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Ford Goes Full Tesla—Again
Barrons.com94d agoneutral
Ford Goes Full Tesla—Again

Ford Motor is starting up a new business that Tesla pioneered: Energy Storage. Monday, Ford introduced “Ford Energy,” which will deliver “United States-assembled battery energy storage systems for utilities, data centers, and large industrial and commercial customers in the United States.” Tesla has a large energy storage business.

GE Vernova (GEV) Might Have A Long Way To Go Despite Share Gains
Insider Monkey94d agoneutral
GE Vernova (GEV) Might Have A Long Way To Go Despite Share Gains

GE Vernova Inc. (NYSE:GEV) is one of the 14 Stocks That Will Skyrocket. This stock, pitched by Enrique Abeyta, is another nuclear stock. He claims that it is slated to benefit from one of the most underrated aspects of the AI buildout, i.e., electricity demand. The firm “already powers multiple AI data centers across the […]

Jim Cramer Suggests “Might Want to Get Some GE Vernova”
Insider Monkey96d agoneutral
Jim Cramer Suggests “Might Want to Get Some GE Vernova”

GE Vernova Inc. (NYSE:GEV) was one of the stocks featured in Jim Cramer’s Mad Money recap, as he discussed how the AI build-out could power the economy. Cramer mentioned the stock during the episode and said: Take a look at these. These companies are hiring like mad because they know the demand for electricity is […]

Jim Cramer on GE Vernova: “It’s Printing Money”
Insider Monkey97d agoneutral
Jim Cramer on GE Vernova: “It’s Printing Money”

GE Vernova Inc. (NYSE:GEV) was one of the stocks on Jim Cramer’s radar as he highlighted AI winners to buy for 2026. Cramer highlighted that the company performed much better after the spin-off, as he commented: You have GE Vernova, which spent years under GE as a struggling builder of turbines, suddenly on its own, […]

Latest News In Energy Transition - Transformers Market Growth Driven By Grid Modernization And Innovation
Simply Wall St.98d agoneutral
Latest News In Energy Transition - Transformers Market Growth Driven By Grid Modernization And Innovation

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 (GEV) Secures Order to Modernize Power Plants in Egypt
Insider Monkey99d agoneutral
GE Vernova (GEV) Secures Order to Modernize Power Plants in Egypt

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 […]

Is It Too Late To Consider GE Vernova (GEV) After 174% One-Year Surge?
Simply Wall St.99d agobullish
Is It Too Late To Consider GE Vernova (GEV) After 174% One-Year Surge?

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 Targets Data Center Demand With Texas Hybrid Gas Nuclear Plant
Simply Wall St.99d agoneutral
GE Vernova Targets Data Center Demand With Texas Hybrid Gas Nuclear Plant

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...

Industrial-Strength Rally: Why Caterpillar Is Up 53% and GE Vernova Is Up 65% in 2026
24/7 Wall St.100d agobullish
Industrial-Strength Rally: Why Caterpillar Is Up 53% and GE Vernova Is Up 65% in 2026

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

The Real AI Trade May Not Be Software. It May Be Power Equipment
24/7 Wall St.100d agoneutral
The Real AI Trade May Not Be Software. It May Be Power Equipment

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

The AI Boom Is Facing a New Bottleneck: A Shortage of Electricians
Barrons.com100d agoneutral
The AI Boom Is Facing a New Bottleneck: A Shortage of Electricians

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.

This Week In Energy Transition - Perigus Energy Emerges as New Onshore Renewable Powerhouse
Simply Wall St.100d agoneutral
This Week In Energy Transition - Perigus Energy Emerges as New Onshore Renewable Powerhouse

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...

1 Mooning  Stock to Keep an Eye On and 2 We Brush Off
StockStory100d agoneutral
1 Mooning Stock to Keep an Eye On and 2 We Brush Off

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.

Should GE Vernova’s Record AI‑Linked Orders and Buybacks Prompt Action From GEV Investors?
Simply Wall St.100d agobullish
Should GE Vernova’s Record AI‑Linked Orders and Buybacks Prompt Action From GEV Investors?

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...

As GEV Garners Attention Consider These 3 Renewable Energy Stocks Under $30
24/7 Wall St.101d agoneutral
As GEV Garners Attention Consider These 3 Renewable Energy Stocks Under $30

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

Strong Results Lifted GE Vernova (GEV) in Q1
Insider Monkey101d agoneutral
Strong Results Lifted GE Vernova (GEV) in Q1

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 […]

3 Cash-Heavy Stocks to Target This Week
StockStory103d agoneutral
3 Cash-Heavy Stocks to Target This Week

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.