GE Vernova Inc., an energy company, engages in the provision of various products and services that generate, transfer, orchestrate, convert, and store electricity in the United States, Europe, Asia, the Americas, the Middle East, and Africa. The company operates through three segments: Power, Wind, and Electrification. The Power segment designs, manufactures, and services gas, nuclear, hydro, and steam technologies. The Wind segment offers wind generation technologies, including onshore and offshore wind turbines and blades. The Electrification segment provides grid solutions, power conversion, solar, and storage solutions; and electrification software for the transmission, distribution, conversion, storage, and orchestration of electricity from point of generation to point of consumption. The company was incorporated in 2023 and is headquartered in Cambridge, Massachusetts.

GE Vernova Inc.

Сильный индекс, значительно вырос. Быки резко укрепили уверенность в своих позициях.

Strong index, significantly up. Bulls sharply strengthened confidence in their positions.

Слабый индекс, незначительно вырос. Рынок на стороне быков.

Weak index, slightly up. The market is on the bulls' side.

Сильный индекс, значительно упал. Отток средств из лонгов резко увеличился и находится на высоком уровне.

Strong index, significantly down. The outflow of funds from longs has increased sharply and is at a high level.

Key Points
Rising electricity demand and growing government support are fueling a nuclear energy resurgence.
Centrus Energy aims to become a domestic producer of specialized nuclear fuel and is undergoing a capital-intensive build-out to do so.
BWX Technologies is the exclusive supplier of nuclear fuel for the U.S. Naval Propulsion Program.
After the 2011 Fukushima nuclear disaster, the industry stalled for years as plants closed and new projects stalled. Now, surging electricity demand from AI data centers, robotics, and advanced manufacturing is changing the equation. Add ambitious carbon-reduction targets, and reliable, emissions-free nuclear energy looks increasingly appealing.
Centrus Energy (NYSE: LEU) and BWX Technologies (NYSE: BWXT) occupy critical positions in the U.S. nuclear supply chain. Both stocks soared with the nuclear revival narrative last year but have since declined 54% and 22%, respectively, in 2026. With shares down significantly, which nuclear supply chain stock is the better buy right now?
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Nuclear energy will be crucial in helping address growing energy needs
Energy demand is projected to grow faster. According to the Bank of America Institute, U.S. electricity demand is projected to grow 5 times faster over the next decade than it did over the last. Power-hungry data centers drive this growth, as they require significantly more power and cooling. Electrifying the power grid (think electric vehicles) and reshoring industrial operations also contribute to rising electricity demand.
Other factors are also at play. For example, the U.S. Department of Energy is taking steps to accelerate the construction of new nuclear power plants and to develop next-generation reactors and fuels. Small modular reactors (SMRs) could change the game for nuclear energy, and many require specialized fuel that the U.S. doesn't yet manufacture at scale.
Centrus Energy supplies nuclear fuel for traditional and next-gen nuclear plants
This is where Centrus Energy has an opportunity. Centrus has operated as a nuclear fuel supplier for power plants, sourcing low-enriched uranium (LEU) through long-term supply agreements from international enrichers. However, the company is pivoting to become a domestic producer of enriched uranium as the U.S. looks to onshore production of these critical fuels.
With the Prohibiting Russian Uranium Imports Act set to take full effect in 2028, the U.S. is scrambling to secure enriched uranium. Centrus is currently the only U.S. company licensed by the Nuclear Regulatory Commission with ready-to-deploy gas centrifuge technology to enrich uranium to LEU and to high-assay, low-enriched uranium (HALEU) for advanced microreactors.
Over the past few months, Centrus has announced several fuel supply agreements with nuclear developers, including Oklo, X-energy, Radiant, and Antares. Centrus plans to deliver fuel to these developers by the end of the decade. Because nine out of 10 reactor designs under the DOE's Advanced Reactor Demonstration Program require HALEU, these deals show Centrus as the primary domestic supplier.
BWX Technologies' exclusive arrangement with the Navy provides stability
While Centrus aims to manufacture fuel for nuclear reactors, BWX Technologies has done so for the U.S. Navy for the past five decades. BWXT is the only manufacturer of naval nuclear reactors and nuclear fuel for the Naval Nuclear Propulsion Program.
Its exclusive status with the Navy stems from the sensitive nature of the nuclear fuel it uses. While Centrus looks to manufacture HALEU nuclear fuel, which contains 5% to 25% uranium-235 (U-235), BWXT manufactures weapons-grade, highly enriched uranium containing 93% U-235.
Because of the highly sensitive nature of developing weapons-grade nuclear fuel, regulatory oversight is incredibly stringent, and employees need special security clearance. This highly exclusive position gives BWXT a strong competitive moat and high barriers to entry, and its importance to defense gives it visibility into earnings for years to come.
In May 2026, the company secured U.S. Naval Nuclear Propulsion Program contracts totaling $1.4 billion. The company is also leveraging its expertise to manufacture heavy equipment needed for nuclear reactors.
BWXT fabricates the reactor pressure vessel for GE Vernova's BWRX-300 small modular reactor and also supports next-generation developers by engineering specialized hardware, such as the intermediate heat exchanger for TerraPower's Natrium design.
Centrus Energy or BWX Technologies: Which stock is right for you?
Centrus Energy and BWXT have seen their stocks fall significantly over the past year. Centrus is pivoting from sourcing nuclear fuel to manufacturing it in the U.S. As a result, the company is in a capital-intensive phase, expanding its manufacturing footprint to become a domestic producer, a move that will weigh on earnings over the next couple of years.
If you want upside from the nuclear build-out, next-generation reactors, and the fuel they require, and you don't mind the volatility over the next several years, Centrus could be for you. However, if you want more stability from an exclusive relationship with the U.S. Navy and long-term contracts that extend years into the future, BWX Technologies is the nuclear stock for you.
Should you buy stock in BWX Technologies right now?
Before you buy stock in BWX Technologies, consider this:
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and BWX Technologies wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.
Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $370,440!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,330,110!*
Now, it’s worth noting Stock Advisor’s total average return is 924% — a market-crushing outperformance compared to 212% for the S&P 500. Don't miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors.
*Stock Advisor returns as of October 21, 2026.
Bank of America is an advertising partner of Motley Fool Money. Courtney Carlsen has positions in Centrus Energy, GE Vernova, and Oklo. The Motley Fool has positions in and recommends BWX Technologies and GE Vernova. The Motley Fool has a disclosure policy.

