GE Vernova is trading 3.7% up now at $1,074.02 following renewed investor focus on its role in powering next-generation AI infrastructure.

  • The company is supplying natural-gas turbines for Chevron’s new AI-focused data center power venture and Microsoft’s Kilby campus project.
  • Analysts are highlighting GE Vernova’s growing backlog and strategic positioning as a key utility provider for the expanding AI sector.
  • The stock is also finding support from a broader rally in the energy sector driven by rising oil prices.