S&P 500 finishes at 7,533.77; chip downturn overshadows broad earnings gains
The S&P 500 ended Thursday at 7,533.77, slipping 0.51% even as almost 75% of its components rose. The Nasdaq Composite dropped 1.47%.
GE Aerospace (NYSE:GE) recovery turns attention of investors from orders to performance at repair facilities
Shares of GE Aerospace climbed 3.1% on Friday morning, despite a lower open for Wall Street’s leading indexes. The stock recouped close to 75% of the loss it suffered after Thursday’s earnings report. U.S. cash markets remained open.
Trump’s 21,000 Trades Show Policy Exposure, Not Portfolio Skill
Donald Trump’s trading history resembles that of a portfolio run by algorithms, not a source of stock tips. For investors, policy links at some holdings matter more.
GE Aerospace (NYSE:GE) raises 2026 free-cash-flow outlook as working capital drives Q2 growth
GE Aerospace raised its 2026 outlook after beating second-quarter estimates, though the cash-flow statement shows that most of the year-on-year improvement came from working capital rather than a similar increase in earnings. Free cash flow, cash from operations after capital spending, grew by $907 million, with an $813 million swing in operating working capital accounting for about 90% of that rise.
GE Aerospace Stock’s $368 Billion Valuation Faces a 2.2% Cash-Flow Test
GE Aerospace fell 1.7% to $353.12 by 1:10 p.m. EDT on Monday, leaving it valued at about $368.4 billion three days before its quarterly report. At that price, investors are paying 43.9 to 46.1 times the company’s $8.0 billion-to-$8.4 billion 2026 free-cash-flow guide — cash left after capital spending. That is a demanding hurdle for the next update.
The Biggest Earnings Reports This Week: Banks, TSMC and Netflix Put Wall Street’s Profit Boom on Trial
The market’s central question is whether the profit surge can broaden beyond artificial-intelligence chips and energy without exposing weaker credit. The evidence points to a cautious yes: analysts expect S&P 500 second-quarter earnings to rise 23.4% from a year earlier, and this week’s bank slate will test loan demand and consumer health. The answer still hinges on Taiwan Semiconductor Manufacturing Co. defending its high-growth, heavy-investment outlook. Guidance — management’s forecast for coming quarters — matters more now than another round of backward-looking beats.
GE Aerospace jumps to 52-week high on reported U.S. plans for Turkey engine sale
GE Aerospace climbed 2.94% to $366.96 in early afternoon trading Wednesday, pulling back a bit after reaching $369.25, the highest print on its quote page in the last 52 weeks. Shares started at $356.84, a touch higher than Tuesday's $356.47 close.
Caterpillar’s AI power trade gets fresh proof as Microsoft-Chevron deal taps Solar Turbines
Caterpillar was pulled deeper into the artificial-intelligence power trade on Monday after Chevron said a Caterpillar unit would help supply capacity for Project Kilby, a 2.67-gigawatt natural-gas power development tied to a Microsoft-operated data center in West Texas. The project gives the heavy-equipment maker a concrete place in one of the largest U.S. co-located power-and-compute plans disclosed so far.
AI Infrastructure Stocks Outpace Nvidia as Power Becomes the Bottleneck
GE Vernova, Vertiv and Eaton outpaced Nvidia in the holiday-shortened U.S. week, while federal regulators moved to address the grid connections holding back new data centers.
GE Aerospace Stock Caps Shortened Week Higher as July Earnings Test Looms
GE Aerospace shares ended a holiday-shortened week sharply higher, leaving investors to weigh whether the jet-engine maker’s aftermarket strength can justify a stock that has already run hard into summer.
GE Vernova Stock Rebounds as AI Power Demand Keeps Electrification in Focus
GE Vernova shares climbed Monday as investors moved back into one of the market’s biggest AI power-infrastructure trades. The stock was recently at $974.82, up $34.16, or about 3.6%, with a market value near $265 billion. The gain extended Friday’s rebound, when GE Vernova rose 3.74% to close at $940.66 after two straight gains.
