Entities / Company
GE Vernova.
American energy equipment manufacturing company
- Reports this week
- 4
- Active events
- 5
- Connections
- 194
What's happening
Reports per dayLast 90 days
90 days agoDrag either end to show only events that began in that periodToday
Active this week
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GE Vernova secured a major contract in India.Some support1 report
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The Vineyard Wind Project, located off Martha's Vineyard, operates under Massachusetts regulations and faces maintenance disputes.Well supported4 reports
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GE Vernova partnered with Clemson University to launch a new program, which is also running in Staffordshire, UK.Some support1 report
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GE Vernova and CSLM Acquisition Corp. were compared as industrial companies on November 1, 2026.Some support1 report
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GE Vernova received a 'buy' rating and target price raise from Jefferies, alongside required SEC filings on May 27, 2026.Some support6 reports
Earlier this month
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TD Cowen issued research notes on GE Vernova stock on July 1, 2026.Some support3 reports
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GE Vernova owns property in Peterborough, where Adrian Smith lives across from the plant, and Ingrid Buck cautioned the crowd about safety plans.Some support1 report
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Hyperscalers and companies like GE Vernova are competing to build advanced AI frontier models, with GE Vernova providing power generation for data centers.Some support2 reports
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Jim Cramer highlighted that both GE Vernova and Vertiv benefit from the ongoing data center buildout and AI tailwinds.Well supported4 reports
One to three months ago
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Morgan Stanley and Geode Capital Management acquired new stakes and boosted holdings in GE Vernova stock on July 24, 2026.Some support1 report1 development inside
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GE Vernova and others are driving global nuclear capacity growth, targeting a tripling of capacity by 2050 through SMR deployment.Some support2 reports2 developments inside
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GE Vernova (Q118957699) received a buy rating from BofA Securities (news:bofasecurities-e1809a40) on July 29, noting benefits from Trump-era tariffs.Some support4 reports
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GE Vernova spun off from General Electric on July 30, 2025.Well supported19 reports
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Hitachi and GE Vernova formed a joint venture to explore BWRX-300 SMR deployment in Europe.Some support2 reports
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Morgan Stanley adjusted its price target for GE Vernova on June 24, 2025.Well supported5 reports
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Cramer advises viewers to buy GEV shares, noting that the company benefits from Trump tariffs and onshoring.Well supported15 reports4 developments inside
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Market risk in Argentina is impacting foreign investment flows.Some support2 reports1 development inside
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GE Vernova and NET are two industrial companies operating within the energy sector.Some support1 report
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GE Vernova is advancing SMR projects, including a first grid-scale deployment in the Western world, alongside a new gas-plus-nuclear plant agreement in Texas and work in Ontario.Some support1 report1 development inside
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Bryan Steil, who owns stock in GE Vernova, has been linked to the company providing turbines for Microsoft, amid political developments regarding data centers and AI.Some support1 report
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Starlink poses a competitive threat to T-Mobile, while T-Mobile also values operational experience from GE Vernova.Some support1 report
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Microsoft partnered with Chevron, while Solar Turbines (a Caterpillar subsidiary) and GE Vernova provided gas turbines for the data center facility.Some support2 reports
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Alabama, Hitachi, and GE Vernova are building small modular reactors under a new pact, also discussing AI/semiconductor weight.Some support1 report
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GE Vernova, based in Cambridge, is seeking gas turbines for an expansion project involving Manitoba Hydro.Some support1 report
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GE Vernova announced a partnership aimed at strengthening its competitiveness within the High-Voltage Direct Current (HVDC) sector.Some support4 reports
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The industry is shifting focus from AI chip constraints to broader hardware solutions, with Elon Musk, Goldman Sachs, and GE Vernova involved.Some support1 report
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Mizuho and Royal Bank of Canada raised price targets and gave outperform ratings for GE Vernova shares.Some support5 reports
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California's push for electric vehicles and renewable energy sources is creating significant market demand, with the state and Nevada being key players.Some support1 report2 developments inside
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GE Vernova is seeking permits for demolition plans while maintaining its factory site in Peterborough.Some support1 report
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GE Vernova secured an order for turbines and generators on June 23, 2026.Some support3 reports
Gone quiet
No new reports in 90+ days-
