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-0.0015581979365223 -0.00107409760672888 0.00299537079059638 0.00938791564551754 0.00647484191098618 0.0167165895131767 0.0187891440501045 0.0248706544431334
Stock impact report

The Power Bill, the AI Dip, and the Date That Could Flip 2026 Stocks [Yahoo! Finance]

GE Vernova Inc. (GEV) 
Company Research Source: Yahoo! Finance
AI may stay a dominant theme, but 2026 could include at least one sharp volatility test along the way. One mid-May date could matter more than most headlines for how investors price the path of interest rates. Interested in GE Vernova Inc.? Here are five stocks we like better. As 2026 begins, investors are navigating a market where the biggest trends are colliding with the real economy. In a recent conversation with MarketBeat, Altimetry Research's Rob Spivey laid out three themes he believes can shape market leadership this year: rising electricity prices pushing capital into the grid, an expected wave of AI volatility, and a specific date that could change how investors price interest rates. Spivey's first point starts with a line that reframes the entire energy conversation: “price at the meter is the new price at the pump.” The idea is simple: when electricity bills become a pocketbook issue, the pressure to add capacity and reduce bottlenecks increases quickly. ? Why N Show less Read more
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