Actualités

The company's backlog continues to grow and its signing more and more higher margin slot reservation agreements for its gas power turbines.

Dow Jones AI giant Nvidia stock dived below a key level Tuesday, while Cummins and GE Vernova are near their latest buy points.

Chevron's (CVX) partnership with Microsoft (MSFT) to build a co-located power facility for a data ce

CSIQ expands U.S. manufacturing and builds a sizable solar and storage pipeline, but oversupply and cost pressures may test margins.

Here is how GE Vernova (GEV) and Liberty Energy (LBRT) have performed compared to their sector so far this year.

The average brokerage recommendation (ABR) for GE Vernova (GEV) is equivalent to a Buy. The overly optimistic recommendations of Wall Street analysts make the effectiveness of this highly sought-after metric questionable. So, is it worth buying the stock?

CVX and Microsoft team up on a 20-year Texas power deal, supporting AI-driven data center growth with reliable natural gas energy.

The next 10 years alone are projected to require more new electricity generation than any period in U.S. history. This backdrop is why investors should buy nuclear and AI energy stocks.

Ever.green has successfully completed the Pruger Solar project, a 2-megawatt solar initiative in Marion County, South Carolina, marking its third project in the Carolinas within a year. This development was made possible through the purchase of High-Impact Renewable Energy Certificates (RECs) by various corporate buyers, including REI Co-op and Cutler Development. By securing long-term REC contracts, these companies facilitate the financing of solar projects that may otherwise stall, thereby...

GE Vernova Inc. (NYSE:GEV) is included among the 13 Best Electrical Infrastructure Stocks to Buy in 2026. GE Vernova Inc. (NYSE:GEV) engages in the provision of various products and services that generate, transfer, orchestrate, convert, and store electricity in the United States, Europe, Asia, the Middle East, and Africa. On June 17, Bernstein analyst Sunaina […]

Management is pointing to a future with billions more in cash flow, but the stock price suggests investors are still waiting for a reason to believe.

As the Q1 earnings season wraps, let’s dig into this quarter’s best and worst performers in the electrical systems industry, including GE Vernova (NYSE:GEV) and its peers.

Chevron announced Monday that it will power a huge Microsoft data center in West Texas with natural gas, using gas turbines supplied by GE Vernova and Caterpillar. GE Vernova stock rose near a buy point, and Caterpillar stock jumped. Project Kilby, as it is known, is expected to produce 2.7 gigawatts of electricity.

Chevron will supply natural gas for Project Kilby's 2.7 GW load under a 20-year agreement

CNBC’s Brian Sullivan walked viewers through a landmark energy agreement that paints the picture for how much electricity the AI buildout actually needs. Chevron has signed a 20-year power purchase agreement with Microsoft to supply natural-gas-fired electricity to a Microsoft data center in far west Texas, about an hour southwest of Odessa. According to Sullivan, ... Microsoft Signs 20-Year Power Deal With Chevron Showing How Far AI’s Energy Needs Have Grown

Chevron (CVX) has agreed to build a power plant in West Texas to supply electricity to a data center

GE Vernova (NYSE:GEV) and Joulent launch an AI focused energy collaboration to supply multi gigawatt power for Microsoft data centers. Joulent, backed by GE Vernova and Engine No. 1, targets reliable capacity for hyperscale data centers supporting Microsoft’s AI workloads with decarbonisation objectives. GE Vernova reports additional progress across grid modernization contracts, nuclear manufacturing partnerships in Europe and Ontario, and sustainability initiatives. For investors tracking...

Investing.com -- Chevron has struck a 20-year agreement to supply natural gas power to a massive Microsoft data center in West Texas, the latest sign of Big Oil’s push into the booming AI energy market.

Construction company CRH will buy rival Arcosa in an $8.5 billion cash deal. Arcosa stock jumped before Monday's open.

Both American Electric Power and GE Vernova are witnessing unprecedented demand from data centers, but one company is growing at a jaw-dropping pace.

SpaceX's IPO debut offers a template for trading Anthropic and OpenAI's expected Q4 2026 IPOs, including proxy vehicles, supply chain plays, and software sector rotation.

This energy giant is still firing on all cylinders.

GE Vernova and several other stocks to watch near buy points are part of the so-called picks and shovels swath of the AI data center space.

GE Vernova's 2025 sustainability report highlights 26 GW of new capacity, lower-emission technologies and emission cuts that may bolster growth.

As the U.S. dollar weakens and gold trades grow crowded, institutional investors are shifting toward power infrastructure

The S&P 500 Index ($SPX ) (SPY ) on Thursday closed up +1.08%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed up +0.14%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed up +2.48%. September E-mini S&P futures (ESU26 ) rose +1.15%, and September E-mini Nasdaq futures...

Shares of energy transition company GE Vernova (NYSE:GEV) jumped 5.2% in the afternoon session after Bernstein SocGen's Sunaina Ocalan initiated coverage on the company with an Outperform rating and a $1,206 price target.

GE Vernova may benefit from Iran's reconstruction and long-term service contracts, as the Persian Gulf country seeks to rebuild.

The official order book was only half the story; the real tell was hiding in a different, less-watched number that quantified the data center boom before it became the main event.

A.P. Moller Capital has agreed to acquire Mainstream Renewable Power South Africa, a prominent renewable energy developer in South Africa, through its Emerging Markets Infrastructure Fund II. This acquisition is part of A.P. Moller Capital's strategy to invest in infrastructure that supports the energy transition in high-growth markets. Mainstream South Africa boasts a significant renewable energy portfolio, including 148 MW of operating and in-construction assets, 351 MW of...