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Track GE Vernova in real time with a live news feed covering GE Vernova stock news, official press releases, company announcements, and an archive of historical GE Vernova news. ...more
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AI infrastructure spending is driving demand for GE Vernova's gas power turbines and electrification equipment. Improving momentum in AI-related spending is improving the outlook
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AI infrastructure spending is driving demand for GE Vernova's gas power turbines and electrification equipment. Improving momentum in AI-related spending is improving the outlook
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GEV trades at a premium after an 80% YTD surge, but gas turbine demand, AI data centers and raised 2026 guidance support its bullish case.
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Recently, Zacks.com users have been paying close attention to GE Vernova (GEV). This makes it worthwhile to examine what the stock has in store.
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On CNBC's “Mad Money Lightning Round,” Jim Cramer recommended buying GE Vernova Inc. (NYSE:GEV), adding that the Charitable Trust has a very big position in the stock.
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Back on December 27, 2025, we wrote about J.P. Morgan's three overweight picks for 2026 with the highest implied upside: Bright Horizons Family Solutions (NYSE: BFAM | BFAM Price Prediction), Celsius (NASDAQ: CELH), and GE Vernova (NYSE: GEV).
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The explosive growth in artificial intelligence (AI) is triggering a massive data center investment cycle and fundamentally reshaping infrastructure design. Nvidia (NVDA) anchors this shift, accelerating a transition toward next-gen 800-volt direct current (VDC) data centers slated for commercial rollout in 2027.
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GE Vernova Inc. is positioned at the tightest bottleneck in the AI-driven power infrastructure cycle, with unmatched exposure to gas turbines and transformers. GEV's Q1 2026 results highlight surging demand: 71% YoY order growth, a record $163 billion backlog, and strong pricing power with hardware capacity reserved through 2030. Recent Prolec GE acquisition and electrification orders ($7.1B in Q1 2026) reinforce GEV's strategic grid position and long-term growth visibility.
The SpaceX IPO has investors asking a reasonable question: at a valuation somewhere between $1 trillion and $2 trillion, is the hype real, or is the market getting ahead of itself? Rob Spivey and Joel Litman of Altimetry Research say the answer is both—and that for most investors, there are cleaner opportunities sitting right next to the SpaceX story.
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CNBC got an exclusive look inside GE Vernova's largest gas turbine plant in Greenville, South Carolina. Hyperscalers like Amazon, Google, Microsoft and Oracle are lining up to buy the company's gas turbines to help power AI data centers.
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Nvidia is leading an effort to build a new generation of data centers that are expected to ramp up in 2027. Vertiv, GE Vernova, and nVent are all well-positioned to benefit from this trend in data center spending.
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