Trump Surprised as His Least Favorite Stocks Outperform Nvidia and Gold Miners
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Sep 25 2025
0mins
Should l Buy GEV?
Source: Benzinga
Trump's Antipathy vs. Market Performance: Despite Donald Trump's ongoing criticism of clean energy, the sector has seen remarkable growth, with the Invesco WilderHill Clean Energy ETF rising 118% since April, outperforming major tech stocks and gold miners.
Surge in Renewable Stocks: Companies in the renewable energy and battery storage sectors, such as Amprius Technologies and Bloom Energy, have experienced significant stock price increases, with some rising over 300% since early April.
Analysts' Insights on Clean Energy: Analysts highlight the potential of clean energy technologies, noting structural drivers like increasing electricity demand and geopolitical factors, while also cautioning about high valuations in the market.
Investor Enthusiasm and Future Outlook: The current surge in clean energy stocks is driven by investor enthusiasm and market dynamics, raising questions about the sustainability of these gains amid stretched valuations.
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Analyst Views on GEV
Wall Street analysts forecast GEV stock price to fall
23 Analyst Rating
16 Buy
6 Hold
1 Sell
Moderate Buy
Current: 816.560
Low
475.00
Averages
769.15
High
1000.00
Current: 816.560
Low
475.00
Averages
769.15
High
1000.00
About GEV
GE Vernova Inc. is a purpose-built global energy company that includes Power, Wind, and Electrification segments and is supported by its accelerator businesses. It designs, manufactures, delivers, and services technologies to create a sustainable electric power system, enabling electrification and decarbonization. Power segment includes the design, manufacture, and servicing of gas, nuclear, hydro, and steam technologies, providing a critical foundation of dispatchable, flexible, stable, and reliable power. Wind segment includes its wind generation technologies, inclusive of onshore and offshore wind turbines and blades. Electrification segment includes grid solutions, power conversion and storage, and electrification software technologies required for the transmission, distribution, conversion, storage, and orchestration of electricity from point of generation to point of consumption. Its accelerator business includes advanced research, consulting services and financial services.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Cisco Earnings Impact: Cisco's earnings report on Wednesday, despite a networking order growth exceeding 20%, saw shares drop over 10% on Thursday due to a dip in gross margins from rising memory prices, reflecting market concerns over its profitability.
- Apple Developments: Apple's shares fell more than 3% on Thursday, influenced by Cisco's warnings, and although iPhone sales remain strong, issues with the Siri upgrade testing and a delayed full launch could impact future market performance.
See More
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- Cisco's Decline: Despite reporting strong quarterly results and raising its annual outlook, Cisco's stock fell about 7% in pre-market trading due to high memory prices squeezing gross margins, highlighting market concerns over its future profitability, prompting us to trim our position ahead of the report to mitigate risk.
- AI Market Funding: Anthropic is set to close a $20 billion funding round, valuing the company at $350 billion, which is crucial for the AI sector as it supports cloud providers' infrastructure investments, ensuring sustained compute demand that drives growth in related industries.
- Rising Power Demand: American Electric Power reported better-than-expected fourth-quarter results, having signed agreements for 28 GW of load capacity since October, bringing total energy commitments to 56 GW by 2030, demonstrating a strong response to high electricity demand, with over 10 GW of gas turbine capacity secured from major manufacturers like GE.
See More
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- Dover's Performance Surge: Dover's investments in industrial sectors have resulted in double-digit bookings and near double-digit earnings growth, demonstrating robust performance in a low-interest-rate environment and signaling future growth potential.
- Honeywell's Spin-Off Plans: As Honeywell approaches its split into aerospace and automation businesses, market recognition of its value is increasing, particularly for the security automation segment, which could benefit from lower rates, driving the stock price recovery from the $190s last year.
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See More
