GE Just Hit Another Record. No One Noticed.
General Electric, though now split into three distinct companies (GE Aerospace, GE Vernova, and GE HealthCare Technologies), has collectively reached a new record value. This achievement highlights the successful restructuring of the historic company founded by Thomas Edison. Despite its significant milestone, the article suggests this record has gone unnoticed by many.
Clean Currents: Electrification and the Transformation of U.S. Ports
Electrification is becoming a competitive necessity for U.S. ports, driven by climate goals, federal funding, and emission reduction mandates. While significant federal investment is available, ports face challenges such as grid capacity, equipment availability, and project implementation complexities. Successful transformation will require strategic planning, collaboration with utilities and manufacturers, and coordinated stakeholder engagement to convert funding into operational success.
GE Vernova Inc. $GEV Shares Purchased by New Millennium Group LLC
New Millennium Group LLC significantly increased its stake in GE Vernova Inc. (NYSE:GEV) by 144,866.7% in the third quarter, making it their 14th largest holding. This comes as GE Vernova reported strong Q4 earnings, surpassing analyst expectations for both EPS and revenue. Analysts have shown increased bullishness, raising price targets and maintaining a "Moderate Buy" consensus for the stock.
6 Stocks Driving the 2026 Stock Market Rotation
A stock market rotation is underway in 2026, with industrial, consumer defensive, and energy stocks outperforming, while technology stocks falter. Investors are shifting focus from AI to "real economy" stocks, driven by factors like AI data center buildout, cost-conscious consumer spending, and rising oil prices. Despite double-digit gains by leading stocks such as Caterpillar, Walmart, and Exxon, Morningstar analysts do not consider them undervalued.
First foundations for Ørsted’s Hornsea 3 Offshore Wind Farm Arrive in the UK
Ørsted has received the first six monopiles for its Hornsea 3 Offshore Wind Farm in the UK, signaling the start of offshore works for the world's largest single offshore wind farm. These massive structures, weighing an average of 1,670 tonnes each and measuring 90m in length, arrived from Spain. This milestone highlights strong collaborations between Ørsted, manufacturers like Haizea, and logistics partners such as Cadeler and Steel River Quay, emphasizing the project's contribution to the UK's clean energy transition and local job creation.
SS&C ALPS Advisors Launches Actively Managed ETF Targeting SMR, Nuclear and Technology Opportunities
SS&C ALPS Advisors has launched a new actively managed ETF, the ALPS Nautilus SMR, Nuclear & Technology ETF (SMRF), focused on the nuclear and small modular reactor (SMR) value chain. The fund also includes a capped allocation to artificial intelligence and technology, aiming to capitalize on increased electricity demand driven by AI. This strategy offers investors a comprehensive way to participate in both nuclear energy generation and AI-related technological advancements.
Cornerstone Advisors LLC Lowers Stock Holdings in GE Vernova Inc. $GEV
Cornerstone Advisors LLC significantly reduced its stake in GE Vernova Inc. by 54.4% in the third quarter, selling 7,175 shares but still holding 6,025 shares valued at $3.705 million. Despite this, GE Vernova reported strong Q4 earnings, beating analyst expectations, and maintains a "Moderate Buy" consensus rating from analysts with an average target price of $788.24. The company's stock is trading near its 12-month high and recently announced a quarterly dividend.
Aberdeen Group plc Has $15.80 Million Holdings in Xcel Energy Inc. $XEL
Aberdeen Group plc reduced its stake in Xcel Energy Inc. by 7.0% in the third quarter, now holding 195,866 shares valued at $15.80 million. Xcel Energy reported Q3 EPS in line with estimates but revenue below expectations, and provided FY2026 EPS guidance. Analysts maintain a "Buy" rating for Xcel Energy with a target price of $88.13 and the company offers a quarterly dividend with a 2.9% yield.
GE Aerospace Readies Takeoff With Its 'AI Wingmate' In Tow
GE Aerospace (GE) has significantly soared since its split from General Electric in April 2024, showing a 147% increase in stock value. The company is poised for another record high breakout, especially after receiving a boost this week from United Airlines. This success highlights GE Aerospace's strong performance as a pure-play aviation giant.