AirJoule Technologies and GE Vernova formed a joint venture, with Brian Barton serving as Chief Commercialization Officer.Some support2 reports2 developments inside
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GE Vernova, the world's largest producer, is based in Massachusetts and has supporting plants in Schenectady, NY.Some support1 report
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GE Vernova and NuScale are competing for market share and contracts in the growing Small Modular Reactor (SMR) sector, with market growth projected by the IEA.Some support2 reports
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Commonwealth invests $6 million to support GE Vernova's growth.Some support1 report
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GE Vernova and Chevron are expanding their footprint to meet rising power demands from AI data centers, according to an IEA report.Some support3 reports1 development inside
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GE was split into GE Vernova in 2023, and both companies are noted as top U.S. industrial companies and components of the Dow Jones.Some support2 reports
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Global tariffs are adding costs to GE Vernova's business operations.Some support1 report
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GE Vernova reported its financial results on July 21, 2026, near the time CSX reported.Some support2 reports
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GE Vernova, American Electric Power, and AEP Texas are currently operating within the energy sector, with AEP operations conducted through its AEP Texas subsidiary.Well supported5 reports1 development inside
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SMR technology is advancing through collaborations between GE Vernova and Hitachi, with Great British Energy and Keir Starmer supporting the push.Some support1 report
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GE Vernova, Oracle, and the AI Investment Market are seeing capital spending rise to $90-$95 billion, driven by the use of gas power turbines in data centers.Well supported10 reports
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GE Vernova is exploring the integration of AirJoule technologies into its products, utilizing research and evaluation at Arizona State University.Some support2 reports
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Queune is leading the power business in Glasgow, having previously held senior leadership roles at GE Vernova.Some support4 reports
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Duke Energy sources transformers and equipment from GE Vernova, supporting local economies in North Carolina.Some support1 report
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GE Vernova and Enphase Energy benefit from global energy reforms and clean energy adoption.Some support1 report1 development inside
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GE Vernova announced an investment of $1.25 billion into US manufacturing.Some support1 report
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Major companies formed partnerships to build massive compute infrastructure for advanced AI frontier models, including Microsoft, Chevron, Caterpillar, and GE Vernova.Well supported8 reports11 developments inside
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Anthropic and Amazon are building massive compute infrastructure for AI data centers, utilizing gas turbines provided by GE Vernova.Some support2 reports2 developments inside
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A specialized energy partnership between GE Vernova, Chevron, and Solar Turbines is powering a data center in Texas that supports advanced AI models for companies like Microsoft and OpenAI.Well supported4 reports1 development inside
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A consortium involving GE Vernova, Varco Energy, and Elecnor delivered the Old Allen Road BESS project.Some support1 report
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Microsoft is planning an AI infrastructure data center in West Texas, utilizing specialized equipment from GE Vernova and Solar Turbines for power generation.Some support1 report
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Amazon, Google, and GE Vernova are involved in a race to build massive compute infrastructure, including facilities powered by gas turbines for data centers.Well supported3 reports1 development inside
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Chevron and Microsoft signed a 20-year power purchase agreement for a data center utilizing GE Vernova gas turbines.Some support2 reports
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GE Vernova began providing gas turbines to power data centers, a critical infrastructure detail.Some support2 reports1 development inside
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Demand from hyperscalers like Amazon is noted, concurrent with the fact that GE Vernova spun off from General Electric two years ago.Some support1 report
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GE Vernova and Clean Energy Technologies, Inc. are both facing market scrutiny.Some support1 report
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Hyperscalers (Microsoft, Amazon, Google, Meta) are growing their AI infrastructure, relying on companies like GE Vernova for specialized power and equipment to meet data center energy demands.Well supported5 reports5 developments inside
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GE Vernova's CEO warns of regulatory hurdles and grid strain from U.S. states are slowing down critical data center power projects.Some support1 report
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GE Vernova manufactures turbines at its facility in Pune, Gujarat.Some support1 report
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D-Wave Quantum expanded its customer base by securing new contracts and partnerships with GE Vernova, NTT DoCoMo, and Nikon.Some support3 reports
No events began in the chosen period. Widen it, or reset.
