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FORGOTTEN HISTORY: Ge vernova | History Defined

3 Stocks Built for Higher Rates—And 2 That Could Break

As Treasury yields near 4.79% amid rising rates, analysts argue the borrowing-cost-versus-return spread, not the headline rate, best explains winners like ASML and GE Vernova versus laggards like Oracle and Rocket.

MarketBeat

GE Vernova shares surge 8% as firm declared lowest bidder for Power Grid project; Nomura raises target price

GE Vernova T&D India shares rose after the company emerged as the lowest bidder for a 6,000 MW HVDC project from Power Grid. Nomura raised its target price to Rs 6,000, while Emkay retained its Buy rating with a Rs 5,300 target price. Both brokerages highlighted strong prospects in the…

The Economic Times

US oversees signing of ‘billions’ in deals between Venezuela and Chevron, ENI, GE

US oil giant Chevron, Italy's ENI and GE Vernova signed deals worth "tens of billions of dollars" with Venezuela, US Energy Secretary Chris Wright said Wednesday during a trip to Caracas where he and Interim President Delcy Rodriguez finalised the agreements.

France 24

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GE Vernova lands Rivian’s CFO, leaving EV maker to find successor

GE Vernova is betting on the executive who helped take Rivian public.

Fortune

Hitachi Energy India, GE Vernova, other power capex stocks rise up to 5%. Two reasons behind the surge

Power capex stocks such as Hitachi Energy India, GE Vernova, TD Power and CG Power witnessed an uptick on Thursday, tracking Nvidia’s strong data-centre growth and bullish revenue outlook. Expectations of sustained AI infrastructure spending boosted sentiment, while US restrictions on Chinese power equipment added to optimism over demand for…

The Economic Times

GE Vernova’s AI Power Boom Faces a Profit Test

GE Vernova posted 22% revenue growth and a record $176 billion backlog in Q2 2026, but missed adjusted EPS estimates amid wind segment losses and tariff costs.

MarketBeat

Scott Strazik’s stunning turnaround at GE Vernova

Also: All the news and watercooler chat from Fortune.

Fortune

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Do Wall Street Analysts Like GE Vernova Stock?

GE Vernova’s shares have outperformed the broader market and sector peers, and analysts are bullish on the stock’s growth potential.

Barchart

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

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

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Benzinga

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.

The Economic Times

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.

MarketBeat

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.

Benzinga

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.

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The Economic Times

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…

MarketBeat

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.

The Guardian - UK

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 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.

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