GE Vernova and Hitachi agreed to explore opportunities to deploy small modular nuclear reactors in Southeast Asia. https://www.japantimes.co.jp/business/2026/03/14/southeast-asia-small-nuclear-reactors/?utm_medium=Social&utm_source=mastodon #business #nuclearenergy #southeastasia #gevernova #hitachi
GE Vernova and Hitachi to explore Southeast Asia for small reactors

The companies will study possibilities for their joint venture to introduce their BWRX-300 SMR reactor to Southeast Asian countries.

The Japan Times
Jefferies upgraded GE Vernova to 'Buy' and raised its target price, citing strong pricing power and improved outlook for its power segment, sending shares up 4%.
#YonhapInfomax #GEVernova #Jefferies #BuyRating #TargetPrice #SharePriceRise #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
https://en.infomaxai.com/news/articleView.html?idxno=96323
Jefferies Upgrades GE Vernova to 'Buy'—Shares Climb 4%

Jefferies upgraded GE Vernova to 'Buy' and raised its target price, citing strong pricing power and improved outlook for its power segment, sending shares up 4%.

Yonhap Infomax
GE Vernova sharply raised its 2025 revenue guidance, doubled its dividend, and expanded its share buyback program, sending shares up 6% after hours.
#YonhapInfomax #GEVernova #RevenueGuidance #DividendIncrease #ShareBuyback #AIDrivenDemand #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
https://en.infomaxai.com/news/articleView.html?idxno=94791
GE Vernova Sharply Raises 2025 Revenue Guidance—Shares Surge 6% After Hours

GE Vernova sharply raised its 2025 revenue guidance, doubled its dividend, and expanded its share buyback program, sending shares up 6% after hours.

Yonhap Infomax
JPMorgan forecasts over $5 trillion in global investment for AI data centers by 2030, highlighting power supply as the key challenge and naming GE Vernova as a major beneficiary.
#YonhapInfomax #JPMorgan #AIDatacenters #PowerSupply #GEVernova #5TrillionInvestment #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
https://en.infomaxai.com/news/articleView.html?idxno=90182
JPMorgan - Massive Investment Expected in AI Data Centers—Power Supply Is Paramount

JPMorgan forecasts over $5 trillion in global investment for AI data centers by 2030, highlighting power supply as the key challenge and naming GE Vernova as a major beneficiary.

Yonhap Infomax
#Westinghouse is claiming a #nuclear deal would see $80B of new #nuclearreactors
The agreements were apparently negotiated during President Trump’s trip to Japan. An announcement of those agreements indicates that “Japan and various Japanese companies” would invest “up to” $332 billion for energy infrastructure. This specifically mentioned Westinghouse, #GEVernova, and #Hitachi. Unfortunately, there are roughly zero details about the deal at the moment.
https://arstechnica.com/science/2025/10/westinghouse-is-claiming-a-nuclear-deal-would-see-80b-of-new-reactors/
Westinghouse is claiming a nuclear deal would see $80B of new reactors

Details are remarkably sparse on what has been agreed to.

Ars Technica
U.S. manufacturing stocks have outperformed tech shares this year, driven by President Trump's tariff policies, with GE Vernova and GE Aerospace posting standout gains.
#YonhapInfomax #ManufacturingSector #TrumpTariffs #SP500 #GEVernova #GEAerospace #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
https://en.infomaxai.com/news/articleView.html?idxno=73837
Manufacturing Sector Outpaces Tech Stocks on Trump Tariff Policy

U.S. manufacturing stocks have outperformed tech shares this year, driven by President Trump's tariff policies, with GE Vernova and GE Aerospace posting standout gains.

Yonhap Infomax
Goldman Sachs reports global nuclear investment growth has surged to 14% annually, spotlighting Cameco, GE Vernova, and others as key beneficiaries of the sector’s revival.
#YonhapInfomax #GoldmanSachs #NuclearInvestment #CamecoCorp #GEVernova #GrowthRate #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
https://en.infomaxai.com/news/articleView.html?idxno=64610
Goldman Sachs Sees Surge in Global Nuclear Investment—Cameco, GE Vernova in Focus

Goldman Sachs highlights a sharp rise in global nuclear investment, spotlighting Cameco, GE Vernova, and others as key beneficiaries amid policy shifts and surging sector growth.

Yonhap Infomax
GE Vernova CEO Scott Strazik reports record US power demand, comparing current infrastructure expansion to post-WWII era and highlighting the role of gas in data center growth
#YonhapInfomax #GEVernova #USPowerDemand #InfrastructureExpansion #GasTurbines #DataCenters #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
https://en.infomaxai.com/news/articleView.html?idxno=60104
GE Vernova CEO - 'US Power Demand at Highest Level Since World War II'

GE Vernova CEO Scott Strazik reports record US power demand, comparing current infrastructure expansion to post-WWII era and highlighting the role of gas in data center growth

Yonhap Infomax

CME Group $CME reported an EPS of 2.5, missing the forecast of 2.64. Revenue reached $1.58B, slightly below the expected $1.59B.

GE Vernova LLC $GEV posted an EPS of -0.35, underperforming the estimate of 0.24. Revenue came in at $8.91B, exceeding the forecast of $8.78B.

Roper Technologies $ROP reported an EPS of 4.62, beating the forecast of 4.53. Revenue hit $1.76B, topping the expected $1.72B.

#Earnings #Q3 #US #CMEGroup #GEVernova #RoperTechnologies