GE’s Air Force Engine Win Draws Attention to Drone Push
GE Aerospace picked up a U.S. Air Force contract for its GE426 engine, pushing the company deeper into the fight to supply engines for autonomous combat planes expected to operate alongside crewed aircraft. The deal funds a preliminary design review, which is an early technical step before moving to pricier prototyping and trials, part of the Air Force’s medium-thrust Autonomous Collaborative Platform program.
GE Aerospace Shares in Focus After Trump Comments, Details on Engine Deal Still Absent
GE Aerospace shares traded higher on Monday, with investors looking at signs of a China aviation opening. The civil aviation regulator in China said it met with executives from GE and Boeing in Beijing after U.S. President Donald Trump said China planned to buy 200 Boeing jets. This would be the first major Chinese order for Boeing in roughly ten years, but details on a possible Boeing jet order involving hundreds of GE engines were light.
GE Vernova Stock Drops as Texas Nuclear-Gas Deal Tests the AI Power Boom
Shares of GE Vernova Inc. slipped in Thursday afternoon trading, pulling back from their recent surge as one of Wall Street’s standout AI-power names. The stock traded at $1,048, off $70.96 from Wednesday’s close. Earlier, it kicked off at $1,107.81 and hit $1,122.30 before turning lower, according to market data.
Why GE Aerospace Stock Fell Despite an Earnings Beat and a $210 Billion Backlog
GE Aerospace slumped roughly 4% Wednesday, despite topping first-quarter expectations and signaling it's tracking toward the upper end of its 2026 profit outlook. Investors focused instead on the company’s decision to hold its full-year guidance steady, pushing the stock lower.
GE Vernova Lifts 2026 Forecast as AI Data-Center Power Demand Drives Orders
GE Vernova bumped up its 2026 revenue forecast on Wednesday, crediting a surge in first-quarter orders as data center demand fueled gains across its power and electrification divisions. The company now targets revenue between $44.5 billion and $45.5 billion for 2026, a notch higher than its earlier range of $44 billion to $45 billion, after logging $18.3 billion in orders for the quarter.
US Stock Market Premarket Today: Why Nasdaq Futures Are Rising Before the Bell
U.S. stock index futures ticked up in early trade Tuesday, with the Nasdaq 100 out front, as traders weighed a new AI-driven rally against lingering skepticism on U.S.-Iran talks. Dow futures added 61 points, S&P 500 futures were up 0.2%, and Nasdaq 100 futures posted a 0.3% gain, according to Barron’s.
GE Vernova Stock Falls, but 2026 Gas Orders and a $40 Billion Nuclear Plan Keep It in Focus
Shares of GE Vernova slipped roughly 4% Monday. Investors digested company talk about firmer gas orders expected for 2026, plus a U.S.-Japan energy agreement featuring GE Vernova Hitachi reactor work. The stock traded at $818.46 as of 3:49 p.m. EDT.
GE Aerospace Shareholder Fight Intensifies as ADL, JLens Urge Rejection of Proposal 7
ADL and JLens urged GE Aerospace shareholders on Monday to vote down Proposal 7, which heads to the ballot at the jet-engine giant’s May 5 annual meeting. The measure calls for an independent probe into how GE assesses human-rights risks tied to its defense products’ end users. GE’s board is already recommending a no vote.
GE Aerospace Stock Gets Fresh Institutional Backing as New Filings Show Wall Street Split
Weekend filings reveal that Avior Wealth Management and Harbor Investment Advisory both ramped up bets on GE Aerospace last quarter, boosting their positions by 6,876 and 7,820 shares, respectively. That left Avior holding 11,564 shares—valued near $3.56 million—while Harbor finished the quarter at 10,250 shares, a roughly $3.16 million stake. The U.S. Securities and Exchange Commission accepted the disclosures Jan. 6 and Jan. 7.
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