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The order, totalling 163.4MW, includes delivery and installation of the company’s 3.8MW-154m wind turbines.

Soaring AI infrastructure demand is fueling a major backlog buildup, with billions of dollars of orders accumulating across AI servers, data-center equipment, networking and power infrastructure. The AI infrastructure boom is creating a powerful second-order opportunity for companies supplying the servers, racks, cooling systems, power equipment and grid infrastructure required to build AI data centers. […]

GE Vernova Inc. has signed an agreement with Enfinity Global to supply 43 of its onshore wind turbines for their Fatehgarh wind farm in India.

GE Vernova’s shares have outperformed the broader market and sector peers, and analysts are bullish on the stock’s growth potential.

AirJoule stock has potential, but apparently no good reason to be going up today specifically.

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...

As humanoid robots emerge as AI's next growth driver, investors can gain diversified exposure through ETFs like BOTZ, CHAT, and AIPO rather than picking individual robotics stocks.

Fundsmith, an investment management firm based in London, has released its second-quarter 2026 investor letter for its “Fundsmith Equity Fund.” A copy of the letter can be downloaded here. The Fund returned -2.9% in the first half of 2026, underperforming the MSCI World Index by 14.1 percentage points, driven by challenges from a momentum-driven market […]

Oil producers ended July with more cash than they expected. Thanks to the on-again-off-again war between the U.S. and Iran, oil prices are beginning August about 25% higher than they were a month ago. “At the moment, most companies are really playing a bit of a wait-and-see approach, letting cash either accumulate on the balance sheet or paying down net debt,” Tom Ellacott, senior vice president of corporate research at Wood Mackenzie, told Barron’s.

Turbines are “a scarce resource and will become increasingly more valuable,” AEP’s Bill Fehrman said. “We're going to continue to be aggressive in our positions on this.”

GE's energy spin-off is still a great long-term play on the booming AI market.

In a world where many businesses have shaky balance sheets, some have ignored the crowd and exercised prudence. These cash-heavy companies shine bright for their financial discipline, resilience, and ability to generate solid returns.

Energy stocks advanced late Thursday afternoon with the NYSE Energy Sector Index rising 0.8% and the

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...

Recently, Zacks.com users have been paying close attention to GE Vernova (GEV). This makes it worthwhile to examine what the stock has in store.

"This danger is real": AI training loads threaten the systems that power them, testing already-extensive turbine backlogs.

Vertiv stock drops sharply after the data-center infrastructure company’s second-quarter sales came in below Wall Street’s expectations.

AirJoule Technologies has deployed its atmospheric water generation system at GE Vernova’s new Advanced Research Center Frontier Campus. The installation provides a live demonstration of AirJoule’s technology for industrial and data center water and energy needs. This is the first time the GE Vernova and AirJoule collaboration has been implemented and publicized at this scale. GE Vernova, NYSE:GEV, is using the Frontier Campus as a showcase for applied research in power and energy...

The broad market exchange-traded fund SPDR S&P 500 ETF Trust (SPY) was up 0.02%, and the actively tr

GE Vernova (NYSE:GEV) has secured a contract from First Hydro Company, a joint venture between ENGIE and La Caisse, to replace two pumped storage generating units at the Dinorwig pumped storage hydropower station in North Wales. The project forms part of a long-term modernisation programme designed to extend the operational life of one of the UK’s most important energy storage facilities.

Wall Street has set ambitious price targets for the stocks in this article. While this suggests attractive upside potential, it’s important to remain skeptical because analysts face institutional pressures that can sometimes lead to overly optimistic forecasts.

Rising oil prices tied to Iran tensions and surging AI-driven power demand are boosting Valero, Marathon Petroleum, GE Vernova and Ecovyst, analysts say, as refiners and grid suppliers convert scarcity into cash.

GE Vernova Inc. (NYSE:GEV) is investing in the modernization of its Veresegyház manufacturing facility in Hungary as the site celebrates its 25th anniversary.

While wind orders continue to fall, it's only one small part of a company experiencing incredible momentum.

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 ...

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.

This industrial powerhouse is in the middle of a demand-driven moment it's been waiting on for a while.

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

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 ...

Howmet Aerospace is hovering in a buy zone above a 281.45 pivot ahead of second-quarter results on Aug. 6.