GE Vernova Inc. (GEV) Can Benefit A Lot From Trump’s Tariffs, Says Jim Cramer

We recently published a list of Jim Cramer Says Trump’s One Big, Beautiful Bill Is Pro Growth & Discusses These 12 Stocks. In this article, we are going to take a look at where GE Vernova Inc. (NYSE:GEV) stands against other stocks that Jim Cramer discusses.

GE Vernova Inc. (NYSE:GEV) is the former energy division of industrial conglomerate General Electric. Cramer has mentioned the firm several times in his morning show. Before the DeepSeek selloff in January, Cramer was full of praise for the firm as he believed that GE Vernova Inc. (NYSE:GEV) stands to benefit from AI infrastructure in the US. In fact, while investors piled into all kinds of nuclear stocks, the CNBC host maintained that GE Vernova Inc. (NYSE:GEV) was the only nuclear stock worth investing in. The recent investor caution for AI has made Cramer dub the firm an “unknown soldier.” Here are his latest thoughts about the firm:

“Look, GE Vernova, the other companies they’re not adding capacity. I don’t understand why they’re not, but they’ve been fooled before. There’s a little bit of money coming in from GE Vernova, that’s probably the best stock in the entire market. Because they make turbines. . .and what’s incredible is, if you’re another government that has a trade surplus with us, you can either buy Boeing or you can buy the turbines. So it is the hottest area of the entire economy.”

Copyright: kadmy / 123RF Stock Photo

In a recent Mad Money episode, Cramer remarked:

“… GE Vernova is the unknown soldier, okay? The one that got to the other side, and I think is going to keep going, and that’s what matters… GE Vernova is at the heart of every major power trend there is, except solar, which is lucky because the solar stocks got eviscerated today by the big ugly bill that just passed out…

I think the nat-gas for data center and nuclear opportunities are some of the biggest out there, and GE Vernova dominates both of them. So the tariff avoidance theme, they got that too. I was a skeptic about nuclear power because the CEO, Scott Strazik, told me I was too bullish about it when I interviewed him back when GE Vernova came public. Scott’s not dissuading me anymore… The possibility of what could go right at GE Vernova is so incredible that the stock’s value just can’t measure up to the opportunity.

The bottom line: No wonder when I surveyed the battlefield, I could only find one soldier left standing that I like, one that fixes trade surpluses, restarts a new nuclear trend, and solves the conundrum of powering the data center and firing up the growing electric grid. GE Vernova is made for this moment. This is the one big stock that’s survived the making and passing, at least in the House of that big beautiful bill, and I bet it keeps winning.”

Overall, GEV ranks 7th on our list of stocks that Jim Cramer discusses. While we acknowledge the potential of GEV, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than GEV and that has 100x upside potential, check out our report about this cheapest AI stock.

READ NEXT: 20 Best AI Stocks To Buy Now and 30 Best Stocks to Buy Now According to Billionaires.

Disclosure: None. This article is originally published at Insider Monkey.