You Can Do Better Than Tesla: 3 Industrial Stocks With More Upside

The article argues that three industrial stocks—Caterpillar, Lockheed Martin, and GE Vernova—offer better investment opportunities than Tesla. These companies benefit from AI-driven electricity demand and defense spending, with record order backlogs stretching years into the future. Caterpillar's power generation revenue surged 75%, Lockheed Martin's backlog reached $292 billion, and GE Vernova's backlog hit $197 billion, while Tesla faces margin pressures and a softening EV market.

11/13/2026, 11:45 AM • The Motley Fool

5 Great AI Infrastructure Stocks to Buy on a Dip

The AI sector has experienced a recent market dip, but five infrastructure companies show strong fundamentals and improving earnings momentum. GE Vernova, Vertiv, ON Semiconductor, Comfort Systems USA, and SPX Technologies all benefit from accelerating AI data center demand, with expanding backlogs and raised guidance despite stock price declines over the past three months.

11/11/2026, 10:45 AM • The Motley Fool

GE Vernova's Orders Jumped 96%. The Number Hiding Underneath Is Electrification's 9% Decline.

GE Vernova reported strong Q3 2026 results with orders up 96% year-over-year to $29 billion and sales up 27%, driven by AI data center electricity demand. However, the electrification division saw orders decline 9%. The article argues this decline is not concerning, as it resulted from an unusually strong Q3 2025 comparison, and the division maintains a healthy 1.4x book-to-bill ratio, indicating continued order strength.

11/11/2026, 6:15 AM • The Motley Fool

GE Vernova's Backlog Hit $197 Billion and the Stock Fell Anyway. Here's What a $10,000 Investment Could Be Worth by 2030.

GE Vernova's backlog reached $197 billion, supporting predictable revenue through 2030. Despite strong fundamentals, the stock declined. A $10,000 investment could grow to $13,420-$16,778 by 2030 depending on whether the company trades at 20x or 25x free cash flow multiples, with growth driven by services revenue from its expanding installed base of gas turbines and electrical equipment.

11/10/2026, 6:30 PM • The Motley Fool

GE Vernova, Vertiv, and Bloom Energy Just Lost 10% to 24% in a Week. Here's What Set Off the AI Power Sell-off.

GE Vernova, Vertiv, and Bloom Energy experienced significant stock declines of 10-24% over a week due to inflation concerns and AI financing worries, particularly around CoreWeave's debt. However, all three companies reported strong Q3 results with robust demand for AI power infrastructure. Despite valuation concerns and execution risks, analysts suggest the pullback may present attractive entry points for long-term investors.

11/10/2026, 11:00 AM • The Motley Fool

Not Bloom Energy. Not Vistra. This AI Power Stock Just Posted a 96% Jump in Orders.

GE Vernova reported a 96% year-over-year increase in orders for power-generating equipment, with a $197 billion backlog (over 4 years of revenue). Despite a post-election sell-off in power stocks, the company's business remains resilient as 80% of customers are traditional utility companies unaffected by AI industry fluctuations.

11/08/2026, 12:45 PM • The Motley Fool

AI Power Stocks Just Fell 6.3% to 9.3% on Financing Fears. SpaceX Just Said New Compute Pays Back in Under a Year.

AI power stocks GE Vernova and Bloom Energy fell on financing concerns, but SpaceX reported that its new compute investments pay back in under a year with pricing above previous guidance. SpaceX's Super Intelligence segment generated $7.6B in Q3 revenue, and the company plans to expand compute capacity from 1.7 to 2.5-3 gigawatts by year-end, with potential for 10 additional gigawatts in 2027, though massive capex requirements present execution risks.

11/08/2026, 9:35 AM • The Motley Fool

GE Vernova vs. Vistra: Which Industrials Stock Is a Better Buy for 2027?

