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For some time, it seemed as though owners of existing power plants—such as Vistra and Constellation Energy —were in a great spot. With demand growth outstripping new power supply, incumbent power plants could reap higher prices for their output without putting much capital at risk. Power plant owners have had a rough year on the stock market.

GE Vernova’s 25.3% return over the past six months has outpaced the S&P 500 by 14.2%, and its stock price has climbed to $990.50 per share. This performance may have investors wondering how to approach the situation.

Data center power needs are driving record gas turbine orders. GE Vernova and Caterpillar are among the leaders.

Diversification makes the difference here.

GE Vernova (NYSE:GEV) added another Indian wind order to its books on August 4, agreeing to supply 43 onshore turbines to Enfinity Global for the 163.4 megawatt Fatehgarh Wind Farm in Rajasthan. The turbines, GE Vernova’s 3.8 megawatt, 154 meter model, will start shipping in the fourth quarter of 2026 out of the company’s Pune […]

GEV's strong orders, rising gas turbine demand and expanding manufacturing capacity are driving growth, but its premium valuation may warrant caution.

In July 2026, AirJoule Technologies Corporation deployed its AirJoule Core atmospheric water generation system at GE Vernova’s new Advanced Research Center Frontier Campus in Niskayuna, New York, where it now operates as a live showcase producing distilled water directly from air for visiting customers and partners. This installation deepens the 50/50 joint venture between AirJoule and GE Vernova, giving potential industrial and data center users a real-world view of how modular on-site...

General Electric (GE) is back in focus after GE Vernova, its former energy division, reported a US$176b backlog and a recent 5% share price pullback following weaker adjusted EBITDA and EPS. See our latest analysis for General Electric. At a latest share price of US$370.08, General Electric has seen a 90 day share price return of 24.54% and a 1 year total shareholder return of 35.25%. This points to momentum that remains firmly positive despite the recent pullback linked to GE Vernova’s...

GE Vernova's recent post-earnings dip is a good buying opportunity.

AirJoule Technologies (AIRJ) is back in focus after deploying an AirJoule Core atmospheric water generation system at GE Vernova’s new Advanced Research Center in New York, where it will function as a live customer showcase. See our latest analysis for AirJoule Technologies. The GE Vernova showcase comes at a time when AirJoule Technologies’ share price has seen a 27.33% 7 day return and a 57.46% 90 day return, although the 3 year total shareholder return is down 46.61%. This suggests that...

GE Vernova (NYSE:GEV) agreed to supply 43 onshore wind turbines for Enfinity Global’s Fatehgarh Wind Farm project in India. The turbines are planned to be manufactured under GE Vernova’s Make in India approach, using its established facilities in the country. The order highlights GE Vernova’s role in large scale renewable projects in one of the world’s major wind power markets. For investors who see this kind of build out in energy infrastructure as part of a wider long term shift, it can...

Power equipment companies are set to benefit from Elon Musk's compute capacity targets for SpaceX, says Melius Research.

Bloom Energy has staged one of the most explosive runs in the market this year, but a recent pullback and a looming legal deadline are raising serious questions about whether the rally still has legs or is about to break.

GE Vernova continues to generate exceptional cash flow leverage as orders and slot reservation agreements grow.

GE Vernova and Eaton both reported blowout quarters fueled by AI power demand, but one company is collecting cash right now while the other is betting on a revenue wave that mostly arrives after 2028. Choosing between them means deciding how much patience you actually have.

GE Vernova collaborator AirJoule is riding high on the AI data-center boom's formidable thirst — and excess waste heat.

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. […]

Building faster chips turned out to be the easy part of the AI buildout. The real bottleneck has sent investors hunting for a winner in a completely different industry, and one company already controls the market for the solution Morgan Stanley says matters most.

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.

(Bloomberg) -- Caterpillar Inc. posted second-quarter earnings and revenue that beat Wall Street expectations as the company’s power-generation business continued to post strong growth off the back of data center spending.Most Read from BloombergBeer Dynasty Families Sell €731 Million Stake in AB InBevApple’s New CEO Taps Retired Hardware Executive for Management TeamTaco Bell Met With Michigan on Parasite Weeks Before RecallMamdani Dismisses Business Leaders Advising NYC’s Mayor’s FundS&P 500 C

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

FLNC has fallen 52% in six months, but record backlog, AI data-center agreements and reaffirmed fiscal 2026 guidance point to potential upside.

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.”

Investors are in good company when they buy into the thesis that rising demand for power for AI data centers will continue to benefit GE Vernova over the long term.