its ...