Squawk on the Street CNBC Investing Club: Cramer’s Morning Take on GE Vernova 3/9/26
Mar 9, 2026
Discussion of Cisco’s mixed quarter and how DRAM dynamics played a role. Exploration of Korea’s market weakness tied to LNG exposure and DRAM-related moves. Coverage of analyst upgrades and a bullish outlook for GE Vernova with sold-out products and turbine opportunities. Closing thoughts on implications for data centers and turbine markets.
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Cramer Frames GE Vernova As A Compelling Growth Story
- Jim Cramer frames GE Vernova's story as a narrative of sold-out products and real technical solutions.
- He uses the data center turbine example to illustrate how product placement could change economics and make the story a home run.
GE Vernova Demand Is Tightly Sold Out
- GE Vernova is experiencing substantial demand with products effectively sold out, creating upside to current guidance.
- Jim Cramer highlights turbines that could operate outside the grid as a potential home run for pricing and adoption.
Analysts See Big Upside Despite Risk
- Analysts Rothschild and Redburn double upgraded GE Vernova and set a $1,100 price target despite calling the environment risky.
- Cramer underscores defensive estimates and substantial upside to guidance supporting the upgrades.