GE Vernova’s revenue surged 22% to $11.1 billion, fueled by booming demand for natural gas turbines from AI data centers, but the stock dipped after missing earnings and EBITDA targets—despite a massive $176 billion backlog. Wind power lagged with declining revenue and orders, while rising tariffs could cost up to $200 million. The sell-off followed high market expectations, but the stock has rebounded; analysts still rate it a strong buy with significant upside potential.
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