Market Overview - U.S. stock futures advanced on Wednesday following a mixed close on Tuesday, with major benchmark indices showing positive movement [1] - The Federal Open Market Committee's meeting is concluding today, with a high focus on potential interest rate cuts and Fed Chair Jerome Powell's upcoming speech [1] Treasury Bonds - The 10-year Treasury bond yielded 4.20%, while the two-year bond was at 3.62% [2] - Market expectations indicate an 89.9% likelihood of the Federal Reserve cutting interest rates later today, according to CME Group's FedWatch tool [2] Stock Performance - Dow Jones futures increased by 0.02%, S&P 500 by 0.07%, and Nasdaq 100 by 0.04%, while Russell 2000 decreased by 0.18% [2] - SPDR S&P 500 ETF Trust (NYSE:SPY) rose by 0.066% to $683.49, and Invesco QQQ Trust ETF (NASDAQ:QQQ) increased by 0.042% to $625.31 in premarket trading [2] Company Highlights - **GameStop Corp. (NYSE:GME)**: Shares dropped 6.38% in premarket after reporting third-quarter revenue of $821 million, missing analyst estimates of $987.28 million, but earnings of 24 cents per share exceeded estimates of 20 cents [7] - **GE Vernova Inc. (NYSE:GEV)**: Stock surged 7.72% after doubling its dividend and raising its multi-year outlook, with strong guidance extending to 2028 [7] - **Oracle Corp. (NYSE:ORCL)**: Shares rose 1.07% as analysts anticipate earnings of $1.64 per share on revenue of $16.22 billion [6] - **Adobe Inc. (NASDAQ:ADBE)**: Stock was down 0.02% ahead of earnings release, with expectations of $5.39 per share on revenue of $6.11 billion [7] Analyst Insights - BlackRock maintains an "overweight" stance on U.S. stocks, driven by the artificial intelligence theme, viewing it as a significant factor for equity performance [11] - The firm acknowledges potential bubble concerns but focuses on corporate revenues justifying capital expenditures, suggesting a possible "growth breakout" from the historical 2% growth trend [12] - A favorable economic backdrop is noted, with expectations of Federal Reserve easing and a potential interest rate cut, although a "financing hump" is anticipated due to the divergence between immediate spending and future revenues [13] Additional Market Data - Crude oil futures increased by 0.19% to approximately $58.36 per barrel [14] - Gold Spot fell by 0.31% to around $4,195.46 per ounce, while Bitcoin traded 2.48% higher at $92,555.93 per coin [17]

Shares of the energy giant, which is involved in supplying equipment needed for AI-driven electric grid upgrades, rose 5.9% in Tuesday's after-hours trading, which should bode well for its price performance on Wednesday.GE Vernova (GEV +0.55%) stock surged 5.9% in Tuesday's after-hours trading following the global energy-focused company's announcement that it was increasing its 2025 free cash flow outlook, significantly raising its longer-term guidance, doubling its dividend, and increasing its share buybac ...

With U.S. stock futures trading mixed this morning on Wednesday, some of the stocks that may grab investor focus today are as follows:Wall Street expects Chewy Inc. (NYSE:CHWY) to report quarterly earnings at 12 cents per share on revenue of $3.10 billion before the opening bell, according to data from Benzinga Pro. Chewy shares rose 0.9% to $35.16 in after-hours trading.Braze Inc. (NASDAQ:BRZE) posted better-than-expected revenue for the third quarter and raised its fiscal 2026 guidance. Quarterly revenue ...

展望 2028 年之后，该公司预测到 2028 年，其收入将达到 520 亿美元，复合年增长率将达到低两位数， 高于此前预测的 450 亿美元(高个位数增长率)，同时将其该期间的调整后 EBITDA 利润率从 14% 上调 至 20%。 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。" 该公司表示，预计到 2026 年，其电力业务的有机收入将增长 16%-18%，电气化业务的有机收入将增长 20%。 智通财经APP获悉，GE Vernova (GEV.US)周二夜盘股价上涨近6% ，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。 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 ...

U.S. stocks were mixed as traders positioned ahead of this week's Federal Reserve meeting, with major indexes consolidating near recent highs after a strong year-end run for value names.The Dow Jones Industrial Average slipped almost 0.4% to 47,560.29, and the S&P 500 edged down 0.09% to 6,840.51. The Nasdaq inched up 0.1% to 23,576.48.These are the top stocks that gained the attention of retail traders and investors through the day.GameStop Corp. (NYSE:GME) GameStop stock slipped 1.03% to close at $23.11, ...