Navigating the Winds of Change: The First Trust Global Wind Energy ETF in a Transforming Market
The global wind energy sector is undergoing significant transformation, driven by increased electricity demand and renewable energy commitments. The First Trust Global Wind Energy ETF (US33736G1067) offers exposure to this dynamic market, balancing growth potential with challenges like grid congestion, rising costs, and regulatory changes. The sector, particularly offshore wind, is expected to see substantial growth, fueled by technological innovations such as floating wind farms and AI optimization.
Cercano Management LLC Decreases Stock Position in GE Vernova Inc. $GEV
Cercano Management LLC reduced its stake in GE Vernova Inc. by 45.5% in the third quarter of 2025, selling 27,721 shares and holding 33,199 shares valued at $20.414 million. This reduction occurred despite GE Vernova posting strong Q4 results, beating EPS and revenue estimates, and trading near its 12-month high. The company also announced a quarterly dividend of $0.50 per share.
First National Bank of Omaha Purchases New Shares in Xcel Energy Inc. $XEL
First National Bank of Omaha has acquired a new stake of 111,865 shares in Xcel Energy Inc. (NASDAQ:XEL) during the third quarter, valued at approximately $9.02 million. This purchase is part of a larger trend of institutional ownership, as 78.38% of Xcel Energy's stock is held by institutional investors. Analysts maintain a "Buy" consensus rating for Xcel Energy, with an average price target of $88.13, following the company's recent earnings report which met EPS estimates but fell short on revenue.
Coatue Management dissolves share stake in KKR, Peloton Interactive; cuts in Synopsys, GE Vernova
Coatue Management has dissolved its share stakes in KKR and Peloton Interactive, according to a recent report. The firm also significantly reduced its holdings in Synopsys and GE Vernova. These moves indicate a shift in Coatue Management's investment strategy regarding these companies.
NANO Nuclear Reports Q1 FY 2026 Financial Results and Provides Business Update
NANO Nuclear Energy Inc. reported its first-quarter fiscal year 2026 financial results, highlighting significant progress in advancing its KRONOS MMR™ system towards licensing and construction in North America. The company increased its cash balance to $578 million after a successful $400 million private placement and is pursuing vertical integration in the nuclear fuel supply chain. Key developments include formal licensing efforts, commercial partnerships for its microreactors, and strategic acquisitions, positioning NANO Nuclear for anticipated milestones in 2026.
Infosys' AI pivot: 90% of top 200 clients in $300-400B services race
Infosys has introduced an AI First value framework, aiming to capture an incremental AI services opportunity of $300-400 billion by 2030, according to a Nasscom-McKinsey report. This framework focuses on six value pools and involves collaboration with 90% of its top 200 clients, with over 4,600 AI projects currently underway. The company has also launched more than 30 new AI service offerings, leveraging its Infosys Topaz suite to enable enterprises to scale AI solutions.
Infosys Unveils AI First Value Framework: Uniquely Positioned to Capture New AI Services Opportunity of Over $300 Billion
Infosys has unveiled its "AI First Value Framework" to help global enterprises leverage AI at scale, utilizing its Infosys Topaz™ generative and agentic AI suite. This initiative positions Infosys to capture an incremental AI services market opportunity estimated at $300-400 billion by 2030, focusing on six key value pools from strategy to trust. The company plans to both capture new AI-first service demand and augment existing services with AI, building on its collaborations with 90 percent of its top 200 clients and over 4600 ongoing AI projects.
Zweig DiMenna Associates LLC Makes New $10.49 Million Investment in GE Vernova Inc. $GEV
Zweig DiMenna Associates LLC has made a new investment of $10.49 million in GE Vernova Inc. (NYSE:GEV) by purchasing 17,055 shares in the third quarter. This comes after GE Vernova reported strong earnings, beating analyst expectations, and increased its quarterly dividend. Analysts maintain a "Moderate Buy" consensus rating for GE Vernova with an average price target of $788.24.
