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GE Vernova and Eaton both reported blowout quarters fueled by AI power demand, but one company is collecting cash right now while the other is betting on a revenue wave that mostly arrives after 2028. Choosing between them means deciding how much patience you actually have.
GE Vernova collaborator AirJoule is riding high on the AI data-center boom's formidable thirst — and excess waste heat.
The order, totalling 163.4MW, includes delivery and installation of the company’s 3.8MW-154m wind turbines.
Soaring AI infrastructure demand is fueling a major backlog buildup, with billions of dollars of orders accumulating across AI servers, data-center equipment, networking and power infrastructure. The AI infrastructure boom is creating a powerful second-order opportunity for companies supplying the servers, racks, cooling systems, power equipment and grid infrastructure required to build AI data centers. […]
Building faster chips turned out to be the easy part of the AI buildout. The real bottleneck has sent investors hunting for a winner in a completely different industry, and one company already controls the market for the solution Morgan Stanley says matters most.
GE Vernova Inc. has signed an agreement with Enfinity Global to supply 43 of its onshore wind turbines for their Fatehgarh wind farm in India.
(Bloomberg) -- Caterpillar Inc. posted second-quarter earnings and revenue that beat Wall Street expectations as the company’s power-generation business continued to post strong growth off the back of data center spending.Most Read from BloombergBeer Dynasty Families Sell €731 Million Stake in AB InBevApple’s New CEO Taps Retired Hardware Executive for Management TeamTaco Bell Met With Michigan on Parasite Weeks Before RecallMamdani Dismisses Business Leaders Advising NYC’s Mayor’s FundS&P 500 C
GE Vernova’s shares have outperformed the broader market and sector peers, and analysts are bullish on the stock’s growth potential.
FLNC has fallen 52% in six months, but record backlog, AI data-center agreements and reaffirmed fiscal 2026 guidance point to potential upside.
AirJoule stock has potential, but apparently no good reason to be going up today specifically.
In the second quarter of 2026, GE Vernova reported revenue of US$11,104 million and net income of US$668 million, with earnings per share rising versus a year earlier, while also completing a share repurchase of 12,445,000 shares for US$6,962.92 million under its December 2024 authorization. Behind these headline results, the company is seeing strong demand tied to AI-driven data center power needs and a growing backlog, even as tariff pressures and wind division challenges weighed on...
As humanoid robots emerge as AI's next growth driver, investors can gain diversified exposure through ETFs like BOTZ, CHAT, and AIPO rather than picking individual robotics stocks.
Fundsmith, an investment management firm based in London, has released its second-quarter 2026 investor letter for its “Fundsmith Equity Fund.” A copy of the letter can be downloaded here. The Fund returned -2.9% in the first half of 2026, underperforming the MSCI World Index by 14.1 percentage points, driven by challenges from a momentum-driven market […]
Oil producers ended July with more cash than they expected. Thanks to the on-again-off-again war between the U.S. and Iran, oil prices are beginning August about 25% higher than they were a month ago. “At the moment, most companies are really playing a bit of a wait-and-see approach, letting cash either accumulate on the balance sheet or paying down net debt,” Tom Ellacott, senior vice president of corporate research at Wood Mackenzie, told Barron’s.
Turbines are “a scarce resource and will become increasingly more valuable,” AEP’s Bill Fehrman said. “We're going to continue to be aggressive in our positions on this.”
Investors are in good company when they buy into the thesis that rising demand for power for AI data centers will continue to benefit GE Vernova over the long term.
GE's energy spin-off is still a great long-term play on the booming AI market.
There just wasn't room for anything less than perfection. But, there's a "but."
In a world where many businesses have shaky balance sheets, some have ignored the crowd and exercised prudence. These cash-heavy companies shine bright for their financial discipline, resilience, and ability to generate solid returns.
One generates $3.7 billion in free cash flow with a 12% net margin; the other burned $460 million last year and trades at a 78x P/S ratio.
Energy stocks advanced late Thursday afternoon with the NYSE Energy Sector Index rising 0.8% and the
GE Vernova, the power-focused spinoff of General Electric, is emerging as a key supplier to the fast growing AI data center sector. Demand for its gas turbines is rising as hyperscale AI projects seek reliable power solutions for energy intensive infrastructure. The business has seen a substantial move in market value as investors reassess its role in global AI infrastructure. General Electric, ticker NYSE:GE, now sits at the center of two stories: the long established industrial group and...
GE HealthCare reports earnings per share of $1.13 from sales of $5.3 billion. Wall Street was looking for $1.04 a share and $5.3 billion, respectively.
Vertiv Holdings (VRT) stock sinks on Wednesday after missing its second quarter earnings estimates despite its increase to full-year guidance. Vertiv is a major player in AI data center infrastructure. Morning Brief Host Julie Hyman is joined by Yahoo Finance Senior Reporter Pras Subramanian and Breaking News Reporter Jake Conley to weigh in on the outlook for the rest of the major companies participating in the AI infrastructure buildout.
Recently, Zacks.com users have been paying close attention to GE Vernova (GEV). This makes it worthwhile to examine what the stock has in store.
AirJoule Technologies has deployed its atmospheric water generation system at GE Vernova’s new Advanced Research Center Frontier Campus. The installation provides a live demonstration of AirJoule’s technology for industrial and data center water and energy needs. This is the first time the GE Vernova and AirJoule collaboration has been implemented and publicized at this scale. GE Vernova, NYSE:GEV, is using the Frontier Campus as a showcase for applied research in power and energy...
GE Vernova (NYSE:GEV) has secured a contract from First Hydro Company, a joint venture between ENGIE and La Caisse, to replace two pumped storage generating units at the Dinorwig pumped storage hydropower station in North Wales. The project forms part of a long-term modernisation programme designed to extend the operational life of one of the UK’s most important energy storage facilities.
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