Trump's AI Strategy Enhances GE Vernova: Who Benefits and Who Suffers?
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 16 2026
0mins
Source: Barron's
Political Plan Impact: A new political initiative aimed at increasing the construction of power plants for AI data centers has caused fluctuations in electricity stocks.
Stock Movements: Energy equipment manufacturers like GE Vernova and Siemens Energy saw their stock prices rise, while existing power plant owners such as Vistra and Constellation Energy faced downward pressure.
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Analyst Views on GOOGL
Wall Street analysts forecast GOOGL stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for GOOGL is 338.25 USD with a low forecast of 279.00 USD and a high forecast of 390.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
34 Analyst Rating
27 Buy
7 Hold
0 Sell
Strong Buy
Current: 336.010
Low
279.00
Averages
338.25
High
390.00
Current: 336.010
Low
279.00
Averages
338.25
High
390.00
About GOOGL
Alphabet Inc. is a holding company. The Company's segments include Google Services, Google Cloud, and Other Bets. The Google Services segment includes products and services such as ads, Android, Chrome, devices, Google Maps, Google Play, Search, and YouTube. The Google Cloud segment includes infrastructure and platform services, collaboration tools, and other services for enterprise customers. Its Other Bets segment is engaged in the sale of healthcare-related services and Internet services. Its Google Cloud provides enterprise-ready cloud services, including Google Cloud Platform and Google Workspace. Google Cloud Platform provides access to solutions such as artificial intelligence (AI) offerings, including its AI infrastructure, Vertex AI platform, and Gemini for Google Cloud; cybersecurity, and data and analytics. Google Workspace includes cloud-based communication and collaboration tools for enterprises, such as Calendar, Gmail, Docs, Drive, and Meet.
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.
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NextEra Energy Fuels Data Center Growth
- Surge in Power Demand: U.S. electricity demand is projected to grow by 58% over the next 20 years, six times faster than the previous decade, indicating a substantial need for power driven by data centers, positioning NextEra Energy, the largest utility in the U.S., to benefit significantly from this trend.
- Strategic Partnership Agreements: NextEra Energy signed 11 new power purchase agreements totaling 2.5 gigawatts (GW) with Meta Platforms, alongside developing several solar projects to meet Meta's power needs, further solidifying its position in the data center market.
- Nuclear Energy Collaboration: The strategic partnership with Google includes restarting a dormant 615-megawatt (MW) nuclear power plant and exploring additional nuclear capacity for AI data centers, enhancing NextEra's energy supply capabilities and laying the groundwork for future technological collaborations.
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