Two new "Franchise Picks" From Jefferies are on this weekend's watchlist.

GE Vernova stock is attempting to stabilize near major support as bullish daily and weekly chart structures point to a potential continuation breakout toward new highs.

CAMBRIDGE, Mass.--(BUSINESS WIRE)--GE Vernova (NYSE: GEV) today announced that its Board of Directors has declared a $0.50 per share quarterly dividend. The quarterly dividend will be payable on July 14, 2026, to shareholders of record as of June 16, 2026. Future dividend declarations will be made at the discretion of the Board of Directors and will be based on GE Vernova's earnings, financial condition, cash requirements, prospects, and other factors. Additional Information GE Vernova's websit.

GEV sees strong demand from AI-driven grid upgrades, with Electrification orders surging 86% and backlog topping $163B.

Everyone's talking about Vistra (NYSE:VST | VST Price Prediction) right now because retail investors have decided the merchant power producer is the cleanest way to bet on AI data center electricity demand.

GE Vernova (GEV) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.

U.S. equities opened the new trading week on a split footing on Monday as a sharp unwind in AI-infrastructure names dragged the Nasdaq 100 down by over 1%, while energy, communications and insurance shares cushioned the broader market.

GE Vernova gains from rising AI-driven power demand, strong orders and global project wins, but tariff costs and premium valuation may temper appeal.

I am rating GE Vernova a Strong Buy because I believe the AI infrastructure trade is shifting from chips to electricity and sits inside that bottleneck through its portfolio. The main growth drivers are Power and Electrification. My model assumes 2028 Power EBITDA of $8Bn and 2028 Electrification EBITDA of $6.1Bn, helped by backlog growth, pricing and data-center demand. My price target is $1,717 per share implying a 60% potential upside. The PT is based on $13.7Bn of 2028 adjusted EBITDA and a 34x EBITDA multiple.

Two profitable nuclear energy companies, one winner.