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GE Vernova: Why Wall Street Is Betting Big on the AI Power Boom

September 12, 2026April 22, 2026 by Bruno

GE Vernova has surged 14.9% in a month as JP Morgan raises its target to $1,150 and Goldman Sachs lifts by $260. Here’s why AI is turning power infrastructure into Wall Street’s hottest growth trade.

Categories Energy & Commodities Tags AI, energy infrastructure, GE Vernova, industrial stocks, power grid, stock market

America’s Power Grid Can’t Keep Up With AI Demand

September 12, 2026April 14, 2026 by Bruno

AI data centers are straining America’s power grid, stalling billions in projects. Here’s what it means for energy markets and capital allocation.

Categories Energy & Commodities Tags AI infrastructure, capital markets, data centers, energy markets, power grid, REITs

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