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NYSE:GE News 30 January 2026 - 7 February 2026

Defense and space stocks rally, but Trump’s buyback-dividend squeeze is the next test

Defense and space stocks rally, but Trump’s buyback-dividend squeeze is the next test

U.S. space and defense stocks rose Friday, with sector ETFs gaining up to 4.8% and Lockheed Martin up 2.4%. Investors are awaiting a Pentagon list that could restrict buybacks and dividends at underperforming contractors under a Trump executive order. Companies named would have 15 days to submit remediation plans. Lockheed’s board approved a $3.45 per share dividend for Q1 2026.
GE Vernova stock jumps 4% as Baird turns bullish and $2.6 billion bond deal settles

GE Vernova stock jumps 4% as Baird turns bullish and $2.6 billion bond deal settles

GE Vernova shares rose about 4% to $767.26 by midday Friday after Baird upgraded the stock to Outperform and raised its price target to $923. The company completed a $2.6 billion senior notes offering to help fund its acquisition of the remaining Prolec GE stake. The rebound follows a two-day slide that erased a recent winning streak. First-quarter earnings are scheduled for April 22.
6 February 2026
GE Vernova stock pulls back after a volatile week — new wind orders, bond sale and a fresh Baird upgrade in focus

GE Vernova stock pulls back after a volatile week — new wind orders, bond sale and a fresh Baird upgrade in focus

GE Vernova shares fell about 1% to $737.53 in after-hours trading Thursday, extending losses from Wednesday’s drop. The company announced $2.6 billion in new bonds, fresh wind repower orders, and a major electrification contract. Baird upgraded the stock and raised its price target to $923. Investors await GE Vernova’s April 22 earnings report.
GE Vernova stock price today: GEV slips as $2.6B bond deal closes, wind repower update back in view

GE Vernova stock price today: GEV slips as $2.6B bond deal closes, wind repower update back in view

GE Vernova shares fell 1.6% to $734.33 Thursday after completing a $2.6 billion senior notes offering to help fund its Prolec GE acquisition. The company reported 1.1 GW of U.S. wind repower orders for 2025, prompting Baird to upgrade the stock. Xcel Energy finalized deals with GE Vernova for gas turbines and wind projects amid rising power demand.
GE Aerospace stock flat as Boeing 777X GE9X seal issue, Singapore repair push grab attention

GE Aerospace stock flat as Boeing 777X GE9X seal issue, Singapore repair push grab attention

GE Aerospace shares edged up 0.04% Tuesday after the company disclosed a possible durability issue with a seal on its GE9X engine for Boeing’s 777X. GE plans to invest up to $300 million expanding its Singapore engine-repair operations, adding automation and AI inspection tools. Moody’s upgraded GE Aerospace’s senior unsecured rating to A2, citing a positive outlook.
GE Aerospace stock price in focus after Boeing 777X GE9X seal issue surfaces after close

GE Aerospace stock price in focus after Boeing 777X GE9X seal issue surfaces after close

GE Aerospace is investigating a possible durability issue with the GE9X engine used in Boeing’s delayed 777X, disclosing the problem after markets closed Monday. GE shares ended up 0.63% at $308.71. The issue involves an engine seal and may require redesign, according to Bloomberg. GE also signed a research partnership in Singapore focused on next-generation aviation technologies.
GE Aerospace stock price today: Moody’s upgrade and Singapore tech deals lift GE shares

GE Aerospace stock price today: Moody’s upgrade and Singapore tech deals lift GE shares

GE Aerospace shares rose 0.6% to $308.50 after Moody’s upgraded its senior unsecured rating to A2. The company signed a memorandum with Singapore authorities to establish SPAARC, focusing on AI and airspace modernization. CFM International and Airbus also agreed to test open fan engine technology in Singapore. Supply-chain disruptions continue to impact engine makers, according to IATA.
GE Aerospace stock price up 2.7% into weekend as 10-K filing puts engine services in focus

GE Aerospace stock price up 2.7% into weekend as 10-K filing puts engine services in focus

GE Aerospace shares closed up 2.65% at $306.79 Friday, trading 7.4 million shares as Wall Street slipped. The company’s annual report, filed Jan. 29, does not reflect recent organizational changes; recast segment financials are expected before first-quarter earnings on April 28. CEO Larry Culp said LEAP engine production will rise 28% in 2025, with durability upgrades on track for mid-2026 certification.
1 February 2026
GE Aerospace stock jumps nearly 3% after fresh 10‑K hints at segment recast

GE Aerospace stock jumps nearly 3% after fresh 10‑K hints at segment recast

GE Aerospace shares closed up 2.9% at $307.46 Friday, defying a broader market decline after the company reported an 11% rise in performance obligations to $190.6 billion and announced a $1 billion investment to expand engine shop capacity. The company will revise segment financials before its first-quarter earnings release and confirmed its annual shareholder meeting for May 5.
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Stock Market Today

Disney stock ends week higher after Friday bounce — what to watch for DIS next week

Disney stock ends week higher after Friday bounce — what to watch for DIS next week

7 February 2026
Disney shares closed up 3.6% at $108.70 Friday, recovering from earlier losses as U.S. stocks rallied and the Dow topped 50,000. Investors are watching Super Bowl streaming economics and Disney’s CEO transition, with Josh D’Amaro set to take over at the March 18 meeting. Disney reported quarterly revenue of $25.98 billion and adjusted EPS of $1.63, while segment operating income fell 9% to $4.6 billion.
Novo Nordisk stock: Class B shares face Monday test after FDA squeeze forces Hims to pull $49 Wegovy copycat

Novo Nordisk stock: Class B shares face Monday test after FDA squeeze forces Hims to pull $49 Wegovy copycat

7 February 2026
Novo Nordisk Class B shares closed up 5.3% at 295.50 Danish crowns in Copenhagen after Hims & Hers said it would stop offering a compounded pill version of Wegovy following U.S. regulatory warnings. The move came after Novo called the Hims product “illegal mass compounding” and threatened legal action. Shares had fallen nearly 8% Thursday after Hims launched the pill. Trading resumes Monday.
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