economy
January 16, 2026
This energy stock is the clearest winner in efforts aimed at powering the AI buildout
The Investing Club holds its "Morning Meeting" every weekday at 10:20 a.m. ET.
TL;DR
- S&P 500 was little changed; Nvidia shares rallied but Cramer is cautious.
- Honeywell upgraded by JPMorgan; the club sold some shares.
- President Trump requests an emergency auction for $15 billion in new baseload power generation.
- GE Vernova is seen as the primary beneficiary of the power generation initiative.
- Other stocks mentioned include Coterra Energy, Devon Energy, 3M, PNC, and J.B. Hunt.
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