On Election Day, power infrastructure stocks like GE Vernova, Eaton, and Vertiv surged after Bernstein research said political risks to U.S. data center projects are overestimated. GE Vernova led gains with a 7% rise, supported by strong Q3 orders and a $9 billion acquisition plan. Bernstein expects most data center projects to continue despite political concerns, with developers absorbing more costs. Investors will watch election results closely to see if these optimistic views hold as midterm outcomes could impact stock performance and project backlogs.
GE Vernova shares are up 6.88% on Pluang, trading at USD 921.57 as of Nov 04, 2026 01:01 WIB, closely matching the reported 7% rally. Eaton follows with a 6.86% increase, priced at USD 391.20, showing strong investor interest with 100% buy orders on Pluang. Vertiv gained 5.46%, trading at USD 236.49, though sell orders slightly outnumber buys at 52% to 48%.
