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Vertiv stock sinks on earnings miss: A look at key AI infrastructure players
Yahoo Finance Video7d agobearishVIDEO
Vertiv stock sinks on earnings miss: A look at key AI infrastructure players

Vertiv Holdings (VRT) stock sinks on Wednesday after missing its second quarter earnings estimates despite its increase to full-year guidance. Vertiv is a major player in AI data center infrastructure. Morning Brief Host Julie Hyman is joined by Yahoo Finance Senior Reporter Pras Subramanian and Breaking News Reporter Jake Conley to weigh in on the outlook for the rest of the major companies participating in the AI infrastructure buildout.

Pacific Gas & Electric Q2 Earnings Call Highlights
MarketBeat12d agoneutral
Pacific Gas & Electric Q2 Earnings Call Highlights

Pacific Gas & Electric (NYSE:PCG) reaffirmed its 2026 earnings guidance and longer-term financial plan on its second-quarter earnings call, while executives emphasized that California wildfire liability reform remains a critical factor for the utility’s capital plans and path to investment-grade

Backlog Mania: Stocks to Watch This Earnings Season
TheStreet12d agoneutral
Backlog Mania: Stocks to Watch This Earnings Season

Order backlogs are a central theme this earnings season, and AI and data center companies with increasing order backlogs are expected to continue to prosper. Super Micro Computer (SMCI) and GE Vernova (GEV) made it clear that Wall Street remains obsessed with order backlogs. Super Micro Computer ...

🔎 Under the Radar: GE Vernova Stock Slides on Earnings Miss
The Wall Street Journal14d agobearish
🔎 Under the Radar: GE Vernova Stock Slides on Earnings Miss

Demand for GE Vernova's equipment rose again in the second quarter of the year, but shares slid about 6% Wednesday morning. The company’s earnings per share missed analyst expectations, though its $11.1 billion in revenue for the quarter was higher than expected. It raised revenue and free cash flow guidance for the year.

GE Vernova Q2 Earnings Call Highlights
MarketBeat14d agoneutral
GE Vernova Q2 Earnings Call Highlights

GE Vernova (NYSE:GEV) raised its 2026 revenue and free cash flow outlook after reporting sharply higher second-quarter orders, expanded backlog and stronger margins, as management said demand for power generation and grid equipment continues to accelerate globally. Chief Executive Officer Scott Str

GE Vernova Earnings Due. This Will Matter Far More Than Gas Turbine Orders.
Investor's Business Daily14d agobearish
GE Vernova Earnings Due. This Will Matter Far More Than Gas Turbine Orders.

Highly anticipated GE Vernova earnings for the second quarter early Wednesday will provide the latest insights into AI-driven demand for gas turbines and electrical transformers. GE Vernova confirmed in June that its massive, heavy-duty gas turbines are basically sold out through 2029. Big Tech companies aggressively purchased the gas turbines to power their artificial-intelligence (AI) data-center campuses by themselves, with regionals grids unable to meet massive electricity demand.

How to Use GE Vernova Earnings to Tell if the AI Trade Is Dead
Barrons.com14d agoneutral
How to Use GE Vernova Earnings to Tell if the AI Trade Is Dead

Demand for GE Vernova’s power generation equipment amid the AI data center building boom has sent shares to levels no one expected. Now, how the stock reacts to earnings on Wednesday can help tell investors if the AI trade is alive and well, or if more pain is coming to many stocks, beyond shares of Vernova. It’s an important report for Vernova, with shares above $1,000, up roughly 700% since the company was spun out of GE Aerospace in 2024.

Investing.com15d agobullish
JPMorgan sees clean energy pullback as buying opportunity ahead of earnings

Investing.com -- JPMorgan said a recent selloff in clean energy and power infrastructure stocks has created attractive entry points ahead of second-quarter earnings, arguing that demand trends tied to data centers, industrial electrification and U.S. manufacturing remain intact despite recent market volatility.

CSX or GE Vernova? Wall Street Has Already Picked Its Earnings Winner
24/7 Wall St.15d agoneutral
CSX or GE Vernova? Wall Street Has Already Picked Its Earnings Winner

Two industrial giants report Q2 results on the same day, and analysts are anything but neutral between them. Before you decide which earnings announcement to watch on July 22, you need to see how these two stack up across every dimension Wall Street actually measures.