After reaching an important support level, GE Vernova (GEV) could be a good stock pick from a technical perspective. GEV surpassed resistance at the 20-day moving average, suggesting a short-term bull
For the quarter, Alger SICAV - Alger Dynamic Opportunities Fund portfolio's average long exposure was 78.38% and the average short exposure was -30.91%. Long positions Nebius Group N.V., Western Digit
The nuclear industry has seen a recent flurry of announcements, headlined by two major industry partnerships to rapidly deploy new reactors. These exciting developments come against the backdrop of a
Western Digital Corporation contributed positively to performance after the company delivered strong fiscal second-quarter results. Nebius Group reported positive adjusted earnings at the group level
Class A shares of the Alger Dynamic Opportunities Fund underperformed the S&P 500 Index during the first quarter of 2026. Long positions Western Digital Corporation, Nebius Group and GE Vernova Inc. w
Two industrial bellwethers are putting up tech-like returns in 2026, and the catalyst is hiding in plain sight: power for the AI buildout.
Every dollar of AI capex eventually has to plug into a wall. By the time hyperscalers have signed off on GPU orders, the binding constraint stops being silicon and starts being substations, transforme
2.5 GW collaboration will work to advance world's first gas-plus-nuclear plant planned for Texas CHEVY CHASE, Md., May 5, 2026 /PRNewswire/ -- Blue Energy , a developer of financeable, prefabricated
Rob Spivey, director of research at Altimetry Research, has spent months mapping the energy infrastructure buildout behind the AI boom—and his findings point to a specific kind of company that stand
Industrial-strength gas turbines don't seem like a sexy business, but they're vital for generating badly needed electricity. GE Vernova's Power group builds them and continually services many. Power i
If your electricity bill jumped this year, you're not imagining it. The driver is the server racks humming inside warehouses going up across Virginia, Texas, Ohio, and Arizona, more than summer heat o
Shares of GE Vernova (NYSE:GEV | GEV Price Prediction) have rerated higher as AI data center power demand reignites investor appetite for the picks-and-shovels of the energy transition.
Massive AI infrastructure spending is driving revenues and profits higher across multiple industries.
nVent Electric's stock surged after strong earnings and raised guidance, with AI data center infrastructure driving its growth. The stock is not cheap, but its earnings momentum may make it so if AI t
The grid was built for a slower world. Tema Electrification ETF (NASDAQ:VOLT) exists because hyperscalers are now signing power contracts the size of mid-sized utilities, and the equipment makers serv
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