Centrus vs. BWX Technologies: Which Nuclear Supply Chain Stock Is the Better Buy After the Sell-Off?

Key Points
GE Vernova’s nuclear business will benefit from Georgia Power’s upgrades.
Brookfield, through Westinghouse, will also profit from that expansion.
Alphabet's (NASDAQ: GOOG) (NASDAQ: GOOGL) Google recently struck a deal with The Southern Company's (NYSE: SO) Georgia Power to boost its capacity at two nuclear plants. Google will finance "uprates" (upgrades for a reactor's power output) at Georgia Power's Vogtle and Hatch nuclear plants to add 96 MW of new capacity to its electric grid.
Those upgrades will support the construction of new data centers, while Google's funding will shield Georgia Power's residential and industrial customers from those expenses. That's a win-win for both companies, and two other industrial stocks that could benefit from the deal are GE Vernova (NYSE: GEV) and Brookfield Renewable Corporation (NYSE: BEPC).
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
GE Vernova
GE Vernova, the former energy division of General Electric (NYSE: GE), was spun off as a stand-alone company in 2024. Its Power business, which accounted for 55% of its orders last year, produces gas turbines for combined-cycle plants and steam turbines for coal, gas, and nuclear plants. It also provides services for nuclear power plants. Its Electrification business, which accounted for another 33% of its orders, upgrades electrical grids. Both of these businesses have benefited from the rapid construction of power-hungry data centers.
GE Vernova, through its nuclear business and nuclear joint venture with Hitachi, has a massive presence at Georgia Power's Hatch plant. The plant's Unit 1 and Unit 2 sites both use GE's Mark I Boiling Water Reactors (BWRs), and it still relies on GE Vernova's reactor services, engineering support, and nuclear fuel advancements.
Therefore, any major upgrades at Hatch will likely rely on GE Vernova's equipment and services, thereby boosting the Power segment's orders. The plant's increased electricity transmission to the grid could also generate tailwinds for its Electrification business.
The growth of those two businesses should offset the slower growth of its Wind business, which grappled with operational, macroeconomic, and demand-related challenges in recent years. GE Vernova's backlog already grew 37% year over year to $176.3 billion in its latest quarter, and it should grow even bigger as the cloud and AI markets continue to expand.
Brookfield Renewable Corporation
Brookfield Renewable builds hydroelectric dams, wind farms, solar power plants, and other green energy projects, with a total operational capacity of 47.3 GW. On its own, Brookfield might not seem to have that much exposure to Google's deal with Georgia Power.
But three years ago, a consortium led by Brookfield Renewable (along with its institutional affiliates) and the uranium miner Cameco (NYSE: CCJ) acquired Westinghouse Electric Company, one of the world's leading nuclear technology companies. Brookfield and its affiliates took a 51% stake in the company, while Cameco controlled the remaining 49%.
Westinghouse built the pressurized water reactors (PWRs) used across all four units at Georgia Power's Vogtle plant, and it still provides the utility with specialized engineering services, regulatory compliance support, and proprietary nuclear fuel assemblies. Therefore, any major upgrades at Vogtle should generate tailwinds for Westinghouse and boost Brookfield's earnings.
But investors shouldn't jump to conclusions
GE Vernova and Westinghouse could benefit from Google's deal with Georgia Power, but investors shouldn't count their eggs before they hatch. Georgia's state regulators still need to approve the massive deal amid swelling protests against AI and data centers, and it will take at least a few years to uprate both plants.
Instead of assuming Google's deal with Georgia Power will drive more investors toward GE Vernova or Brookfield Renewable, investors should just view the deal as another positive sign for the AI power market. That's why Meta struck a similar deal with Constellation Energy last year. We'll likely see more of these deals as the AI market's breakneck expansion drives demand for nuclear power beyond its available supply.
Should you buy stock in GE Vernova right now?
Before you buy stock in GE Vernova, consider this:
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and GE Vernova wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.
Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $375,240!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,403,292!*
Now, it’s worth noting Stock Advisor’s total average return is 932% — a market-crushing outperformance compared to 211% for the S&P 500. Don't miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors.
*Stock Advisor returns as of October 1, 2026.
Leo Sun has positions in Brookfield Renewable and Meta Platforms. The Motley Fool has positions in and recommends Alphabet, Cameco, Constellation Energy, GE Aerospace, GE Vernova, and Meta Platforms. The Motley Fool recommends Brookfield Renewable and Hitachi. The Motley Fool has a disclosure policy.

