[music] Hello and welcome to Asking for a Trend. I'm Josh Lipton. A big day in finance.The Fed makes its rate cut decision. [music] Plus, investors digest a slew of big tech earnings. There's a lot to keep track of, so we're focusing on what you need to know [music] to get ahead of the curve.The Federal Reserve delivering a rate cut in markets like the commentary from Fed Chair Jerome Pal. The S&P 500 [music] closing near all-time highs. We've got the takeaways from the trading day.Plus, a closer look at th ...

周三美股成交额第1名英伟达收跌0.64%，成交289.64亿美元。据媒体周三援引消息人士报道，英伟达已 开发出一种位置验证技术，该技术可以确定其芯片所处的国家和地区。 报道称，英伟达最近几个月已在非正式场合展示了这项功能，但尚未正式发布。该功能将是一个软件选 项，供客户安装。据消息人士称，该功能将利用其图形处理单元（GPU）所谓的保密计算能力。 英伟达称该软件旨在让客户追踪芯片的整体计算性能 —— 这是大量采购芯片用于大型数据中心的公司 常见做法 —— 还可以利用与服务器通信的时间延迟，来感知芯片的大致位置。 第2名特斯拉收高1.41%，成交281.26亿美元。如果SpaceX明年以1.5万亿美元的估值成功上市，那么马 斯克有望成为全球首位万亿美元富豪。 据媒体估算，马斯克在其太空公司的持股价值将超过6250亿美元，远高于目前的1360亿美元。这还不包 括他在其他多家企业中价值数十亿美元的持股，其中包括全球最有价值的汽车制造商特斯拉。 第3名微软收跌2.74%，成交165.32亿美元。微软周二宣布计划在印度投资175亿美元建设AI基础设施。 不过，有业内人士对该项目的前景和风险心存疑问。 法国《回声报》援引印 ...

GE Vernova (GEV) has gained significantly in 2025, with its shares advancing more than 115% year to date. The surge reflects an exceptionally supportive demand backdrop, driven by accelerating artificial intelligence (AI)-related power consumption, broad-based electrification initiatives, and the global push toward decarbonization. These structural tailwinds are driving sustained demand for advanced energy infrastructure, and GE Vernova is benefiting from this trend. GEV’s portfolio spans power generatio ...

About this content About Emily Jarvie Emily began her career as a political journalist for Australian Community Media in Hobart, Tasmania. After she relocated to Toronto, Canada, she reported on business, legal, and scientific developments in the emerging psychedelics sector before joining Proactive in 2022. She brings a strong journalism background with her work featured in newspapers, magazines, and digital publications across Australia, Europe, and North America, including The Examiner, The Advocate, ...

[music] We're back on Morning Trade Live. Let's focus on GE Venova, our top stock on the S&P 500. The stock hitting an all-time high today after the company released multiple guidance updates and [music] hiked its dividend.Here's a chart of the three GE companies over the last year. G Venova and GE Aerospace are the clear outperformers. GE Healthcare though the lagard in the group just above the flatline.Okay, that's the focus of the morning trade. So joining us for a closer look now as always is a Schwab n ...

GE Vernova has doubled its dividend and is entering a major growth phase. Keep an eye on this stock.Shares of GE Vernova (GEV +14.05%) sizzled in trading today, surging 15.9% to a 52-week high of $725 per share within minutes of the stock market's opening on Wednesday.The manufacturer of gas turbines stunned the markets today with ambitious financial goals through 2028 and moves to double its dividend per share and significantly increase its share repurchase program. That's not all. GE Vernova is also repor ...

Core Insights - GE Vernova (GEV) shares reached a record high after the company increased its financial targets and doubled its quarterly dividend [1][2] - The stock rose over 13% to approximately $707, positioning it for an all-time high close [1] - The company anticipates 2025 sales to trend towards the upper end of its $36 billion to $37 billion forecast and raised its free cash flow projections for this year to $3.5 billion to $4 billion, up from $3 billion to $3.5 billion [1] Financial Projections - GE Vernova expects to generate $41 billion to $42 billion in revenue next year, alongside $4.5 billion to $5 billion in free cash flow [2] - Long-term projections for revenue and free cash flow have been increased for 2028 [2] - The board approved a dividend increase to $0.50 per share and raised the stock buyback plan to $10 billion from $6 billion [2] Investor Sentiment - The stronger outlook for GE Vernova may enhance investor confidence in its operations as an independent entity following its spin-off from General Electric last year [3] - Analysts from UBS noted that the higher targets represent a "very strong update," suggesting GE Vernova could exceed its forecasts due to a history of overdelivering [4] - Oppenheimer analysts upgraded GE Vernova's stock rating to "outperform" with a price target of $855, citing the significant and lasting nature of the AI infrastructure buildout [4] Stock Performance - Following recent gains, GE Vernova's stock has more than doubled in value in 2025 [4]

智通财经获悉，周三，GE Vernova(GEV.US)盘前大涨超10%，报689.07美元。消息面上，此前该公司宣 布将股息翻倍，提高股票回购授权，并在提高了盈利预期。这家涡轮机制造商将季度股息提高至每股 0.50 美元，并将股票回购授权从 60 亿美元提高至 100 亿美元，这主要得益于大量且不断增长的积压订 单、强劲的利润率以及更优惠的招聘价格。 本文源自：智通财经网 GE Vernova还发布了2026 年的初步业绩指引，预计收入为 410 亿至 420 亿美元，自由现金流为 45 亿至 50 亿美元，同时将本年度的自由现金流预期从之前的 30 亿至 35 亿美元上调至 35 亿至 40 亿美元，并 维持对 360 亿至 370 亿美元的收入预期，且倾向于区间顶端。GE Vernova首席执行官 Scott Strazik 表 示："公司正处于创造巨大价值的早期阶段，未来财务状况将更加稳健。" ...

U.S. stocks were mixed, with the Nasdaq Composite falling more than 100 points on Wednesday.Shares of Daktronics, Inc. (NASDAQ:DAKT) rose sharply during Wednesday's session after the company reported better-than-expected quarterly financial results.Daktronics reported quarterly earnings of 35 cents per share which beat the analyst consensus estimate of 27 cents per share. The company reported quarterly sales of $229.253 million which beat the analyst consensus estimate of $214.077 million.Daktronics shares ...

华尔街最受热议且影响市场的分析师研报评级如今汇总于此。以下是由 The Fly 整理的、投资者需关注 的今日研报评级。 1. 奥本海默将通用电气能源（GEV）的评级从 "持有" 上调至 "跑赢大盘"，目标价定为 855 美元。 该机构在研报中向投资者表示，得益于价格和销量改善，公司业绩指引较此前有显著上修空间， 且工厂产能利用率和运营效率提升有望带来进一步增长。加拿大皇家银行资本市场也将通用电气 能源评级从 "行业持平" 上调至 "跑赢大盘"，目标价从 630 美元上调至 761 美元。 2. 摩根大通将百事可乐（PEP）评级从 "中性" 上调至 "增持"，目标价从 151 美元上调至 164 美元。 该机构认为，公司在创新和营销支出方面的 "加速计划" 将推动可观的生产效率成本节约。 3. 汇丰银行将艾伯维（ABBV）评级从 "持有" 上调至 "买入"，目标价从 225 美元上调至 265 美元。 机构在研报中指出，公司正展现增长势头，且业务执行能力将持续保持稳健。 4. 摩根士丹利将特雷克斯（TEX）评级从 "持平" 上调至 "增持"，目标价从 47 美元上调至 60 美元。 该机构称，评级上调的原因是公 ...