GE Vernova

GE Vernova shares jumped over 5% amid broader market buying as investors priced in rising power needs from AI buildout. The company's gas turbine business remains core while its growing nuclear segment and work on small modular reactors draw attention as long-term growth drivers. The move follows an industry deal highlighting large-scale electricity demand that supports GE Vernova's positioning. » Más en cnbc.com

CEO Scott Strazik said at a Morgan Stanley conference that the backlog is expected to reach $200 billion very early in 2027, up from $176 billion at the end of June. In the second quarter the backlog rose by $13 billion, and organic new orders jumped 88% to $24.2 billion. Management expects strong growth in power-plant service (from $12 billion in 2025 to $22 billion in 2035) and cites gas turbines, electrification and service as drivers of the backlog. A planned nuclear project in Victoria, Texas (BWRX-300) could add capacity but remains subject to a 2027 investment decision. Rising power demand from AI data centers and broader electrification provides additional tailwind for GE Vernova. » Más en deraktionaer.de

The AI investment boom is shifting value creation to generators, grid builders and equipment suppliers, because it is not land or capital but connection capacity that limits expansion. For GE Vernova this means strong demand: the company reports an order backlog including slot reservations of at least 110 gigawatts for gas turbines this year. Investors should follow delivery dates for turbines and transformers as well as results of capacity auctions and grid‑connection contracts, since megawatts on the grid are the most important metric. » Más en deraktionaer.de