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Parnassus Investments, an investment management company, released the “Parnassus Core Equity Fund” second quarter of 2026 investor letter. A copy of the letter can be downloaded here. The fund returned 16.83% in the second quarter of 2026, outperforming the S&P 500’s 15.20% gain. Performance was supported by holdings in Information Technology and Communication Services, as […]
GE Vernova stock has surged over the past year, yet its valuation signals are split, with the Discounted Cash Flow (DCF) intrinsic value suggesting the shares may be priced ahead of fundamentals while market multiples still point to room for value. GE Vernova has returned 64.3% over the past year, which puts extra focus on whether the current price still offers a comfortable margin of safety. Strong demand for power equipment tied to data center and AI related electricity needs can support...
Generating cash is essential for any business, but not all cash-rich companies are great investments. Some produce plenty of cash but fail to allocate it effectively, leading to missed opportunities.
GEV's strong orders, rising gas turbine demand and expanding manufacturing capacity are driving growth, but its premium valuation may warrant caution.
GE Vernova collaborator AirJoule is riding high on the AI data-center boom's formidable thirst — and excess waste heat.
(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
FLNC has fallen 52% in six months, but record backlog, AI data-center agreements and reaffirmed fiscal 2026 guidance point to potential upside.
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.
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.
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 $5.3 billion, respectively.
GE Vernova sells the equipment that generates every hyperscaler megawatt while NextEra owns the megawatts themselves, and right now both stocks are pricing in the same AI power crunch through very different lenses.
Clean energy and battery storage are gaining momentum as AI power demand, grid expansion, and energy security reshape global energy investment.
These stocks aren't moonshot bets. They're steady compounders.
The AI power stock has slumped after Q2 earnings. Is this a warning or an opportunity?
GE Vernova is taking reservations for 2031 deliveries now, said CEO Scott Strazik. He spoke of an increasingly diverse customer base, including data centers.
The S&P 500 Index ($SPX ) (SPY ) on Wednesday closed down -0.14%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed down -0.01%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed down -0.54%. September E-mini S&P futures (ESU26 ) fell -0.07%, and September E-mini Nasdaq futures...
FTAI Aviation stock jumped 5.5% when its unit that turns unused jet engines into gas-powered turbines signed a deal with an unnamed "international cloud service provider."
Orders surged 88% organically in the second quarter, and free cash flow of $5.1B exceeded all of 2025
GE Vernova's business is booming, but its stock may be too expensive. Here's why Quanta Services looks like the better buy today.
Investors must own the stocks that will be long-term winners in the AI age, no matter how the technologies evolve and which big tech firms and hyperscalers grab the most market share.
FuelCell Energy's greater AI-driven upside competes against GE Vernova's broader portfolio, stronger backlog and improving profitability.
Investing.com -- JPMorgan said a recent selloff in clean energy and power infrastructure stocks has created attractive entry points ahead of second-quarter earnings, arguing that demand trends tied to data centers, industrial electrification and U.S. manufacturing remain intact despite recent market volatility.
GE Vernova stock has soared more than 60% in 2026 so far, but this could just be the beginning.
GE beats Q2 2026 estimates as commercial services, strong orders and cash flow fuel growth, prompting higher full-year guidance.
One powers global infrastructure with leadership in turbines; the other delivers steady returns through regulated rates. Which stock fits your 2026 portfolio?
BE, FCEL and GEV are highlighted as alternative energy stocks positioned to benefit from AI-driven data center power demand and grid modernization.
GE Vernova Inc. (NYSE:GEV) is among the Ray Dalio Stock Portfolio. On July 7, Barron’s said GE Vernova Inc. (NYSE:GEV) fell 6.5% Tuesday. Caterpillar and Cummins dropped 3.1% and 2.7%, respectively. This happened after Barclays downgraded German rival Siemens Energy to Sell from Hold, per FactSet. Siemens Energy slid 8.9% in overseas trading. Barron’s said neither GE Vernova […]
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