NEOS Investment Management LLC Has $23.36 Million Stake in GE Vernova Inc. $GEV
NEOS Investment Management LLC increased its stake in GE Vernova Inc. by 10.4% in the third quarter, bringing its total holdings to $23.36 million. This news comes as other hedge funds also adjusted their positions, and several analysts have issued "buy" ratings for GE Vernova, with a consensus price target of $788.24. The company recently reported strong Q4 earnings, surpassing analyst estimates, and increased its quarterly dividend.
Clean Harbors (CLH) Reports Q4: Everything You Need To Know Ahead Of Earnings
Clean Harbors (NYSE:CLH) is set to announce its Q4 earnings before market hours on Wednesday. Analysts expect revenue to grow 2.2% year-on-year to $1.46 billion and adjusted earnings of $1.60 per share, despite the company missing revenue expectations last quarter. The environmental and facilities services sector has shown positive investor sentiment, with Clean Harbors' stock up 6.8% over the last month.
Fifth Third Bancorp Acquires 6,655 Shares of GE Vernova Inc. $GEV
Fifth Third Bancorp has increased its stake in GE Vernova Inc. by 7.3%, acquiring an additional 6,655 shares to bring its total holdings to 98,403 shares, valued at approximately $60.51 million. This comes as GE Vernova reported strong Q4 results, exceeding analyst expectations with EPS of $13.39 and revenue of $10.96 billion. The company also doubled its quarterly dividend to $0.50, and analysts maintain a "Moderate Buy" consensus rating with an average target price near $788.
Caprock Group LLC Invests $1.06 Million in Xcel Energy Inc. $XEL
Caprock Group LLC has acquired a new stake of 13,107 shares, valued at approximately $1.06 million, in Xcel Energy Inc. during the third quarter. This investment is part of broader institutional activity, with institutions now holding 78.38% of Xcel Energy's stock. Xcel Energy (NASDAQ:XEL) recently traded up 3.3% at $81.59, with a market cap of $48.26 billion, and reported quarterly EPS of $0.96, in line with consensus estimates.
Fermi America, Hyundai E&C Advance Project Matador Nuclear Plans in Texas
Fermi America and Hyundai E&C are advancing Front-End Engineering Design (FEED) for four AP1000 nuclear units at Project Matador, an 11-gigawatt private energy campus in Texas. This initiative aims to rebuild U.S. nuclear construction capabilities and address soaring electricity demand, particularly from AI and data centers. The partnership highlights the need for rapid power infrastructure development and a strengthened domestic nuclear supply chain.
Xcel Energy Inc. (NASDAQ:XEL) Given Average Rating of "Buy" by Brokerages
Xcel Energy Inc. (NASDAQ:XEL) has received an average "Buy" rating from 17 brokerages, with an average one-year price target of $88.13. The company recently reported Q4 EPS of $0.96, matching estimates, and set its FY2026 EPS guidance between $4.040 and $4.160. Xcel Energy also pays a quarterly dividend of $0.57, contributing to a 2.8% annual yield.
Corning (GLW) Is Still Buyable, Says Jim Cramer
Jim Cramer believes Corning (GLW) remains a buy, citing its potential to replace copper with glass in data centers and its multi-year deal with Meta. The company's shares have seen significant growth, and UBS recently raised its price target to $125 with a "Buy" rating. Cramer's positive outlook is reinforced by Corning's strong financial performance and its connections to thriving data center equipment providers.
Corning (GLW) Is Still Buyable, Says Jim Cramer
Jim Cramer believes Corning Incorporated (GLW) remains a buy, citing the company's potential to replace copper with glass in data centers and its strong performance, including a significant multi-year deal with Meta. UBS also raised its price target for GLW and maintained a Buy rating, highlighting potential additional deals for Corning's optical business. The company has seen substantial share price growth recently.
Vontier (VNT) Receives a Buy from Barclays
Barclays analyst Julian Mitchell maintained a Buy rating on Vontier (VNT) with a price target of $55.00. This follows a similar Buy rating from KeyBanc's Kenneth Newman, although TipRanks – xAI reiterated a Hold rating on the stock. Vontier recently reported strong quarterly results, with revenue of $752.5 million and a net profit of $102.8 million.
