Notícias

The global transformers market is poised for significant growth, anticipated to reach USD 113.0 billion by 2036, up from USD 62.2 billion in 2026, driven by a compound annual growth rate (CAGR) of 6.2%. This expansion is fueled by key developments in grid modernization, renewable energy advancements, and the burgeoning demand for electric vehicle charging infrastructure. With Asia-Pacific currently leading the market due to extensive industrialization, regions like North America are expected...

GE Vernova's stock surged 71% in 2026, driven by AI-related power demand from hyperscalers.

Due to GE Vernova’s outperformance relative to the broader market over the past six months, Wall Street analysts maintain a bullish outlook on the stock’s prospects.

GE Vernova Inc. (NYSE:GEV) is one of the best young stocks to buy and hold for the next decade. On April 29, GE Vernova secured an order from Middle Delta Electricity Production Company/MDEPC to modernize the Banha and Nubaria power plants in Egypt. The project, which was booked in Q1 2026, aims to improve operating […]

Wondering whether GE Vernova at around US$1,095 per share still offers value, or if most of the opportunity has already been priced in. The stock has posted returns of 0.6% over the past week, 21.9% over the last month, 61.2% year to date and 173.6% over the past year, which naturally raises questions about how its current price stacks up against fundamentals. Recent attention on GE Vernova has focused on its role in power and energy infrastructure and on how investors view companies exposed...

GE Vernova (NYSE:GEV) and Blue Energy plan a 2.5 GW hybrid gas and nuclear power plant in Texas using small modular reactor technology and gas turbines. The project aims to use offsite prefabrication and a tailored regulatory approach to support quicker deployment in the U.S. power market. The facility is designed to address rising electricity demand from AI data centers and advanced manufacturing while contributing to U.S. grid reliability and energy transition goals. For investors...

Energy stocks were rising late Tuesday afternoon, with the NYSE Energy Sector Index adding 0.6% and

Two industrial bellwethers are putting up tech-like returns in 2026, and the catalyst is hiding in plain sight: power for the AI buildout. Caterpillar (NYSE:CAT) stock is up 53% year to date through the May 4 close, while GE Vernova (NYSE:GEV) stock has surged 65%, with both sitting near record highs. The two industrials-sector stocks ... Industrial-Strength Rally: Why Caterpillar Is Up 53% and GE Vernova Is Up 65% in 2026

Energy stocks were higher Tuesday afternoon, with the NYSE Energy Sector Index rising 0.5% and the S

Every dollar of AI capex eventually has to plug into a wall. By the time hyperscalers have signed off on GPU orders, the binding constraint stops being silicon and starts being substations, transformers, and turbines. That is the wager behind Tema Electrification ETF (NASDAQ:VOLT), a thematic fund that ignores AI software entirely and goes straight ... The Real AI Trade May Not Be Software. It May Be Power Equipment

Now, another one is popping up—electricians. A year ago, a shortage of natural gas turbines was the biggest limiting factor behind the AI boom, because data centers couldn’t build enough power plants to get electricity to those data centers. Today, a shortage of contractors with electrical expertise is the most pressing problem.

Blue Energy and GE Vernova Inc. (NYSE:GEV) have unveiled plans to jointly develop a 2.

Copenhagen Infrastructure Partners (CIP) has completed the acquisition of Ørsted's European onshore platform, leading to the launch of Perigus Energy, a new player in the European onshore renewable energy sector. Operating in Ireland, Germany, the United Kingdom, and Spain, Perigus Energy currently manages 826 MW of operational and under-construction capacity, with a pipeline poised for substantial growth. The company aims to support Europe's energy transition by developing, building, and...

Move aside Magnificent 7. Some of the "other 493" stocks in the S&P 500 are making a huge run.

GE Vernova has secured an order from Megha Engineering & Infrastructure Ltd to deliver nine 150 MW pumped storage units for an Indian hydropower plant.

Great things are happening to the stocks in this article. They’re all outperforming the market over the last month because of positive catalysts such as a new product line, constructive news flow, or even a loyal Reddit fanbase.

