Scenarios that move GEV
GE Vernova Inc. Common Stock
Scenarios that move GEV: 63 analyses, 49 positive, 14 negative.
- · ◇ What if… Anthropic reaches a $2 trillion valuation by December 31 — ▲ · impact +50 · confidence low · horizon quarters
- · TSMC says AI chip demand far exceeds available supply — ▲ · impact +40 · confidence low · horizon quarters
- · Oracle's Cloud backlog reaches $664 billion — ▲ · impact +46 · confidence low · horizon quarters
- · CoreWeave debt insurance costs hit record amid AI funding concerns — ▼ · impact -30 · confidence low · horizon quarters
- · FuelCell Energy shares fall 15% amid Fit Energy disclosure scrutiny — ▲ · impact +22 · confidence medium · horizon quarters
- · BWXT raises 2026 guidance as commercial nuclear growth accelerates — ▲ · impact +55 · confidence medium · horizon quarters
- · Amazon's AWS backlog hits $496 billion as cloud margins surge to 39% — ▲ · impact +55 · confidence low · horizon quarters
- · ◇ What if… Democrats win Ohio governor race in 2026 — ▲ · impact +40 · confidence low · horizon quarters
- · ◇ What if… Indiana enacts data center moratorium by June 30, 2027 — ▼ · impact -15 · confidence low · horizon quarters
- · Broadcom backs Anthropic and OpenAI with $92 billion — ▲ · impact +55 · confidence low · horizon quarters
- · Quanta sees 220% to 240% load center growth — ▲ · impact +67 · confidence high · horizon quarters
- · Alphabet reports 82% Cloud revenue growth to $24.8 billion — ▲ · impact +48 · confidence low · horizon quarters
- · ◇ What if… Ohio enacts data center moratorium by December 31, 2026 — ▼ · impact -25 · confidence low · horizon quarters
- · India faces widespread power outage risk as coal reserves run out — ▲ · impact +46 · confidence low · horizon quarters
- · Google nuclear deal could strengthen Constellation Energy outlook — ▲ · impact +35 · confidence medium · horizon weeks
- · Constellation Energy shares rise 12.3% in trading — ▲ · impact +55 · confidence low · horizon quarters
- · Alphabet's Cloud backlog tops $500 billion — ▲ · impact +55 · confidence low · horizon quarters
- · Talen Energy shares rise 12.4% in trading — ▲ · impact +58 · confidence low · horizon quarters
- · S&P 500 hits record high as nuclear stocks surge — ▲ · impact +62 · confidence medium · horizon quarters
- · Applied Digital secures up to 1 GW of Finnish power capacity — ▲ · impact +35 · confidence medium · horizon quarters
- · Nebius has $40 billion in customer commitments, mostly from two — ▲ · impact +53 · confidence medium · horizon quarters
- · Talen Energy expands buyback plan with $1.5 billion repurchase — ▼ · impact -31 · confidence medium · horizon quarters
- · GE Vernova's BWRX-300 secures first US construction permit — ▲ · impact +88 · confidence high · horizon immediate
- · ◇ What if… Google leads AI models at the end of October 2026 — ▲ · impact +38 · confidence low · horizon quarters
- · Amazon signs 20-year nuclear power deal — ▲ · impact +46 · confidence low · horizon quarters
- · ChronoScale announces contracts and sells Ekso Bionics unit — ▲ · impact +22 · confidence low · horizon quarters
- · Anthropic plans $518 billion cloud spending, including Amazon commitments — ▲ · impact +55 · confidence medium · horizon quarters
- · Fluence Energy faces securities class action over Houston facility ramp — ▲ · impact +26 · confidence medium · horizon quarters
- · Bitdeer expands AI cloud services with 70% Malaysia capacity committed — ▲ · impact +9 · confidence low · horizon quarters
- · Oracle AI cloud contracts surge, improving revenue visibility — ▲ · impact +52 · confidence low · horizon quarters
- · ◇ What if… Jean-Luc Mélenchon wins France’s 2027 presidential election — ▲ · impact +31 · confidence low · horizon quarters
- · ◇ What if… Ulf Kristersson becomes Sweden's next prime minister — ▲ · impact +30 · confidence low · horizon quarters
