Stock Movers FTAI, Energy Stocks, ON24 Rise
Dec 30, 2025
Joining the discussion is Natalia Knijevich, a Bloomberg reporter specializing in market-moving corporate news. She delves into FTAI's innovative program converting engines into turbines for data centers, set to roll out in 2026. Natalia also highlights the factors fueling a rise in energy stocks, pointing to geopolitical risks and OPEC decisions. Finally, she provides insights into ON24's financing details and its acquisition by Cvent, despite the company's current unprofitability and shrinking revenue.
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Aviation Firm Pivoting To Data Center Power
- FTAI Aviation plans to convert CFM56 engines into 25 MW turbines targeted at data centers starting production in 2026.
- Natalia Knijevich notes the move could unlock substantial EBITDA if average selling prices approach analyst estimates.
Big EBITDA Potential From Engine Conversions
- Analysts estimate a potential $20 million average selling price per unit and several hundred million in EBITDA upside for FTAI's turbine program.
- Natalia highlights capacity to deliver over 100 units, implying material revenue potential if market demand materializes.
Bullish Sentiment Lifts Oil Stocks
- Oil stocks rallied amid bullish sentiment despite modest price moves and mixed supply signals.
- Natalia points to geopolitical tensions and OPEC meeting uncertainty as factors driving market optimism and volatility.