Oklo and Siemens Energy's Clean Energy Partnership
Oklo and Siemens Energy have formed a strategic partnership for the design and delivery of the power conversion system for Oklo's Aurora powerhouse. This collaboration aims to accelerate the deployment of advanced nuclear technology by combining Oklo's advanced fission expertise with Siemens Energy's steam turbine and generator technologies. The agreement will help de-risk supply chain constraints and manufacturing timelines for Oklo's first advanced reactor at Idaho National Laboratory.
Boeing stock: BA shares rise Friday — what investors watch next after FAA and defense headlines
Boeing shares rose 1.5% on Friday amid ongoing scrutiny from regulators and a focus on quality improvements from its suppliers. Investors are looking for consistent production and delivery increases, especially as the FAA proposes new inspections for older 737 models. Recent headlines include a defense contract for GBU-57 bombs and India's approval to acquire P-8I reconnaissance planes, while broader market sentiment and regulatory actions will be key factors when markets reopen after the holiday.
BTC Capital Management Inc. Purchases 110,053 Shares of Xcel Energy Inc. $XEL
BTC Capital Management Inc. significantly increased its stake in Xcel Energy (NASDAQ: XEL) by 104.4%, purchasing an additional 110,053 shares to reach a total of 215,470 shares, now valued at $17.38 million. This makes XEL the firm's 24th largest holding, accounting for 1.2% of its portfolio. Other institutional investors also adjusted their positions in Xcel Energy, with institutional ownership of the stock reaching 78.38%. The article also provides financial details for Xcel Energy, including its market cap, P/E ratio, recent earnings, dividend information, and analyst ratings.
Illinois Municipal Retirement Fund Sells 36,761 Shares of Xcel Energy Inc. $XEL
The Illinois Municipal Retirement Fund reduced its stake in Xcel Energy Inc. by 25.0% in the third quarter of 2025, selling 36,761 shares and retaining 110,568 shares valued at approximately $8.92 million. Xcel Energy reported Q3 earnings per share of $0.96, meeting analyst estimates, but revenue of $3.56 billion fell below expectations. The company also announced a quarterly dividend of $0.57 per share and holds a "Buy" rating from analysts with an average target price of $88.13.
Howmet Aerospace Inc. (NYSE:HWM) Q4 2025 Earnings Call Transcript
Howmet Aerospace Inc. reported strong Q4 and full-year 2025 results, exceeding earnings expectations with EPS of $1.05 against an anticipated $0.965. The company saw significant growth in revenue and EBITDA, driven by commercial and defense aerospace, and an emerging gas turbine market. Howmet also discussed its capital deployment strategy, including share buybacks, debt reduction, and strategic acquisitions to enhance its market position and product offerings.
Who’s No. 1 among Massachusetts public companies? You can’t spell the name without ‘GE.’
GE Vernova has risen to become Massachusetts's most valuable publicly traded company, surpassing Thermo Fisher with a market cap over $200 billion. This resurgence, largely fueled by the AI-driven data center boom, marks a significant turnaround for the company after GE's previous struggles and breakup. Despite initial skepticism about its potential, GE Vernova's stock has soared, and its revenue projections and acquisition activity reflect strong growth in the global move toward electrification.
Zacks Industry Outlook Highlights GE Vernova, Constellation Energy and Montauk Renewables
Zacks Equity Research highlights three alternative energy companies, GE Vernova, Constellation Energy, and Montauk Renewables, as ones to watch despite rising cost pressures in the industry. The article discusses wind energy and EV adoption as key growth drivers for the alternative energy sector, fueled by supportive policies, falling costs, and technological advances. However, increased steel prices, import tariffs, and the expiration of U.S. tax credits are driving up project costs, presenting challenges for developers.
