Notícias
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The backlash against artificial intelligence and the data centers needed to run it is becoming such a touchy election issue that Wall Street is being forced to factor it into its stock market recommendations.
Moby summary of AirJoule Technologies Corporation's Q2 2026 earnings call
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 collaborator AirJoule is riding high on the AI data-center boom's formidable thirst — and excess waste heat.
(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 HealthCare reports earnings per share of $1.13 from sales of $5.3 billion. Wall Street was looking for $1.04 a share and $5.3 billion, respectively.
Vertiv Holdings (VRT) stock sinks on Wednesday after missing its second quarter earnings estimates despite its increase to full-year guidance. Vertiv is a major player in AI data center infrastructure. Morning Brief Host Julie Hyman is joined by Yahoo Finance Senior Reporter Pras Subramanian and Breaking News Reporter Jake Conley to weigh in on the outlook for the rest of the major companies participating in the AI infrastructure buildout.
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.
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 ...
GEV Q2 earnings call highlights a $176B backlog, higher guidance and a push to expand gas and electrification capacity.
GE Vernova (GEV) raised its 2026 revenue and free-cash-flow forecasts on July 22, but a widening loss in its Wind business sent shares lower. The stock fell about 6.3% to $1,011 in midday trading July 22 after dropping as low as $964.16 earlier in the session. Its second-quarter revenue rose ...
GE Vernova's $24 Billion Order Boom Isn't Enough to Stop the Selloff
GE Vernova Inc (GEV) reports a surge in equipment orders and cash flow, raising its 2026 revenue and cash flow guidance despite challenges in the wind segment.
Orders rose 88% and guidance moved higher, though EPS fell short of estimates
Find insight on GE Vernova, Iberdrola, Equinor and more in the latest Market Talks covering energy and utilities.
Demand for GE Vernova's equipment rose again in the second quarter of the year, but shares slid about 6% Wednesday morning. The company’s earnings per share missed analyst expectations, though its $11.1 billion in revenue for the quarter was higher than expected. It raised revenue and free cash flow guidance for the year.
FTAI Aviation stock jumped 5.5% when its unit that turns unused jet engines into gas-powered turbines signed a deal with an unnamed "international cloud service provider."
GE Vernova (NYSE:GEV) raised its 2026 revenue and free cash flow outlook after reporting sharply higher second-quarter orders, expanded backlog and stronger margins, as management said demand for power generation and grid equipment continues to accelerate globally. Chief Executive Officer Scott Str
GE Vernova’s revenue topped Wall Street estimates, and the company raised its full-year revenue outlook, though earnings per share came in below consensus.
Orders surged 88% organically in the second quarter, and free cash flow of $5.1B exceeded all of 2025
Investing.com -- GE Vernova Inc. (NYSE:GEV) reported second-quarter results that missed earnings expectations despite beating revenue estimates, with shares falling 2.7% premarket following the announcement.
GE Vernova raised its full-year revenue guidance and lifted its margin expectations after a second-quarter surge in orders boosted its backlog.
Today Earnings: AT&T, GE Vernova, PulteGroup, CME Group, Moody’s, Philip Morris International Earnings (p.m.): Alphabet, Tesla, IBM, Southwest Airlines, Texas Instruments, CSX, ServiceNow, Raymond James Economic data: The Energy Information Administration will release its weekly petroleum status report.
