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GE Vernova
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Yahoo Finance Analysis: GE Vernova and Quanta Services are two market-crash-resistant stocks worth buying and holding.
Yahoo Finance analysis suggests that amidst a potential correction in the current bull market, electrification stocks GE Vernova (GEV) and Quanta Services (PWR) are worth buying and holding due to the
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Canada's first GE Vernova Hitachi small modular reactor is expected to be completed by the end of 2029, at an estimated cost of $5.5 billion.
In the small modular reactor (SMR) sector, Ontario Power Generation (OPG) in Canada has begun construction of the first GE Vernova Hitachi SMR at the Darlington Nuclear Generating Station in 2025. The
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Musk's Remarks Lead to Drop in GE Vernova Stock Price
GE Vernova's stock price fell following comments made by Elon Musk, the specific content of which was not provided in the source material.
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Rivian CFO Claire McDonough Resigns, Stock Down 6% Intraday; Will Join GE Vernova, Whose Stock Falls 3%
Electric vehicle manufacturer Rivian announced that Chief Financial Officer Claire McDonough has resigned and will depart at the end of October to become CFO of GE Vernova. Following this news, Rivian
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GE Vernova raises 2026 revenue guidance to $45.5 billion-$46.5 billion, Q2 Power segment orders up 134%
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 secon
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GE Vernova to provide technology for third phase of Queensland Supernode BESS project in Australia, adding 260MW/1.22GWh of energy storage capacity.
GE Vernova will provide power conversion, plant control, system integration, and grid connection support technology for the third phase of the Supernode Battery Energy Storage System (BESS) project in
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The Motley Fool analysis highlights Constellation Energy and GE Vernova as key players in addressing data center power crunch
The analysis points to Constellation Energy's role in providing clean energy, citing Microsoft's 20-year power purchase agreement which includes restarting the Three Mile Island nuclear facility. GE V
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GE Vernova's backlog reached $176 billion, a 37% year-over-year increase, primarily driven by demand for AI data center construction.
GE Vernova (NYSE: GEV) reported a backlog (remaining performance obligations) of $176 billion at the end of the second quarter, a 37% increase year-over-year and a $13 billion increase from the end of
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Morgan Stanley: US AI Data Centers to Face 38 GW Power Shortfall by 2028, Industrial Stocks GE Vernova, Eaton, and Vertiv Expected to Benefit
Morgan Stanley estimates that US data centers will require approximately 68 gigawatts (GW) of power between 2026 and 2028, of which about 15 GW is already under construction and another 15 GW can be s
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Polen Capital Q2 Report: Polen Focus Growth Fund Buys GE Vernova (GEV) on AI Infrastructure and Power Demand Growth
Polen Capital Management Llc disclosed in its Q2 2026 investor letter that the Polen Focus Growth fund initiated a new position in GE Vernova (GEV) during the new quarter. The fund believes that GE Ve
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Motley Fool analysts recommend investing in GE Vernova over Bloom Energy as an AI power stock, citing GE Vernova's diversified business and broader coverage in the power infrastructure sector.
In an article comparing Bloom Energy and GE Vernova, Motley Fool analyst Jeff Siegel noted that while both companies benefit from the increasing power demands of AI data centers, GE Vernova has broade
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Elon Musk states SpaceX aims for 20 GW power infrastructure for AI hyperscaler ambitions by end of 2027, seen as 'clear positive' for power equipment suppliers
SpaceX CEO Elon Musk revealed the company's tentative target to have 20 gigawatts (GW) of power, cooling, and electrical infrastructure online by the end of next year to support its AI hyperscaler amb
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Morgan Stanley projects US AI data centers to face 38 GW electricity gap through 2028, identifying GE Vernova as a key beneficiary
Morgan Stanley estimates that US data centers will need an additional 68 gigawatts (GW) of electricity between 2026 and 2028. After accounting for projects under construction and available grid capaci
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AirJoule Technologies (AIRJ) stock soared 14.7% on Monday, with analysts attributing the surge to investor bets on its potential connection to AI data centers.
The stock's rise, which occurred through 11:35 a.m. ET, came despite no new announcements from the company or analyst upgrades on the day. Analysts suggest investors are linking AirJoule's atmospheric
-
Yahoo Finance Analysis: GE Vernova and Quanta Services are two market-crash-resistant stocks worth buying and holding.
