MarketPulse

gas turbines

9 articles
The Motley FoolThe Motley Fool··Lee Samaha

GE Vernova Surges 71% as AI Power Boom Transforms Energy Sector

GE Vernova stock soared 71% in 2026 as AI hyperscalers drive massive power demand, with orders jumping 59-86% and backlog reaching 56 GW.
GEVhyperscalersearnings beat
BenzingaBenzinga··Piero Cingari

Caterpillar Crushes Nvidia With 185% Returns as AI Power Play Unfolds

Caterpillar surged 185% in a year versus Nvidia's 85% as hyperscalers fuel demand for on-site power generation infrastructure, driving record backlogs.
NVDACATvaluation multiplehyperscalers
The Motley FoolThe Motley Fool··Lee Samaha

GE Vernova Overtakes Aerospace Unit as AI Data Center Boom Reshapes Conglomerate

GE Vernova surpasses GE Aerospace in market cap for first time, driven by explosive AI data center demand for its gas turbines and surging orders.
BABApAGEGEVFTAI+3GE VernovaAI data centers
The Motley FoolThe Motley Fool··Courtney Carlsen

GE Vernova: The Pick-and-Shovel Play for AI-Driven Energy Boom

GE Vernova raised 2026 outlook with $150B backlog and plans 20 GW gas turbine capacity by mid-2026, positioning itself as a prime energy transition beneficiary.
GEVHTHIYsmall modular reactorsdata centers
BenzingaBenzinga··Akanksha Bakshi

GE Vernova Hits 52-Week Peak on Stellar Q1 Beat and Record $163B Backlog

$GEV surges 7.74% after crushing Q1 earnings and raising 2026 guidance, driven by $13B backlog growth amid strong power demand.
GEVdata centersfree cash flow
BenzingaBenzinga··Lekha Gupta

Baker Hughes Lands Landmark Argentina Gas Deal, Expands South America Footprint

Baker Hughes secures Argentina gas turbine order and extends Brazil service agreement, marking first NovaLT deployment in South America amid sector underperformance.
BKRRSPGFENYXESenergy sectorArgentina
GlobeNewswire Inc.GlobeNewswire Inc.··Na

Baker Hughes Lands Strategic Argentina Gas Order, Expands LNG Infrastructure Play

Baker Hughes secures order for three NovaLT gas turbines in Argentina, marking first South American deployment supporting Vaca Muerta natural gas exports to LNG vessels.
BKRpipeline infrastructureArgentina
GlobeNewswire Inc.GlobeNewswire Inc.··Na

Baker Hughes Sets Q1 Earnings Date, Lands Major Petrobras Deal

Baker Hughes schedules Q1 2026 earnings for April 23, announces $6.5B debt offering, and secures major long-term service agreement with Petrobras.
BKRPBRPBR.AQ1 2026 earningsoffshore operations
The Motley FoolThe Motley Fool··Manali Pradhan, Cfa

AI Power Boom Creates Opportunities as Nvidia Stumbles: Energy Giants Eye Data Center Demand

Nvidia's selloff shifts investor focus to power infrastructure. Constellation Energy and GE Vernova positioned to profit from AI-driven electricity demand through major tech contracts and massive equipment backlogs.
NVDAMETAMSFTCEGGEVdata centersnuclear power