GE Vernova Sees $200 Billion Backlog Coming Early as Electricity Demand Cycle Builds
Backlog $176B; $200B now expected very early 2027. Next proof points: Oct and Jan.
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Howmet Stock Rebounds as Analysts Call the SpaceX Selloff a Buying Opportunity
Citi put Howmet on a 30-day upside watch after SpaceX’s blade-casting plan. Analysts say tight supply still helps Howmet.
SpaceX Targets the Gas-Turbine Bottleneck. Wall Street Says Scale Will Take Years
Musk says in-house casting could cut turbine delays by 18 months. Analysts warn yields, certification, and scale could take about four years.
GE Vernova Beats and Raises on Q2 Earnings, but Shares Fall
GE Vernova delivered strong Q2 results and raised its 2026 free cash flow guidance to $11.5–12.5 billion, but GEV shares fell due to its high valuation and profit-taking.
GE Vernova Hikes Full-Year Outlook as Power Orders Jump 71% on AI Demand
GE Vernova beat Q1 results, raised 2026 forecast as AI data centers boost electricity demand; profits, orders, and cash all up.
Trump & Governors Push Emergency Electricity Auction to Make Tech Giants Pay for AI Data Centers
Trump administration and Northeast governors plan emergency PJM auction forcing tech companies to fund $15B in new power plants for AI data centers, protecting consumers from rising electricity bills.