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GE Vernova is quietly building embedded value with its long-term SMR investments.

Bloom Energy has surged over 400% in a year on the back of the AI power boom, but with an 81x forward P/E and insiders heading for the exits, the question now is whether the fuel cell darling still has room to run or has finally gotten ahead of itself.

The stock has surged in the past couple of years, and management recently raised its full-year revenue guidance amid booming demand for its power equipment.

Polen Capital Management Llc released its “Polen Focus Growth Strategy” Q2 2026 investor letter. A copy of the letter can be downloaded here. Polen Focus Growth returned 6.33% (net of fees) in the second quarter of 2026, significantly underperforming the Russell 1000 Growth Index’s 16.74% gain, as the market rally remained narrowly focused on AI […]

Moby summary of AirJoule Technologies Corporation's Q2 2026 earnings call

Major AI stocks are getting expensive and everyday investors are in search of low-priced names that have the potential to return huge profits in the long term. To find where smart retail investors are putting their money, we scoured Reddit’s investing communities and zeroed in on low-priced stocks with real growth potential. One name kept […]

GE Vernova (GEV) is back in focus after its strong second quarter 2026 report, where the company highlighted higher orders, revenue growth, improved margins and raised guidance for both revenue and free cash flow. See our latest analysis for GE Vernova. GE Vernova’s share price is now at $1,039.90, with the year to date share price return of 53.03% and a 1 year total shareholder return of 64.31%. The weaker 90 day share price return of a 4.64% decline suggests some of that momentum has cooled...

Download the Complete Report Here Terrestrial Energy Inc. (IMSR) Updated Unit Economics Strengthen Value Capture as Texas A&M, Fuel and NRC Progress Advance Commercialization Key Takeaways: 2Q26 advanced IMSR across all three execution pillars, with Texas A&M-RELLIS moving into site-level development, NRC licensing progress continuing, and DOE-backed reactor and fuel programs advancing. Updated unit economics […] The post Terrestrial Energy’s Lifetime Revenue Up 29%, Advancing in Texas A&M, DOE

Blue Energy and GE Vernova Hitachi Nuclear Energy (NYSE:GEV) have agreed to advance development of a proposed 2. 5-gigawatt gas-and-nuclear power facility in Victoria, Texas, moving the project into its next phase of engineering, licensing and safety work.

GEV's Q2 results show accelerating growth, stronger margins and cash flow, with robust orders and a raised 2026 outlook.

The funds will expand manufacturing in West Virginia and support commercial rollout of Form Energy’s iron-air battery systems.

SMR's proposed TVA program could unlock licensing, engineering and equipment work tied to up to 6 GW of new nuclear capacity.

SMR's regulatory head start and $1.9B liquidity support commercialization, but its rich valuation raises the stakes for contract conversion.

For some time, it seemed as though owners of existing power plants—such as Vistra and Constellation Energy —were in a great spot. With demand growth outstripping new power supply, incumbent power plants could reap higher prices for their output without putting much capital at risk. Power plant owners have had a rough year on the stock market.

GE Vernova’s 25.3% return over the past six months has outpaced the S&P 500 by 14.2%, and its stock price has climbed to $990.50 per share. This performance may have investors wondering how to approach the situation.

Data center power needs are driving record gas turbine orders. GE Vernova and Caterpillar are among the leaders.

Diversification makes the difference here.

GE Vernova (NYSE:GEV) added another Indian wind order to its books on August 4, agreeing to supply 43 onshore turbines to Enfinity Global for the 163.4 megawatt Fatehgarh Wind Farm in Rajasthan. The turbines, GE Vernova’s 3.8 megawatt, 154 meter model, will start shipping in the fourth quarter of 2026 out of the company’s Pune […]

In July 2026, AirJoule Technologies Corporation deployed its AirJoule Core atmospheric water generation system at GE Vernova’s new Advanced Research Center Frontier Campus in Niskayuna, New York, where it now operates as a live showcase producing distilled water directly from air for visiting customers and partners. This installation deepens the 50/50 joint venture between AirJoule and GE Vernova, giving potential industrial and data center users a real-world view of how modular on-site...

General Electric (GE) is back in focus after GE Vernova, its former energy division, reported a US$176b backlog and a recent 5% share price pullback following weaker adjusted EBITDA and EPS. See our latest analysis for General Electric. At a latest share price of US$370.08, General Electric has seen a 90 day share price return of 24.54% and a 1 year total shareholder return of 35.25%. This points to momentum that remains firmly positive despite the recent pullback linked to GE Vernova’s...

AirJoule Technologies (AIRJ) is back in focus after deploying an AirJoule Core atmospheric water generation system at GE Vernova’s new Advanced Research Center in New York, where it will function as a live customer showcase. See our latest analysis for AirJoule Technologies. The GE Vernova showcase comes at a time when AirJoule Technologies’ share price has seen a 27.33% 7 day return and a 57.46% 90 day return, although the 3 year total shareholder return is down 46.61%. This suggests that...

GE Vernova (NYSE:GEV) agreed to supply 43 onshore wind turbines for Enfinity Global’s Fatehgarh Wind Farm project in India. The turbines are planned to be manufactured under GE Vernova’s Make in India approach, using its established facilities in the country. The order highlights GE Vernova’s role in large scale renewable projects in one of the world’s major wind power markets. For investors who see this kind of build out in energy infrastructure as part of a wider long term shift, it can...

Power equipment companies are set to benefit from Elon Musk's compute capacity targets for SpaceX, says Melius Research.

Bloom Energy has staged one of the most explosive runs in the market this year, but a recent pullback and a looming legal deadline are raising serious questions about whether the rally still has legs or is about to break.

GE Vernova continues to generate exceptional cash flow leverage as orders and slot reservation agreements grow.

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.

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. […]

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.

GE Vernova’s shares have outperformed the broader market and sector peers, and analysts are bullish on the stock’s growth potential.