Google Just Went Nuclear in Georgia. These 2 Industrial Stocks Get Paid to Build It.

The General Mills Board of Directors has declared a quarterly dividend at the prevailing rate of $0.61 per share, payable Nov. 2, 2026, to shareholders of record as of Oct. 13, 2026. General Mills and its predecessor company have paid dividends without interruption for 128 years.
The Board of Directors of FirstEnergy declared a quarterly dividend of 46.5 cents per share of outstanding common stock payable December 1, 2026, to shareholders of record at the close of business on November 6, 2026.
Mastercard announced that its Board of Directors has declared a quarterly cash dividend of 87 cents per share. The cash dividend will be paid on November 9, 2026 to holders of record of its Class A common stock and Class B common stock as of October 9, 2026.
GE Vernova today announced that its Board of Directors has declared a $0.50 per share quarterly dividend. The quarterly dividend will be payable on November 24, 2026, to shareholders of record as of October 27, 2026.
Simon Griffiths, President and Chief Executive Officer of Camden National announced today that the board of directors of the Company declared a quarterly dividend of $0.42 per share. This quarterly payout results in an annualized dividend yield of 2.93% based on the September 28, 2026 closing price of the Company's common stock at $57.40 per share as reported by NASDAQ. The dividend is payable on October 30, 2026, to shareholders of record at the close of business on October 15, 2026.

