GE Vernova reports earnings on July 22, and one corner of its order book suggests Wall Street may be underestimating just how far ahead of its closest rival it has already pulled.
A $375 million convertible note offering sent Fermi America into a sharp Friday selloff, but the real question hanging over the pre-revenue power developer is whether it can land a binding tenant…
An energy analyst says the AI labs themselves are engineering a power crisis that the U.S. grid cannot survive, and the race to fix it is already minting winners and losers across…
Four mega-cap stocks with four-digit share prices and no split announcements in sight, but one operational metric for each name reveals exactly how close they actually are.
Hyperscaler AI capital spending has been raised to $750 billion in 2026, up from $670 billion, and is set to cross $1 trillion in 2027. That capital buys far more than GPUs:…
J.P. Morgan flagged three stocks to crush the market in 2026, ranking them by implied upside. Six months in, the pick with the smallest expected gain has done something the other two…
If you own the Utilities Select Sector SPDR Fund (NYSEARCA:XLU) as your AI power play, the logic is straightforward: data centers need electricity, regulated utilities sell electricity, so XLU should capture the…
The race to power AI is increasingly a race to secure megawatts, and a CNBC segment by Seema Mody put a sharp spotlight on the company sitting at the chokepoint: GE Vernova…
Thomas Richmond Power has become the bottleneck in the AI buildout. CNBC’s Seema Mody walked the floor of GE Vernova‘s (NYSE:GEV | GEV Price Prediction) 400-acre South Carolina plant on June 24, 2026, and…
Danielle Liverance On a recent episode of the Animal Spirits podcast titled Talk Your Book: AI Is Not a Bubble, Alger portfolio manager Dr. Ankur Crawford made a deceptively simple argument that cuts against…
CNBC’s Brian Sullivan walked viewers through a landmark energy agreement that paints the picture for how much electricity the AI buildout actually needs. Chevron has signed a 20-year power purchase agreement with…
Pre-Market Stock Futures: Futures are trading mixed as we hit the midweek point, as the Space Exploration Technologies (NASDAQ: SPCX | SPCX Price Prediction) or SpaceX IPO rush is starting to fade…
Oklo Inc. (NYSE:OKLO | OKLO Price Prediction) is the ticker every AI-energy headline keeps shoving in your face, propped up by a 1.2 GW Meta power agreement and a 300% rally in…
A $10,000 position in Fidelity Clean Energy ETF (NYSEARCA:FRNW) on the last trading day of 2025 was worth about $13,330 by the close on June 4, 2026, a 33% run in a…
Goldman Sachs models $765 billion in annual AI capital spending for 2026, climbing toward $1.6 trillion by 2031. That kind of multi-year buildout is the backdrop for three actively managed (or active-leaning)…
