Quant Ratings on Ray Dalio's Bridgewater Top Holdings: NVDA, LRCX, CRM, GOOGL

Seeking Alpha03:15

GE Vernova (NYSE:GEV) Is Doing The Right Things To Multiply Its Share Price

Yahoo FinanceFeb 16 22:00

Express News | Ge Vernova Inc: Lincoln Electric System Expands Terry Bundy Plant With Ge Vernova Gas Turbines

BreakingsFeb 16 21:01

GE Vernova (GEV) Is Still Buyable, Says Jim Cramer

Yahoo FinanceFeb 15 23:12

The AI-driven electricity shortage has pushed gas turbines into the spotlight. Leading companies report extremely strong demand, with delivery schedules booked until 2030.

①Driven by a surge in demand due to data center expansion, Siemens' backlog of orders has surged to 146 billion euros (approximately 120 trillion RMB), reaching an all-time high. ②The supply chains for the three major gas turbine manufacturers are highly overlapping. Even if there is a need for production expansion, it cannot be achieved due to supplier capacity constraints, resulting in no excess capacity. ③Securities firms believe that domestic production capacity could become an effective supplement to the U.S. power shortage chain.

cls.cnFeb 15 15:23

Just now, the latest holdings of the world's largest hedge fund were released!

Rich in information

Gelonghui FinanceFeb 14 15:42