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Jim Cramer Discusses GE Vernova (GEV) & Turbines

We recently published 10 Stocks on Jim Cramer’s Radar. GE Vernova Inc. (NYSE:GEV) is one of the stocks on Jim Cramer’s radar.

GE Vernova Inc. (NYSE:GEV) is an industrial machinery firm. Its shares have gained 95% year-to-date, with a recent 16% jump coming on December 10th. On that day, the stock rose after the firm boosted its revenue forecast for 2026. GE Vernova Inc. (NYSE:GEV) expects to post 16% to 18% organic revenue growth and 20% electrification revenue growth in 2026. The firm also forecast 2026 revenue to sit between $41 billion and $42 billion, which is significantly higher than the 2025 revenue forecast of $36 billion to $37 billion. After the investor update, Baird raised GE Vernova Inc. (NYSE:GEV)’s share price target to $816 from $706 and kept an Outperform rating on the shares. The upgrade from Baird came after Wells Fargo had increased the share price target to $831 from $717 and kept an Outperform rating. The bank pointed out that it had upgraded its revenue, operating income, and other forecasts for GE Vernova Inc. (NYSE:GEV) after the company’s latest update. Cramer has repeatedly praised the firm in 2025 as he continues to believe it is the only one capable of delivering nuclear power plants. In this appearance, he discussed GE Vernova Inc. (NYSE:GEV)’s natural gas business:

High-voltage power lines. Electricity distribution station. high voltage electric transmission tower. Distribution electric substation with power lines and transformers.

“What you really have to worry about is GE Vernova and whether most of these are going to be built on gas. And natural gas turbines. And I keep pointing this out, over and over again, you can’t get them, you can’t get them.

“Yeah wind’s gone. Fortunately, I think that GEV, they realized that the future of wind was nill.”

While we acknowledge the risk and potential of GEV as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than GEV and that has 10,000% upside potential, check out our report about this cheapest AI stock.

READ NEXT: 30 Stocks That Should Double in 3 Years and 11 Hidden AI Stocks to Buy Right Now.

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

The $250 Trillion AI Hype is Real. A few years from now, you’ll probably wish you’d bought this stock.

When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard.

Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences.

At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000.

Do the math. According to Musk, this technology could be worth $250 trillion by 2040.

Put another way, that’s roughly equal to:

  • 175 Teslas
  • 107 Amazons
  • 140 Metas
  • 84 Googles
  • 65 Microsofts
  • And 55 Nvidias

And here’s the wild part — this $250 trillion wave isn’t tied to one company, but to an entire ecosystem of AI innovators set to reshape the global economy.

It’s a leap so massive, it could reshape how businesses, governments, and consumers operate worldwide.

Even if that $250 trillion figure sounds ambitious, major firms like PwC and McKinsey still see AI unlocking multi-trillion-dollar potential.

How could anything be worth that much?

The answer lies in a breakthrough so powerful it’s redefining how humanity works, learns, and creates.

And this breakthrough has already set off a frenzy among hedge funds and Wall Street’s top investors.

What most investors don’t realize is that one under-owned company holds the key to this $250 trillion revolution.

In fact, Verge argues this company’s supercheap AI technology should concern rivals.

Before I reveal the details, let’s talk about how some of the richest people on the planet are positioning themselves.

  • Bill Gates sees artificial intelligence as the “biggest technological advance in my lifetime,” more transformative than the internet or personal computer, capable of improving healthcare, education, and addressing climate change.
  • Larry Ellison — through Oracle, is spending billions on Nvidia chips and partnering with Cohere to embed generative AI across Oracle’s cloud and apps.
  • Warren Buffett — not known for tech hype — says this breakthrough could have a ‘hugely beneficial social impact.

When billionaires from Silicon Valley to Wall Street line up behind the same idea — you know it’s worth paying attention to.

Even as we admire what Tesla, Nvidia, Alphabet, and Microsoft have built, we believe an even greater opportunity lies elsewhere…

But the real story isn’t Nvidia — it’s a much smaller company quietly improving the critical technology that makes this entire revolution possible.

And judging by what I’m hearing from both Silicon Valley insiders and Wall Street veterans…

This prediction might not be bold at all:

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