Actualités

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

Monarch Private Capital and Generate Capital have announced a significant development in the energy transition landscape with the closing of a 104 MW energy investment portfolio. This initiative supports over 15 community solar projects, aimed at delivering reliable and cost-effective energy without additional infrastructure burdens. The projects are expected to generate the equivalent electricity needed to power over 20,000 U.S. homes, while avoiding 150,000 metric tons of carbon dioxide...

Former General Electric investors are extremely happy with two of the companies that emerged from the breakup.