Reported October 15, 'Democratic senators set up vote on blocking Saudi nuclear deal' - The Hill
https://thehill.com/homenews/senate/6152383-senators-block-saudi-nuclear-deal/
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Susquehanna analyst Charles Minervino maintains GE Vernova (NYSE:GEV) with a Positive and lowers the price target from $1300 to $1270.
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https://thehill.com/homenews/senate/6152383-senators-block-saudi-nuclear-deal/
Venture Global signs deals with GE Vernova and Baker Hughes to develop up to 10 GW of off-grid power capacity for AI data centers.
AI data centers face a significant electricity shortage, with the U.S. alone projected to have a 32-gigawatt shortfall by 2028. The article identifies seven stocks positioned to benefit from this power crisis: utility companies with nuclear capabilities (Constellation Energy, NextEra Energy, Vistra), equipment manufacturers for power generation and management (GE Vernova, Bloom Energy, Eaton, Vertiv). These companies are capitalizing on growing demand for alternative power solutions and energy-efficient infrastructure.