Core Insights - GE Vernova held an Investor Update event to engage with stakeholders and provide updates on the company's performance and outlook [1] Group 1: Company Overview - The event featured presentations from key executives, including the CEO and CFO, who discussed the multiyear forecast and long-term drivers beyond 2028 [3] - The company emphasized that the materials and non-GAAP reconciliations are available on their website for investor reference [2] Group 2: Financial Outlook - The outlooks presented during the event exclude the impact of the recently announced acquisition of Prolec GE, focusing instead on organic growth metrics [2] - Year-over-year commentary on orders, revenue, adjusted EBITDA, and margins will be based on organic performance, providing a clearer picture of the company's operational health [2]

US stock futures held around the baseline Wednesday morning as Wall Street waited for the Federal Reserve’s final policy decision of the year. Dow Jones Industrial Average futures (YM=F), contracts tied to the S&P 500 (ES=F) and futures on the Nasdaq 100 (NQ=F) all fell below the flatline on Wednesday. The muted action follows several sessions of sideways trading as investors hold off on big bets ahead of the Fed’s announcement. Markets are pricing in a nearly 90% chance the central bank will deliver it ...

US stock futures held around the baseline Wednesday morning as Wall Street waited for the Federal Reserve’s final policy decision of the year. Dow Jones Industrial Average futures (YM=F) fell just below the flatline, whereas contracts tied to the S&P 500 (ES=F) and futures on the Nasdaq 100 (NQ=F) held steady. The muted action follows several sessions of sideways trading as investors hold off on big bets ahead of the Fed’s announcement. Markets are pricing in a nearly 90% chance the central bank will de ...

GE Vernova expects 80 gigawatts of signed combined-cycle gas turbine contracts by the end of the year as electricity demand from Big Tech's data centers ramps up, the manufacturer of power-generation equipment said on Tuesday. ...

Summary of GE Vernova Investor Update - December 09, 2025 Company Overview - **Company**: GE Vernova (NYSE: GEV) - **Industry**: Energy and Electrification Key Themes and Insights 1. **Growth Opportunities**: The company is experiencing accelerated growth driven by several factors including AI, U.S. reindustrialization, global industrial growth, electrification of buildings, and transportation [6][22][24] 2. **Infrastructure Challenges**: The transition to a larger market will take time due to the complexities of infrastructure development, permitting, and construction [6][7] 3. **Market Position**: GE Vernova is well-positioned with the largest installed base, providing over 50% of the electrons consumed in the U.S. and a third globally (excluding China) [7][8] 4. **Energy Market Dynamics**: The global energy market is valued at over $1.5 trillion, with only 20% currently from electric power. This proportion is expected to grow significantly [9][10] 5. **Contract Wins**: The company secured 18 gigawatts of new gas contracts in the current quarter, with expectations to end the year with approximately 80 gigawatts on contract [10][11] Financial Outlook 1. **Revenue Projections**: GE Vernova projects at least $52 billion in revenue by 2028, with an adjusted EBITDA margin of 20% [17][38] 2. **Free Cash Flow**: Cumulative free cash flow is expected to reach $22 billion from 2025 to 2028, after investing $10 billion in capital expenditures and R&D [17][34] 3. **Capital Allocation**: The company plans to return $3.6 billion to shareholders in 2025, primarily through stock buybacks, and has increased its buyback program from $6 billion to $10 billion [20][35] Segment Performance 1. **Gas Power**: The gas power segment is expected to achieve a run rate of 20 gigawatts annualized by mid-2026, with significant productivity improvements anticipated [26][27] 2. **Electrification**: This segment is projected to grow mid-20% in 2025, with a backlog that has increased fourfold since the end of 2022 [18][30] 3. **Wind Energy**: While wind revenue is expected to decline, the company anticipates improved EBITDA losses in 2026 due to productivity gains [27][33] Strategic Initiatives 1. **Acquisitions**: The planned acquisition of Prolec GE is expected to enhance the company's capabilities in low voltage and grid reliability solutions [8][19] 2. **Nuclear Investments**: GE Vernova is actively working with the U.S. government to re-establish a nuclear industry, with a memorandum of understanding for up to $100 billion in small modular reactor (SMR) industrialization [14][48] 3. **Innovation and R&D**: The company is investing in new technologies such as carbon capture and solid-state transformers, with expectations for commercialization in the coming years [50][51] Cultural and Operational Focus 1. **Workforce Development**: GE Vernova emphasizes the importance of attracting young talent and fostering a strong company culture to drive future growth [52][53] 2. **Lean Operations**: The company is implementing lean practices across its manufacturing processes to enhance productivity and reduce costs [32][31] Conclusion - GE Vernova is positioned for significant growth in the energy sector, with a strong focus on electrification, gas power, and innovative technologies. The company aims to leverage its market position and operational efficiencies to achieve its ambitious financial targets by 2028 and beyond [58][59]