News

In the second quarter of 2026, GE Vernova reported revenue of US$11,104 million and net income of US$668 million, with earnings per share rising versus a year earlier, while also completing a share repurchase of 12,445,000 shares for US$6,962.92 million under its December 2024 authorization. Behind these headline results, the company is seeing strong demand tied to AI-driven data center power needs and a growing backlog, even as tariff pressures and wind division challenges weighed on...

GE Vernova, the power-focused spinoff of General Electric, is emerging as a key supplier to the fast growing AI data center sector. Demand for its gas turbines is rising as hyperscale AI projects seek reliable power solutions for energy intensive infrastructure. The business has seen a substantial move in market value as investors reassess its role in global AI infrastructure. General Electric, ticker NYSE:GE, now sits at the center of two stories: the long established industrial group and...

The business inventory-to-sales ratio has declined to the lowest level since 2021, suggesting inflation may be even stickier than expected. Plus, investment newsletter commentary on small-caps, AI spending, and the gold market’s nasty message for bonds.

The S&P 500 Index ($SPX ) (SPY ) on Thursday closed up +1.08%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed up +0.14%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed up +2.48%. September E-mini S&P futures (ESU26 ) rose +1.15%, and September E-mini Nasdaq futures...

The Morning Bull - US Market Morning Update Thursday, Jun, 18 2026 US stock futures are pointing slightly higher this morning, with E-mini S&P 500 contracts up about 0.1%, as investors weigh stubborn trade price pressures against a steady Federal Reserve. Import prices for May rose 1.9%, with fuel and lubricants jumping 12.5%, which means businesses are facing higher costs on what they buy from overseas. Export prices climbed 1.3%, the sixth straight monthly rise, hinting that US goods sold...

Stocks suffered broad, sharp losses on rate hike bets after the first Warsh Fed meeting. SpaceX fell for the first time while Robinhood jumped.

A number of stocks fell in the afternoon session after the CPI report showed 4.2% annual inflation, the highest in three years, with markets fully pricing a December Fed rate hike.

GEV stock surges this year on AI-driven power demand, wind expansion in India and gas turbine growth, but tariff costs and premium valuation loom.

In recent months, GE Vernova has reported strong earnings and free cash flow improvements, secured large data center electrification orders, advanced its HA gas turbine fleet past 4 million operating hours, and announced the acquisition of Canada-based Robotech Automation, while also facing project, tariff, and regulatory challenges across its wind and grid businesses. Commentators such as Jim Cramer and several brokerage firms have highlighted GE Vernova’s post-spin transformation and...

The stock market is right at highs with several leaders near buy points. Marvell, Dell and Costco earnings are on tap, along with the Fed's inflation gauge.

GE Vernova gains from rising AI-driven power demand, strong orders and global project wins, but tariff costs and premium valuation may temper appeal.