Notícias

GE Vernova gains from rising AI-driven power demand, strong orders and global project wins, but tariff costs and premium valuation may temper appeal.

Yahoo Finance’s Julie Hyman and Head of News Myles Udland discuss Ford's (F) 20% jump over the past few days after its battery storage bet.

Tight weekly action near highs and a possible new buy point have made GE Vernova stock our pick. Amazing earnings help too.

Two profitable nuclear energy companies, one winner.

Good things could be on the horizon when a stock surpasses the 20-day simple moving average. How should investors react?

GE Vernova's stock surged 71% in 2026, driven by AI-related power demand from hyperscalers.

Wondering whether GE Vernova at around US$1,095 per share still offers value, or if most of the opportunity has already been priced in. The stock has posted returns of 0.6% over the past week, 21.9% over the last month, 61.2% year to date and 173.6% over the past year, which naturally raises questions about how its current price stacks up against fundamentals. Recent attention on GE Vernova has focused on its role in power and energy infrastructure and on how investors view companies exposed...

Two industrial bellwethers are putting up tech-like returns in 2026, and the catalyst is hiding in plain sight: power for the AI buildout. Caterpillar (NYSE:CAT) stock is up 53% year to date through the May 4 close, while GE Vernova (NYSE:GEV) stock has surged 65%, with both sitting near record highs. The two industrials-sector stocks ... Industrial-Strength Rally: Why Caterpillar Is Up 53% and GE Vernova Is Up 65% in 2026

On April 22, 2026, GE Vernova reported first-quarter 2026 results showing revenue of US$9.34 billion and net income of US$4.75 billion, alongside aggressive share repurchases under its multi‑billion‑dollar buyback program. The quarter’s very large jump in earnings per share, supported by US$13 billion in new orders and renewed guidance for higher full‑year revenue and free cash flow, underscored how AI‑driven data center power demand is feeding into GE Vernova’s backlog and service...

Rob Spivey of Altimetry Research breaks down the AI energy boom — naming GE Vernova, Bloom Energy, and Kodiak Gas Services as buys and explaining why NextEra Energy and AECOM may fall behind.

GE Vernova (GEV) is back in focus after its first quarter 2026 results, reporting revenue of US$9,339 million and net income of US$4,745 million, alongside higher full year guidance and a larger order backlog. See our latest analysis for GE Vernova. After surging to fresh highs following its Q1 beat, GE Vernova’s share price has recently cooled. The 1-day share price return shows a 1.89% decline and the 7-day share price return shows a 7.50% decline. However, the 30-day and year-to-date share...

This company is a pick-and-shovel way to play the boom in AI data center spending.

We just covered Here is How Billionaire Philippe Laffont’s Top 10 Picks Crushed The Market. GE Vernova Inc. (NYSE:GEV) ranks #5 (see the Here is How Billionaire Philippe Laffont’s Top 5 Picks Crushed The Market). YTD Stock Performance: +76% Philippe Laffont’s Stake: $2.20 Billion The growing demand for electricity amid the AI and data center boom sits […]

Philippe Laffont’s firm has launched Next Frontier, whose facilities will be meant for AI companies including Anthropic.