Corning to Caterpillar: The AI ‘Picks and Shovels’ Trade Caves In

Constellation and Vistra Get the Headlines. These 2 Power Producers Barely Get Mentioned.

While Constellation Energy and Vistra dominate headlines, Talen Energy and NRG Energy are lesser-known power producers positioned to benefit from growing AI data center demand. Talen has secured a long-term nuclear power supply agreement with Amazon, while NRG is expanding capacity through natural gas assets and the CPower acquisition. Both companies offer attractive valuations but face execution risks and regulatory scrutiny.

GE Vernova, Vertiv, and Bloom Energy Just Lost 10% to 24% in a Week. Here's What Set Off the AI Power Sell-off.

GE Vernova, Vertiv, and Bloom Energy experienced significant stock declines of 10-24% over a week due to inflation concerns and AI financing worries, particularly around CoreWeave's debt. However, all three companies reported strong Q3 results with robust demand for AI power infrastructure. Despite valuation concerns and execution risks, analysts suggest the pullback may present attractive entry points for long-term investors.

11 Of 11 Sectors Fall In Tuesday Trading As Leaders Move Together

All 11 sectors are lower in Tuesday's regular session, with Financials, Consumer Staples and Consumer Discretionary at the top of the table. The leaders are clustered rather than separated, with the first three sectors grouped within a narrow range of performance.

SoftBank Subsidiary Modifies Turbine Procurement Agreement with GE Vernova

A SoftBank subsidiary has reached a settlement to modify its procurement strategy, resulting in payments to GE Vernova to forgo the delivery of previously ordered gas turbines.

GE Vernova To Invest $34.5M In Shreveport Facility Expansion To Meet Growing Grid Infrastructure Demand

Evercore Analyst Adjusts Caterpillar Price Target

Evercore analyst David Raso maintained a 'Buy' rating on Caterpillar Inc. while lowering the price target for the stock.