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14:00-16:00Oct 242 Stories
Power Supply Deals Might Change The Case For Investing In GE Vernova Stock (GEV)
Venture Global announced multi-year frame agreements with GE Vernova and Baker Hughes for up to 16 new 720 MW gas-fired power island units and grid equipment to supply behind the meter power for LNG facilities and potential AI data centers without drawing on public grids. The deal positions GE Vernova deeper inside energy hungry AI compute buildouts, tying its gas turbines and grid hardware directly to privately controlled industrial power networks rather than regulated utilities. We will...
GE Vernova (GEV) Stock May Be Fully Priced After Fresh AI Power Orders
GE Vernova has had a strong 12 months on the market, yet recent price swings and project headlines leave a clear question for investors about how well its cash flows line up with the current share price. With the Discounted Cash Flow (DCF) intrinsic value estimate in focus, the issue now is whether the recent enthusiasm around power projects and AI related electricity demand is matched by the money the business can generate over time. GE Vernova has delivered a 39.7% gain over the past year,...
08:00Oct 231 Story
08:00-22:00Oct 222 Stories
Why Is GE Vernova (GEV) Tied To 16 Off Grid Power Units?
GE Vernova (NYSE:GEV) entered multi-year frame agreements with Venture Global and Baker Hughes to supply major power equipment. The contracts cover up to 16 large power island units plus transformer gear for Venture Global's behind-the-meter industrial power network. The power buildout is intended to support both LNG facilities and planned AI-focused data centers without drawing on public electricity grids. The Venture Global agreements for up to 16 power island units and transformers...
Investors Heavily Search GE Vernova Inc. (GEV): Here is What You Need to Know
GE Vernova (GEV) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.
07:00Oct 221 Story
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07:00-09:00Oct 152 Stories
GE Vernova (GEV) Is Down 5.5% After Major AI Power Deal With Venture Global – Has The Bull Case Changed?
Earlier this week, Venture Global announced power and grid frame agreements with GE Vernova and Baker Hughes for up to 16 new 720 MW combined-cycle gas power island units and associated transformer equipment, supporting an off-grid industrial power network that could underpin as much as 10 GW of future compute capacity. The agreements highlight how GE Vernova’s gas turbine and grid equipment are becoming core enablers of behind-the-meter power solutions for LNG operations and AI-focused data...
Is GE Vernova (GEV) Undervalued After Raising Guidance And Landing Data Center Power Deals?
GE Vernova (GEV) is back in focus after strong organic order growth, higher 2026 revenue and free cash flow guidance, and fresh data center linked power deals with Venture Global. Despite the latest pullback, with a 1-day share price return down 6.2% and a 7-day share price return down 5.6% as AI infrastructure stocks sold off, GE Vernova still carries a 30-day share price gain of 7.7% and a year to date share price return of 38.6%. The 1-year total shareholder return of 53.3% points to...
02:00Oct 151 Story
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08:00-17:00Sep 302 Stories
GE Vernova (GEV) Secures NRC Permit For New Reactor Design
GE Vernova (NYSE:GEV) and Hitachi have secured a construction permit from the US Nuclear Regulatory Commission for a new reactor design. The permit allows the partners to begin licensed construction activities tied specifically to this advanced nuclear reactor project. The NRC approval confirms that the reactor design meets current US regulatory requirements for safety and construction readiness. The construction permit for the new GE Vernova and Hitachi reactor design sits against a wider...
Here is What to Know Beyond Why GE Vernova Inc. (GEV) is a Trending Stock
Zacks.com users have recently been watching GE Vernova (GEV) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.
17:00Sep 291 Story
12:00-22:00Sep 282 Stories
GE Vernova (GEV) Has a $176 Billion Backlog. Can It Turn Demand Into Durable Growth?
GE Vernova Inc. (NYSE:GEV) CEO Scott Strazik disclosed at the Morgan Stanley Laguna Conference on September 16 that the company is accelerating its gas power capacity additions by 50% this year. The manufacturing expansion links directly to the company’s expanding order book, with gas equipment backlog and slot reservation agreements projected to reach at least […]
Why GE Vernova (GEV) Is Back In The Spotlight
GE Vernova (GEV) is back in focus after GLJ Research initiated coverage at Sell, setting a sharply lower target and clashing with management’s long-range turbine and services ambitions. GE Vernova’s recent gains have cooled, with the share price still up 40.9% year to date despite a 90 day share price return that declined 18.5%, and a 59.3% 1 year total shareholder return pointing to strong momentum that is now being tested as new research coverage and AI driven power demand headlines reset...
