Squawk on the Street Cramer’s Morning Take: GE Vernova 1/16/26
Jan 16, 2026
Listen in as Jim Cramer highlights GE Vernova as a standout energy tech company that deserves a significant rating boost. He discusses the potential for data center operators to drive investment through long-term contracts, indicating a promising market shift. Tune in for insider insights and predictions that could shape your investing strategies!
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PJM Auction Could Spark Major Power Buildout
- Jim Cramer sees a one-time PJM emergency auction as a catalyst for large-scale power construction and new 15-year contracts.
- He believes GE Vernova (GEV) stands to benefit and that the stock deserves a significant rerating higher.
Data Centers Will Bid For Long-Term Power
- Data center operators are likely bidders for the 15-year power contracts, increasing demand for new generation capacity.
- This creates a ~$15 billion construction opportunity and lifts related equipment makers and short-term solution providers.
Watch Electrical-Equipment Suppliers Now
- Watch electrical components and power-equipment names as PJM-driven demand ramps up for new generation assets.
- Consider GEV and similar suppliers positioned to win long-term contracts tied to new plant construction.