GE Vernova

Mentioned in 14 analyzed podcast episodes across 10 shows

Mentioned On

Morning Call Best Stocks Now with Bill Gunderson Bloomberg Tech Stock Movers The AI Daily Brief: Artificial Intelligence News and Analysis Motley Fool Money Mad Money w/ Jim Cramer Marketplace WSJ Tech News Briefing FactSet U.S. Daily Market Preview

Episode Mentions

Morning Call · May 6, 2026

Morning Call 5/6/26

“Power generation equipment beneficiary of AI data center buildout; up 120-175% over past year”

U.S.-Iran Peace Negotiations and Strait of Hormuz ResolutionAI Data Center Power and Infrastructure Buildout EconomicsSemiconductor Supply Chain and GPU Competition (AMD vs NVIDIA)

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Best Stocks Now with Bill Gunderson · May 5, 2026

Tuesday May 5, 2026

“Nuclear energy company stock exploded after earnings report; benefiting from global nuclear energy policy shift”

Memory Chip Stock Performance and ValuationAI Infrastructure Investment ThesisSemiconductor Supply Chain and Earnings Growth

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Bloomberg Tech · Apr 28, 2026

OpenAI Linked Stocks Fall on Report It Missed Targets

“Electricity infrastructure provider for compute; stock down 5% on concerns about AI CapEx pullback”

OpenAI Revenue and User Growth TargetsAI Infrastructure Spending and ROICompetitive Dynamics: OpenAI vs Anthropic vs Google

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Stock Movers · Apr 27, 2026

Verizon Earnings Preview; Domino’s Pizza Slides; Qualcomm Gains

“Power equipment company downgraded by BNP Paribas; 90% of turbine capacity contracted through 2030 limiting growth visibility”

Pharmaceutical M&A and rare disease treatment acquisitionAI-focused mobile phone developmentConsumer spending weakness and macro environment pressure

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The AI Daily Brief: Artificial Intelligence News and Analysis · Apr 24, 2026

How Headless Agents Will Change Work

“Gas turbine supplier seeing massive demand surge with $163 billion backlog, stock up 13.7% after earnings beat”

Headless software architecture and API-first design patternsAgent-native business models and consumption-based pricingEnterprise agent platforms and orchestration tools

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Motley Fool Money · Apr 23, 2026

Earnings Season Ramps Up -- And We've Seen Some Surprises

“Spun-off GE energy business up 253% YoY; reported strong Q1 FCF and $200B backlog through 2030 driven by AI and electrification demand”

Tesla TeraFab Semiconductor StrategyRobotics Manufacturing and Optimus Production ScalingAI Data Center Infrastructure Spending

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Mad Money w/ Jim Cramer · Apr 22, 2026

Mad Money w/ Jim Cramer 4/22/26

“Power generation business spun from GE reports record quarter with 100GW gas turbine backlog; market cap now exceeds parent GE at $303B vs $289B”

AI Infrastructure Investment StrategyMomentum Trading vs. Value DisciplineEnterprise Software Margin Dynamics

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Marketplace · Apr 22, 2026

Boeing bounces back

“GE spinoff making gas turbines for electrical grid modernization, reported 16% revenue growth to $10B”

Boeing 737 MAX Production RecoveryCommercial Aircraft Market CompetitionMaritime Supply Chain Disruption

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WSJ Tech News Briefing · Apr 22, 2026

TNB Tech Minute: Google Introduces New AI Inference Chip

“Energy company benefiting from AI data center boom; raised 2026 revenue outlook to $45.5B with strong Q1 results”

AI Inference Chip DevelopmentTensor Processing Units (TPUs)AI Model Security and Access Control

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Stock Movers · Apr 22, 2026

Boeing Higher, GE Vernova Surges, Capital One Raises As They Missed Estimates

“Stock up 12% on massive EPS beat, benefiting from surging electricity demand tied to AI and data centers”

Boeing Cash Burn Rate and Financial RecoveryAircraft Delivery Growth and Commercial Aviation RecoveryDefense and Weapons Systems Orders

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FactSet U.S. Daily Market Preview · Apr 22, 2026

Financial Market Preview - Wednesday 22-Apr

“Earnings release scheduled for morning of April 22”

Iran Ceasefire Extension and Nuclear NegotiationsAI Sector Momentum and Tech Stock RalliesMemory Chip Shortage and Semiconductor Supply

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The Great Simplification with Nate Hagens · Apr 1, 2026

Scrambling for Energy Security: Navigating Unstable Energy Supplies Amidst Global Conflict with Chris Keefer

“Manufacturer of gas turbines for combined cycle power plants, mentioned alongside Siemens and Mitsubishi”

LNG Supply Chain Vulnerability and Geopolitical RiskNuclear Power Plant Construction Economics and TimelineEnergy Security vs. Climate Policy Trade-offs

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CNBC's "Fast Money" · Mar 2, 2026

Stocks Stage Comeback Amid U.S.-Iran Conflict… And Jamie Dimon’s Credit Concerns 3/2/26

“Energy infrastructure beneficiary up significantly, contrasting with data center capex concerns”

U.S.-Iran Military Conflict and Strait of Hormuz ClosureOil Price Volatility and Energy Market Supply ShocksPrivate Credit Cycle and Banking Sector Exposure

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Mad Money w/ Jim Cramer · Feb 24, 2026

Mad Money w/ Jim Cramer 2/23/26

“Nuclear power company positioned for energy infrastructure buildout; caller holds position; Cramer remains bullish”

AI Job Displacement Narrative and Market ImpactEnterprise Software Valuation and Multiple CompressionPrivate Credit Market Stress and Blue Owl Case Study

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