Nuscale Power Corp

• Jefferies raised its price target and reaffirmed a Buy rating on GE Vernova. • The company benefits from energy transition tailwinds and strong power demand. • GE Vernova reported annual revenue of $38.07B and net profit of $4.88B.

• Bernstein initiated GE Vernova coverage with an Outperform rating and $1,206 price target. • First-quarter orders grew 71% organically amid strong demand for global electricity infrastructure. • High valuation and regulatory hurdles regarding Vineyard Wind contribute to significant intraday stock volatility.

• GEV reported strong Q1 2026 earnings, exceeding analyst expectations. • Company raised full-year 2026 guidance due to data center and AI demand. • Acquisition of Prolec GE stake bolstered Electrification segment performance.

• NextEra Energy reported first-quarter earnings per share exceeding expectations. • Florida Power & Light and clean energy segments showed strong growth. • Full-year guidance and long-term growth targets were reaffirmed.

TradingKey - On Tuesday, Donald Trump is set to announce a $70 billion investment in artificial intelligence and energy during an event in Pennsylvania. The initiative is aimed at accelerating development within these sectors.

TradingKey - On Thursday, May 22nd, U.S. solar stocks experienced an intraday plunge as President Trump's tax bill slashed tax credits for clean energy, more aggressively than anticipated.