Daily Dividend Report: GIS,FE,MA,GEV,CAC

Key Points
GE Vernova is profiting from the AI market’s insatiable demand for more power.
It still looks reasonably valued relative to its long-term growth potential.
When investors talk about the AI market, they often focus on chipmakers like Nvidia or cloud infrastructure giants like Amazon. However, those tech titans only represent part of the AI boom. Another cohort of stocks that will benefit from that secular growth will be the companies that power up those data centers.
As those data centers consume more power, the global AI in power utilities market could expand at a 19.3% CAGR from 2026 to 2034, according to Fortune Business Insights. To capitalize on that expansion, you should buy a few AI power stocks.
Missed AI’s "Act 1"? Act 2 Could Be 15x Bigger. Most investors think they missed the AI boat because they didn't buy Nvidia in 2005. But according to our analysts, we’re only at the end of "Act 1"—the R&D phase. "Act 2" is the global rollout. Continue »
My top choice in this booming market would be GE Vernova (NYSE: GEV), the former energy division of General Electric (NYSE: GE) that was spun off as a stand-alone company in 2024. Let's see why it's still a great buy today.
What does GE Vernova do?
GE Vernova operates three main businesses: Power (55% of its 2025 orders), Electrification (33%), and Wind (13%). The Power business produces gas turbines for combined-cycle plants, and steam turbines for coal, gas, and nuclear plants. It also services nuclear power plants.
The Electrification business sells transformers, breakers, substations, and high-voltage direct current systems, and provides automation, optimization, and protection services for electrical grids. The Wind business mainly manufactures onshore and offshore wind turbines.
How fast is GE Vernova expanding?
In 2024, GE Vernova's orders only grew 7% organically. But over the following two years, its organic order growth accelerated dramatically.
Orders by Category
2025 Growth (Organic)
1H 2026 Growth (Organic)
Power
52%
99%
Electrification
21%
76%
Wind
8%
(10%)
Total
34%
88%
The growth was entirely driven by its Power and Electrification segments, which benefited from the soaring electricity demands at new cloud and AI data centers. That expansion offset the softness of its wind business, which struggled with supply chain and execution issues.
By the end of the second quarter of 2026, GE Vernova's backlog had grown 37% year over year to $176.3 billion. That's equivalent to 4.6 times the $38.1 billion in revenue it generated in 2025.
Will GE Vernova maintain its momentum?
For 2026, GE Vernova expects its revenue to rise 20%-22%. That would represent an acceleration from its 9% growth in 2025 and 5% growth in 2024.
As its top-line growth accelerated, its adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) margin expanded from 5.8% in 2024 to 8.4% in 2025. It expects that figure to rise to 12%-14% in 2026. It expects its free cash flow (FCF), which more than doubled to $3.7 billion in 2025, to more than triple to $11.5-$12.5 billion in 2026. That expansion was driven by its increased pricing power (especially for gas turbines), growth in its higher-margin services, and the collection of more upfront and milestone payments from its massive, multi-billion-dollar contracts. It's also downsizing its Wind business to cut costs.
In other words, GE Vernova's core growth engines will continue firing on all cylinders as long as the AI market expands and data centers consume more power.
Why is GE Vernova a great stock to buy right now?
GE Vernova's stock got a bit overheated when it closed at a record high of $1,174.86 per share in June. But as of this writing, it trades at about $960. With an enterprise value of $241 billion, GE Vernova looks reasonably valued at 25 times next year's adjusted EBITDA. From 2025 to 2028, analysts expect its adjusted EBITDA to grow at a 60% CAGR as the AI power boom continues. So if you're looking for a well-diversified play on that trend with plenty of upside potential, GE Vernova checks all the right boxes.
Should you buy stock in GE Vernova right now?
Before you buy stock in GE Vernova, consider this:
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and GE Vernova wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.
Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $373,352!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,406,241!*
Now, it’s worth noting Stock Advisor’s total average return is 933% — a market-crushing outperformance compared to 212% for the S&P 500. Don't miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors.
*Stock Advisor returns as of September 29, 2026.
Leo Sun has positions in Amazon. The Motley Fool has positions in and recommends Amazon, GE Aerospace, GE Vernova, and Nvidia. The Motley Fool has a disclosure policy.

My Top AI Power Stock to Buy Right Now (and It's Not Even Close)

