Notícias
Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.
As the Q1 earnings season wraps, let’s dig into this quarter’s best and worst performers in the electrical systems industry, including GE Vernova (NYSE:GEV) and its peers.
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.
Chevron will supply natural gas for Project Kilby's 2.7 GW load under a 20-year agreement
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
Chevron (CVX) has agreed to build a power plant in West Texas to supply electricity to a data center
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...
Investing.com -- Chevron has struck a 20-year agreement to supply natural gas power to a massive Microsoft data center in West Texas, the latest sign of Big Oil’s push into the booming AI energy market.
Construction company CRH will buy rival Arcosa in an $8.5 billion cash deal. Arcosa stock jumped before Monday's open.
Both American Electric Power and GE Vernova are witnessing unprecedented demand from data centers, but one company is growing at a jaw-dropping pace.
This energy giant is still firing on all cylinders.
GE Vernova's 2025 sustainability report highlights 26 GW of new capacity, lower-emission technologies and emission cuts that may bolster growth.
As the U.S. dollar weakens and gold trades grow crowded, institutional investors are shifting toward power infrastructure
The S&P 500 Index ($SPX ) (SPY ) on Thursday closed up +1.08%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed up +0.14%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed up +2.48%. September E-mini S&P futures (ESU26 ) rose +1.15%, and September E-mini Nasdaq futures...
Shares of energy transition company GE Vernova (NYSE:GEV) jumped 5.2% in the afternoon session after Bernstein SocGen's Sunaina Ocalan initiated coverage on the company with an Outperform rating and a $1,206 price target.
GE Vernova may benefit from Iran's reconstruction and long-term service contracts, as the Persian Gulf country seeks to rebuild.
A.P. Moller Capital has agreed to acquire Mainstream Renewable Power South Africa, a prominent renewable energy developer in South Africa, through its Emerging Markets Infrastructure Fund II. This acquisition is part of A.P. Moller Capital's strategy to invest in infrastructure that supports the energy transition in high-growth markets. Mainstream South Africa boasts a significant renewable energy portfolio, including 148 MW of operating and in-construction assets, 351 MW of...
The Morning Bull - US Market Morning Update Thursday, Jun, 18 2026 US stock futures are pointing slightly higher this morning, with E-mini S&P 500 contracts up about 0.1%, as investors weigh stubborn trade price pressures against a steady Federal Reserve. Import prices for May rose 1.9%, with fuel and lubricants jumping 12.5%, which means businesses are facing higher costs on what they buy from overseas. Export prices climbed 1.3%, the sixth straight monthly rise, hinting that US goods sold...
In recent days, General Electric Company moved to expand its board by electing Microsoft executive Judson Althoff as an independent director, while GE Aerospace deepened its role in advanced technologies through support for Starfighters Space’s STARLAUNCH 1 design review and a Memorandum of Understanding with Wolfspeed on high-voltage silicon carbide power modules. Alongside these developments, GE Vernova’s small modular reactor component partnership in Ontario highlights how the group is...
An analyst initiated coverage of the high-profile engineering company.
Stocks suffered broad, sharp losses on rate hike bets after the first Warsh Fed meeting. SpaceX fell for the first time while Robinhood jumped.
The AI and related power boom has lifted several stocks across the industrial sector. Cummins is no exception.
Discretionary insider sales at GE Vernova, TJX Companies, and Impinj signal varying degrees of caution, with GEV's executive stake reductions standing out as the most bearish.
GE Vernova supplier Arcosa is about to break out of a base-on-base pattern at a buy point of 135.58. The stock is up 25% this year.
Energy giant GE Vernova said the company continues to advance electrification and decarbonization goals as it adds more generation capacity to global power grids. The company on June 17 released its 2025 Sustainability Report, highlighting its emphasis on bringing new innovation and breakthrough technologies to the power generation space.
GE Vernova (GEV) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.