Cramer's Morning Take: GE Vernova 10/8/25

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Jim Cramer (1:04)

Hey, it's Cramer and this is my morning take on the market from today's CNBC Investing Club Morning Meeting. Now, I don't know how I feel about the constellations going up again. The nuclear utilities, they're all...

Jeff Marks (1:16)

Constellation energy.

Jim Cramer (1:17)

Constellation energy, not Constellation STC, forget that. But I'm not sure whether that's the right thing, because those stocks are now very highly valued. But I know that the market likes them. We bought the right one. We bought GE Brnova, because they are the real builder of the most likely of the small... When you're looking for these small modular reactors, that's what GE Brnova does.

Jeff Marks (1:42)

Yeah, and look, the stock could pull back about 10% from its high. We've been waiting for a pullback to buy a little bit more. And so we got it, and our conviction in the data center buildout has only increased over the past couple weeks between the deal between NVIDIA and OpenAI, OpenAI and AMD, Dell and their investor day yesterday.

Jim Cramer (2:06)

And that was something that initially was received well, then came down, and now it's all the way back up, as it should have been, because Dell is doing incredibly well. Now, we'll tell you that when you look at the bottom of Dell, it was Michael Dell standing there buying for his family. He shrunk a huge amount of the floats. That's one of the reasons why it goes up so easily. I do want to point out that if we're going to have enough power, it's going to be GE for Nova. They're the largest maker of turbines, and it's almost as if the president is going to have to call them and say, listen, you guys have to start building more turbines.

Jeff Marks (2:40)

Yeah, you know, just thinking out loud, or you're seeing Open AI make deals with chip companies to secure compute. What are they going to do to secure power? You know, again, just thinking out loud of possibilities down the road.

Jim Cramer (2:53)

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