GE Vernova (GEV)

Mentioned in 11 stories across 3 weeks · top score 45 7 3 1

Current view

AI power & grid best risk/reward

The $1.8 trillion buildout needs electricity. These win as long as the data centers get built, even if the AI-model economics are questioned.

Stories mentioning GEV

Week 16	Schneider Electric Raises Sales and Profit Guidance on Data-Center Demand	45	medium	called up	not checked
Week 16	Bloom Energy Beats Q2 Revenue and Raises Full-Year Sales Forecast to $4.2 Billion on AI Demand	45	medium	called up	not checked
Week 15	GE Vernova Orders Surge 88% to Record $24.2 Billion on Data Center Demand	45	medium	called down	not checked
Week 15	GE Vernova Shares Slide on Raised Guidance Despite $176 Billion Backlog	42	medium	called down	not checked
Week 16	NextEra Energy and Brookfield Invest $100 Billion in Kentucky AI Data Center Campus	38	medium	called up	not checked
Week 2	ABB Raises Revenue Outlook on Data Center Demand	38	medium	called up	played out
Week 16	Meta Strikes Secret $50 Billion Louisiana Data Center Deal Consuming 7 Times New Orleans Power	28	small	called up	not checked
Week 16	EPA Exempts Data Center Power Plants From Key Federal Pollution Rules	28	small	called up	not checked
Week 15	GE Vernova Raises 2026 Revenue Guidance to $45.5 Billion-$46.5 Billion on $11.1 Billion Sales Beat	22	small	called down	not checked
Week 15	GE Vernova Raises 2026 Revenue Guidance on $11.1 Billion Quarter Beat, Misses Earnings	22	small	called mixed	not checked
Week 2	GE Vernova Beats Q1 Estimates, Guides 2026 Revenue Up to $45.5 Billion	22	small	called up	played out