Investor Update Rally Meets Valuation Debate
Dec. 12, 2025 — GE Vernova Inc. (NYSE: GEV) stock is ending the week in the spotlight after a powerful post–investor update rally pushed shares to fresh highs—followed by a notable pullback as at least one Wall Street firm moved to the sidelines on valuation. [1]
The big picture: GE Vernova’s latest targets underscore how rapidly the “power + grid” cycle is accelerating—driven by AI-era electricity demand, gas turbine scarcity, and a global push to reinforce transmission infrastructure. But after a dramatic move higher, the question for investors on Dec. 12 is no longer just “what’s the growth story?”—it’s “how much of it is already priced in?”
Below is a comprehensive roundup of today’s key headlines,…
