Jim Cramer Bullish on GE Aerospace and GE Vernova Amid Trade Tensions

GE Aerospace and GE Vernova are positioned to capitalize on global trade tensions as nations invest in high-value infrastructure to balance trade deficits with the US. Both companies reported earnings that surpassed Wall Street expectations, though their stocks experienced initial sell-offs before rebounding sharply.

GE Aerospace's commercial engines and services segment—its Core business—showed robust growth, with Korean Air placing an order for 103 Boeing aircraft powered by GE engines. Supply chain improvements further bolster the company's outlook in an era of increasing tariffs.

GE Vernova exceeded earnings estimates through strong performance in its power division, complemented by the strategic acquisition of Prolec to expand its electrification capabilities. The company stands to benefit from rising demand in nuclear power and data center energy needs.

Year-to-date gains tell the story: GE Aerospace surged 83.70% while GE Vernova climbed 80.94%. Cramer frames these as plays on aerospace travel and next-generation power infrastructure—two sectors with structural tailwinds.