On April 22, 2026, GE Vernova reported first-quarter 2026 results showing revenue of US$9.34 billion and net income of US$4.75 billion, alongside aggressive share repurchases under its multi‑billion‑dollar buyback program. The quarter’s very large jump in earnings per share, supported by US$13 billion in new orders and renewed guidance for higher full‑year revenue and free cash flow, underscored how AI‑driven data center power demand is feeding into GE Vernova’s backlog and service...

Big tech players have no time to waste when it comes to the AI buildout. They’re spending $700 billion this year alone to build out data centers and other major capital projects.

Rob Spivey of Altimetry Research breaks down the AI energy boom — naming GE Vernova, Bloom Energy, and Kodiak Gas Services as buys and explaining why NextEra Energy and AECOM may fall behind.

Shares of GE Vernova (NYSE:GEV) have rerated higher as AI data center power demand reignites investor appetite for the picks-and-shovels of the energy transition. That gravity is now pulling smaller renewable names along for the ride, and several still trade under $30, putting exposure within reach of retail investors who missed Vernova’s run. With that ... As GEV Garners Attention Consider These 3 Renewable Energy Stocks Under $30

Fred Alger Management, an investment management company, released its “Alger Spectra Fund” first-quarter 2026 investor letter. A copy of the letter can be downloaded here. In the first quarter of 2026, the Class A shares of the Alger Spectra Fund underperformed the Russell 3000 Growth Index. The Information Technology and Financials sectors contributed, while Consumer […]

By Marianna Parraga, Mircely Guanipa and Mariela Nava PUNTO FIJO/MARACAIBO, May 4 (Reuters) - When potential providers and financiers for Venezuela's electric industry, including Siemens Energy and GE

In a world where many businesses have shaky balance sheets, some have ignored the crowd and exercised prudence. These cash-heavy companies shine bright for their financial discipline, resilience, and ability to generate solid returns.

We have recently shared Jim Cramer Made A Big Prediction About OpenAI & Discussed These 20 Stocks. GE Vernova Inc. (NYSE:GEV) is one of the stocks discussed by Jim Cramer. GE Vernova Inc. (NYSE:GEV) is one of Jim Cramer’s top nuclear power stocks. Its shares are up by 186% over the past year and by […]

GE Vernova (GEV) is back in focus after its first quarter 2026 results, reporting revenue of US$9,339 million and net income of US$4,745 million, alongside higher full year guidance and a larger order backlog. See our latest analysis for GE Vernova. After surging to fresh highs following its Q1 beat, GE Vernova’s share price has recently cooled. The 1-day share price return shows a 1.89% decline and the 7-day share price return shows a 7.50% decline. However, the 30-day and year-to-date share...

This company is a pick-and-shovel way to play the boom in AI data center spending.

We just covered Here is How Billionaire Philippe Laffont’s Top 10 Picks Crushed The Market. GE Vernova Inc. (NYSE:GEV) ranks #5 (see the Here is How Billionaire Philippe Laffont’s Top 5 Picks Crushed The Market). YTD Stock Performance: +76% Philippe Laffont’s Stake: $2.20 Billion The growing demand for electricity amid the AI and data center boom sits […]

Philippe Laffont’s firm has launched Next Frontier, whose facilities will be meant for AI companies including Anthropic.

The Fidelity Clean Energy ETF (NYSEARCA:FRNW) was built to give investors a single ticker for global companies generating at least 50% of revenue from clean energy distribution, equipment, and technology. The problem it tries to solve is real: most diversified energy funds still lean heavily on oil and gas, leaving renewable exposure thin. The cost ... Why GE Vernova’s Power Orders Could Make or Break This Clean Energy ETF

The grid was built for a slower world. Tema Electrification ETF (NASDAQ:VOLT) exists because hyperscalers are now signing power contracts the size of mid-sized utilities, and the equipment makers serving them cannot keep up. The fund targets the picks-and-shovels of that buildout: turbine manufacturers, transformer suppliers, switchgear, AI compute, and the cloud platforms generating the ... VOLT Investors: Here’s the One Signal That Predicts Your Returns This Year