17:00-23:00Sep 212 Stories
After $176 billion backlog, GE Vernova sends investors wakeup call
GE Vernova’s momentum is building day after day.
Should You Forget Nvidia and Buy These 3 Millionaire-Maker AI Infrastructure Stocks Instead?
Nvidia gets the AI spotlight, but three power infrastructure stocks may be quietly building the bigger long-term opportunity.
11:00-13:00Sep 212 Stories
GE Vernova vs. Oklo: Which Industrials Stock Is a Better Buy in 2026?
One generates a quarter of global electricity and carries zero debt. The other is pre-revenue but backed by Meta and Switch.
Wall Street Can't Agree on GE Vernova. Price Targets Range From $470 to $1,450. Here's Why the Gap Is So Wide.
These analysts have very different opinions on GE Vernova stock.
08:00Sep 211 Story
04:00Sep 201 Story
17:00-20:00Sep 182 Stories
Jim Cramer Revealed GE Vernova Inc. (NYSE:GEV)’s Saying There’s An Order Acceleration
GE Vernova Inc. (NYSE:GEV) is one of Jim Cramer’s favorite stocks. Throughout 2025, the CNBC TV host continued to heap praise on the firm. Cramer’s praise came at a time when new-age nuclear power and quantum computing stocks were experiencing strong gains. Throughout this period, he continued to assert that GE Vernova Inc. (NYSE:GEV) was […]
GE Vernova (GEV) Surpasses Market Returns: Some Facts Worth Knowing
GE Vernova (GEV) closed at $940.33 in the latest trading session, marking a +1.66% move from the prior day.
08:00-11:00Sep 182 Stories
GE Vernova vs. NextEra Energy: Which Industrials Stock Is a Better Buy in 2026?
GE Vernova is posting record orders and dramatically raising its free cash flow outlook. NextEra is executing steadily but navigating a major merger that won't close for another year.
Nuclear Stocks Split as Profitable Operators Outpace Speculative Reactor and Uranium Plays
Nuclear energy stocks are diverging: profitable power and equipment names outperform while speculative reactor and uranium plays lag.
05:00-08:00Sep 182 Stories
Bernstein’s Defense of GE Vernova Doesn’t Answer the Valuation Question
GE Vernova Inc. (NYSE:GEV) is trying to recover after an 8.5% decline, with Bernstein defending the stock as “wired to win” and highlighting that data centers account for only 38% of its electrification order book. This supports the argument that the company’s utility exposure extends beyond AI power demand alone. That diversification is a real […]
What's Happening With GE Vernova Stock Friday?
GE Vernova shares are trading flat Friday as investors continue to weigh robust backlog growth showcased at a major industry conference.
04:00Sep 181 Story
17:00-22:00Sep 172 Stories
The Anthropic IPO Is Coming Soon. These 3 Industrial Stocks Will Profit Whether You Can Get Shares or Not.
Three industrial stocks stand to gain from AI's power build-out, with no IPO allocation required to benefit from the trend.
Why Does Generac Stock Cost More Than Its Faster-Growing Peers?
Generac (GNRC) trades at the highest earnings multiple in its five-company peer group on a trailing basis. Yet it ranks last of the five on revenue growth over the past year, and fourth on operating margin. The case for paying up rests on something the trailing numbers do not show yet: a data center order book that ships mostly in 2027.
18:00Sep 161 Story
12:00-14:00Sep 152 Stories
GE Vernova Is ‘Wired to Win,’ Analyst Says. What It Means for the Stock.
GE Vernova finds itself in a fight it didn’t pick, besieged on two fronts. The stock been battered as investors fret that an industry-recommended AI development deceleration will hit growth. On Friday, Jefferies backed Vernova stock, pointing out that as electricity demand grows, along with Vernova’s installed base of power equipment, so does its parts and service revenue.
The AI Slowdown Call: Another Reason To Hedge, Not To Exit
AI development slowdown calls are shaking stocks, but hedging AI exposure, favoring equipment, and selective optical/networking plays for alpha. Click for more.
10:00-12:00Sep 153 Stories
GE Vernova Stock Bounces. Why This Analyst Says It’s ‘Wired to Win.’
GE Vernova finds itself in a fight it didn’t pick, besieged on two fronts. Shares have been battered as investors fret that an industry-recommended AI development deceleration will hit growth. On Friday, Jefferies backed Vernova stock, pointing out that as electricity demand grows, along with Vernova’s installed base of power equipment, so does its parts and service revenue.
