

Artificial intelligence is moving from an interesting software feature into something closer to a new industrial utility. The numbers behind that transition are getting difficult to ignore.

On CNBC's “Mad Money Lightning Round,” Jim Cramer said Nuvation Bio Inc. (NYSE:NUVB) is a “pure spec.”

In the closing of the recent trading day, GE Vernova (GEV) stood at $941.84, denoting a +2.16% move from the preceding trading day.

Microsoft and Meta just locked in nuclear power for decades, and the contracts are reshaping how the entire supply chain gets valued.

GE Vernova's backlog has surged to $176 billion. Electrification could become GE Vernova's biggest long-term growth engine.

NYKÖPING, Sweden, Sept. 3, 2026 Following a competitive evaluation process, Studsvik has selected GE Vernova Hitachi Nuclear Energy and Samsung C&T as its strategic partners for the first project to build new nuclear power, either at its existing licensed nuclear site in or at the Målma site in Valdemarsvik.

GE Vernova's shares are surging as grid and electricity demand drives backlog growth, but tariffs, supply risks and premium valuation pose challenges.

The nuclear boom is real, but commercialization is the ultimate test.