GE Vernova is positioned for durable growth in Power and Electrification, supported by robust order momentum and expanding ...

GE Vernova (GEV) is mispriced as a cyclical OEM, while it is evolving into a single-seller IaaS with a zero-cost capital ...

GE Aerospace, part of General Electric (NYSE:GE), is working with Kratos Defense on the U.S. Air Force GEK1500 engine program for unmanned aerial systems. GE is supporting Starfighters Space on its ...

These companies offer immediate solutions to the data center energy problem.

Whether a stock needs to stay or go requires holistic evaluation, not just short-term comparisons to the S&P 500.

With a rapidly expanding backlog, improving margins, and rising cash generation, GE Vernova appears well-positioned to deliver profitable growth.

Shares of industrial and transportation companies fell as gains for freight and defense companies were offset by losses for other cyclical firms. Shares of GE Aerospace, Caterpillar and others fell ...

GE HealthCare Technologies (NasdaqGS:GEHC) announced a 10 year alliance with UCSF Health to roll out advanced imaging solutions across the UCSF network. The company entered a commercial collaboration ...

A trilateral MOU has been signed in Washington providing for an assessment of opportunities to deploy BWRX-300 SMR technology in Lithuania.

Broyhill Asset Management, an investment advisor, released its fourth-quarter 2025 investor letter. A copy of the letter can be downloaded here. 2025 witnessed extreme market concentration and a ...

Palantir Technologies Inc. PLTR co-founder and Chairman Peter Thiel has executed a pre-planned sale of 2 million shares, ...

Defensive Rotation: In the 2000 and 2007 tops, defensive sectors like XLP (Staples) and XLU (Utilities) rolled over with the index. Today, these sectors are showing relative strength, with XLP acting ...