- · ◇ What if… Zelenskyy leaves Ukraine presidency by end of 2026 — ▲ · impact +32 · confidence low · horizon quarters
- · Stocks slide as Treasury yields climb and Oracle declares force majeure — ▼ · impact -48 · confidence low · horizon quarters
- · ◇ What if… Anthropic reaches a $3 trillion valuation by December 31 — ▲ · impact +48 · confidence low · horizon quarters
- · Nvidia demand outpaces its 70% growth forecast — ▲ · impact +55 · confidence low · horizon quarters
- · ◇ What if… Republicans win control of Senate after 2026 midterms — ▼ · impact -35 · confidence low · horizon quarters
- · India heads for driest monsoon since 2009 as El Niño curbs rainfall — ▲ · impact +15 · confidence low · horizon quarters
- · Warren Buffett steps down as Berkshire Hathaway enters new era — ▲ · impact +30 · confidence low · horizon quarters
- · EQT plans $50 billion India investment including Adani Connex — ▲ · impact +46 · confidence medium · horizon quarters
- · Nebius Group stock skyrockets on Nvidia backing — ▲ · impact +32 · confidence low · horizon quarters
- · Generac signs $2.4 billion generator deal with Amazon — ▼ · impact -22 · confidence low · horizon quarters
- · Algorhythm announces CEO transition tied to transformational acquisition — ▲ · impact +12 · confidence low · horizon quarters
- · NuScale Power nears transformative small modular reactor deal — ▼ · impact -27 · confidence medium · horizon weeks
- · US Department of War invests $450 million in The Elmet Group — ▼ · impact -15 · confidence low · horizon quarters
- · ◇ What if… OpenAI does not go public by December 31, 2026 — ▼ · impact -32 · confidence low · horizon quarters
- · Alphabet reports 82% Google Cloud revenue growth and $514 billion backlog — ▲ · impact +55 · confidence low · horizon quarters
- · ◇ What if… SPD wins most seats in Mecklenburg-Vorpommern’s 2026 election — ▲ · impact +30 · confidence high · horizon quarters
- · ◇ What if… AfD wins most seats in Mecklenburg-Vorpommern’s 2026 election — ▲ · impact +24 · confidence low · horizon weeks
- · ◇ What if… David Lisnard wins France’s 2027 presidential election — ▲ · impact +40 · confidence low · horizon quarters
- · Amazon plans more than $200 billion in AI spending — ▲ · impact +59 · confidence medium · horizon quarters
- · ◇ What if… Magdalena Andersson becomes Sweden’s next prime minister — ▲ · impact +18 · confidence medium · horizon quarters
- · CoreWeave shares soar 12% in today's trading session — ▲ · impact +41 · confidence medium · horizon quarters
- · NextEra secures up to $1.9 billion to restart Iowa nuclear plant — ▲ · impact +31 · confidence medium · horizon quarters
- · Flex acquires EPC Power for $4.4 billion — ▼ · impact -19 · confidence medium · horizon quarters
- · ◇ What if… Anthropic shares fall 70% one month after IPO — ▼ · impact -40 · confidence low · horizon quarters
- · ◇ What if… OpenAI leads AI models at end of September 2026 — ▲ · impact +65 · confidence low · horizon quarters
- · ◇ What if… Anthropic leads AI models at end of September 2026 — ▲ · impact +40 · confidence low · horizon quarters
- · ◇ What if… Anthropic goes public by October 31, 2026 — ▲ · impact +32 · confidence low · horizon quarters
- · ◇ What if… AI data center demand grows 25% as power connections lag — ▲ · impact +79 · confidence high · horizon quarters
- · ◇ What if… Flávio Bolsonaro wins Brazil’s 2026 presidential election, reshaping Latin America’s largest economy — ▼ · impact -18 · confidence low · horizon quarters
- · ◇ What if… Putin leaves office as Russia’s president by December 31, 2026 — ▲ · impact +46 · confidence low · horizon quarters
- · ◇ What if… China Restricts Exports Of Rare-Earth Minerals To The United States — ▼ · impact -55 · confidence medium · horizon weeks