Meralco taps Hubbell’s Aclara for smart meter rollout
Manila Electric Co. (Meralco) has partnered with Hubbell Inc.'s subsidiary Aclara Meters Philippines Inc. to roll out over 72,000 smart meters across its franchise area, starting this year. This initiative is part of Meralco's Advanced Metering Infrastructure (AMI) Program, aiming to deploy about 12 million smart meters over the next decade to enhance real-time monitoring, remote reading, and grid intelligence. The partnership supports Meralco's digital transformation and its planned Grid-Edge Operations and Control Center (GEOCC), which will improve network visibility and customer energy management.
Builders FirstSource tops as biggest Industrial gainer this week, GE Vernova loses most
The article reports on the weekly performance of Industrial stocks, highlighting Builders FirstSource (BLDR) as the top gainer and GE Vernova (GEV) as the biggest loser. This summary is based on the title as the content was empty.
TVA votes to double the power it provides Elon Musk's xAI in Memphis
The Tennessee Valley Authority (TVA) board unanimously approved a deal to double the electricity provided to Elon Musk's xAI operations in Memphis, adding another 150 megawatts. This decision follows a previous 2024 agreement for a similar amount and comes after a period of gridlock on the TVA board. xAI, which produces Grok and operates massive supercomputers, plans multiple campuses in Memphis including data centers, a water recycling plant, and solar energy facilities.
Zacks Industry Outlook Highlights GE Vernova, Constellation Energy and Montauk Renewables
This Zacks Industry Outlook highlights three alternative energy stocks: GE Vernova Inc. (GEV), Constellation Energy Corp. (CEG), and Montauk Renewables (MNTK). The article discusses the rapid growth in wind energy and EV adoption driven by supportive policies and technological advances, but also points out increasing costs due to higher steel prices, import tariffs, and the expiration of U.S. tax credits. Despite a "grim outlook" for the broader alternative energy industry, the selected companies show promising growth potential.
Krilogy Financial LLC Invests $3.07 Million in GE Vernova Inc. $GEV
Krilogy Financial LLC has invested $3.07 million in GE Vernova Inc. (NYSE:GEV), acquiring 5,490 shares during the third quarter. This move is part of broader institutional interest, with several other firms increasing or taking new positions in GEV. The company recently reported strong Q4 earnings, surpassing analyst expectations, and increased its quarterly dividend.
Locust Wood Capital Advisers LLC Decreases Stock Position in NVIDIA Corporation $NVDA
Locust Wood Capital Advisers LLC reduced its stake in NVIDIA Corporation by 2.9% in the third quarter of 2025, selling 21,268 shares and holding 717,665 shares valued at $133.9 million. This adjustment makes NVIDIA its 13th largest holding, representing 3.4% of the firm's portfolio. Despite significant insider selling and institutional adjustments, NVIDIA reported strong Q3 earnings, exceeding expectations with $57.01 billion in revenue, and maintains a consensus "Buy" rating from analysts.
authID Announces Out of the Box, Biometric Security Solution Aligned with PIV Security Framework for Energy and Other Critical Infrastructure
authID (Nasdaq: AUID) has announced the availability of its biometric security solution, aligned with the Personal Identity Verification (PIV) security framework, for energy and other critical infrastructure companies. This solution aims to protect utilities like electrical, water, and gas systems from cyber threats, given the increasing number of attacks by state-sponsored actors and cyber-criminals. authID's platform, which includes IDX, PrivacyKey, and authID Mandate, offers PIV-grade security to ensure only authorized personnel access critical systems and to combat fraud, deepfakes, and password vulnerabilities.
Castleton Commodities International LLC acquired Linden Variable Frequency Transformer from GE Vernova Inc..
Castleton Commodities International LLC (CCI) has completed the acquisition of Linden Variable Frequency Transformer from GE Vernova Inc. (NYSE:GEV) on February 11, 2026. Sidley Austin LLP served as the legal advisor for Castleton Commodities International LLC in this transaction.
Lattice Semiconductor Target of Unusually High Options Trading (NASDAQ:LSCC)
Lattice Semiconductor (NASDAQ:LSCC) experienced unusually high options trading on Wednesday, with call options surging 552% above average after the stock climbed $11.28 to $102.23. This activity follows strong Q4 earnings, optimistic Q1 guidance that beat analyst estimates, and multiple price target upgrades. Despite some insider selling, institutional ownership remains high, indicating strong confidence in the company.