GE Vernova and Vistra are both positioned to benefit from rising global electricity demand, but they operate in different segments. GE Vernova manufactures power generation equipment and technology with a $197 billion backlog and involvement in small modular reactors, while Vistra is an integrated power producer serving 5 million customers. The article recommends GE Vernova as the better choice due to its larger market opportunity, stronger profitability margins, lower regulatory risk, and strategic positioning in nuclear energy growth.

11/06/2026, 8:55 PM • The Motley Fool

Venture Global Wants to Be an "AI Utility." Its 10-Gigawatt Plan Still Needs Customers.

Venture Global, an LNG exporter, is pivoting to become an "AI utility" by building 10 gigawatts of data center capacity through modular power islands by 2034. The company has framework agreements with GE Vernova and Baker Hughes for equipment, with power expected online in 2028-2029. However, it still lacks binding agreements with major hyperscalers, which represents a critical hurdle for this capital-intensive expansion.

11/04/2026, 7:50 AM • The Motley Fool

Why GE Vernova Stock Crept Higher on Monday

GE Vernova stock rose on Monday following a positive mention in Bernstein SocGen's research note on AI infrastructure stocks. The analyst flagged GE Vernova as its top pick in alternative energy and technology for the AI revolution, citing the company's role as a reliable supplier of 24/7 power systems for data centers. Despite potential political headwinds that could affect 55% of the data center pipeline post-midterm elections, Bernstein believes economic growth opportunities will prevail. GE Vernova's rapidly growing backlog, estimated to reach $200 billion next year, is seen as sufficient to drive growth regardless of political pressure.

11/02/2026, 7:16 PM • The Motley Fool

3 AI Power Stocks to Hold for the Next 10 Years

As AI data centers are expected to triple electricity consumption by 2030, three power infrastructure stocks are positioned to profit: GE Vernova supplies grid equipment and turbines, Vertiv provides power and cooling systems for servers, and Vistra generates and sells electricity. All three are expected to deliver 32-39% annual earnings growth despite trading at reasonable valuations of 14-36x forward earnings.

11/02/2026, 11:00 AM • The Motley Fool

Stock-Split Watch: GE Vernova Trades Above $890 With a $176 Billion Backlog. Is a Split Next?

GE Vernova trades at $890 per share with a $237 billion market cap, prompting speculation about a potential stock split. The company reported strong Q3 results with 96% organic order growth and a $197 billion backlog, though management is currently focused on share buybacks rather than splits. A split may occur if the stock price sustains above $1,000 per share.

10/31/2026, 7:42 AM • The Motley Fool

Why GE Vernova Stock Fell on Friday

GE Vernova reported strong Q3 earnings with 27% revenue growth and a record $197 billion backlog, along with a $9 billion acquisition of Trench Group. However, the stock fell 4.9% as multiple analysts cut price targets amid an AI infrastructure sell-off. Despite concerns about conversion timing and margin expansion, the company raised full-year guidance and doubled buyback authorization, with analysts remaining bullish on long-term prospects.

10/30/2026, 4:44 PM • The Motley Fool

Anthropic Just Committed Up to $567 Billion to Compute and Infrastructure. These 3 Industrial Stocks Build What That Money Buys.

Anthropic's planned $542-567 billion spending on compute and infrastructure highlights massive opportunities for industrial companies supplying power and equipment to AI data centers. Caterpillar, Bloom Energy, and GE Vernova are positioned to benefit from demand for backup generators, fuel cells, and electrical equipment needed to build and operate these facilities.

10/30/2026, 4:50 AM • The Motley Fool

GE Vernova's $197 Billion Backlog, $9 Billion Acquisition, and One Clear Strategy

GE Vernova reported staggering Q3 results with orders jumping 96% and backlog reaching $197 billion, driven by AI data center demand. The company announced a $9 billion acquisition of Trench Group to secure critical grid components and lock up supply chain bottlenecks for competitors. Management raised full-year guidance and doubled its stock buyback plan to $20 billion.

10/29/2026, 10:37 AM • The Motley Fool