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This stock is the biggest winner from higher voltages in the Datacenter IT room

Sat, 13 Jun 2026 10:00:00 -0400

With 800VDC technology expected to become the main next-gen power delivery standard for Datacenters, analysts at Barclays are out with a note in which they consider the implications of higher voltages for Electrical stocks' earnings, highlighting one stock in particular that’s set to be the biggest winner from the shift.

800VDC technology refers to a data center power architecture that distributes electricity at 800 volts direct current, reducing the number of power conversion stages between the grid and IT equipment. By minimizing conversion losses and enabling more efficient delivery of high-power loads such as AI servers and GPU clusters, 800VDC systems

This stock is the biggest winner from higher voltages in the Datacenter IT room

Sat, 13 Jun 2026 10:00:00 -0400

Jefferies Pounds Table on GE Vernova (GEV), Defending Buy Recommendation

Thu, 11 Jun 2026 09:04:40 -0400

Jefferies analyst Julian Dumoulin-Smith raised the price target on GE Vernova (NYSE: GEV) to $1,210.00 (from $13.50) while maintaining a Buy rating.

The analyst comments "We defend our Buy rating on GEV (new PT $1,210), as BTM concerns are far overextended relative to tangible data points. Expect order backlog elongation into 2031 with 2Q26 results. Watch for an inflection in sentiment as higher priced quotes & slots materialize into new contracts/orders and turbine backlog books fully through 2030YE. Electrification growth likely underappreciated with significant Prolec revenue synergies to come. Strong Confidence In Our Top Franchise Pick GEV For 2026. The 2Q26

Jefferies Pounds Table on GE Vernova (GEV), Defending Buy Recommendation

Thu, 11 Jun 2026 09:04:40 -0400

Jefferies analyst Julian Dumoulin-Smith raised the price target on GE Vernova (NYSE: GEV) to $1,210.00 (from $13.50) while maintaining a Buy rating.

Jefferies Pounds Table on GE Vernova (GEV), Defending Buy Recommendation

Thu, 11 Jun 2026 09:04:40 -0400

Jefferies analyst Julian Dumoulin-Smith raised the price target on GE Vernova (NYSE: GEV) to $1,210.00 (from $13.50) while maintaining a Buy rating.

Bernstein sees UK offshore wind auction as most promising in Europe

Thu, 11 Jun 2026 07:53:48 -0400

Investing.com -- Bernstein analysts said the UK's AR8 offshore wind auction represents the most reliable large-scale opportunity in Europe, with potential to allocate 8-10 gigawatts of capacity. The firm identified RWE and SSE as primary beneficiaries, while Vestas stands to gain through turbine supply contracts.

The analysis noted that while over 22 gigawatts could theoretically participate in AR8, approximately 10 gigawatts appears genuinely ready for auction based on permitting maturity and project location advantages. The UK government's procurement target ranges from 8 to 15 gigawatts for AR8, though key parameters including budget, caps and reference prices remain undisclosed.

European auction frameworks are

Bernstein sees UK offshore wind auction as most promising in Europe

Thu, 11 Jun 2026 07:53:48 -0400

European auction frameworks are

Bernstein sees UK offshore wind auction as most promising in Europe

Thu, 11 Jun 2026 07:53:48 -0400

European auction frameworks are

Bernstein sees UK offshore wind auction as most promising in Europe

Thu, 11 Jun 2026 07:53:48 -0400

European auction frameworks are

Bernstein sees UK offshore wind auction as most promising in Europe

Thu, 11 Jun 2026 07:53:48 -0400

European auction frameworks are

Bernstein sees UK offshore wind auction as most promising in Europe

Thu, 11 Jun 2026 07:53:48 -0400

European auction frameworks are

Bernstein sees UK offshore wind auction as most promising in Europe

Thu, 11 Jun 2026 07:53:48 -0400

European auction frameworks are

William Blair lowers data center index to 75 on power concerns