News

MarketBeat recaps the week's top stories, covering SK Hynix's debut, AI stock rotation, earnings from D.R. Horton, and analysis of Palantir, Microsoft, Meta, Broadcom, Rivian, ASML, and Circle.

Major electricity shortage forecasts in the US are driving unprecedented demand for GE Vernova (NYSE:GEV) turbines. The company reports turbine supply effectively sold out through 2030, with its equipment highlighted as central to closing the projected power gap. GE Vernova has been singled out as an industry standout by Jim Cramer and several leading analysts amid a surge in data center and AI-related power needs. GE Vernova operates across gas power, grid solutions, and renewables,...

Here is how GE Vernova (GEV) and Halliburton (HAL) have performed compared to their sector so far this year.

After a monster run, executives are promising accelerating growth for years to come, forcing investors to decide if the best gains are already in the rearview mirror.

GE Vernova and Vistra are top-tier bets on the massive AI power boom, but their business models are making all the difference to shareholder returns.

GE Vernova Inc. (NYSE:GEV) was among the stocks Jim Cramer discussed during Mad Money, as he called the growing wave of stock offerings and debt issuance a threat to the bull market. When a caller asked if the stock is a good buy here, Cramer stated: I think it’s a great buy. It was just […]

Bank of America (BAC) predicts that the US could face a major electricity shortage between 2026 and 2030. Yahoo Finance Breaking Business News Reporter Jake Conley breaks down the details.

The average brokerage recommendation (ABR) for GE Vernova (GEV) is equivalent to a Buy. The overly optimistic recommendations of Wall Street analysts make the effectiveness of this highly sought-after metric questionable. So, is it worth buying the stock?

After a period of underperformance, a pivotal but often overlooked part of the company's business is showing signs of a powerful new life.

Clean technology companies exposed to data centers, battery storage, and onsite power, including GE

The US could face an electricity generation shortfall of more than 100 gigawatts, according to Bank of America

Nvidia's decision is due to manufacturing challenges with high-speed circuit boards and optical components, though the broader AI chip roadmap remains on track.

Oracle and Microsoft stocks declined amid AI infrastructure spending and exposure to OpenAI.

Dow Jones futures tumbled as President Donald Trump said the U.S.-Iran ceasefire is "over." Crude oil prices soared.

GE Vernova (GEV) reached $1 at the closing of the latest trading day, reflecting a -6.51% change compared to its last close.

The Nasdaq led the stock market lower Tuesday, as Samsung earnings slammed AI names. Oil prices jumped on U.S.-Iran news.

A Wall Street downgrade of Siemens Energy has sparked a sell of in shares of power generation equipment providers.

Index inclusion and AI demand put GE Vernova in focus GE Vernova (GEV) has moved into the spotlight after its recent addition to the Russell Top 50 Index, rising orders from AI focused data center customers, and higher 2026 guidance. See our latest analysis for GE Vernova. Recent headlines around index inclusion and data center demand have come alongside strong momentum. GE Vernova’s 30 day share price return of 23.40% and year to date share price return of 69.53% have contributed to a 1 year...

A Wall Street downgrade of Siemens Energy has sparked a sell of in shares of power generation equipment providers.

XE builds momentum with reactor projects and regulatory progress, yet its recent stock decline may leave investors weighing next steps.

GE Vernova stock is up 76% in 2026 on AI power demand, but trades at 59 times earnings above its analyst price target, raising questions ahead of July 22 earnings.

Musashi Energy Solutions Technology might be the missing piece in power distribution for datacenters One of the sectors with highest growth in the stock market since 2025, has been electrical power related stocks. Names like Bloom Energy, Infineon, GE Vernova, and Delta Electronics have posted triple-digit gains. The fact that developers no longer size projects ... Musashi Seimitsu might be the missing piece in power distribution for datacenters

Jefferies highlights Microsoft as a clear standout in the strong cloud spending environment.

Bloom Energy trades at a forward price-to-earnings ratio of 112.1, according to Koyfin data.

When Jim Cramer says a stock is his favorite in a category and mentions it sits in his Charitable Trust as a "very big position," that is not a casual endorsement. Rather, it's a declaration of conviction. On Mad Money's Lightning Round on June 30, a caller asked about GE Vernova (GEV). Cramer did ...

Hyperscaler AI capital spending has been raised to $750 billion in 2026, up from $670 billion, and is set to cross $1 trillion in 2027. That capital buys far more than GPUs: the switchgear, transformers, gas turbines, and prime-power gensets that turn electrons into trained models. The Department of Energy already projects data centers will ... 3 AI Data Center Power Stocks to Buy in July

Expensive stocks typically earn their valuations through superior growth rates that other companies simply can’t match. The flip side though is that these lofty expectations make them particularly susceptible to drawdowns when market sentiment shifts.

GE Vernova is carrying robust AI-driven momentum and major infrastructure wins into its closely watched July 22 earnings report.

OKLO secures DOE safety approval for its Groves Isotope Test Reactor, moving closer to startup and strengthening U.S. isotope production capabilities.

GE Vernova Inc. (NYSE:GEV) was among the stocks on Jim Cramer’s Mad Money radar as he taught investors how to profit from the upcoming wave of takeovers. Toward the end of the lightning round, when a caller inquired about the stock, Cramer remarked: GE Vernova of those is my favorite. It’s one that the Charitable […]