The Climate Bill Is About to Reshape Global Energy. Here’s How to Invest.

As a rule, energy transitions don’t happen quickly. It took some 200 years for coal to supplant wood as the world’s leading source of energy. The rise of oil wasn’t that much faster. After the first o...

Senate Passes Climate Bill. The Rush to Renewable Energy Is On.

The climate and tax package passed by the Senate on Sunday will unlock around $400 billion in funding for clean energy and accelerate a historic shift in how the world is powered. Along with a paralle...

The Math Behind GE’s Breakup. It’s a Sum-of-the-Parts Party.

Once the mightiest of industrial conglomerates, General Electric is breaking into three pieces and it is time to value each of the businesses. That means doing a sum-of-the-parts, or SOTP, valuation. ...

Buy GE Stock as a Breakup Looms

So, it comes to this— General Electric once arguably the greatest of American companies, will cease to exist, at least as the industrial titan it once was. After more than 20 years of decline, the com...

Why GE Stock Is Worth More Than You Think

So, it comes to this— General Electric once arguably the greatest of American companies, will cease to exist, at least as the industrial titan it once was. After more than 20 years of decline, the com...

GE’s Three-Way Split Is Near. What the New Companies Will Be Called.

Text size GE’s aviation business will become GE Aerospace. Jason Redmond / AFP via Getty Images General Electric is undertaking an epic transformation under the leadership of CEO Larry Culp—the ...

Chinese Wind-Turbine Companies Seek Global Growth as Western Rivals Struggle

TARANTO, Italy—Chinese wind-turbine makers have grown big on the back of their rapidly growing home market. Now they want to expand abroad, putting further pressure on Western wind-turbine makers, whi...

Why Solar and Wind Stocks Soared After the Invasion

A late-day surge pushed the overall U.S. market into the green on Thursday, but few sectors did as well as renewable energy. Several solar and wind stocks jumped more than 10%, reversing months of dec...