As power capacity becomes AI's key bottleneck, investors are rotating into GE Vernova and Eaton, whose surging backlogs and pricing power reflect the electrification supercycle.
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GE Vernova (GEV) due to release its second quarter earnings figures this Wednesday, July 22, ahead of the market's open. The stock is up nearly 60% year-to-date in 2026. Morning Brief Host Julie Hyman is joined by Yahoo Finance Breaking News Reporter Jake Conley and Bullseye American Ingenuity Fund portfolio manager Adam Johnson to discuss the energy company's gas turbine business.
GE Vernova stock has soared more than 60% in 2026 so far, but this could just be the beginning.
Earnings season ramps up this week with some key tech earnings on tap. This week we have Tesla, Intel, Alphabet, GE Verona, International Business Machines, ServiceNow, Freeport-Mcmoran and American Express all reporting in what shapes as a busy and pivotal week for stocks.
Dow Jones futures: An Iran attack killed two U.S. service members. Google earnings and capex guidance will be key this week. Tesla, Intel, GE Vernova also report.
GE Aerospace shares fell despite Q2 2026 earnings beats and raised full-year guidance, as investors weigh a rich 46x forward earnings valuation against a $210 billion backlog.
With a short percentage of shares outstanding at 3.92%, GE Vernova Inc. (NYSE:GEV) is among the 7 Best Electrical Equipment Stocks to Buy. On June 16, Bernstein initiated coverage of GE Vernova Inc. (NYSE:GEV) with an Outperform rating and a $1,206 price target. The firm believes the company is uniquely positioned to benefit from powerful global trends, […]
In recent weeks, GE Vernova has attracted heightened attention as analysts and investors focus on its pending July 22 earnings report, backed by a very large backlog and raised revenue and free cash flow guidance. At the same time, the company is committing US$11.00 billion to capex and R&D through 2028 and highlighting strong AI data center–driven demand, underscoring how power infrastructure and grid reliability are becoming central to its long-term story. Next, we’ll examine how this...
GE beats Q2 2026 estimates as commercial services, strong orders and cash flow fuel growth, prompting higher full-year guidance.
Zacks.com users have recently been watching GE Vernova (GEV) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.
Micron's AI-driven memory momentum earns Bull of the Day, while General Mills faces pressure from softer demand and ongoing operating challenges.
GE Vernova heads into Q2 results with AI-driven power demand, strong Power and Electrification growth, and persistent Wind pressures.
GE Vernova (GEV) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
One powers global infrastructure with leadership in turbines; the other delivers steady returns through regulated rates. Which stock fits your 2026 portfolio?
BE, FCEL and GEV are highlighted as alternative energy stocks positioned to benefit from AI-driven data center power demand and grid modernization.
GE Vernova Inc. (NYSE:GEV) is among the Ray Dalio Stock Portfolio. On July 7, Barron’s said GE Vernova Inc. (NYSE:GEV) fell 6.5% Tuesday. Caterpillar and Cummins dropped 3.1% and 2.7%, respectively. This happened after Barclays downgraded German rival Siemens Energy to Sell from Hold, per FactSet. Siemens Energy slid 8.9% in overseas trading. Barron’s said neither GE Vernova […]
GEV's $11 billion investment push, including upgraded Italian R&D and manufacturing sites, targets grid reliability, growth and stronger margins.
GE Vernova reports earnings on July 22, and one corner of its order book suggests Wall Street may be underestimating just how far ahead of its closest rival it has already pulled.
Chevron (NYSE:CVX) has launched a new business with GE Vernova and Microsoft to supply natural gas power to AI data centers. The company has also signed a five year extension to supply natural gas to Alinta Energy in Western Australia. Chevron is best known for its oil and gas production. This new move into powering AI data centers links its existing natural gas operations with a fast growing digital infrastructure sector. The partnership with GE Vernova and Microsoft positions Chevron...
The latest trading day saw GE Vernova (GEV) settling at $1, representing a -4.49% change from its previous close.
GE Vernova's stronger stock performance, lower valuation, dividend and upbeat 2026 outlook give it the edge over X-Energy.