Yahoo Finance analysis suggests that amidst a potential correction in the current bull market, electrification stocks GE Vernova (GEV) and Quanta Services (PWR) are worth buying and holding due to the
-
Canada's first GE Vernova Hitachi small modular reactor is expected to be completed by the end of 2029, at an estimated cost of $5.5 billion.
In the small modular reactor (SMR) sector, Ontario Power Generation (OPG) in Canada has begun construction of the first GE Vernova Hitachi SMR at the Darlington Nuclear Generating Station in 2025. The
-
Musk's Remarks Lead to Drop in GE Vernova Stock Price
GE Vernova's stock price fell following comments made by Elon Musk, the specific content of which was not provided in the source material.
-
Rivian CFO Claire McDonough Resigns, Stock Down 6% Intraday; Will Join GE Vernova, Whose Stock Falls 3%
Electric vehicle manufacturer Rivian announced that Chief Financial Officer Claire McDonough has resigned and will depart at the end of October to become CFO of GE Vernova. Following this news, Rivian
-
GE Vernova raises 2026 revenue guidance to $45.5 billion-$46.5 billion, Q2 Power segment orders up 134%
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 secon
-
GE Vernova to provide technology for third phase of Queensland Supernode BESS project in Australia, adding 260MW/1.22GWh of energy storage capacity.
GE Vernova will provide power conversion, plant control, system integration, and grid connection support technology for the third phase of the Supernode Battery Energy Storage System (BESS) project in
-
The Motley Fool analysis highlights Constellation Energy and GE Vernova as key players in addressing data center power crunch
The analysis points to Constellation Energy's role in providing clean energy, citing Microsoft's 20-year power purchase agreement which includes restarting the Three Mile Island nuclear facility. GE V
-
GE Vernova's backlog reached $176 billion, a 37% year-over-year increase, primarily driven by demand for AI data center construction.
GE Vernova (NYSE: GEV) reported a backlog (remaining performance obligations) of $176 billion at the end of the second quarter, a 37% increase year-over-year and a $13 billion increase from the end of
-
Morgan Stanley: US AI Data Centers to Face 38 GW Power Shortfall by 2028, Industrial Stocks GE Vernova, Eaton, and Vertiv Expected to Benefit
Morgan Stanley estimates that US data centers will require approximately 68 gigawatts (GW) of power between 2026 and 2028, of which about 15 GW is already under construction and another 15 GW can be s
-
Polen Capital Q2 Report: Polen Focus Growth Fund Buys GE Vernova (GEV) on AI Infrastructure and Power Demand Growth
Polen Capital Management Llc disclosed in its Q2 2026 investor letter that the Polen Focus Growth fund initiated a new position in GE Vernova (GEV) during the new quarter. The fund believes that GE Ve
-
Motley Fool analysts recommend investing in GE Vernova over Bloom Energy as an AI power stock, citing GE Vernova's diversified business and broader coverage in the power infrastructure sector.
In an article comparing Bloom Energy and GE Vernova, Motley Fool analyst Jeff Siegel noted that while both companies benefit from the increasing power demands of AI data centers, GE Vernova has broade
-
Elon Musk states SpaceX aims for 20 GW power infrastructure for AI hyperscaler ambitions by end of 2027, seen as 'clear positive' for power equipment suppliers
SpaceX CEO Elon Musk revealed the company's tentative target to have 20 gigawatts (GW) of power, cooling, and electrical infrastructure online by the end of next year to support its AI hyperscaler amb
-
Morgan Stanley projects US AI data centers to face 38 GW electricity gap through 2028, identifying GE Vernova as a key beneficiary
Morgan Stanley estimates that US data centers will need an additional 68 gigawatts (GW) of electricity between 2026 and 2028. After accounting for projects under construction and available grid capaci
-
AirJoule Technologies (AIRJ) stock soared 14.7% on Monday, with analysts attributing the surge to investor bets on its potential connection to AI data centers.
The stock's rise, which occurred through 11:35 a.m. ET, came despite no new announcements from the company or analyst upgrades on the day. Analysts suggest investors are linking AirJoule's atmospheric
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GE Vernova
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