Core Insights - The demand for gas turbines is surging due to increased electricity needs driven by AI data centers, leading to a competitive "booking war" for manufacturing slots [1][6] - GE Vernova's stock has seen a remarkable increase of over 500% since its spin-off from GE Aerospace in early 2024, reaching a new high recently [1][4] Group 1: Market Dynamics - Maxim Power has signed a sales reservation agreement with GE Vernova to secure a manufacturing slot for a 7HA.02 gas turbine, requiring a non-refundable deposit by 2026 [3] - The current market conditions reflect a strong supplier position, with GE Vernova's CEO projecting a backlog of orders reaching 100 gigawatts (GW) by the end of the year, indicating that production capacity for 2029 and 2030 is nearly sold out [4][6] Group 2: Capacity Constraints - GE Vernova's backlog of gas power orders has reached 83 GW, while the company's annual production capacity is only 20 GW, indicating that existing orders will fill production lines for over four years [5] - Recent strategic alliances, such as the one with Xcel for five F-class gas turbines, suggest that new orders continue to flow in, further straining capacity [5] Group 3: Demand Drivers - The rapid growth in electricity demand is primarily attributed to energy-intensive AI data centers, which require stable and large-scale power supplies, making gas turbines essential for supporting AI infrastructure [6] - Gas power generation offers continuous power supply compared to the intermittent nature of renewable energy, which is crucial for data center operations [6] Group 4: Financial Outlook - The supply-demand imbalance is translating into pricing power for GE Vernova, with Wall Street analysts doubling their EBITDA expectations for 2030 to approximately $17 billion, up from around $9 billion a year ago [7] - GE Vernova's stock performance reflects market confidence, with a 102% increase over the past 12 months, while the S&P 500 and Dow Jones indices showed minimal movement [7]

EDMONTON, Alberta, Feb. 09, 2026 (GLOBE NEWSWIRE) -- Capital Power Corporation (TSX: CPX) will release its 2025 fourth quarter results and Integrated Annual Report (IAR) before the markets open on March 4, 2026. A conference call and webcast to discuss the results will be held the same day at 8:30 a.m. MT (10:30 a.m. ET). Analyst Conference Call and Webcast Webcast: https://edge.media-server.com/mmc/p/7f8b6mic/lan/enConference Call: Details will be sent directly to analysts.An archive of the webcast will b ...

Talen Energy Corporation (NASDAQ:TLN) is one of the best IPO stocks to buy right now. On January 20, Wells Fargo analyst Shahriar Pourreza raised the firm’s price target for Talen Energy to $506 from $445 with an Overweight rating. Pourreza identified Talen Energy as a key participant in ongoing debates regarding PJM colocation and resource adequacy. The firm’s positive stance is supported by the completion of 2025 deals, the announcement of a 2026 ECP transaction, and a continued focus on the company’s ...

Major U.S. power company Constellation Energy said on Monday it had signed a new 380-megawatt agreement with Dallas-based CyrusOne to connect and serve a new data center adjacent to the Freestone Energy Center in Texas. ...

Core Insights - Fermi America has announced the arrival of six Siemens Energy SGT-800 gas turbines at the Port of Houston, marking a significant milestone in the natural gas power delivery schedule for Project Matador [1] - The SGT-800 turbines will provide approximately one-third of the first gigawatt of power produced at Project Matador, which aims to address the increasing demand for reliable electricity in the U.S. [1] - The project integrates various energy sources, including clean natural gas, nuclear, battery energy storage, and solar, to create a diversified on-site generation platform [1] Company Developments - Fermi America is co-founded by former U.S. Energy Secretary Rick Perry and aims to develop next-generation private electric grids with a projected capacity of 11 GW [1] - The company emphasizes its commitment to energy independence and national security while ensuring that Texas consumers do not bear the financial burden [1] - The arrival of the turbines is part of an accelerated schedule to meet the demands of hyperscalers and American consumers for reliable power [1] Industry Context - The increasing reliance on AI and advanced computing in the U.S. has created a pressing need for enhanced power generation capabilities [1] - Project Matador is positioned to deliver massive-scale, always-on power, which is essential for the next generation of AI computing [1] - The integration of multiple energy sources in Project Matador reflects a trend towards more sustainable and flexible energy solutions in the industry [1]

CALGARY, Alberta, Feb. 09, 2026 (GLOBE NEWSWIRE) -- Maxim Power Corp. ("MAXIM" or the "Corporation") (TSX: MXG) announces that it has entered into a gas turbine and generator reservation agreement (the “Agreement”) with GE Vernova (NYSE: GEV). The Agreement allows MAXIM to hold a manufacturing slot for a 7HA.02 gas turbine and generator package (the “Gas Turbine”) with a target delivery by 2030. To hold this manufacturing slot, MAXIM is required to provide a non-refundable deposit which is payable in 2026. ...

