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Energy Transition Today - Romania's Wind Energy Milestone Secures Major Investment
Simply Wall St.48d agoneutral
Energy Transition Today - Romania's Wind Energy Milestone Secures Major Investment

Copenhagen Infrastructure Partners (CIP) has achieved a crucial milestone in the Energy Transition with the financial close of the 392 MW Pestera II onshore wind project in Romania. Marking one of the largest renewable energy financings in Central and Eastern Europe, this development underscores Romania’s commitment to enhancing energy security and affordability through sustainable means. The project, supported by a consortium of international banks and backed by a 15-year contract for...

GE Vernova (GEV) Stock After 103% One-Year Rally Is There Upside Left
Simply Wall St.49d agobullish
GE Vernova (GEV) Stock After 103% One-Year Rally Is There Upside Left

If you are trying to work out whether GE Vernova is still attractively priced after a strong run, the current setup offers several clues that may justify a closer look at the stock's value. The share price recently closed at US$1,034.98, with a 5.4% gain over the past week, a small 0.4% decline over the past month, and returns of 52.3% year to date and 103.2% over the past year. These moves can change how investors think about both potential upside and risk. Recent coverage has focused on GE...

AI Data Centers Are Driving a Power Supercycle. GE Vernova’s Gas Turbine Prices Are Up 300% in Three Years
24/7 Wall St.49d agoneutral
AI Data Centers Are Driving a Power Supercycle. GE Vernova’s Gas Turbine Prices Are Up 300% in Three Years

The race to power AI is increasingly a race to secure megawatts, and a CNBC segment by Seema Mody put a sharp spotlight on the company sitting at the chokepoint: GE Vernova (NYSE:GEV). GE Vernova is the power-equipment business spun off from General Electric in April of 2024. According to the report, gas turbine prices ... AI Data Centers Are Driving a Power Supercycle. GE Vernova’s Gas Turbine Prices Are Up 300% in Three Years

AI Bottleneck Leads to 300% Pricing Surge: Is GE Vernova Still a Top Stock to Buy?
24/7 Wall St.49d agobullish
AI Bottleneck Leads to 300% Pricing Surge: Is GE Vernova Still a Top Stock to Buy?

Power has become the bottleneck in the AI buildout. CNBC’s Seema Mody walked the floor of GE Vernova‘s (NYSE:GEV) 400-acre South Carolina plant on June 24, 2026, and her reporting captured the single most important pricing signal in the energy supercycle: gas turbine pricing has risen roughly 300% over the last three years, with the ... AI Bottleneck Leads to 300% Pricing Surge: Is GE Vernova Still a Top Stock to Buy?

Canada Building West’s First Grid-Scale SMR
Oilprice.com49d agoneutral
Canada Building West’s First Grid-Scale SMR

Construction has begun on the Western world’s first grid-scale Small Modular Reactor (SMR), though small is not what comes to mind, considering that the machine will fit on two soccer fields.

GE Vernova (GEV) Introduces GridOS for Transmission
Insider Monkey49d agobearish
GE Vernova (GEV) Introduces GridOS for Transmission

GE Vernova Inc. (NYSE:GEV) is one of the top high-conviction stocks to buy according to hedge funds. GE Vernova Inc. (NYSE:GEV) introduced on June 9 the GridOS for Transmission and released two new AI whitepapers addressing grid planning and autonomous grid-edge operations. They were released at Orchestrate 2026, the company’s annual grid software conference. GridOS […]

Energy Transition Update - Solar Success Powers Sustainable Growth In The Carolinas
Simply Wall St.50d agoneutral
Energy Transition Update - Solar Success Powers Sustainable Growth In The Carolinas

Ever.green has successfully completed the Pruger Solar project, a 2-megawatt solar initiative in Marion County, South Carolina, marking its third project in the Carolinas within a year. This development was made possible through the purchase of High-Impact Renewable Energy Certificates (RECs) by various corporate buyers, including REI Co-op and Cutler Development. By securing long-term REC contracts, these companies facilitate the financing of solar projects that may otherwise stall, thereby...

GE Vernova (GEV) – Among the 13 Best Electrical Infrastructure Stocks to Buy in 2026
Insider Monkey51d agobullish
GE Vernova (GEV) – Among the 13 Best Electrical Infrastructure Stocks to Buy in 2026

GE Vernova Inc. (NYSE:GEV) is included among the 13 Best Electrical Infrastructure Stocks to Buy in 2026. 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. On June 17, Bernstein analyst Sunaina […]

Oil Giant Emerges As An AI-Power Play; Two Key Suppliers Rally
Investor's Business Daily51d agobullish
Oil Giant Emerges As An AI-Power Play; Two Key Suppliers Rally

Chevron announced Monday that it will power a huge Microsoft data center in West Texas with natural gas, using gas turbines supplied by GE Vernova and Caterpillar. GE Vernova stock rose near a buy point, and Caterpillar stock jumped. Project Kilby, as it is known, is expected to produce 2.7 gigawatts of electricity.

Microsoft Signs 20-Year Power Deal With Chevron Showing How Far AI’s Energy Needs Have Grown
24/7 Wall St.51d agoneutral
Microsoft Signs 20-Year Power Deal With Chevron Showing How Far AI’s Energy Needs Have Grown

CNBC’s Brian Sullivan walked viewers through a landmark energy agreement that paints the picture for how much electricity the AI buildout actually needs. Chevron has signed a 20-year power purchase agreement with Microsoft to supply natural-gas-fired electricity to a Microsoft data center in far west Texas, about an hour southwest of Odessa. According to Sullivan, ... Microsoft Signs 20-Year Power Deal With Chevron Showing How Far AI’s Energy Needs Have Grown

GE Vernova (GEV) Launches Microsoft Data Center Power Venture With Joulent
Simply Wall St.51d agoneutral
GE Vernova (GEV) Launches Microsoft Data Center Power Venture With Joulent

GE Vernova (NYSE:GEV) and Joulent launch an AI focused energy collaboration to supply multi gigawatt power for Microsoft data centers. Joulent, backed by GE Vernova and Engine No. 1, targets reliable capacity for hyperscale data centers supporting Microsoft’s AI workloads with decarbonisation objectives. GE Vernova reports additional progress across grid modernization contracts, nuclear manufacturing partnerships in Europe and Ontario, and sustainability initiatives. For investors tracking...