What's reaching GE Vernova
Events traced to GE Vernova, step by step, newest first- How could big tech's AI infrastructure spending affect GE Vernova's business?GE Vernova may benefit from massive power demand driven by AI data centersLikely
- Duke Energy's new facility may increase demand for energy equipment from GE VernovaDuke Energy's new facility may increase demand for energy equipment from GE VernovaPossible
- AI demand could drive strong growth for GE VernovaGE Vernova may benefit from massive demand for power generation equipmentPossible
- Trump trade war pressures may increase costs for GE Vernova turbinesGE Vernova may face pricing pressure from trade war-influenced gas turbine costsPossible
- How could the push for sustainable AI data centers affect GE Vernova?Demand for energy equipment may rise as AI data centers prioritize efficiencyPossible
Explainers that pass through GE Vernova
GE Vernova is a step on the way to someone else- AI infrastructure growth may pressure Amazon's data center spendingAI infrastructure growth may pressure Amazon's data center spendingPossible
- How could Scott Strazik providing GE Vernova's outlook affect Cramer?Management targets for GE Vernova could prompt analysts to adjust stock views.Possible
- GE Vernova's outlook may shift Jefferies' financial analysisGE Vernova's growth targets could influence Jefferies' financial models and ratings.Possible
- How could the projected growth in data center electricity demand affect Nvidia?Nvidia may benefit from soaring data center power demand and expansionLikely
Around GE Vernova this week
News at the entities that move GE Vernova most-
Google OperationalHyperscalers are driving high capital expenditure demand, alongside discussions regarding potential tighter AI regulations.Moves GE Vernova
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Amazon OperationalDemocrats gained control of both chambers of Congress while major tech companies like Amazon, Microsoft, and Meta continue to deploy AI infrastructure in the US.Moves GE Vernova
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Morgan Stanley TransactionalSurrozen utilized conference platforms hosted by Morgan Stanley in South San Francisco on September 1, 2026.Moves GE Vernova
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Geode Capital Management TransactionalDavid Moreno, Norges Bank, and Geode Capital Management all made moves regarding FTAI Aviation, which is listed on NASDAQ.Moves GE Vernova
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Royal Bank of Canada Mentioned togetherRoyal Bank of Canada cut its target price for aTyr Pharma, which was reported by Benzinga.Moves GE Vernova
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TD Cowen OperationalCantor Fitzgerald raised its price target and TD Cowen upgraded its rating for Expedia Group on November 7, 2026.Moves GE Vernova
Connections
The 40 strongest of 194, analyzed from the reporting. The bars show how strongly a change on one side reaches the other.-
SEC Structural
GE Vernova is required to file reports with the SEC regarding its share holdings as part of its regulatory compliance.
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General Electric Structural
GE Vernova is a formal corporate spinoff and subsidiary of General Electric.
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Google Operational
GE Vernova supplies critical power equipment, such as gas turbines, to support Google's data center operations.
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Hitachi Structural
GE Vernova and Hitachi have formed a joint venture and alliance to combine technologies for Small Modular Reactor projects.
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City of Peterborough Structural
GE Vernova owns property located within the City of Peterborough.
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McDonough Structural
McDonough holds the position of Chief Financial Officer at GE Vernova.
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Microsoft Structural
GE Vernova supplies critical gas turbines and power generation equipment necessary for Microsoft's data center operations.
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Amazon Operational
GE Vernova provides critical power generation equipment and turbines necessary for Amazon's data center operations.
Show all 40 connections
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Solar Turbines Structural
GE Vernova supplies power generation components and capacity necessary for Solar Turbines' projects and facilities.
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England Operational
GE Vernova holds a current contract to perform grid upgrades within the operational jurisdiction of England.
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Jim Cramer Mentioned together
Jim Cramer consistently tracks and provides commentary and opinions regarding GE Vernova's stock performance and market positioning.
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GE Aerospace Structural
The entities share a direct corporate lineage, having been spun off from the original General Electric structure.
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Seoul Operational
GE Vernova maintains a current supply chain relationship, providing goods and services to the greater Seoul metropolitan area.
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Morgan Stanley Transactional
Morgan Stanley actively tracks GE Vernova, adjusting investment ratings and holdings based on its financial analysis.
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Duke Energy Structural
GE Vernova operates under a strategic partnership to supply critical gas turbines and related equipment for Duke Energy's facilities.
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Vertiv Operational
Both companies actively compete in the critical infrastructure market by supplying solutions for data centers.
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Egyptian Electricity Holding Company Operational
GE Vernova provides Ready-to-Deploy (RLE) solutions and specialized services for the affiliates of the Egyptian Electricity Holding Company.
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NuScale Operational
The two companies are actively competing for market share and contracts within the Small Modular Reactor (SMR) market.
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TD Cowen Operational
TD Cowen provides financial research and tracks GE Vernova's stock performance, issuing price targets.
