GE’s Super-Vernova. Plus, Disney and A.I. Moviemaking
Barron's Streetwise
Barron's
4.8 • 1.5K Ratings
🗓️ 12 December 2025
⏱️ 27 minutes
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| 0:00.0 | Millions of Americans use credit cards to purchase goods every day. The Durbin Marshall credit card mandates put the secure transactions you rely on at risk, leaving you vulnerable to hackers and foreign cybercriminals that want your data. Hackers win. You lose. Guard your card before it's too late. Tell Congress your data security is not for sale and oppose the Durbin Marshall credit card mandates. |
| 0:26.6 | Paid for by Electronic Payments Coalition. |
| 0:30.6 | I just want folks to understand what makes Vernava special is that there are only three companies in the world doing what they do, right? |
| 0:39.9 | It's a rational industry. |
| 0:41.9 | We have power growth in this country for the first time in a decade, and the company is laser |
| 0:48.8 | focused on execution. |
| 0:50.3 | It's a very good combination. |
| 0:52.5 | Hello and welcome to the Barron Streetwise podcast. |
| 0:55.9 | I'm Jack Howe, and the voice you just heard is Andrew Oban. |
| 0:59.7 | He's an industrials analyst with B of A Securities, and he's talking about GE Vernova. |
| 1:05.5 | Today we're going to answer all your Venova questions like, what's a verva? And why is it up more than 400% since it |
| 1:13.1 | hit the stock market last year? I'll also say a few words about my plans to take over Hollywood. |
| 1:22.6 | Listening in is our audio producer Alexis. Hi, Alexis. Hey, Jack. How's my timber? Can I get a timber check? |
| 1:29.1 | I'm a little, I get a little bit of a tickle, a little bit of a... Yeah, you sound a little stuffy. |
| 1:33.9 | What's going on? It's just a little pre-Christmas sniffles in my snorffler. So it's all right. I'll be |
| 1:41.7 | okay. We have not talked yet. I'm sure we will at some point about Netflix's deal to buy Warner, |
| 1:50.2 | the studio and streaming business. For now, I'll just say it's a little weird because |
| 1:54.6 | Netflix is the company that spent so many years beating Hollywood into submission. |
| 2:00.1 | Now it's buying part of what it's beaten. |
| 2:02.4 | Also, the deal isn't cheap. Netflix can certainly afford it, but the price reminds me of when |
| 2:07.9 | Disney bought those entertainment assets from Fox back in 2019, Bob Iger had done in the past these |
| 2:14.2 | bite-sized deals for Marvel and Lucasfilm and Pixar and those had paid |
... |
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