GE Vernova is The AI Energy Bottleneck Player I Won’t Stop Buying

Quick Read GEV's $176B backlog and 88% organic Q2 order growth reflect a company rationing turbine capacity to meet surging AI power demand. CEG and VST sell electrons, but GEV builds the machines that make them possible, capturing 134% organic orders growth in gas equipment. Q2 free cash flow of $5.1B already eclipsed all of 2025, prompting GEV to double its dividend and authorize $10B in buybacks. Just released. Our analysts combed the entire stock market and named the ten best stocks to buy right now, and Constellation Energy didn't make the cut. Enter your email to see the names that beat CEG. The report is free. Enter your email and see if any of your stocks made the cut.