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GE Vernova Inc. (GEV) Was “Very Smart” To Get Out Of The Wind Business, Says Jim Cramer
Yahoo Finance· 2025-09-11 22:57
We recently published 13 Stocks Jim Cramer Discussed During His Historic Morning Appearance. GE Vernova Inc. (NYSE:GEV) is one of the stocks Jim Cramer recently discussed. GE Vernova Inc. (NYSE:GEV) is one of Cramer’s favorite nuclear power stocks. Its shares have gained 78% year-to-date due to the firm’s exposure to the data center industry. Cramer’s previous comments about GE Vernova Inc. (NYSE:GEV) have continually stressed that it is the only firm capable of delivering nuclear power projects. This tim ...
Jim Cramer says Nvidia chips could give the U.S. leverage in the trade war with China
CNBC· 2025-06-05 07:02
贸易战中的Nvidia - Nvidia的图形芯片可能成为美国在中美贸易战中的关键筹码[1] - Nvidia被形容为美国手中的"王牌",但特朗普政府不愿使用这一优势[3] - Nvidia CEO表示对华出口限制将导致公司损失数十亿美元并阻碍美国在AI领域的全球领导地位[3] 中美贸易紧张局势 - 特朗普政府威胁对中国进口商品征收高额关税导致两国关系紧张[2] - 美国已同意暂停90天的新关税,但两国关系仍然脆弱[2] - 特朗普表示与中国国家主席习近平达成协议"极其困难"[2] 美国企业对中国供应链的依赖 - 美国大型企业严重依赖中国制造商,包括苹果、Target、Stanley Black & Decker、百思买和沃尔玛等知名公司[4] - 尽管努力实现供应链多元化,但这些企业仍在努力适应新的贸易环境[4] - 美国对中国供应链的依赖程度令人难以置信[4] 中国需求的美国产品 - 中国可能需要的美国产品包括天然气、波音飞机、发电厂涡轮机和Nvidia产品[3] - Nvidia被视为美国最具优势的出口产品之一[3]