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

Squawk on the Street

CNBC

Business, Investing, News

4.1 • 567 Ratings

🗓️ 16 January 2026

⏱️ 2 minutes

🔗️ Recording | iTunes | RSS

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Summary

Cramer says this energy tech company’s stock deserves to be ‘radically higher.’ Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake CNBC Investing Club Disclaimer

Transcript

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0:00.0	Jim Kramer here to share with you a sample of my take on the market from today's
0:07.0	CMBC Investing Club warning meeting.
0:10.0	And then there's this news today report saying that President Trump and governors of several
0:15.0	northeastern states are telling the largest grid operator in the nation, this is PJM,
0:20.0	to hold a one-time emergency auction for new
0:22.7	power. Data Center operators are expected to bid on this. 15-year contracts are new generation.
0:28.5	It's going to support construction of 15 billion in new power. So definitely watch the electrical
0:34.1	components name. I want to show people because it had been a little bit in the rut.
0:54.5	GEV as well, which is, which is standing out today. Jeffrey says it's the clear winner here. 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. people, they have to build more power plants. The only way you can build more power plants is to give it to the GEV. Now, GEV is sold out of a lot of power plants. That's why people
0:59.4	have been buying Bloom Energy, Bloom Energy short-term solution. Same thing with Caterpillar.
1:04.3	Yeah, but I do think that this stock deserves to be radically higher. Yeah. Re-rated.
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1:23.8	That's one word, morning take.
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