Cramer's Morning Take: GE Vernova 10/24/25

SPEAKER_1 (0:02)

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Jim Cramer (0:53)

I'm Jim Cramer and you're about to hear a sample taken directly from today's CNBC Investing Club morning meeting. Can we put up the GEVernova for a second? I want to show something that's really, really interesting, the GEVernova, because this is the one that is at the crux of the problem we have, which is that GEVernova is one of those companies. Everybody knows that this company is doing well. So what's happened is that people think, you know what, everybody knows, so don't buy it. My experience is the exact opposite. This is a consolidation, and then we're going to go like this. So just because that is the pattern of alphabet, that was the pattern of AMC, that was the pattern of Oracle, this is going to have the same. And the reason I feel that confident is because after speaking with Scott Strazek, I realized no one really has any ability to make the grid produce more electricity other than GEVernova. But now I know that we know that Elon Musk is saying, let's have batteries and that will do it. We don't have batteries. It's this company.

SPEAKER_4 (1:55)

Yeah, I thought Vernova and Vertiv were two good case studies the other day because expectations, investor expectations were high given the big runs year to date. So they both reported really strong quarters and then you saw the reaction lower initially, but now both higher.

Jim Cramer (2:14)

Look at this. This is ideal. This is an amazing consolidation after a huge run. This stock is a rocket ship. And when you go over the comp score, all you could hear was that it was nothing but net. Start your day with my outlook on the daily market every morning at 10:20 a.m. Visit cnbc.com/morningtake to access all the benefits of being a CNBC Investing Club member.

SPEAKER_5 (2:42)

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SPEAKER_6 (3:25)

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