Cramer’s Morning Take: GE Vernova 1/16/26

SPEAKER_1 (0:00)

Introducing Fidelity Trader Plus. With customizable tools and charts, you can access across all your devices. Try our most powerful trading platform yet at fidelity.com/traderplus. Investing involves risk, including risk of loss. Fidelity Broker Services LLC, member NYSE SIPC.

SPEAKER_2 (0:15)

Oh, could this vintage store be any cuter?

SPEAKER_1 (0:18)

Right, and the best part, they accept Discover.

SPEAKER_2 (0:21)

Accept Discover? In a little place like this? I don't think so, Jennifer.

SPEAKER_3 (0:25)

Oh, yeah, huh.

SPEAKER_1 (0:26)

Discover is accepted where I like to shop. Come on, baby, get with the times.

SPEAKER_2 (0:31)

Right, so we shouldn't get the parachute pants?

SPEAKER_1 (0:34)

These are making a comeback.

SPEAKER_3 (0:37)

I think.

SPEAKER_1 (0:38)

Discover is accepted at 99% of places that take credit cards nationwide. Based on the February 2025 Nielsen Report.

Jim Cramer (0:47)

Jim Cramer here to share with you a sample of my take on the market from today's CNBC Investing Club morning meeting.

SPEAKER_3 (0:55)

And then there's this news today of reports saying that President Trump and governors of several northeastern states are telling the largest grid operator in the nation, this is PJM, to hold a one-time emergency auction for new power. Data center operators are expected to bid on this. 15-year contracts are new. Generation, it's going to support construction of 15 billion in new power. So definitely watch the electrical components.

Jim Cramer (1:19)

I want to show people, because it had been a little bit in a rut.

SPEAKER_3 (1:23)

GEV as well, which is standing out today. Jeffrey says it's the clear winner here.

Jim Cramer (1:27)

Yeah, I mean, when you do this PJM, when you look at the conglomerate, I guess it's just an agglomeration of utilities that have about 67 million people. They have to build more power plants. The only way you can build more power plants is to give it to GEV. Now, GEV is sold out of a lot of power plants. That's why people have been buying Bloom Energy, Bloom Energy short-term solution, same thing with Caterpillar. But I do think that this stock deserves to be radically higher. We ready. Join the CNBC Investing Club with Jim Cramer to catch my member exclusive morning minis every day at 10:20 a.m. Visit cnbc.com/morningtake to become a member today. That's one word, morning take.

SPEAKER_2 (2:14)

All opinions expressed by Jim Cramer on this podcast and in connection with the CNBC Investing Club are solely Cramer's opinions and do not reflect the opinions of CNBC or its parent company or affiliates and may have been previously disseminated by Cramer on television, radio, internet or another medium. No specific outcome or profit is guaranteed in connection with your reliance upon or other use of the content from Cramer. The opinions offered in connection with this podcast and the CNBC Investing Club are not an attempt to induce any particular trading behavior, investment or strategy. To view the full CNBC Investing Club disclaimer, please visit cnbc.com/investingclubdisclaimer.

SPEAKER_1 (2:46)

Introducing Fidelity Trader Plus. With customizable tools and charts you can access across all your devices. Try our most powerful trading platform yet at fidelity.com/traderplus. Investing involves risk, including risk of loss. Fidelity Broker Services LLC, member NYSE SIPC.