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Speakers (5)
Angelina Rascouet
Bloomberg Reporter (Paris)
Ben Gutteridge
Market Insights Strategist, Invesco
Brad Gerstner
Altimeter Capital / CEO
Dani Burger
Anchor, Bloomberg Television
Dave Magers
CEO of Mecum Auctions
Trade Ideas (31)
Date Ticker Price Dir Speaker Thesis Source
Feb 18
GE
$329.58
$329.58 -0.0%
N/A Finnhub News Finnhub - GE
GE Aerospace and United ink big engine order
Feb 18
GE
$329.58
$329.58 -0.0%
N/A Finnhub News Finnhub - GE
EXI: Industrials Dashboard For February
Feb 18
GE
$329.58
$329.58 -0.0%
N/A Finnhub News Finnhub - GE
ATI: Can Jet Engine Demand Run High In 2027
Feb 18
GE
$329.58
$329.58 -0.0%
N/A Finnhub News Finnhub - GE
Chris Hohn's TCI Fund Keeps Big Tech Core Int...
Feb 18
GE
$329.58
$329.58 -0.0%
N/A Finnhub News Finnhub - GE
1 S&P 500 Stock with Impressive Fundamentals ...
Feb 18
GE
$329.58
$329.58 -0.0%
N/A Finnhub News Finnhub - GE
Activist Investor Nelson Peltz' Trian Fund Cu...
Feb 17
GE
$327.08
$329.58 +0.8%
N/A Finnhub News Finnhub - GE
GE Aerospace Wins Big United Deal And Expands...
Feb 17
GE
$327.08
$329.58 +0.8%
N/A Finnhub News Finnhub - GE
2 Brilliant Energy Stocks to Buy Now and Hold...
Feb 17
GE
$327.08
$329.58 +0.8%
N/A Finnhub News Finnhub - GE
Top Analyst Reports for AbbVie, RTX & IBM
Feb 17
GE
$327.08
$329.58 +0.8%
N/A Finnhub News Finnhub - GE
Praana Group Advances Strategic Expansion wit...
Feb 17
GE
$327.08
$329.58 +0.8%
N/A Finnhub News Finnhub - GE
How Jet Engines Are Powering Data Centers
Feb 17
GE
$327.08
$329.58 +0.8%
N/A Finnhub News Finnhub - GE
Reported Monday, United Airlines Selects 300 ...
Feb 16
GE
$315.41
$329.58 +4.5%
N/A Finnhub News Finnhub - GE
Strength in Defense & Propulsion Unit Drives ...
Feb 16
GE
$315.41
$329.58 +4.5%
N/A Finnhub News Finnhub - GE
United Airlines Selects GE Aerospace GEnx Eng...
Feb 16
GE
$315.41
$329.58 +4.5%
N/A Finnhub News Finnhub - GE
Looking Into GE Aerospace's Recent Short Inte...
Feb 16
GE
$315.41
$329.58 +4.5%
N/A Finnhub News Finnhub - GE
Brink’s Announces Adrian Button as EVP and Pr...
Feb 13
GE
$315.41
$329.58 +4.5%
LONG Finnhub News Analysts are highly optimistic about Amazon's investment in BETA, predicting a significant upside. Finnhub - GE
Amazon Bets Big on BETA: Why Analysts See 50%...
Feb 13
GE
$315.41
$329.58 +4.5%
N/A Finnhub News Finnhub - GE
Is It Worth Investing in GE (GE) Based on Wal...
Feb 13
GE
$315.41
$329.58 +4.5%
N/A Finnhub News Finnhub - GE
General Electric (NYSE:GE) Shows Strong Techn...
Feb 13
GE
$315.41
$329.58 +4.5%
N/A Finnhub News Finnhub - GE
Is It Too Late To Consider General Electric (...
Feb 13
GE
$315.41
$329.58 +4.5%
N/A Finnhub News Finnhub - GE
GE Aerospace turns to robots and 'Lean' metho...
Feb 12
GE
$312.89
$329.58 +5.3%
N/A Finnhub News Finnhub - GE
Howmet's Q4 Earnings & Revenues Surpass Estim...
Feb 12
GE
$312.89
$329.58 +5.3%
N/A Finnhub News Finnhub - GE
The Zacks Analyst Blog Highlights Parker-Hann...
Feb 11
GE
$313.73
$329.58 +5.1%
N/A Finnhub News Finnhub - GE
Stock Of The Day Shakes Off Earnings Slide, T...
Feb 11
GE
$313.73
$329.58 +5.1%
N/A Finnhub News Finnhub - GE
GE Aerospace Bets On Singapore AI Repair Hub ...
Feb 11
GE
$313.73
$329.58 +5.1%
SHORT Doug Burgum
Secretary (Implied Energy/Interior/State Role)
Burgum states the administration is stopping subsidies for "intermittent weather-dependent, foreign-sourced" energy and explicitly cites a classified report that offshore wind creates "radar interference" and "sonar interference" which are "national security risks." The removal of subsidies destroys the unit economics of offshore wind, but the "National Security" designation is a kill-shot. It creates a regulatory hard-stop that prevents permits regardless of private funding. GE (major turbine manufacturer) and developers face project cancellations and stranded assets. Short/Avoid exposure to offshore wind equipment manufacturers and developers. Courts could overturn the administration's "stop work" orders, though Burgum explicitly states they will appeal and use classified info to win. Bloomberg Markets
Offshore Wind Farms Are Security Risks, Burgu...
Feb 11
GE
$313.73
$329.58 +5.1%
N/A Finnhub News Finnhub - GE
GE Aerospace Rallies 51.5% in a Year: Is the ...
Feb 11
GE
$313.73
$329.58 +5.1%
N/A Finnhub News Finnhub - GE
Buy 5 Old Economy Stocks Post Solid Earnings ...
Feb 11
GE
$313.73
$329.58 +5.1%
N/A Finnhub News Finnhub - GE
Smart Money Is Betting Big In GE Aerospace Op...
Feb 10
GE
$316.33
$329.58 +4.2%
LONG Howard Lutnick
Secretary of Commerce
Lutnick defends the weakening dollar (down 10%) as a correction that aids exports, stating, "We are exporting more... that's why our GDP has grown." He predicts "enormous manufacturing job growth." A Commerce Secretary explicitly endorsing a weaker dollar is a green light for large US exporters. A cheaper dollar makes American heavy machinery and engines more competitive globally against foreign rivals. LONG Industrials (Caterpillar, GE) that benefit from FX tailwinds and pro-manufacturing trade policies. Inflationary pressure from import costs (tariffs). CNBC
Commerce Sec. Lutnick testifies before lawmak...
Feb 09
GE
$316.74
$329.58 +4.1%
LONG Steve H.
Quantitative Researcher at Bloomberg / PhD in Financial Econometrics
AI data centers require massive amounts of electricity. Transformers (high to low voltage) are sold out for years. Steve explicitly names GE (nuclear arm), Schneider, and ABB. You cannot have AI without power. The grid is constrained. Companies that manufacture the physical electrical infrastructure (transformers) and generation (nuclear) have pricing power due to supply shortages. LONG. This is a "pick and shovel" play on the energy crisis created by AI compute demand. Regulatory hurdles for nuclear; faster-than-expected efficiency gains in chips reducing power needs. Thread Guy
WTF is crypto doing!? Are we BACK..? AI takin...