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Iraq Transactional
The relationship was characterized by the successful execution of specific business deals between GE Vernova and the government/market of Iraq.
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Elon Musk Operational
Elon Musk has publicly criticized GE Vernova's products, naming them as operational bottlenecks.
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T-Mobile Structural
T-Mobile integrates and relies on operational experience and knowledge provided by GE Vernova for its business functions.
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Siemens Operational
Both companies actively compete by supplying energy equipment, particularly for the data center market.
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Geode Capital Management Transactional
Geode Capital Management acquired a new stake in GE Vernova stock.
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American Battery Technology Company Operational
The two entities are identified as competitors actively engaging in the battery and broader energy markets.
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Jefferies Financial Group Mentioned together
Jefferies Financial Group provides and reaffirms positive investment ratings and target price increases for GE Vernova.
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Deutsche Telekom Operational
The two companies are functionally linked through cross-sector collaboration contributing to the global AI economy.
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Commonwealth Transactional
Commonwealth invested $6 million to support GE Vernova's growth.
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Bryan Steil Structural
Bryan Steil holds a stock ownership stake in GE Vernova.
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Royal Bank of Canada Mentioned together
Royal Bank of Canada issues financial ratings and target price objectives for GE Vernova.
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X-Energy Operational
Both companies are direct competitors in the advanced Small Modular Reactor (SMR) technology market.
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Citigroup Mentioned together
Citigroup analysts are issuing research notes that reduce and cut GE Vernova's stock price targets.
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Donald Trump Shared context
GE Vernova's operations are impacted by the tariff policies enacted by Donald Trump.
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Mizuho Operational
The relationship is characterized by market monitoring, specifically increased price objective tracking on shares.
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Clemson University Operational
GE Vernova and Clemson University maintain an active partnership involving sponsored programs and collaboration.
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Tennessee Structural
GE Vernova is building small modular reactors in Tennessee under a formal pact.
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Eurus Energy Structural
GE Vernova supplies turbines to Eurus Energy, establishing a structural supplier-customer relationship.
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Mitsubishi Motors Operational
Both companies compete in the market segment of supplying energy equipment for data centers.
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Goldman Sachs Mentioned together
Both entities are noted as being influenced by the market trend of massive capital spending driven by AI data centers.
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Manitoba Hydro Operational
GE Vernova is actively seeking gas turbines for an expansion project related to Manitoba Hydro.
History
Events by the month they beganNovember 2026
3 eventsOctober 2026
2 eventsSeptember 2026
6 events- Hitachi and GE Vernova formed a joint venture to explore BWRX-300 SMR deployment in Europe.
- GE Vernova and NET are two industrial companies operating within the energy sector.
- Bryan Steil, who owns stock in GE Vernova, has been linked to the company providing turbines for Microsoft, amid political developments regarding data centers and AI.
- Starlink poses a competitive threat to T-Mobile, while T-Mobile also values operational experience from GE Vernova.
- Alabama, Hitachi, and GE Vernova are building small modular reactors under a new pact, also discussing AI/semiconductor weight.
- GE Vernova, based in Cambridge, is seeking gas turbines for an expansion project involving Manitoba Hydro.
Show 3 earlier months
August 2026
8 events- Market risk in Argentina is impacting foreign investment flows.
- GE Vernova is advancing SMR projects, including a first grid-scale deployment in the Western world, alongside a new gas-plus-nuclear plant agreement in Texas and work in Ontario.
- GE Vernova announced a partnership aimed at strengthening its competitiveness within the High-Voltage Direct Current (HVDC) sector.
- The industry is shifting focus from AI chip constraints to broader hardware solutions, with Elon Musk, Goldman Sachs, and GE Vernova involved.
- Mizuho and Royal Bank of Canada raised price targets and gave outperform ratings for GE Vernova shares.
- GE Vernova is seeking permits for demolition plans while maintaining its factory site in Peterborough.
- GE Vernova, the world's largest producer, is based in Massachusetts and has supporting plants in Schenectady, NY.
- GE Vernova and NuScale are competing for market share and contracts in the growing Small Modular Reactor (SMR) sector, with market growth projected by the IEA.
July 2026
10 events- The Vineyard Wind Project, located off Martha's Vineyard, operates under Massachusetts regulations and faces maintenance disputes.
- TD Cowen issued research notes on GE Vernova stock on July 1, 2026.
