QuantAbundanciaAbundance, Quantified.

News

High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.

21,066 signal articles · 513 in last 24h · 103,602 total before filter · latest 1h ago
513last 24h
2497last 7d
481● bullish (7d)
255● bearish (7d)
197publishers
AllMacro237Earnings1472M&A141Regulatory15Product4Analyst29
✕ clear all filtersticker: GEVsentiment: neutralSentiment:bullishneutralbearishshow all (incl. clickbait)
Morgan Stanley strongly resets GE Vernova stock target
TheStreet10d agoneutral
Morgan Stanley strongly resets GE Vernova stock target

GE Vernova (GEV) told investors on July 22 that it plans to build more gas turbines than it had ever promised. After the announcement, the stock fell. Shares dropped 6.4% on the day of the news, even though the company raised full-year revenue and cash flow guidance and posted record orders. Morgan ...

Is Inflation Ebbing? Not According to This Business Ratio
Barrons.com11d agoneutral
Is Inflation Ebbing? Not According to This Business Ratio

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.

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 ...

GE Vernova’s AI power trade has one weak link
TheStreet13d agoneutral
GE Vernova’s AI power trade has one weak link

GE Vernova (GEV) raised its 2026 revenue and free-cash-flow forecasts on July 22, but a widening loss in its Wind business sent shares lower. The stock fell about 6.3% to $1,011 in midday trading July 22 after dropping as low as $964.16 earlier in the session. Its second-quarter revenue rose ...

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 Boosts 2026 Revenue Target
The Wall Street Journal14d agoneutral
GE Vernova Boosts 2026 Revenue Target

GE Vernova raised its full-year revenue guidance and lifted its margin expectations after a second-quarter surge in orders boosted its backlog.

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.

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.

Option Volatility And Earnings Report For July 20-24
Barchart16d agoneutral
Option Volatility And Earnings Report For July 20-24

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.