Key Points
Technological advances enable nuclear power to be used in ways that weren’t possible when it first became a major source of electricity.
This revolution is particularly slow-moving, but it will also last a particularly long time.
Some of the rekindled industry’s best opportunities may not be obvious or currently highlighted.
Most investors are likely aware that nuclear energy -- once expected to be displaced by renewables -- is making a comeback. A recent outlook from the World Nuclear Association suggests that the industry's power production is expected to triple between now and 2050. This awareness is why some of these investors may even hold stakes in enriched uranium fuel providers like Cameco (NYSE: CCJ) or Centrus Energy (NYSE: LEU), or own nuclear reactor developers such as NuScale Power (NYSE: SMR) or Oklo (NYSE: OKLO). Or perhaps they take a broader industry approach by holding the VanEck Uranium and Nuclear ETF (NYSEMKT: NLR).
However they play it, there are three facts that smart investors should know about nuclear power's resurgence.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
1. Much of it will be privately owned, geographically localized, and small in scale
Certainly, a number of the nuclear power plants planned for construction over the next few years will look much like those already built by public utility companies that serve millions of customers. A sizable swath of future reactors, however, will also look considerably different than the ones currently up and running.
They're called small modular reactors, or SMRs, for short. As the name implies, these power plants are largely fabricated off-site in pieces by companies such as the aforementioned NuScale or Oklo, and then assembled/installed on a relatively small footprint of only a few acres.
And that's what makes them so compelling to individual companies that might want to take power production into their own hands, but don't need a full-sized traditional nuclear power facility. NuScale's modular reactor design, for instance, can generate up to 77 megawatts per module. That's enough to power a desalination plant, a smelting facility, an artificial intelligence (AI) data center, or a factory.
Small modular reactors will probably never account for the lion's share of the world's total nuclear power production, to be clear. The International Atomic Energy Agency (IAEA) estimates that only about one-fourth of new nuclear power production capacity established between now and 2060 will come from SMRs.
Still, numbers from the World Nuclear Association indicate there are already more than 70 small modular reactors currently planned for construction, if not already underway, versus essentially none commercialized right now. In this same vein, the International Energy Agency, or IEA, expects worldwide SMR power production capacity to swell from less than 1 gigawatt by 2030 to on the order of 100 gigawatts by 2050.
2. It's going to take a while to start paying off
Small modular reactors aren't the only opportunity here. The world's still building utility-scale nuclear power plants as well. The IEA adds that over 60 nuclear reactors are currently under construction, bringing the global total to more than 400 nuclear power facilities already in operation.
Like all the SMRs currently being planned, however, it will be years before most of them generate any tangible revenue. Not only does it take years to build something as complex as a nuclear power facility, but it can also take years just to obtain the necessary permits. The IEA's expectation for nearly 900 gigawatts of nuclear power by 2050? The growth won't even start materializing in earnest until 2030, from roughly half that figure.
And while the buzz surrounding small modular reactors is plenty bullish, the BWRX-300 SMRs made by GE Vernova's (NYSE: GEV) joint venture with Hitachi, currently being installed in Ontario, Canada, for Ontario Power Generation, will be North America's first grid-connected SMRs. But this facility won't become operational until 2030 (and that assumes everything proceeds according to plan).
Investing in nuclear power's revival will require incredible patience. That's not a bad thing, though. It means you'll have time to do plenty of research and hold out for pullbacks.
3. The best investment opportunities may be ancillary
Last but not least, enriched uranium suppliers like Cameco and Centrus, and nuclear reactor makers like GE Vernova, Oklo, or Cameco's Westinghouse are the revitalized industry's obvious winners. But they may not be investors' best opportunities from here. They're already fully priced with respect to their risk and reward, specifically because they're obvious.
The best investment opportunities stemming from nuclear power's resurgence may, rather, be in companies that don't so obviously benefit from the renewed movement.
Clearly, GE Vernova is one of these names, but hardly the only one. Construction companies like Fluor Corp. (NYSE: FLR) and Jacobs Solutions (NYSE: J) are well-positioned for growth too, leveraging their extensive experience with such complex projects.
Then there's Amentum Holdings (NYSE: AMTM), which doesn't build nuclear reactor power plants or supply fuel for them. Instead, Amentum helps the nuclear power industry manage its spent fuel and other waste, and monitor for dangerous radiation levels. That's not all it does. But if nuclear power production is going to triple between now and 2050, the need for the proper disposal of nuclear waste is going to triple as well.
That's just a small sampling of all the unnamed and overlooked stocks that could thrive thanks to the rekindled growth of the nuclear power industry, of course.
Where to invest $1,000 right now
When our analyst team has a stock tip, it can pay to listen. After all, Stock Advisor’s total average return is 933%* — a market-crushing outperformance compared to 212% for the S&P 500.
They just revealed what they believe are the 10 best stocks for investors to buy right now, available when you join Stock Advisor.
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James Brumley has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Amentum, Cameco, and GE Vernova. The Motley Fool recommends NuScale Power. The Motley Fool has a disclosure policy.
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3 Things Smart Investors Know About the Nuclear Power Comeback

Looking at options trading activity among components of the S&P 500 index, there is noteworthy activity today in Applied Materials, Inc. (Symbol: AMAT), where a total volume of 31,005 contracts has been traded thus far today, a contract volume which is representative of approximately 3.1 million underlying shares (given that every 1 contract represents 100 underlying shares). That number works out to 48.9% of AMAT's average daily trading volume over the past month, of 6.3 million shares. Particularly high volume was seen for the $530 strike call option expiring October 16, 2026, with 2,468 contracts trading so far today, representing approximately 246,800 underlying shares of AMAT. Below is a chart showing AMAT's trailing twelve month trading history, with the $530 strike highlighted in orange:
Alphabet Inc (Symbol: GOOG) options are showing a volume of 74,721 contracts thus far today. That number of contracts represents approximately 7.5 million underlying shares, working out to a sizeable 43% of GOOG's average daily trading volume over the past month, of 17.4 million shares. Particularly high volume was seen for the $335 strike put option expiring October 02, 2026, with 2,219 contracts trading so far today, representing approximately 221,900 underlying shares of GOOG. Below is a chart showing GOOG's trailing twelve month trading history, with the $335 strike highlighted in orange:
And GE Vernova Inc (Symbol: GEV) saw options trading volume of 9,108 contracts, representing approximately 910,800 underlying shares or approximately 40.7% of GEV's average daily trading volume over the past month, of 2.2 million shares. Especially high volume was seen for the $860 strike put option expiring November 06, 2026, with 319 contracts trading so far today, representing approximately 31,900 underlying shares of GEV. Below is a chart showing GEV's trailing twelve month trading history, with the $860 strike highlighted in orange:
For the various different available expirations for AMAT options, GOOG options, or GEV options, visit StockOptionsChannel.com.
Further AMAT Research:

