EXCLUSIVE: VOLT ETF Taps $7 Trillion Electrification Boom Fueled By AI Power Demand
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Dec 05 2024
0mins
Should l Buy GE?
Source: Benzinga
Surge in Power Demand: The U.S. is facing a significant increase in power demand driven by advancements in AI and aging infrastructure, with projections indicating a potential 40 gigawatt shortfall by 2030. This has led to a $7 trillion investment opportunity in the electrification sector.
Introduction of VOLT ETF: The Tema Electrification ETF (VOLT) has been launched as the first fund focusing on the infrastructure needed for modern technology, covering areas such as power generation, transmission, and electrification services, while also highlighting the energy-intensive nature of digital asset mining like Bitcoin.
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Analyst Views on GE
Wall Street analysts forecast GE stock price to rise
9 Analyst Rating
8 Buy
0 Hold
1 Sell
Strong Buy
Current: 312.890
Low
275.00
Averages
345.67
High
386.00
Current: 312.890
Low
275.00
Averages
345.67
High
386.00
About GE
General Electric Company, doing business as GE Aerospace, is a global aerospace propulsion, services, and systems company. The Company has an installed base of approximately 45,000 commercial and 25,000 military aircraft engines. The Company operates through two segments: Commercial Engines & Services and Defense & Propulsion Technologies. The Commercial Engines & Services segment designs, develops, manufactures and services jet engines for commercial airframes, as well as business aviation and aeroderivative applications. Its services include maintenance, repair and overhaul (MRO) of engines and the sale of spare parts and offers services under a variety of arrangements. The Defense & Propulsion Technologies segment provides defense engines and critical aircraft systems and consists of its Defense & Systems and Propulsion & Additive Technologies businesses. Its portfolio of brands includes Avio Aero, Unison, Dowty Propellers and Colibrium Additive.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
United Airlines Selects GE GEnx Engines for Boeing 787
- Large Order Size: United Airlines has selected 300 GEnx engines to power its new Boeing 787 Dreamliners, bringing its GEnx-powered fleet to over 200 aircraft, solidifying its position as the largest GEnx operator globally.
- Long-Term Partnership: GE Aerospace's relationship with United Airlines dates back to 1968, and this deal further deepens their collaboration, showcasing GE's technological prowess and market influence in the aerospace engine sector.
- Significant Technical Advantages: The GEnx engine features advanced materials and cutting-edge technologies, delivering greater durability and reliability, with a 99.98% dispatch rate that meets airlines' demands for high-performance engines.
- Impressive Future Deliveries: This order brings GE Aerospace's future GEnx deliveries to nearly 1,800 engines plus spares, indicating strong demand and growth potential in the global aviation market.
See More
United Airlines Selects GE GEnx Engines for 787 Dreamliners
- Large Order Size: United Airlines has selected 300 GEnx engines for its new Boeing 787 Dreamliners, increasing its fleet of GEnx-powered 787s to over 200, thereby strengthening its competitive position in the global market.
- World's Largest Operator: This agreement positions United Airlines as the largest operator of GEnx engines globally, highlighting the decades-long partnership between GE Aerospace and United, which is expected to drive future business growth for both parties.
- Significant Technical Advantages: The GEnx engine features advanced materials and cutting-edge technologies that provide greater durability and reliability, with a 99.98% dispatch rate, giving it a significant competitive edge in the aviation market to meet customer demands for high performance.
- Substantial Future Deliveries: This order brings GE Aerospace's future GEnx engine deliveries to nearly 1,800 engines, plus spares, further enhancing GE's leadership position in the aircraft engine market and is expected to generate substantial revenue growth for the company.
See More
United Airlines Chooses 300 GE GenX Engines for Boeing 787 Dreamliners
- United Airlines Engine Selection: United Airlines has chosen 300 GE9X engines for its Boeing 787 Dreamliner fleet.
- Significance of the Deal: This selection marks a significant step in United's efforts to enhance its aircraft performance and efficiency.
See More
UNITED AIRLINES CHOOSES GE AEROSPACE GENX ENGINES FOR NEW 787 DREAMLINERS
United Airlines Partnership: United Airlines has selected GE Aerospace to provide engines for its new fleet of Boeing 787 Dreamliners.
Engine Model: The specific engine model chosen for the 787 Dreamliners is the GE9X, which is known for its advanced technology and efficiency.
Fleet Expansion: This partnership is part of United Airlines' strategy to expand and modernize its fleet, enhancing operational performance and passenger experience.
Environmental Impact: The new engines are expected to contribute to reduced emissions and improved fuel efficiency, aligning with the airline's sustainability goals.
See More
Surge in U.S. Defense Contracts in January 2026
- Total Defense Contracts: In January 2026, the U.S. Defense Security Cooperation Agency submitted 11 arms deals to Congress, totaling $22.5 billion, indicating a robust growth in defense investments that could drive stock prices of involved companies higher.
- Lockheed Martin's Gains: Among these deals, Lockheed Martin secured a $9 billion contract for 730 PAC-3 MSE missiles from Saudi Arabia, making it the largest beneficiary and further solidifying its leadership position in the global defense market.
- Boeing's Contract: Boeing won a $2.3 billion contract in Singapore for four P-8A Poseidon patrol aircraft and their weapon systems, although RTX will not gain additional revenue, Boeing's defense division is expected to improve its financial performance.
- Israel's Order: Israel placed a $3.8 billion order for 30 AH-64E Apache attack helicopters and related equipment from Boeing and Lockheed Martin, reflecting Israel's ongoing demand for advanced military equipment and further driving growth for both companies in the international market.
