The AI datacenter buildout begins with energy. It’s the foundation of the AI trade. Our first top AI power stock to trade in 2026 is GE Vernova Inc. (GEV), says Lucas Downey, co-founder of MoneyFlows.
Most people think of AI as a software-based product. But behind the scenes there’s a big problem. Every time you type a prompt into your favorite LLM like ChatGPT, something incredible happens.
That request is sent to thousands of GPUs running inside a data center. Those GPUs require enormous amounts of electricity…from a source somewhere along the grid. Said simply, every AI query begins with energy and power.
The grid infrastructure buildout isn’t slowing down anytime soon. And GEV is a nearly $240 billion market cap firm that resides in the power generation layer of the AI power stack.
What makes GEV a top choice isn’t just the story…it’s the numbers. When the firm reported Q1 numbers, it also raised fiscal year revenue expectations to $45 billion at the midpoint versus $44.5 billion previously. Plus, GEV raised its free cash flow guidance to $7 billion at the midpoint versus $5.25 billion earlier.
This healthy trend is clearly causing smart investors to own the name. One look at our proprietary money flows for GEV shows powerful inflows lifting the shares. You can bet that these consistent inflows were partly responsible for the recent year-to-date gains of 32%.
The biggest winning themes in the market will be understood by institutions well in advance of any storyline. That’s the power of data.
Recommended Action: Buy GEV.