Noteworthy Tuesday Option Activity: AMAT, GOOG, GEV

Key Points
The Invesco S&P 500 Quality ETF holds 100 S&P 500 members ranked for their high-quality financials.
The ETF outperformed the S&P 500 during the last bear market.
I expect it to beat the S&P 500 the next time there's a bear market.
Morningstar has stated that this ETF's holdings should "help it stay afloat during bear markets." However, most investors have never heard of this fund, even though it holds only stocks from the popular S&P 500.
The Invesco S&P 500 Quality ETF (NYSEMKT: SPHQ) focuses on the highest-quality stocks in the S&P 500 Index (SNPINDEX: ^GSPC), making it a more defensive holding. That focus on quality over quantity leads me to predict it will be the best ETF to buy during a bear market for those seeking a less volatile holding.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
The highest quality stocks
The S&P 500 holds the 500 largest publicly traded companies weighted by market cap. With many of the biggest tech companies growing significantly over the past decade, the broad market index is at its most concentrated level since 1965. Its 10 largest holdings comprise nearly 40% of its value.
The Invesco S&P 500 Quality ETF takes that same pool and screens for companies with the highest quality score. This metric focuses on three fundamental measurements: return on equity, accruals ratio, and financial leverage ratio. The fund rebalances and reconstitutes its holdings twice a year, ensuring it holds 100 of the highest quality S&P 500 members.
The ETF currently holds 99 stocks. While it still has a heavy concentration among its 10 largest holdings (43.4% on 99 holdings, not 500), its top 10 is much less tech-heavy. This group also features Mastercard, Visa, GE Vernova, Costco, and GE Aerospace.
Bear market performance
Morningstar notes that the Invesco S&P 500 Quality ETF focuses on large, profitable companies, which gives it a more defensive posture and makes it less volatile during bear markets. We saw that during the 2022 rate-hike bear market, the fund outperformed the S&P 500, with the ETF declining 17.3% compared to the broader market index's 19.4% slump. With less tech concentration at the top these days and higher overall quality, I'd expect this ETF to deliver even wider outperformance relative to the S&P 500 if we were to endure an AI-driven bear market.
However, it is worth noting that the ETF still has a relatively high tech concentration, at 35.8%. That's only slightly less than the S&P 500 at 37.9%. It just shows the high quality of tech stocks these days, as reflected in their financial metrics. While a bear market would likely drive down tech stock valuations, bear-market survivability would be much less of a concern than it was in the dot-com bust or during the financial crisis.
Consider focusing on quality over quantity during the next bear market
The S&P 500 provides exposure to the 500 largest companies, weighted by market cap. The Invesco S&P 500 Quality ETF narrows the field to the 100 or so highest-quality large companies and gives more weight to their financial quality than to market cap. That leads me to predict it will outperform the S&P 500 during the next bear market, making it an ideal fund to buy whenever the market starts to look shaky.
Should you buy stock in Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Quality ETF right now?
Before you buy stock in Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Quality ETF, consider this:
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Quality ETF wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.
Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $383,680!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,382,954!*
Now, it’s worth noting Stock Advisor’s total average return is 937% — a market-crushing outperformance compared to 214% for the S&P 500. Don't miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors.
*Stock Advisor returns as of September 28, 2026.
Matt DiLallo has positions in Mastercard and Visa. The Motley Fool has positions in and recommends Costco Wholesale, GE Aerospace, GE Vernova, Mastercard, and Visa. The Motley Fool has a disclosure policy.