Bloom Energy vs. GE Vernova: Which Stock Is a Better Buy in 2026?
Bloom Energy is doubling its revenue and crossing major milestones. GE Vernova has a record backlog, surging orders, and the scale to power entire national grids. Both are vital to the AI energy build-out, but only one is already indispensable.
GE Vernova Will Supply Turbines for Japanese Wind Farm
GE Vernova's Onshore Wind division announced it has an agreement with Eurus Energy Holdings Corp. to supply seven 4.2-MW, 117-meter wind turbines for a wind farm in Japan.
07:00-09:00Sep 153 Stories
GLJ Starts GE Vernova at Sell With EBITDA 22% Below Consensus
GLJ's 2027 EBITDA estimate is 22% below consensus at $7.42 billion
Energy Transition Today - Alternative Energy Growth Driven By Innovation And Investment
The global alternative energy market is experiencing rapid growth, driven by technological advancements, decreasing costs, and the increasing importance of energy security. As renewable energy sources such as solar and wind expand their reach, they are complemented by innovations in advanced nuclear power, geothermal systems, and sustainable fuels, which offer new opportunities for energy production and consumption globally. Solar, wind, and energy storage technologies are expected to...
AirJoule $27M deal could help push water-from-air technology into data centers
ts acquisition of data center cooling company BitSink will help it provide an integrated offering to AI and other high-performance computing data centers, the company says.
08:00Sep 71 Story
10:00-21:00Sep 62 Stories
Rivian (RIVN) Loses its CFO to GE Vernova (GEV) Right in the Middle of its Biggest Bet Yet
Rivian Automotive, Inc. (NASDAQ:RIVN) Chief Financial Officer Claire McDonough is stepping down at the end of October to join GE Vernova Inc. (NYSE:GEV) in the same role, Reuters reported on August 27, just as Rivian ramps up production of its cheaper R2 SUV amid fragile U.S. EV demand. McDonough will formally take the GE Vernova […]
BWX Technologies Already Builds Reactors for the Navy. Why Is It Still the Cheapest Nuclear Stock?
BWX Technologies is trading at a discount compared to its peers despite its military moat.
08:00-22:00Sep 42 Stories
T Mobile US (TMUS) Sets Up CFO Handover With Jessica Uhl Joining In September
T-Mobile US (NasdaqGS:TMUS) has appointed Jessica Uhl as CFO Designate, with the role effective in mid-September. Uhl will work alongside current CFO Peter Osvaldik during an extended transition period as part of a multi-year succession plan. The incoming executive previously held senior finance roles at Shell and GE Vernova, bringing extensive global experience to T-Mobile’s leadership team. This kind of planned leadership handover is drawing more attention from investors, and T-Mobile is...
GE Vernova signs agreement to supply turbines for ESB wind farm in Scotland
GE Vernova has signed an agreement to supply turbines for ESB’s Chleansaid wind farm in Scotland.
06:00Sep 41 Story
08:00-18:00Sep 32 Stories
T-Mobile Announces Planned Chief Financial Officer Transition
BELLEVUE, Wash., September 03, 2026--T-Mobile US, Inc. (NASDAQ: TMUS) today announced that Jessica Uhl will join the company as CFO Designate and succeed Peter Osvaldik as Chief Financial Officer in February 2027, as part of the company’s long-term leadership succession planning. The announcement follows Osvaldik’s previous one-year contract extension to support the CEO transition.
Energy Transition Update - Malaysia's Largest Solar Initiative Boosts Renewable Energy Prospects
Founder Group Limited has announced that its subsidiary, Founder Energy Sdn. Bhd., is actively participating in Malaysia’s largest-ever utility-scale solar initiative, the Large-Scale Solar 6 (LSS6) programme. Launched by the Ministry of Energy Transition and Water Transformation (PETRA) in July 2026, LSS6 aims to introduce 2,500 megawatts (MW) of solar capacity paired with 1,250MW of battery energy storage, further investing between RM13 and RM15 billion (approximately US$3.2 billion to...
14:00-16:00Sep 22 Stories
Chevron, Eni Lead Wave of Deals to Lift Venezuela Oil Output
Executives from Chevron Corp., GE Vernova Inc. and Eni SpA joined US Energy Secretary Chris Wright and acting Venezuelan President Delcy Rodríguez to unveil a wave of energy deals aimed at boosting crude production in the South American nation.
Can CAT's Power & Energy Segment Sustain Its Rapid Growth Momentum?
Caterpillar's Power & Energy segment is scaling rapidly as data centers and AI infrastructure drive demand for reliable power.