Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.
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.
Three blue-chip CFO swaps touched off double-digit stock rallies while Rivian's announcement landed with a thud. The difference comes down to one decision Rivian has yet to make.
Artificial intelligence is revolutionizing the solar energy industry by enhancing various aspects of the value chain, from manufacturing processes to grid integration and end-of-life management. This transformative shift is marked by significant investments, with $13 billion devoted to integrating AI into solar technologies, underscoring a structural change within the sector. Key developments include the deployment of AI to improve product quality, reduce production cycles, and lower energy...
Eaton Corporation has underperformed the Nasdaq Composite over the past year, yet analysts remain highly bullish about the stock’s outlook.
GE Vernova stock has delivered a strong 46.9% gain over the past year, yet current checks present a more measured picture, with the Discounted Cash Flow (DCF) intrinsic value suggesting the shares are roughly fairly valued while market multiples point to undervaluation. That mix of signals leaves investors weighing solid recent returns against whether the current price still offers a margin of safety. GE Vernova’s 46.9% return over the past 12 months highlights robust recent momentum, which...
According to a report from Reuters, Exxon Mobil, Chevron, GE Vernova, as well as India's ONGC, Italy's Eni, and Colombia's GeoPark are close to closing energy deals in Venezuela after months of negotiations.
HOUSTON/CARACAS, Aug 31 (Reuters) - U. companies Chevron and GE Vernova, India's ONGC, Italy's Eni and Colombia's GeoPark are on track to sign final agreements in Venezuela after months of negotiations to firm up energy projects in the OPEC country, five sources close to the preparations said.
Chevron Corporation (NYSE:CVX), GE Vernova Inc. (NYSE:GEV), India’s ONGC, Italy’s Eni and Colombia’s GeoPark are reportedly close to signing final agreements for energy projects in Venezuela after months of negotiations. Most of the agreements would move existing oil contracts under Venezuela’s amended hydrocarbons law, which gives foreign companies more flexibility to operate and expand fields, […]
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 $896.94, down 1.6% in early trading, while the and were off 0.4% and 0.6%, respectively.
Elon Musk is trying to manufacture his way around one of the AI boom’s biggest constraints: finding enough electricity to switch on all those expensive Nvidia Corp. (NASDAQ:NVDA) chips.SpaceX (NASDAQ:SPCX) is building a foundry in Bastrop, Texas, to cast blades...
The S&P 500 Index ($SPX ) (SPY ) is down by -0.42% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down by -0.55%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down by -0.23%. E-mini S&P futures (ESU26 ) are down -0.40%, and September E-mini...
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.
GE Vernova boasts a fortress balance sheet and surging margins, while Vistra trades at half the valuation multiple, but carries higher debt.
Yesterday, Elon Musk shone a spotlight on a constraint everyone in the AI trade already knew was coming: Roughly 15 gigawatts of AI compute scheduled to be manufactured next year may never get powered up in 2027 — the equivalent of 10 nuclear plants’ worth of capacity sitting idle in a single year, enough to […]
The leader guided the EV maker through its IPO and raised billions but her sudden exit signals a massive shift in where Wall Street’s top talent is heading.
General Electric (NYSE:GE) energy unit GE Vernova appoints Rivian CFO Claire McDonough as its new Chief Financial Officer. McDonough is set to leave electric vehicle maker Rivian to take up the CFO role at GE Vernova. The move marks a key leadership change for GE's recently separated energy focused business. Executive moves like this often reflect how large industrial groups are thinking about growth, capital allocation and technology. It can be useful to compare GE Vernova's direction with...
GE Vernova Inc. (NYSE:GEV) announced on August 26 that it had established a joint venture with LS Electric to further strengthen its competitiveness in the high-voltage direct current sector. Announced at the CIGRE 2026 event in Paris, the partnership will allow the two companies to collaborate on South Korea’s voltage source converter-based HVDC projects. These […]
One aspect of GE Vernova's business sparked an overblown negative reaction from investors.
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.
Rivian’s Claire McDonough will receive a $5 million cash sign-on payment as she steps into GE Vernova’s CFO seat, succeeding Kenneth Parks.
Both companies are benefiting from AI, but between the two stocks, one jumps out as the better investment.
Rivian’s CFO steps down to join GE Vernova, RaceTrac hires an LVMH exec as finance chief and Hormel Foods names a former Tyson leader as CFO.
We use Google Analytics to count anonymous page views and understand which content gets read. No ads, no profiles. Decline keeps you on cookieless mode. Details.