Prediction: This Lesser-Known ETF Will Be the Best Bear Market Buy

Key Points
X-Energy and GE Vernova both develop small modular nuclear reactors.
GE Vernova is an established industrial giant with a massive $176 billion backlog.
X-Energy went public earlier this year and has major deals with Dow and Amazon.
Growing power demands from artificial intelligence (AI) data centers have thrust energy stocks into the spotlight. Once a sleepy corner of the market known for its modest growth, energy has become a top focus for technology companies, creating opportunities for investors.
Data center operators are rushing to secure power wherever they can, a powerful tailwind for GE Vernova's (NYSE: GEV) gas turbine equipment. But in the longer term, hyperscalers are looking toward nuclear energy and advanced small modular reactors (SMRs).
Missed AI’s "Act 1"? Act 2 Could Be 15x Bigger. Most investors think they missed the AI boat because they didn't buy Nvidia in 2005. But according to our analysts, we’re only at the end of "Act 1"—the R&D phase. "Act 2" is the global rollout. Continue »
X-Energy (NASDAQ: XE), which made its initial public offering (IPO) in April, and GE Vernova both develop SMRs, which promise to make nuclear energy modular, scalable, and safer than traditional large nuclear power plants.
With GE Vernova as a more mature megacap industrial leader, investors may be wondering whether X-Energy offers more upside from here. Let's compare the two companies to find out.
GE Vernova and X-Energy both develop small modular nuclear reactors
GE Vernova is seeing incredible demand for its gas-powered turbines from utilities and data center operators. Fueled by natural gas, these turbines are seen as a bridge power solution for companies looking to meet their energy needs today. At the end of the second quarter, GE Vernova has 116 gigawatts (GW) of capacity under contract and a $176 billion backlog.
Gas turbines have driven much of GE Vernova's recent growth. But the company offers power solutions beyond gas, including a light-water small modular reactor (SMR), the BWRX-300, which its subsidiary manufactures in partnership with Hitachi. Its SMR is a boiling-water nuclear reactor that uses low-enriched uranium (LEU), which is commonly used in traditional reactors.
X-Energy is developing its own SMR, the Xe-100, which uses helium gas for cooling instead of water. By using helium gas, the Xe-100 can reach temperatures up to 750 degrees celcius, making it useful for industrial processes such as hydrogen production, chemical manufacturing, and desalination. In addition, the Xe-100 uses tri-structural isotropic (TRISO) pebbles for fuel, which have been called "the most robust nuclear fuel on Earth" by the U.S. Department of Energy.
Which stock is right for you?
GE Vernova and X-Energy are both working on SMR nuclear technology, but they are at very different stages in their lifecycles.
GE Vernova is a mature industrial leader with a massive global reach and a market capitalization of $250 billion. For more conservative investors seeking exposure to a company that can meet AI power demands today and still offer upside from its nuclear technology in the 2030s, GE Vernova is the better buy.
X-Energy is still in its very early stages. It aims to complete construction and installation at its TX-1 fuel facility next year and begin commercial fuel fabrication by 2028. The nuclear company is also targeting the 2030s for deploying its Xe-100 SMRs to customers such as Dow Chemical and Amazon.
For these reasons, X-Energy is a highly speculative, volatile small-cap stock with more to prove over the next few years. But it also offers more explosive upside potential if it succeeds.
Should you buy stock in X-Energy right now?
Before you buy stock in X-Energy, consider this:
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and X-Energy wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.
Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $383,680!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,382,954!*
Now, it’s worth noting Stock Advisor’s total average return is 937% — a market-crushing outperformance compared to 214% for the S&P 500. Don't miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors.
*Stock Advisor returns as of September 27, 2026.
Courtney Carlsen has positions in GE Vernova. The Motley Fool has positions in and recommends Amazon and GE Vernova. The Motley Fool recommends Hitachi. The Motley Fool has a disclosure policy.
Founded in 1993 in Alexandria, VA., by brothers David and Tom Gardner, The Motley Fool is a multimedia financial-services company dedicated to building the world's greatest investment community. Reaching millions of people each month through its website, books, newspaper column, radio show, television appearances, and subscription newsletter services, The Motley Fool champions shareholder values and advocates tirelessly for the individual investor. The company's name was taken from Shakespeare, whose wise fools both instructed and amused, and could speak the truth to the king -- without getting their heads lopped off.

X-Energy vs. GE Vernova: Is the New IPO the Better Buy?

GE Vernova (NYSE: GEV) and Bloom Energy (NYSE: BE) are addressing the AI data center power shortage from opposite directions. One brings generation and grid scale. The other brings fast onsite deployment. I break down the growth, valuation, risks, and the one trade-off that could determine which stock has the stronger long-term setup.
Stock prices used were the market prices of Sept. 11, 2026. The video was published on Sept. 27, 2026.
Missed AI’s "Act 1"? Act 2 Could Be 15x Bigger. Most investors think they missed the AI boat because they didn't buy Nvidia in 2005. But according to our analysts, we’re only at the end of "Act 1"—the R&D phase. "Act 2" is the global rollout. Continue »
Should you buy stock in GE Vernova right now?
Before you buy stock in GE Vernova, consider this:
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and GE Vernova wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.
Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $383,680!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,382,954!*
Now, it’s worth noting Stock Advisor’s total average return is 937% — a market-crushing outperformance compared to 214% for the S&P 500. Don't miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors.
*Stock Advisor returns as of September 27, 2026.
Rick Orford has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Bloom Energy and GE Vernova. The Motley Fool has a disclosure policy. Rick Orford is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through their link, they will earn some extra money that supports their channel. Their opinions remain their own and are unaffected by The Motley Fool.
Founded in 1993 in Alexandria, VA., by brothers David and Tom Gardner, The Motley Fool is a multimedia financial-services company dedicated to building the world's greatest investment community. Reaching millions of people each month through its website, books, newspaper column, radio show, television appearances, and subscription newsletter services, The Motley Fool champions shareholder values and advocates tirelessly for the individual investor. The company's name was taken from Shakespeare, whose wise fools both instructed and amused, and could speak the truth to the king -- without getting their heads lopped off.

