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Baker Hughes surged 8.2% Monday after Q2 results came in well above expectations: $6.74B revenue vs $6.51B consensus, EPS of $0.64 vs $0.49 expected. Record Industrial & Energy Technology orders hit $7.1B and the company raised its full-year IET target to $45B+, driven by booming demand for power generation and LNG projects tied to the AI build-out. CEO cited energy security and AI infrastructure as the twin growth engines. Not financial advice. Is energy infrastructure finally getting its moment as a sleeper AI trade?