Key Points GE Vernova shares have climbed 45% in 2026, easily outperforming the broad S&P 500 index. Demand for GE Vernova's infrastructure solutions can continue to climb as the AI market expands. Despite this future demand potential, don't expect the stock to keep going higher in a straight line. 10 stocks we like better than GE Vernova › One of the solid pick-and-shovel plays on artificial intelligence (AI) in 2026 has been GE Vernova (NYSE: GEV) , providing the power infrastructure needed to keep data centers running through gas turbines, grid hardware, and software solutions. As of the Sept. 23 closing price of $951.82, shares are up 45.6% compared to the S&P 500 's 12.5% return over the same period.
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