U.S. says $80 billion worth of nuclear reactors will be built. Cameco’s stock jumps. The U.S. government announced a pact to build at least $80 billion worth of nuclear reactors, in a pact to meet the growing power demands caused by artificial intelligence.

U.S. says $80 billion worth of #nuclear #reactors will be built. Cameco’s stock jumps.

#Westinghouse AP1000 line of nuclear reactors will be used

#GE #Vernova BWRX-300 #small #modular #nuclear reactors also to be made, with Japanese investment

OpenAI wants all the gas power — and prices go up OpenAI’s favoured strategy was always to just outspend everyone. That’s why DeepSeek just saying they could do AI training cheaper crashed th...

#Data #centres #Energy #GE #Vernova #Mitsubishi #Heavy […]

[Original post on pivot-to-ai.com]

GE Vernova price target raised to $511 from $422 at Morgan Stanley Investing.com - Morgan Stanley raised its price target on GE Vernova stock (NYSE:GEV) to $511 from $422 while maintaining an Overweight rating, citing continued pricing improvements in the Gas segment and longer-term upside potential in Nuclear operations. The firm increased its 2025-2035 revenue compound annual growth rate by 90 basis points and projected 150 basis points higher EBITDA margins for 2030-2035. The new price target implies a 16.9x multiple on Morgan Stanley’s 2028 EBITDA estimate, representing approximately 2% upside from Monday’s closing price. Morgan Stanley also raised its bull case to $727, suggesting potential upside of 45%, while increasing its bear case to $325, reflecting a narrower range of financial outcomes for 2028 as the company’s earnings power becomes clearer. The firm noted "consistent indications of continued strong demand, elevated pricing, and no clear end to the current supply-demand tightness for gas turbines" as key factors supporting the revised outlook. GE Vernova currently trades at 16 times Morgan Stanley’s 2028 EBITDA estimate of $8.0 billion, and approximately 14-15 times buyside consensus EBITDA estimates of $8.5-9.0 billion, representing about a 100% premium to Siemens (ETR:SIEGn) Energy on 2028 EBITDA multiples. This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

Click Subscribe #GE #Vernova #MorganStanley #StockMarket #Investing

Original post on freshercareers.in

GE Vernova Off Campus Hiring 2025 – Graduate Engineer Trainee – Apply Now! GE Vernova Off Cam...

freshercareers.in/ge-vernova-off-campus/

#Fresher #jobs #B.E/ #B.Tech #Bachelor’s […]

[Original post on freshercareers.in]