GE Vernova (NYSE: GEV), the energy firm formed after General Electric's split in 2024, is a bellwether of sorts for the AI industry given the company's significant efforts in the data center space.
As such, investors have been anticipating Vernova's Q2 2026 earnings in order to gain insight into the status of AI electricity demand at a time in which AI stocks as a group have experienced a startling sell-off.