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Latest News In Energy Transition - Revolutionizing Wind Turbine Blade Recycling: A Billion-Dollar Opportunity
Simply Wall St.78d agoneutral
Latest News In Energy Transition - Revolutionizing Wind Turbine Blade Recycling: A Billion-Dollar Opportunity

The global wind turbine blade recycling market is set to experience significant growth, expanding from $64.96 billion in 2024 to $158.9 billion by 2030, driven by decommissioning of first-generation turbines reaching their end-of-life. This market expansion is being fueled by corporate sustainability commitments, integrated recycling initiatives, and regulatory actions particularly in North America and Europe to limit landfill disposal of blades. The focus on circular economy principles is...

Is It Too Late To Consider GE Vernova (GEV) After A 124% One Year Surge?
Simply Wall St.80d agobullish
Is It Too Late To Consider GE Vernova (GEV) After A 124% One Year Surge?

Investors may be wondering whether GE Vernova at around US$1,038.74 per share still offers value after a strong run, or if the market has already priced in the story. The stock has pulled back about 1% over the past week and about 9.6% over the past month, yet it is still up 52.9% year to date and 124.2% over the last year. These moves can hint at both rising expectations and shifting risk perceptions. Recent coverage around GE Vernova has focused on its position within the broader capital...

Amazon, GE Vernova Lead 5 Stocks Near Buy Points In Strong Market
Investor's Business Daily81d agobullish
Amazon, GE Vernova Lead 5 Stocks Near Buy Points In Strong Market

AMZN is joined by a pair of AI stocks and S&P 500 members, Cadence Design Systems, whose software tools are used to design advanced semiconductors, and GE Vernova, whose gas turbines power data centers. AMZN was added to the SwingTrader portfolio on Thursday, while GEV is part of the IBD Leaderboard portfolio of elite stocks. Both Amazon and CDNS have an excellent IBD Composite Rating of 98 out of a possible 99, according to IBD Stock Checkup.

GE Vernova Hydropower Win Highlights India Storage And Grid Reliability Theme
Simply Wall St.82d agobearish
GE Vernova Hydropower Win Highlights India Storage And Grid Reliability Theme

GE Vernova (NYSE:GEV) has secured an order to supply nine 150 MW pumped storage hydropower units for one of India’s largest hydropower projects. The project centers on large scale energy storage to support integration of renewable generation into India’s power grid. GE Vernova focuses on power, wind and electrification technologies, and this Indian pumped storage order adds another major project to its global portfolio. Large hydropower and storage projects are one way grids are responding...

Will GE Vernova, MercadoLibre, or NVR Be the Next Big Stock Split?
24/7 Wall St.82d agoneutral
Will GE Vernova, MercadoLibre, or NVR Be the Next Big Stock Split?

Wall Street is rediscovering the stock split playbook. In May 2026, KLA (NASDAQ: KLAC) announced a 10-for-1 forward stock split alongside a fiscal Q3 earnings beat and a roughly 21% dividend hike, with shares trading in the $1,800 range. Earlier this year, Booking Holdings (NASDAQ: BKNG) completed a 25-for-1 split announced in February 2026, bringing ... Will GE Vernova, MercadoLibre, or NVR Be the Next Big Stock Split?

Why Duke Energy (DUK) Is Becoming a Data Center Power Demand Play
Insider Monkey82d agoneutral
Why Duke Energy (DUK) Is Becoming a Data Center Power Demand Play

Duke Energy Corporation (NYSE:DUK) is one of the best stocks to buy according to Goldman Sachs’ Conviction List. Goldman added Duke Energy to its U.S. Conviction List in July 2025, with a Buy rating and a $132 price target. The firm pointed to regulatory progress in key markets and the company’s efforts to expand generation […]

How GE Vernova (GEV) Is Tied to India’s Grid-Scale Storage Buildout
Insider Monkey83d agoneutral
How GE Vernova (GEV) Is Tied to India’s Grid-Scale Storage Buildout

GE Vernova Inc. (NYSE:GEV) is one of the best stocks to buy for global infrastructure spending. The company has had multiple recent project updates tied directly to power infrastructure, with the cleanest global angle coming from India. On May 4, GE Vernova said it secured an order from Megha Engineering & Infrastructures Limited to deliver […]

Energy Transition Update - European Investment Fund Backs Biogas Boost Across Europe
Simply Wall St.83d agoneutral
Energy Transition Update - European Investment Fund Backs Biogas Boost Across Europe

The European Investment Fund (EIF) has committed EUR 200 million to Copenhagen Infrastructure Partners' Advanced Bioenergy Fund II (ABF II) aimed at boosting biomethane and advanced bioenergy production throughout Europe. This investment supports the development, construction, and operation of new biogas facilities to further the continent's energy transition and enhance energy security. By transforming agricultural waste into renewable energy, these projects are aligned with Europe's...

Forget Vistra. One Quarter of Orders at GE Vernova Exceeded All of Last Year. That Is the AI Power Trade Worth Owning
24/7 Wall St.85d agoneutral
Forget Vistra. One Quarter of Orders at GE Vernova Exceeded All of Last Year. That Is the AI Power Trade Worth Owning

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

Energy Transition Update - Statkraft's Bold NOK 80 Billion Investment in Norwegian Hydropower
Simply Wall St.85d agobearish
Energy Transition Update - Statkraft's Bold NOK 80 Billion Investment in Norwegian Hydropower

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...

GE Vernova (GEV) Explores Gas‑Plus‑Nuclear Model for AI Demand Is Its Backlog Strategy Evolving?
Simply Wall St.86d agoneutral
GE Vernova (GEV) Explores Gas‑Plus‑Nuclear Model for AI Demand Is Its Backlog Strategy Evolving?

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 (GEV) Crushes Estimates in the First Quarter, Raises 2026 Guidance
Insider Monkey86d agobullish
GE Vernova (GEV) Crushes Estimates in the First Quarter, Raises 2026 Guidance

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) […]