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The Latest Breaking News from GE Vernova

Meet the 'AI Centurions'—6 formerly sleepy stocks that now have market caps over $100 billion

How the AI boom has transformed six spectacular stocks.

Fortune

Oil Prices Are Surging and These 4 Stocks Are Cashing In

Rising oil prices tied to Iran tensions and surging AI-driven power demand are boosting Valero, Marathon Petroleum, GE Vernova and Ecovyst, analysts say, as refiners and grid suppliers convert scarcity into cash.

MarketBeat

GE Vernova Just Sent a Mixed AI Signal to Investors

GE Vernova's stock fell nearly 9% after Q2 2026 earnings missed on EPS, but strong orders, backlog, and revenue growth show AI electricity demand remains robust.

MarketBeat

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The 2026 Blueprint: 6 Stocks for a Brand New Portfolio

Capital is shifting from software to hard assets like AMD, GE Vernova, ExxonMobil, and Amazon as investors prioritize AI infrastructure, energy security, and pricing power over speculative tech.

MarketBeat

How GE CEO Larry Culp pulled off the turnaround of the century

GE was teetering on collapse when Culp arrived. Eight years later, its three successor companies are worth nearly $700 billion combined.

Fortune

Nasdaq Futures Slip as Chip Rally Falters Ahead of Alphabet Earnings

September Nasdaq 100 E-Mini futures (NQU26) are down -0.52% this morning as a rally in chip stocks lost momentum ahead of earnings from AI hyperscaler Alphabet.

Barchart

GE Vernova Earnings Prediction Market Preview: Kalshi Traders Bet On Iran And Vietnam, Not Wind Blades

GE Vernova Inc. (NYSE:GEV), the $291 billion power and grid business spun out of General Electric in 2024, reports second-quarter earnings Wednesday before the open, with analysts expecting $3.17 per share on revenue of $10.77 billion.

Benzinga

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Powerful rally! This Wall Street AI winner with 500% share price jump is not your typical chip stock

GE Vernova has surged over 500% since its 2024 spin-off, emerging as a key AI infrastructure play. Investors are betting on rising electricity demand from data centres, boosting orders, backlog and guidance. Strong growth in power, electrification and gas turbines is driving the rally beyond traditional chip-focused AI stocks.

The Economic Times

AI Data Centers Need Power, and These 2 Industrials Are Cashing In

As power capacity becomes AI's key bottleneck, investors are rotating into GE Vernova and Eaton, whose surging backlogs and pricing power reflect the electrification supercycle.

MarketBeat

Top S&P 500 Stocks to Watch Next Week: Tesla, Google, Intel, GE Vernova

The stock market has come under pressure this month, with major indices such as the Nasdaq 100 and the S&P 500 falling more than 5% from their all-time highs. This volatility is likely to persist in the coming week as several of the market’s biggest companies report earnings.

Benzinga

AI trade moves from chips to electricity: Why 7 power stocks are gaining Wall Street attention with gains up to 86%

Wall Street’s AI trade is expanding beyond chipmakers to power producers, grid builders and equipment suppliers as surging data-centre electricity demand drives investment. Companies spanning nuclear power, grid infrastructure and cooling systems are emerging as key AI beneficiaries despite valuation and execution risks.

The Economic Times

GE Vernova, Atlanta Electricals among top beneficiaries of India's transmission expansion

India's power transmission sector anticipates growth, with new policies supporting domestic manufacturing. Chinese firms can participate, but strict localization rules will ensure local content. Supply constraints in transformers are expected to ease, benefiting grid equipment suppliers. Demand for transmission infrastructure remains strong, especially for high-voltage equipment. GE Vernova and Atlanta…

The Economic Times

GE Vernova’s Power Surge Turns the Grid Into an AI Trade

GE Vernova stock is up 76% in 2026 on AI power demand, but trades at 59 times earnings above its analyst price target, raising questions ahead of July 22 earnings.

MarketBeat

GB News co-owner ‘cashing in on climate chaos’ after leap in fossil fuel investments, critics say

Exclusive: Campaigners argue the news channel’s attacks on climate action ‘work in financial interests’ of Sir Paul Marshall

The Guardian - UK

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The Economic Times

Hitachi Energy, GE Vernova, Siemens rise up to 6% as Nomura calls recent correction an ‘overreaction’. 4 reasons why

Indian electrical equipment stocks rebounded, gaining up to 6% after global brokerage Nomura labelled the recent sell-off an "overreaction." Nomura highlighted that Chinese firms, granted a two-year tender exemption, historically secured minimal market share. They also noted capacity constraints among these firms, suggesting the exemption is a temporary measure, not…

Barchart

Dear GE Vernova Stock Fans, Mark Your Calendars for July 22

GE Vernova is carrying robust AI-driven momentum and major infrastructure wins into its closely watched July 22 earnings report.

Fortune

Michael Burry just shorted Caterpillar's 172% AI rally. One analyst says his bet won't even matter

The Big Short investor calls Caterpillar one of the market's most overvalued AI trades—but an analyst argues the rally reflects a real structural shift.

MarketBeat

AirJoule Unveils Prime System, Clearing Path to Commercialization

AirJoule unveiled its commercial-scale Prime system with a finalized design, targeting initial launches by year-end and leaning on a GE Vernova joint venture to accelerate commercialization.

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Barchart

Earnings Preview: What To Expect From GE Vernova’s Report

GE Vernova's second-quarter earnings are due later this month, and analysts are projecting robust double-digit growth in earnings.

Barchart

The S&P 500’s Most Interesting Sector Would Like Your Attention, Please. What the Top 3 Industrial Stocks Are Saying Now.

The XLI ETF never used to be so concentrated. Now, three stocks lead the way.

MarketBeat

SpaceX Has Real Value—But These 3 Stocks Have Better Odds Right Now

Altimetry Research values SpaceX at $1.3 to $1.5 trillion and sees balanced risk, while favoring ASML, Northrop Grumman, and GE Vernova as cleaner plays on AI and space infrastructure.

Barchart

After Doubling in a Year, GE Vernova Stock Isn’t Done Climbing

With both the Power and Electrification segments benefiting from long-term trends, GE Vernova’s growth outlook remains favorable.

The Economic Times

Jefferies initiates coverage on GE Vernova, bullish on 2 other power transmission stocks

Jefferies has initiated coverage on GE Vernova T&D India with a Hold rating and a target price of ₹6,000, citing limited upside despite strong sector tailwinds. The brokerage remains bullish on Hitachi Energy India and Siemens Energy India, reiterating Buy ratings with target prices of ₹43,145 and ₹4,500, respectively.

The Economic Times

Chevron signs pact with Microsoft for powering its Texas data centre

Chevron and Microsoft have partnered for a 20-year deal to power a Texas data center. The Kilby facility will supply 2.67 gigawatts using GE Vernova and Solar Turbines technology, mitigating grid impact. This collaboration highlights the immense energy needs for AI development, with Chevron leveraging its natural gas resources to…

MarketBeat

5 Stocks Solving the AI Power Crisis

AI data centers are straining the U.S. power grid, putting Vertiv, GE Vernova, Eaton, Bloom Energy, and Constellation Energy at the center of a major investment theme.

1 2 3 4 5

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