GE Vernova Stock News

Energy stocks are notoriously cyclical. Over the last five years, the sector has lagged the broader market, especially the tech sector, mainly due to the global pandemic and uneven economic recovery.

There's a long way to go before the expected nuclear renaissance becomes a reality.

Key Points in This Article: Big Tech's $380 billion AI capex boom is fueling demand for chips and energy infrastructure.

Focus on companies generating revenue from AI infrastructure, not those only investing in AI capabilities with uncertain monetization. Current AI infrastructure leaders like NVDA, CEG, VST, TLN, and GEV have seen explosive price growth, resulting in lofty valuations. Regulated utilities offer a compelling value/growth mix, benefiting from rising electricity demand but still trading at discounte...

As Q2 earnings season rolls on, some of the world's most influential tech and infrastructure companies have delivered strong results—but what's catching Wall Street's attention isn't just the numbers, it's the upgraded outlooks and rising price targets. In particular, three stocks—each deeply involved in the growth of artificial intelligence—have seen analysts sharply raise their expectations.

Palantir Technologies and GE Vernova are the top S&P 500 stocks tied to AI in 2025, as artificial intelligence plays continue to lead.

If GE Vernova's NYSE: GEV latest earnings results are any indication, General Electric's corporate restructuring continues to look like a stroke of genius. On July 23, the energy equipment spin-out saw shares soar over 14% after reporting Q2 financials.

GE Vernova Inc. delivered a strong Q2 '25, raising guidance and accelerating $600M in annual G&A cost reductions, supporting robust margin expansion. Policy changes like the OBBBA and expiring renewable tax credits are set to drive near-term growth in wind and electrification and long-term growth in power, potentially boosting backlog. Services is a major value driver for long-term, recurring r...