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Focus on companies generating revenue from AI infrastructure, not those only investing in AI capabilities with uncertain monetization. Current AI infrastructure leaders like NVDA, CEG, VST, TLN, and GEV have seen explosive price growth, resulting in lofty valuations. Regulated utilities offer a compelling value/growth mix, benefiting from rising electricity demand but still trading at discounted valuations.
GEV moves up over 10 points after the alert confirms early strength
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.
As Q2 earnings season rolls on, some of the world's most influential tech and infrastructure companies have delivered strong results—but what's catching Wall Street's attention isn't just the numbers, it's the upgraded outlooks and rising price targets. In particular, three stocks—each deeply involved in the growth of artificial intelligence—have seen analysts sharply raise their expectations.
Palantir Technologies and GE Vernova are the top S&P 500 stocks tied to AI in 2025, as artificial intelligence plays continue to lead.
GE Vernova Inc. delivered a strong Q2 '25, raising guidance and accelerating $600M in annual G&A cost reductions, supporting robust margin expansion. Policy changes like the OBBBA and expiring renewable tax credits are set to drive near-term growth in wind and electrification and long-term growth in power, potentially boosting backlog. Services is a major value driver for long-term, recurring revenue for GE Vernova. As the installed base grows through equipment sales, services sales should reflect a larger customer base.
GE Vernova Inc. GEV posted better-than-expected second-quarter 2025 earnings and raised its full-year guidance on Wednesday.
Live Updates Live Coverage Has Ended GEV Is Surging 9:41 am It’s good to be a company in the AI power trade right now. GE Vernova shares are now up 13% in early trading. The company is now up 84% year-to-date. Biggest takeaways from the quarter 8:08 am 1. Gas Power Services Growth Management emphasized mid-single-digit services growth, aided by increased outage volume and better pricing. Utilization across the installed base is improving, with the company noting “higher outage completion rates in Q2 versus Q1,” which bodes well for H2 margins. 2. Grid Modernization and Backlog GEV reported that Grid backlog rose 12% YoY, with “bidding activity at record levels.” U.S. grid investments under the Inflation Reduction Act and strong EU demand (Germany and France highlighted) are fueling a multi-quarter setup. The backlog-to-revenue ratio remains above 2.0x, providing strong forward visibility. 3. IRA and Global Incentive Momentum GEV reaffirmed that ~25% of its Grid and Renewa
GEV's Q2 cemented its standing as one of the biggest long-term winners in the AI-boosted energy boom across nuclear and beyond. Talen, Rolls-Royce, and other nuclear energy stocks are worth buying as well.
Live Updates Live Coverage Updates appear automatically as they are published. Midday Check 12:28 pm by Eric Bleeker We are officially at the halfway mark of the trading day. Overall, it has been a good day for stocks. The Russell 2000 is leading all major indexes, which is positive for smaller momentum stocks. Of course, meme stocks trade under different dynamics, so we’re seeing a big performance divide between stocks like Opendoor and GoPro. Opendoor: Still trading down for the day, but shares have bounced off a low point of $2.08 per share. Shares are currently down 21% and trading for $2.28. GoPro: Has been fading throughout the day. GoPro was up more than 80% premarket and its gains have evaporated steadily throughout trading. Currently shares are up about 16%. Krispy Kreme: Faces a similar story to GoPro, shares opened up more than 35% but have faded. Currently, the stock is up 9% on the day. Morning Update 10:13 am by Eric Bleeker Markets have been open about 45 minutes,