GE Vernova vs. Bloom Energy: Which AI Power Stock Has the Edge?

Key Points
Anthropic and OpenAI are consuming tremendous amounts of electricity.
That's great news for GE Vernova, which makes turbines and other equipment used in producing electricity.
GE Vernova's stock's lofty valuation is arguably justified by its booming business.
Two of the hottest artificial intelligence (AI) companies on the planet plan to go public. Anthropic filed a confidential S-1 initial registration statement with the U.S. Securities and Exchange Commission (SEC) on June 1, 2026, and plans to conduct an initial public offering (IPO) in November. OpenAI filed its S-1 a week later than Anthropic and will likely hold its IPO next year.
While investors eagerly await the debuts of these two prominent AI stocks, there's another stock they can buy right now that is directly benefiting from the success of both Anthropic and OpenAI. GE Vernova (NYSE: GEV) doesn't care which of these AI model leaders go public first -- it wins either way.
Missed AI’s "Act 1"? Act 2 Could Be 15x Bigger. Most investors think they missed the AI boat because they didn't buy Nvidia in 2005. But according to our analysts, we’re only at the end of "Act 1"—the R&D phase. "Act 2" is the global rollout. Continue »
Power hungry
As Anthropic and OpenAI scramble to deliver increasingly advanced AI models, the electricity needed to run their systems continues to grow. Electric power ranks among the most precious commodities fueling the AI boom.
OpenAI has stated that "electrons are the new oil." The company has urged the U.S. government to increase investment in electricity production and has specifically pushed for an additional 100 gigawatts of power capacity per year.
Anthropic is singing from the same page in the hymnal. It released a report in July 2025 titled "Build AI in America" that declared, "Frontier AI model training requires continuous access to firm, reliable power sources, and meeting this goal will require extraordinary U.S. energy capacity across a range of energy technologies."
However, the seemingly insatiable electricity demand by AI data centers has been at the center of an ongoing controversy. Some accuse AI companies of driving up electricity costs for other customers. In response to criticism, both Anthropic and OpenAI have committed to paying higher electricity prices for their data centers.
A win-win scenario for GE Vernova
GE Vernova and its shareholders are thoroughly enjoying the surge in the build-out of power-hungry data centers. The company's three business segments are each "picks-and-shovels" providers to the AI industry. Its power segment manufactures power generation equipment, including gas turbines. GE Vernova's wind segment makes turbines and blades for wind power generation. The company's electrification segment markets products and services for the transmission, distribution, and storage of electricity.
The industrial stock has skyrocketed more than 6x since its spin-off from GE (NYSE: GE) (now GE Aerospace) in April 2024. Even though GE Vernova's share price has pulled back from its highs set in June 2026, the stock remains up around 45% year to date.
A quick look at GE Vernova's latest quarterly results helps explain its impressive stock performance. The company's new orders jumped 88% year over year in the second quarter of 2026 to $24.2 billion, with especially strong growth in its power and electrification segments. The electrification segment's orders from data centers alone topped $5 billion in the first half of 2026, more than double the total from all of 2025.
GE Vernova is, for all practical purposes, agnostic about which AI companies or models achieve the most commercial success. If and when Anthropic and OpenAI raise additional capital through their respective IPOs, both companies will almost certainly spend more on electricity going forward. GE Vernova is in a win-win scenario.
Is GE Vernova stock a buy?
Because Anthropic's and OpenAI's S-1 filings were confidential, investors don't yet know as much about the two companies' financial positions as they'd prefer. That isn't the case with GE Vernova. Its books are wide open to anyone to examine -- and there's a lot to like in the numbers you'll see.
However, some investors will quickly spot one area of concern with GE Vernova. The stock trades at roughly 38 times forward earnings. This valuation makes the industrial giant more expensive than most of the typically pricey "Magnificent Seven" stocks.
Still, most Wall Street analysts view GE Vernova as a smart pick right now. I think they're right to be bullish. GE Vernova's shares are expensive, but they're worth the premium.
Should you buy stock in GE Vernova right now?
Before you buy stock in GE Vernova, consider this:
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and GE Vernova wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.
Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $383,680!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,382,954!*
Now, it’s worth noting Stock Advisor’s total average return is 937% — a market-crushing outperformance compared to 214% for the S&P 500. Don't miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors.
*Stock Advisor returns as of September 27, 2026.
Keith Speights has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends GE Aerospace and GE Vernova. The Motley Fool has a disclosure policy.