- Morgan Stanley and Geode Capital Management acquired new stakes and boosted holdings in GE Vernova stock on July 24, 2026.
- Commonwealth invests $6 million to support GE Vernova's growth.
- GE was split into GE Vernova in 2023, and both companies are noted as top U.S. industrial companies and components of the Dow Jones.
- Global tariffs are adding costs to GE Vernova's business operations.
- GE Vernova reported its financial results on July 21, 2026, near the time CSX reported.
- SMR technology is advancing through collaborations between GE Vernova and Hitachi, with Great British Energy and Keir Starmer supporting the push.
- GE Vernova, Oracle, and the AI Investment Market are seeing capital spending rise to $90-$95 billion, driven by the use of gas power turbines in data centers.
- Queune is leading the power business in Glasgow, having previously held senior leadership roles at GE Vernova.
June 2026
31 events- GE Vernova received a 'buy' rating and target price raise from Jefferies, alongside required SEC filings on May 27, 2026.
- Hyperscalers and companies like GE Vernova are competing to build advanced AI frontier models, with GE Vernova providing power generation for data centers.
- GE Vernova and others are driving global nuclear capacity growth, targeting a tripling of capacity by 2050 through SMR deployment.
- GE Vernova (Q118957699) received a buy rating from BofA Securities (news:bofasecurities-e1809a40) on July 29, noting benefits from Trump-era tariffs.
- GE Vernova spun off from General Electric on July 30, 2025.
- Morgan Stanley adjusted its price target for GE Vernova on June 24, 2025.
- Cramer advises viewers to buy GEV shares, noting that the company benefits from Trump tariffs and onshoring.
- Microsoft partnered with Chevron, while Solar Turbines (a Caterpillar subsidiary) and GE Vernova provided gas turbines for the data center facility.
- California's push for electric vehicles and renewable energy sources is creating significant market demand, with the state and Nevada being key players.
- GE Vernova secured an order for turbines and generators on June 23, 2026.
- AirJoule Technologies and GE Vernova formed a joint venture, with Brian Barton serving as Chief Commercialization Officer.
- GE Vernova and Chevron are expanding their footprint to meet rising power demands from AI data centers, according to an IEA report.
- GE Vernova, American Electric Power, and AEP Texas are currently operating within the energy sector, with AEP operations conducted through its AEP Texas subsidiary.
- GE Vernova is exploring the integration of AirJoule technologies into its products, utilizing research and evaluation at Arizona State University.
- Duke Energy sources transformers and equipment from GE Vernova, supporting local economies in North Carolina.
- GE Vernova and Enphase Energy benefit from global energy reforms and clean energy adoption.
- GE Vernova announced an investment of $1.25 billion into US manufacturing.
- Major companies formed partnerships to build massive compute infrastructure for advanced AI frontier models, including Microsoft, Chevron, Caterpillar, and GE Vernova.
- Anthropic and Amazon are building massive compute infrastructure for AI data centers, utilizing gas turbines provided by GE Vernova.
- A specialized energy partnership between GE Vernova, Chevron, and Solar Turbines is powering a data center in Texas that supports advanced AI models for companies like Microsoft and OpenAI.
- A consortium involving GE Vernova, Varco Energy, and Elecnor delivered the Old Allen Road BESS project.
- Microsoft is planning an AI infrastructure data center in West Texas, utilizing specialized equipment from GE Vernova and Solar Turbines for power generation.
- Amazon, Google, and GE Vernova are involved in a race to build massive compute infrastructure, including facilities powered by gas turbines for data centers.
- Chevron and Microsoft signed a 20-year power purchase agreement for a data center utilizing GE Vernova gas turbines.
- GE Vernova began providing gas turbines to power data centers, a critical infrastructure detail.
- Demand from hyperscalers like Amazon is noted, concurrent with the fact that GE Vernova spun off from General Electric two years ago.
- GE Vernova and Clean Energy Technologies, Inc. are both facing market scrutiny.
- Hyperscalers (Microsoft, Amazon, Google, Meta) are growing their AI infrastructure, relying on companies like GE Vernova for specialized power and equipment to meet data center energy demands.
- GE Vernova's CEO warns of regulatory hurdles and grid strain from U.S. states are slowing down critical data center power projects.
- GE Vernova manufactures turbines at its facility in Pune, Gujarat.
- D-Wave Quantum expanded its customer base by securing new contracts and partnerships with GE Vernova, NTT DoCoMo, and Nikon.