As 2026 begins, investors are navigating a market where the biggest trends are colliding with the real economy. In a recent conversation with MarketBeat, Altimetry Research's Rob Spivey laid out three themes he believes can shape market leadership this year: rising electricity prices pushing capital into the grid, an expected wave of AI volatility, and a specific date that could change how investors price interest rates.

Stock News Buffett hands CEO role to Abel: Berkshire Hathaway (BRK.B) founder Warren Buffett (Trades, Portfolio) stepped down as CEO after six decades, remainin

U.S. electricity demand should rise sharply in the next decade, driven by grid electrification and the growth of data centers. Companies with extensive energy infrastructure are well-positioned to capitalize on the growing demand for energy.

GEV is boosting electrification and grid strength through targeted acquisitions, expanding reach, and supply chains to meet rising power demand.

GE Vernova is positioned at the heart of the global energy shift, benefiting from surging AI-driven electricity demand. GEV's robust backlog, pricing power, and strategic moves in electrification and carbon-free power underpin predictable growth and margin expansion. Financial momentum is strong: revenues are up to $37.67B, net income reversal to $1.7B, and sector-leading return on equity of 18.78%.

For three well-known stocks, dividends are on the rise in a very big way. Two companies tied to the U.S. energy ecosystem doubled their quarterly payouts, and a global payments leader delivered a double-digit raise while opening the spigot on buybacks.

I rate GE Vernova a "Buy," driven by rapid earnings growth and its pivotal role in AI-driven power infrastructure. Q3 results showed 10% organic revenue growth, robust margin expansion, and a $135 billion backlog, with the Electrification segment growth prospects exceeding 25%. Investor Day guidance lifted 2028 revenue targets to $52 billion and EBITDA margin to 20%, with a doubled dividend and $1 billion capex for Electrification.

Advanced chips are arguably the most important resource for developing AI, and LLMs are the main way people interact with AI today. However, developing AI requires many different industries to work together, from energy to construction to engineering.

JPMorgan has released its list of 47 top stock picks for 2026 that its analysts believe will crush the market in 2026.

Jefferies analyst Julien Duoulin-Smith has a 2035 Ebitda projection for GE Vernova.