GE Vernova's stock fell nearly 9% after Q2 2026 earnings missed on EPS, but strong orders, backlog, and revenue growth show AI electricity demand remains robust.
Capital is shifting from software to hard assets like AMD, GE Vernova, ExxonMobil, and Amazon as investors prioritize AI infrastructure, energy security, and pricing power over speculative tech.
What Happened? Shares of energy transition company GE Vernova (NYSE: GEV) fell 7.1% in the pre-market session after the company reported second-quarter earni...
GE Vernova (NYSE:GEV) raised its 2026 revenue and free cash flow outlook after reporting sharply higher second-quarter orders, expanded backlog and stronger margins, as management said demand for power generation and grid equipment continues to accelerate globally.
Chief Executive Officer Scott Str
GE Vernova (NYSE:GEV) held its second-quarter earnings conference call on Wednesday. Below is the complete transcript from the call. This transcript is brought to you by Benzinga APIs. For real-time access to our entire
Energy transition company GE Vernova (NYSE:GEV) reported Q2 CY2026 results topping the market’s revenue expectations, with sales up 21.9% year on year to $11...
Energy transition company GE Vernova (NYSE:GEV) will be announcing earnings results this Wednesday before the bell. Here’s what you need to know. GE Vernova ...
As power capacity becomes AI's key bottleneck, investors are rotating into GE Vernova and Eaton, whose surging backlogs and pricing power reflect the electrification supercycle.
GE Aerospace shares fell despite Q2 2026 earnings beats and raised full-year guidance, as investors weigh a rich 46x forward earnings valuation against a $210 billion backlog.
One powers global infrastructure with leadership in turbines; the other delivers steady returns through regulated rates. Which stock fits your 2026 portfolio?