Lattice Semiconductor (NASDAQ:LSCC) Shares Gap Up After Analyst Upgrade
Lattice Semiconductor (NASDAQ:LSCC) shares gapped up after KeyCorp raised its price target from $95.00 to $125.00, assigning an "overweight" rating. The company reported strong Q4 results, matching EPS estimates and beating revenue expectations, while also providing upbeat Q1 guidance. Despite a high P/E ratio and recent insider selling, analyst sentiment remains largely positive with an average "Buy" rating.
Oklo and Siemens: Strategic Procurement for Clean Energy
Oklo and Siemens Energy have formed a strategic partnership through a binding contract for the design and delivery of the power conversion system for Oklo's Aurora powerhouse. This collaboration aims to accelerate the deployment of advanced nuclear technology by combining Oklo's expertise in advanced fission with Siemens Energy's industrial equipment. The agreement signifies a crucial step in de-risking supply chain challenges and bringing advanced nuclear power closer to commercial operation.
Jensen Investment Management Inc. Trims Stock Position in Genpact Limited $G
Jensen Investment Management Inc. reduced its stake in Genpact Limited by 21.3% during the third quarter, selling 31,570 shares and ending with 116,625 shares valued at $4.885 million. Other institutional investors have also adjusted their positions in Genpact, with some increasing and some decreasing their holdings. The company recently reported strong quarterly earnings, beating analyst estimates, and announced an increase in its quarterly dividend.
Caprock Group LLC Purchases New Position in GE Vernova Inc. $GEV
Caprock Group LLC has acquired a new stake in GE Vernova Inc. (NYSE:GEV), purchasing 22,460 shares valued at approximately $13.77 million. Several other institutions also adjusted their positions in GE Vernova, reporting strong quarterly earnings that exceeded analyst expectations and an increased quarterly dividend. Analysts have set various price targets for GEV, with a consensus of "Moderate Buy."
NVIDIA Corporation $NVDA is Bailard Inc.'s 3rd Largest Position
Bailard Inc. has increased its stake in NVIDIA Corporation (NVDA) by 1.5% in Q3, making it their third-largest position at roughly 4.0% of their total holdings, valued at $185.9 million. Despite concerns over US licensing guardrails for China chip sales and competitive pressure from Cisco, analysts remain largely bullish on NVDA, with a consensus price target of $263.98. The company is set to release its Q4 earnings on February 25th, which could impact short-term volatility, especially given recent insider selling.
Veeco Instruments (NASDAQ:VECO) Reaches Nasdaq 100 Index Milestone
Veeco Instruments (NASDAQ: VECO), a leading supplier of precision tools for semiconductor, data storage, and power electronics industries, has achieved a significant milestone by being tracked within the Nasdaq 100 Index. The article highlights Veeco's specialization in designing and manufacturing precision equipment for semiconductor and material processing, including tools for precise deposition and etching. It underscores the company's notable expertise in crafting precision equipment for advanced material applications within the technology sector.
Fermi America secures $500M financing commitment for Siemens turbines
Fermi America and the Texas Tech University System have secured a $500 million financing commitment from MUFG Bank, Ltd. This financing will support Fermi America's strategy to deliver long-duration, reliable power and fund the acquisition of three Siemens Energy F-class gas turbines, as well as support the deployment of additional turbines. The company stated that this strengthens execution certainty and positions it for future project-level financing.
NuScale Power Trades at Premium Valuation: Time to Hold Tight or Exit?
NuScale Power (SMR) is trading at a premium valuation with a high price-to-sales multiple compared to its industry peers, sparking concerns about its overvaluation and future prospects. Despite ambitious expansion plans for small modular reactors, the company faces significant execution risks, including the lack of a binding power purchase agreement for its large project with ENTRA1 and TVA, and substantial upfront payment requirements before revenue generation. The stock has underperformed its industry in recent months and faces stiff competition, leading to a "Strong Sell" Zacks Rank due to its stretched valuation and various challenges.
