GEV
NYSE · Electrical Equipment
Ge Vernova Inc
$1,174.86
+72.35 (+6.56%)
GEV News23 articles
GE Vernova's Turbine Demand Story Fails to Halt Weekly Slide
GE Vernova (GEV) fell 3.71% Friday, erasing most of its midweek rebound and capping a 7.31% weekly loss as investors await Q2 earnings for proof of backlog conversion.
Dow Climbs as Caterpillar Breaks $1,000; Tech Slumps on AI Rotation
The Dow Jones rose 145 points, powered by Caterpillar crossing $1,000 for the first time, as a Chevron-Microsoft power deal drove rotation from tech to industrials. The Nasdaq fell over 1%.
Caterpillar Secures Key Role in Microsoft-Chevron Data Center Power Project
Caterpillar shares rose 3% after Chevron selected its Solar Turbines unit for a major Microsoft data center power project, solidifying its AI energy play.
Chevron-Microsoft AI Deal Shifts Focus to Energy Infrastructure
Chevron will supply natural-gas power to Microsoft's Pecos data center, highlighting the AI capex debate as MSFT shares dip despite strong Azure growth.
Power Infrastructure Stocks Surge as Grid Constraints Challenge AI Growth
GE Vernova surged 18% in a holiday-shortened week, outpacing Vertiv and Eaton, as US regulators push for faster grid connections to support AI-driven data center demand.
Bloom Energy Hits Record High on FERC’s AI Power Demand Boost
Bloom Energy shares surged 15.4% to a record $328.91 after FERC ordered faster grid rules for data centers, boosting AI power demand. UBS is bullish, but Bernstein warns of limited upside.
GE Vernova Bounces Back as AI Power Demand Drives Focus on Electrification
GE Vernova shares rebounded 3.6% after a sharp May decline, fueled by strong AI-driven data-center demand and record electrification orders.
Constellation Energy Slips Amid AI-Power Stock Selloff Despite Three Mile Island Progress
Constellation Energy shares fell 3.3% despite FERC approval for the Crane Clean Energy Center, as AI-linked power stocks faced broad selling. NRC decision in September is key.
Babcock & Wilcox Shares Surge on AI Data Center Power Demand
Babcock & Wilcox reported a 44% revenue jump to $214.4M, driven by AI data center demand and a $2.4B contract for four natural gas plants.
GE Vernova Slides after Texas Nuclear-Gas AI Power Deal
GE Vernova shares dropped over $70 after announcing a Texas nuclear-gas project for AI data centers, as investors digest strong Q1 orders.
Eaton Stock Near Peak as AI Power Demand Test Looms
Eaton shares closed at $423.92 near a 52-week high. Investors await Q1 earnings on May 5 to gauge AI infrastructure demand and its impact on orders and margins.
AI Data-Center Boom Lifts Arm and Caterpillar Beyond Nvidia's Shadow
Arm Holdings jumped 5.4% and Caterpillar gained 4.2% as investors shift focus from megacap AI names to data-center infrastructure plays.
Futures Retreat from Records as Oil Surges Past $103, Tesla and IBM Slide
U.S. stock futures slipped Thursday, pulling back from record highs, as Brent crude topped $103 a barrel on geopolitical tensions. Tesla and IBM shares fell after hours, while GE Vernova surged on stronger outlook.
Tech Stocks Drive Market Gains Amid Ceasefire Relief and Earnings Strength
U.S. stocks climbed Wednesday, with the Nasdaq leading gains as technology shares rallied following an extended Iran ceasefire and a wave of corporate earnings. Oil prices remained elevated near $100 a barrel.
GE Vernova Shares Slide 5% Amid Broad Market Sell-Off
GE Vernova shares declined approximately 5% on Tuesday, underperforming a broader market downturn. The power equipment firm detailed a $30 million expansion in Italy and finalized the sale of its Proficy software unit.
GE Vernova Dips Amid Inflation, Fed Focus; Wind Project Risks Loom
GE Vernova stock declined slightly Friday as broader markets fell on higher-than-expected wholesale inflation. Investors are now focused on upcoming jobs data and Federal Reserve signals.
GE Vernova Shares Dip Ahead of Holiday, Wind Losses Offset Grid Demand
GE Vernova shares declined 1.77% to $802.13 on Friday, retreating from recent highs ahead of the Presidents Day market closure. The company balances robust orders for gas turbines and grid infrastructure with persistent challenges in its wind segment.
GE Vernova Shares Pull Back After Recent High, Wind Losses Weigh
GE Vernova shares declined nearly 2% Friday, retreating from a 52-week high. The company's wind business reported a significant EBITDA loss for 2025, with more losses projected.
GE Vernova Surges on Long-Term Turbine Reservation Agreement
GE Vernova shares advanced over 4% after Maxim Power secured a 2030 delivery slot for a gas turbine, signaling strong future demand. Trading volume exceeded 2.7 million shares.
GE Vernova Shares Dip on Long-Term Turbine Reservation, Investors Eye Earnings
GE Vernova's stock declined slightly as Maxim Power secured a 2030 gas turbine slot, with attention turning to the company's upcoming quarterly earnings report.
GE Vernova Shares Reach Record High on Long-Term Turbine Reservation
GE Vernova's stock surged to a new peak after Maxim Power secured a 2030 manufacturing slot for a gas turbine, with analysts raising price targets amid a growing equipment backlog.
GE Vernova Surges 5.6% as Energy Infrastructure Demand Fuels Rally
GE Vernova shares climbed to $779.35 amid a broader market rally, buoyed by new wind orders and a strategic alliance. Analysts highlight the early-stage energy infrastructure cycle but note wind segment risks.
GE Vernova Surges 5.6% on Wind Orders and Acquisition Close
GE Vernova shares climbed nearly 6% Friday following new U.S. wind repower orders and completion of a major transformer acquisition. Investors await key U.S. economic data next week.