

In the busiest week of earnings this quarter, with Coca-Cola, Ford, Anheuser-Busch, Merck, and many more companies reporting. We'll also see economic data on GDP and new-home sales.

Revenue and orders for GE Vernova's wind turbine business have been declining since 2024. Its natural gas power turbines business, conversely, is experiencing growth.


Constellation Energy and Vistra both generate and sell electricity on the open market. AI Power demand is a huge tailwind for both Constellation and Vistra.

GE Vernova's backlog hit $176 billion in the second quarter of 2026. Management's multi-year outlook calls for $56 billion in revenue and a 20% adjusted EBITDA margin by 2028.

GE Vernova (NYSE:GEV | GEV Price Prediction) reports third-quarter results before the open on Oct. 28. The stock fell 11.53% last week on fears about how AI spending will be financed.

Power delivery is the part of the data center push that gets electricity from a power plant to a rack of servers: turbines, transformers, switchgear, connectors and miles of cable.

Power demand is accelerating, and companies that provide power and power equipment are well-positioned to benefit.