东吴证券发布研报称，需求端，美国AIDC项目激增导致美国电力需求非线性增长。供给端，2025年总 量供应短期基本满足需求，但长期来看，美国供给端面临稳定供应总量下滑&区域性缺电困境。北美缺 电投资逐渐从燃气轮机向燃气内燃机、SOFC扩散，当前北美缺电量仍大于各种技术总产能供应，因此 该板块尚未到达选择技术路径的阶段，各类技术路径的相关投资机会都应重视。 综合考虑成本、建设周期、环保等因素，燃气轮机是当前AIDC自建电最优解，燃气内燃机、SOFC、柴 发为有效补充 (1)燃气轮机：联合循环燃气轮机发电效率可以达到60%以上，度电成本最低，当前燃气轮机装机量呈现 加速上行趋势，2025年全球新增装机规模有望快速接近上轮周期最高点，GEV、西门子、三菱重工等 燃机龙头订单交付已经排至2029年;(2)燃气内燃机：在发电效率上略低于联合循环燃机，但胜在快速交 付与部署，龙头瓦锡兰2025Q1-Q3新签设备订单同比增长111%，订单交付排至2028年;(3)SOFC：热电联 供发电效率虽高，但当前商业化和成本控制处于初期阶段，度电成本和产能释放导致该技术短期无法成 为主流线索;(4)柴油发电机组：具备快速启停优势，备用 ...

Core Insights - GE Vernova exemplifies the positive sentiment shift in the clean energy transition and the increasing power demand driven by AI applications, showing strong performance in its latest results and a robust start to 2026 [1] Group 1: Stock Performance - GE Vernova's stock increased by 11.1% in January and is up 12.9% in 2026, with over 100% growth in the past year, marking a significant recovery from its previous struggles as part of General Electric [2] - The company faced concerns at the end of the 2010s regarding its gas turbine equipment and services amid fears of a shift towards solar and wind power, which were perceived to limit growth prospects [2] Group 2: Demand and Orders - The demand for gas turbines has surged due to the challenges of renewable energy intermittency and the rising power needs for AI-driven data centers, leading to increased gas turbine orders measured in gigawatts (GW) [3] - Gas turbine orders are projected to grow significantly, with orders increasing from 9.8 GW in 2022 to 29.8 GW in 2025 [4] - The backlog of gas power equipment has risen from 33 GW at the end of 2024 to 40 GW at the end of 2025, with customers now signing slot reservation agreements (SRAs) to secure future production slots, growing from 29 GW to 43 GW in the same period [5] Group 3: Future Outlook - CEO Scott Strazik provided an optimistic forecast for 2026, expecting to reach approximately 100 GW under contract, with anticipated shipments in the high teens in gigawatts and new contracts exceeding 30 GW [6] - The substantial increase in the installed base of heavy-duty gas turbines is expected to lead to a significant rise in high-margin services revenue in the future [6]

Core Viewpoint - Clearway Energy (CWEN) has made significant changes that support its ambitious growth guidance, projecting a Cash Available For Distribution (CAFD) of $2.90-$3.10 by 2030, indicating a compound annual growth rate (CAGR) of 7%-8% through 2030 [2][4]. Company Guidance - CWEN's long-term guidance includes a target CAFD of $2.90-$3.10 by 2030, reflecting a growth rate of 7%-8% CAGR [2]. - The growth rate is considered unusual for a yield-co, which typically focuses on steady cash flows to pay dividends, limiting retained cash for further investments [3][4]. Market Environment - The demand for energy has surged, driven by the rise of AI and the need for increased power capacity, while regulatory frameworks have not kept pace with this demand [5][6]. - CWEN is well-positioned to capitalize on this demand due to its developer mindset and a parent company pipeline of over 11 GW, which will be dropped down into CWEN at strong CAFD yields [6]. Project Pipeline - CWEN has a robust pipeline of projects, with several repowering initiatives already in progress, targeting CAFD yields of about 10.5% [12][14]. - The company has 863 MW of repowering projects locked in with power purchase agreements (PPAs), which are expected to yield double-digit returns [17]. Pricing Trends - Power purchase agreement (PPA) pricing has nearly doubled, which positively impacts CWEN's yield and organic growth potential [8][19]. - Historical PPA prices have seen a significant decline, but recent trends indicate a recovery, with prices expected to stabilize around $70/MWh for solar and wind by 2025-2026 [31][32]. Organic Growth Potential - The upward trend in PPA prices enhances CWEN's organic growth prospects, allowing for better contract renewals and reducing the risk of revenue declines from expiring contracts [34][36]. - CWEN aims to maintain a growth rate of CAFD per share at 5% or more beyond 2030, supported by favorable market conditions [37]. Share Structure and Valuation - CWEN has a dual share structure, with CWEN.A trading at a discount compared to CWEN, presenting an arbitrage opportunity for investors [38][39]. - The current valuation suggests that a 16X CAFD multiple is reasonable, given the company's growth ambitions and market conditions [37].

The combined 2026 capital spending commitments made by Amazon.com and Alphabet over the last couple of days total up to $385 billion. It's an incredible figure that dwarfs even the mammoth combined $222 billion in 2025. While those stocks both declined in response to the news, the AI infrastructure companies did much better, including GE Vernova (NYSE: GEV), which rose by more than 5% in late trading. An AI spending boom It's no secret that the market is far from convinced by Oracle's exposure to OpenAI. ...