$GEV

The article highlights two stocks, GE Vernova (GEV) and Quanta Services (PWR), as resilient investments amid market volatility. GE Vernova, spun off from General Electric, has seen significant growth in its Power and Electrification segments, with a strong backlog and projected revenue growth. Quanta Services, a major energy infrastructure builder, also shows robust growth and a substantial backlog. Both companies are positioned to benefit from the AI boom and are expected to recover quickly fro

Studsvik AB, a Swedish nuclear services company, agreed with GE Vernova Hitachi (GVH) and Samsung C&T to build 1.2 GW of nuclear energy using the BWRX-300 reactor design. The project, targeting operation in the mid-2030s, will be developed at one of two sites. Studsvik, with a market cap under $200M and 2025 revenue under $100M, acquired Kärnfull Next earlier this year, entering reactor development. This follows GE Vernova's loss to Rolls-Royce in a prior Swedish nuclear project.

Constellation Energy (CEG) secured 30% of its nuclear output in long-term contracts, BWXT's backlog surged 40% to $8.4B, and GE Vernova's backlog reached $176B. CEG, BWXT, and GEV operate in distinct segments of the nuclear power supply chain, with unique cash flow profiles. CEG's Q2 EPS was $2.55, and full-year guidance was raised to $11.50-$12.50. BWXT's Q2 revenue was $902M, up 18% YoY, and GE Vernova's Q2 bookings hit $24.2B, up 88% YoY.

GE Vernova (GEV) reported $38B revenue in 2025, expecting $45.5B-$46.5B in 2026. Q2 2026 saw $24.2B orders, up 88%, with a $176B backlog. Growth driven by power, electrification, and AI-related demand. Challenges include wind business losses and valuation concerns. Management targets 20% EBITDA margin by 2028.

Studsvik chose GE Vernova Hitachi Nuclear Energy and Samsung C&T as partners for a 1.2-gigawatt nuclear project in Sweden. The partners will help develop a new facility at an existing or new site, aiming to boost Sweden's nuclear energy capacity. The decision followed a competitive evaluation process.

The global power-equipment industry is experiencing a boom driven by AI, data centers, and renewable energy. Companies like GE Vernova, Siemens Energy, Eaton, and Schneider Electric are expanding capacity and reporting strong demand. GE Vernova's backlog reached $176 billion, while Siemens Energy committed $1 billion to US manufacturing. Eaton's global backlog surged 103%, and Schneider Electric reported €11.459 billion in Q2 2026 revenue.

The nuclear energy sector is seeing significant developments as existing plants are restarted and new small modular reactors (SMRs) are under construction. The U.S. DOE aims to add 2.5 GW of nuclear capacity by 2027. Companies like Holtec, Constellation Energy (CEG), GE Vernova (GEV), BWX Technologies (BWXT), Oklo (OKLO), TerraPower, NuScale Power (SMR), and X-energy (XE) are involved in these projects, with varying timelines and costs. AI is also being used to accelerate reactor development. Th

Gas turbine prices have surged 195% since 2019, benefiting companies like GE Vernova (GEV), Siemens Energy, and Mitsubishi Heavy Industries. GE Vernova's backlog and service agreements are growing, with RPO expected to reach $200B by 2027. The Global X MLP & Energy Infrastructure ETF (MLPX) offers lower-risk exposure to natural gas infrastructure.

Anthropic highlights electricity as a major constraint for AI data centers, with the U.S. AI sector potentially requiring 50 GW by 2028. GE Vernova (GEV) is positioned to benefit, offering power solutions like gas turbines. GEV's orders surged in Q2, with a $176B backlog. It's involved in Project Kilby, a power facility for Microsoft's AI data center.

Nuclear energy sector is poised for long-term growth due to rising AI data center demand and government policies. Cameco (CCJ) benefits from uranium mining and reactor manufacturing. GE Vernova (GEV) is developing small modular reactors with a project scheduled for 2029. High-risk startups Oklo (OKLO) and NuScale Power (SMR) are seeking commercial agreements for future deployment.