See More
US Defense Agency Proposes $22.5 Billion in Arms Sales
- Total Arms Sales: The U.S. Defense Security Cooperation Agency (DSCA) submitted 11 arms deals to Congress in January, totaling $22.5 billion, indicating a robust growth trend in defense investments that could further boost stock prices of involved companies.
- Major Contract Beneficiary: Lockheed Martin secured a $9 billion contract for 730 PAC-3 MSE missiles and related equipment for Saudi Arabia on January 30, underscoring its dominant position in the international defense market and expected to significantly enhance the company's revenue and profits.
- Boeing's Contract: Boeing won a $2.3 billion contract on January 20 for Singapore's purchase of four P-8A Poseidon patrol aircraft, which, despite its defense division still being unprofitable, will provide crucial cash flow that may improve its financial standing.
- Israeli Orders: Israel is ordering 30 AH-64E Apache attack helicopters and related equipment from Lockheed and Boeing for a total of $3.8 billion, showcasing the strong competitive edge of both companies in the global defense market while laying a foundation for future growth.
See More
United Airlines Selects GE GEnx Engines for Boeing 787
- Large Order Size: United Airlines has selected 300 GEnx engines to power its new Boeing 787 Dreamliners, bringing its GEnx-powered fleet to over 200 aircraft, solidifying its position as the largest GEnx operator globally.
- Long-Term Partnership: GE Aerospace's relationship with United Airlines dates back to 1968, and this deal further deepens their collaboration, showcasing GE's technological prowess and market influence in the aerospace engine sector.
- Significant Technical Advantages: The GEnx engine features advanced materials and cutting-edge technologies, delivering greater durability and reliability, with a 99.98% dispatch rate that meets airlines' demands for high-performance engines.
- Impressive Future Deliveries: This order brings GE Aerospace's future GEnx deliveries to nearly 1,800 engines plus spares, indicating strong demand and growth potential in the global aviation market.
See More
United Airlines Selects GE GEnx Engines for 787 Dreamliners
- Large Order Size: United Airlines has selected 300 GEnx engines for its new Boeing 787 Dreamliners, increasing its fleet of GEnx-powered 787s to over 200, thereby strengthening its competitive position in the global market.
- World's Largest Operator: This agreement positions United Airlines as the largest operator of GEnx engines globally, highlighting the decades-long partnership between GE Aerospace and United, which is expected to drive future business growth for both parties.
- Significant Technical Advantages: The GEnx engine features advanced materials and cutting-edge technologies that provide greater durability and reliability, with a 99.98% dispatch rate, giving it a significant competitive edge in the aviation market to meet customer demands for high performance.
- Substantial Future Deliveries: This order brings GE Aerospace's future GEnx engine deliveries to nearly 1,800 engines, plus spares, further enhancing GE's leadership position in the aircraft engine market and is expected to generate substantial revenue growth for the company.
See More
United Airlines Chooses 300 GE GenX Engines for Boeing 787 Dreamliners
- United Airlines Engine Selection: United Airlines has chosen 300 GE9X engines for its Boeing 787 Dreamliner fleet.
- Significance of the Deal: This selection marks a significant step in United's efforts to enhance its aircraft performance and efficiency.
See More
UNITED AIRLINES CHOOSES GE AEROSPACE GENX ENGINES FOR NEW 787 DREAMLINERS
United Airlines Partnership: United Airlines has selected GE Aerospace to provide engines for its new fleet of Boeing 787 Dreamliners.
Engine Model: The specific engine model chosen for the 787 Dreamliners is the GE9X, which is known for its advanced technology and efficiency.
Fleet Expansion: This partnership is part of United Airlines' strategy to expand and modernize its fleet, enhancing operational performance and passenger experience.
Environmental Impact: The new engines are expected to contribute to reduced emissions and improved fuel efficiency, aligning with the airline's sustainability goals.
See More
Surge in U.S. Defense Contracts in January 2026
- Total Defense Contracts: In January 2026, the U.S. Defense Security Cooperation Agency submitted 11 arms deals to Congress, totaling $22.5 billion, indicating a robust growth in defense investments that could drive stock prices of involved companies higher.
- Lockheed Martin's Gains: Among these deals, Lockheed Martin secured a $9 billion contract for 730 PAC-3 MSE missiles from Saudi Arabia, making it the largest beneficiary and further solidifying its leadership position in the global defense market.
- Boeing's Contract: Boeing won a $2.3 billion contract in Singapore for four P-8A Poseidon patrol aircraft and their weapon systems, although RTX will not gain additional revenue, Boeing's defense division is expected to improve its financial performance.
- Israel's Order: Israel placed a $3.8 billion order for 30 AH-64E Apache attack helicopters and related equipment from Boeing and Lockheed Martin, reflecting Israel's ongoing demand for advanced military equipment and further driving growth for both companies in the international market.
See More
US Defense Agency Proposes $22.5 Billion in Arms Sales
- Total Arms Sales: The U.S. Defense Security Cooperation Agency (DSCA) submitted 11 arms deals to Congress in January, totaling $22.5 billion, indicating a robust growth trend in defense investments that could further boost stock prices of involved companies.
- Major Contract Beneficiary: Lockheed Martin secured a $9 billion contract for 730 PAC-3 MSE missiles and related equipment for Saudi Arabia on January 30, underscoring its dominant position in the international defense market and expected to significantly enhance the company's revenue and profits.
- Boeing's Contract: Boeing won a $2.3 billion contract on January 20 for Singapore's purchase of four P-8A Poseidon patrol aircraft, which, despite its defense division still being unprofitable, will provide crucial cash flow that may improve its financial standing.
- Israeli Orders: Israel is ordering 30 AH-64E Apache attack helicopters and related equipment from Lockheed and Boeing for a total of $3.8 billion, showcasing the strong competitive edge of both companies in the global defense market while laying a foundation for future growth.
See More
