Squawk on the Street Cramer's Morning Take: GE Vernova 6/9/25
Jun 9, 2025
Dive into the dynamics of power generation and the promising position of GE Vernova in the energy market. Stock movements draw attention as analysts from Goldman Sachs and Barclays adjust their price targets, revealing mixed investor opinions on energy investments. The conversation shifts to navigating clean energy, underscoring the importance of strategic investment. Personal stories of career transformation and reskilling programs add a motivating touch, encouraging thoughtful transitions in the evolving energy landscape.
AI Snips
Chapters
Transcript
Episode notes
Caution on GE Vernova Investment
- Avoid investing in GE Vernova just on nuclear enthusiasm.
- It's primarily a turbine and wind company, with manufacturing limitations impacting growth.
Nuclear vs Turbine Dynamics
- Nuclear exposure drives interest in GE Vernova despite uncertain timelines.
- Turbine business is struggling due to lack of manufacturing expansion from repeated order shortfalls.