We discuss AI infrastructure, quantum computing, and modern warfare ETFs.
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We discuss AI infrastructure, quantum computing, and modern warfare ETFs.
GEV sees strong demand from AI-driven grid upgrades, with Electrification orders surging 86% and backlog topping $163B.
Everyone’s talking about Vistra (NYSE:VST) right now because retail investors have decided the merchant power producer is the cleanest way to bet on AI data center electricity demand. But here’s what you should actually be watching. Vistra is a single-commodity bet. Its earnings power tracks wholesale power prices, and the bull case leans heavily on ... Forget Vistra. One Quarter of Orders at GE Vernova Exceeded All of Last Year. That Is the AI Power Trade Worth Owning
GE Vernova (GEV) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.
Statkraft has announced plans to significantly boost its investment in Norwegian hydropower, earmarking NOK 80 billion over the next decade. This investment represents a considerable increase from previous projections, aiming to upgrade and modernize many of Norway's largest hydropower plants and ensure their continued operation. The plan includes major maintenance, project upgrades, and new capacity developments crucial for meeting future electricity demands. While hydropower will account...
Earlier this month, Blue Energy and GE Vernova announced a 2.50 GW paired nuclear-and-gas project in Texas that combines GE Vernova Hitachi Nuclear Energy’s BWRX-300 small modular reactors with GE Vernova’s 7HA.02 gas turbines, targeting initial turbine delivery in 2029 and largely offsite, barge-based construction. This gas-plus-nuclear model, designed to support power-hungry AI data centers and advanced manufacturing, also aims to lower capital costs via modular fabrication while creating...
GE Vernova Inc. (NYSE:GEV) is included among the 10 Energy Stocks that Crushed Earnings Estimates in the First Quarter. GE Vernova Inc. (NYSE:GEV) engages in the provision of various products and services that generate, transfer, orchestrate, convert, and store electricity in the United States, Europe, Asia, the Middle East, and Africa. GE Vernova Inc. (NYSE:GEV) […]
The stock market is near highs but oil prices and yields are headwinds with Trump issuing new Iran threats. Nvidia and Walmart earnings loom.
Spin-offs and mergers can lead to major movement for share prices, but accessing these scenarios can be challenging for investors; these ETFs can help.
Broadcom leads five stocks to watch near buy points. Several companies serve AI data centers and their appetite for chips, power and more.
GE Vernova: recent returns and scale GE Vernova (GEV) has drawn fresh attention after a strong run in its stock, with the price up 6% over the past month and about 31% over the past 3 months. The company, valued at about US$293b, reported revenue of US$39,375.0m and net income of US$9,375.0m. These results are spread across the Power, Wind, and Electrification segments, with operations across several major regions. See our latest analysis for GE Vernova. Recent trading has been choppy, with...
The Pacer US Cash Cows 100 ETF (NYSEARCA:COWZ) and the Fundstrat Granny Shots US Large Cap ETF (NYSEARCA:GRNY) sit on opposite ends of how quality gets defined in a large-cap portfolio. COWZ ranks the Russell 1000 by free cash flow yield and takes the top 100 names, a rules-based screen with no human override. GRNY ... GRNY Beat COWZ by 11 Points This Year. Oil Prices and Interest Rates Will Decide Who Wins Next
Mirion Technologies delivers radiation detection and monitoring solutions to healthcare and industrial clients worldwide.
Lincoln Educational Services delivers hands-on technical and healthcare training across 22 campuses, serving workforce needs nationwide.
Callaway Golf Company combines branded equipment sales with experiential entertainment through its Topgolf venues and lifestyle offerings.
GE Vernova (NYSE:GEV) and Blue Energy announced a major U.S. collaboration to design a combined nuclear and natural gas power plant. The project pairs GE Vernova Hitachi Nuclear Energy's BWRX-300 small modular reactor with modern gas turbines in a single site. The partners plan to use advanced offsite construction and modularization methods aimed at faster delivery and lower project complexity. The gas plus nuclear concept is targeted at rising electricity needs from AI data centers and new...
GE Vernova gains from rising AI-driven power demand, strong orders and global project wins, but tariff costs and premium valuation may temper appeal.
GE Vernova Inc. (NYSE:GEV) is one of the best uranium stocks to buy according to Wall Street analysts. On April 27, Argus analyst John Eade raised his price target on GE Vernova Inc. (NYSE:GEV) from $800 to $1,300, while maintaining a Buy rating on the stock. The upgrade came just days after GE Vernova reported […]
Yahoo Finance’s Julie Hyman and Head of News Myles Udland discuss Ford's (F) 20% jump over the past few days after its battery storage bet.
The Energy Department announced $94 million worth of cost-sharing grants to build out America’s nuclear infrastructure.
Tight weekly action near highs and a possible new buy point have made GE Vernova stock our pick. Amazing earnings help too.
Ford Motor investors have caught AI-fever, and shares of the auto maker just won’t stop. It seemed to be tied to Ford Energy, which the company unveiled earlier in the week. The new business will use Ford’s lithium-ion battery capacity to build storage systems for utilities and data centers in the U.S.
SunPower Inc. reported its first-quarter 2026 financial results, highlighting a challenging period due to lower-than-expected revenue and increased expenses in anticipation of future growth. Despite this setback, the company recorded a significant increase in bookings, largely attributed to recent acquisitions, signaling a positive outlook for the upcoming quarters. SunPower also undertook several cost-control measures, including staff reductions and a shift to a four-day workweek, as part of...
GE Vernova (NYSE:GEV) has raised its 2026 revenue and core margin forecasts, signaling stronger expectations for its core operations. The company reported a record gas turbine backlog, with total orders increasing by $13b as data center and grid demand drive new projects. Management now expects to reach a $200b backlog target faster than previously outlined, including a goal of 110 GW in gas turbine backlog and reservation agreements by year end. GE Vernova comes into this update with the...
In October 2025, a company with zero revenue, no operating reactors, and a product still years away from commercialization briefly crossed a $30 billion valuation. That company was Oklo Inc. (NYSE: OKLO.
GE Vernova Inc. (NYSE:GEV) is one of the best grid modernization stocks to buy for AI infrastructure. On April 22, Reuters reported that GE Vernova Inc. (NYSE:GEV) raised its 2026 revenue and adjusted core profit margin forecasts as rising demand from data centers and grid infrastructure strengthened its core businesses. The company now expects 2026 […]
Vertiv Holdings Co (NYSE:VRT) is one of the best grid modernization stocks to buy for AI infrastructure. On April 27, Vertiv Holdings Co (NYSE:VRT) announced the acquisition of Strategic Thermal Labs LLC, adding cold-plate design, server-side liquid cooling, and high-density thermal validation expertise to its AI infrastructure portfolio. Vertiv said the deal is meant to […]
Two profitable nuclear energy companies, one winner.