GE Vernova raised its full-year 2026 revenue guidance from the previously expected $44.5 billion-$45.5 billion to $45.5 billion-$46.5 billion. The company's power segment orders grew 134% in the second quarter, and electrification segment orders increased from $3.3 billion in the same period last year to $6.3 billion, with revenue rising from $2.2 billion to $3.6 billion. Meanwhile, Bloom Energy's second-quarter revenue surpassed $1 billion for the first time, achieving a net profit of $196.2 million, compared to a net loss of $42.6 million in the same period last year.