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Was Jim Cramer Right About GE Aerospace (GE)?

We recently published a list of 12 Stocks Jim Cramer Was Right About. In this article, we are going to take a look at where GE Aerospace (NYSE:GE) stands against other stocks that Jim Cramer discusses.

Back in 2024, on May 15, Mad Money’s Jim Cramer discussed one of the most dramatic turnaround stories of the decade, crediting GE Aerospace (NYSE:GE) with unlocking massive shareholder value through its strategic spin-offs.

“Just before the spin-off of GE Healthcare in January 2023, GE had a market capitalization of just under $93 billion. Since then, GE has more than tripled. […] When you add up the current market capitalization of the three GE enterprises, they’re worth $262 billion — that’s up 182% from right before the healthcare spin-off. S&P 500 only up 38% over the same period. Even if you go from a less generous starting point — like the moment the breakup was announced in November 2021 — you’d still be up 118% if you held GE and the spin-offs, while the S&P 500 is only up 12%. […]

“GE Aerospace up 17%. That same night I told you to keep owning both components — and this is something I want to stress — I like this.”

Cramer nailed it as the stock took off with a 43.86% gain, cementing its status as a successful spin-off.

A technician in a power station monitoring the flow of energy generated by a gas turbine.

GE Aerospace (NYSE:GE) has capitalized on surging defense budgets and aviation upgrades to position itself as a global aerospace powerhouse. Following the company’s strong start to the year, Cramer said the following in early May:

“I’ve seen obviously all the pieces of GE, very strong. . . these companies have all kind of said, you know we’re not hurt that much by tariffs. We’re doing pretty well. And then you start getting a narrative which says maybe no recession.”

Overall, GE ranks 10th on our list of stocks that Jim Cramer discusses. While we acknowledge the potential of GE as an investment, 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 GE 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.

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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