Don’t jump the gun on buying more GE Vernova just yet. Despite a new buy-the-dip call from Goldman Sachs, Jim Cramer said Monday that the Club stock could still be weighed down by President Donald Trump ‘s fight against wind energy. Instead, he advised members to wait for more clarity on how the White House’s policies may impact GE Vernova’s overall sales. “The wind business is not going to grow as much,” Jim said during Monday’s Morning Meeting , citing Trump’s criticism of the wind power industry and promotion of fossil fuels. He added, “The president is not going to be giving anyone a break with wind plants.” In fact, Trump has called wind power the “worst form of energy,” even arguing that windmills “should not be allowed.” The White House has also issued executive orders to temporarily freeze new permits for wind projects, cancelled federal funding for the sector, and made it much harder to get tax credits. These are all risks to GE Vernova’s financials and its booming stock because the energy equipment maker has significant exposure to wind power. Nearly 28% of GE Vernova’s total revenue of $34.94 billion last year was wind, according to the company’s 2024 annual report . While up 3% on Monday and more than 80% in 2025, shares have dropped more than 9.5% since their record-high close above $644 on Aug. 6. GEV YTD mountain GE Vernova (GEV) year-to-date performance The wind business, one of GE Vernova’s three reporting segments, is slightly bigger than electrification, which represented around 22% of revenue in 2024. Both, however, pale in comparison to the power segment, which accounted for more than 50% of revenue last year. The power unit houses production of the company’s crown jewel gas turbines, which are highly sought after in a world of increasing energy demand due to artificial intelligence data centers, local manufacturing and industrialization, and electric vehicles. That’s why it was not surprising that shares of GE Vernova sold off last week after rival Mitsubishi Heavy Industries CEO Eisaku Ito told Bloomberg that the company plans to double its gas turbine production in two years to meet outsized demand. The upcoming influx of supply raised questions about pricing power in the industry. “While this has created investor angst and appears to be the reason GEV’s stock was sold off last week, we do not view this as a material risk to the industry,” Goldman Sachs said in a note to clients Monday. “Additionally,” they wrote, “we don’t believe GEV will plan to increase capacity in response unless demand for gas turbines is markedly higher and results in backlog representing closer to 5x revenues.” Last year, the backlog was just over three times revenue. The Goldman analysts, who advocated buying the pullback, also raised their GE Vernova price target to $715 per share from $686. Bottom line While reiterating our hold-equivalent 2 rating and $700 price target on GE Vernova, we would rather be patient and see if Trump’s disdain of wind power leads to lower wind equipment sales. If that does happen, any lost wind revenue could translate into additional sales of gas turbines, which we would see as a net positive. To be sure, GE Vernova has amazing growth prospects because of its gas turbine business, one of the biggest in the world. It has been at the heart of this year’s incredible run in the stock and our investment thesis. In fact, demand for GE Vernova’s gas turbines is so large , it’s hard for the manufacturer to keep up. Case in point: CEO Scott Strazik said during a spring earnings call that GE Vernova’s gas turbines are “largely sold out” for 2026 and 2027, while the company is “approaching filling out 2028 and starting to sign agreements for later years.” Candidly, we would like GE Vernova stock even more if the company increased production capacity for these turbines. After all, the AI boom isn’t going to die down anytime soon, as seen in increased capital expenditure plans from the so-called hyperscalers — those household name megacaps including Club holdings Amazon , Meta Platforms , and Microsoft . However, it is difficult to blame management for being cautious, given past boom-bust cycles in the industry. “When I spoke to Scott Strazik, begging him, literally begging him, to increase capacity, he said the last three times that people have done that it’s been a disaster,” Jim said on Monday. “I think he’s being prudent, but his prudence may turn out to be not aggressive.” Jim added, “Maybe this is the time that you really [do] need these plants.” Like Boeing , which we initiated Monday, GE Vernova’s products have been part of Trump’s deals with other nations to reduce their trade deficits with the U.S. One such agreement came back in May when the president visited Saudi Arabia and the kingdom committed to buying $14.2 billion of GE Vernova gas turbines. (Jim Cramer’s Charitable Trust is long GEV, AMZN, META, MSFT. See here for a full list of the stocks.) As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade. Jim waits 45 minutes after sending a trade alert before buying or selling a stock in his charitable trust’s portfolio. If Jim has talked about a stock on CNBC TV, he waits 72 hours after issuing the trade alert before executing the trade. THE ABOVE INVESTING CLUB INFORMATION IS SUBJECT TO OUR TERMS AND CONDITIONS AND PRIVACY POLICY , TOGETHER WITH OUR DISCLAIMER . NO FIDUCIARY OBLIGATION OR DUTY EXISTS, OR IS CREATED, BY VIRTUE OF YOUR RECEIPT OF ANY INFORMATION PROVIDED IN CONNECTION WITH THE INVESTING CLUB. NO SPECIFIC OUTCOME OR PROFIT IS GUARANTEED.
Are you wondering what kind of results you’d get if you added a home solar system to your roof? Homeowners are sharing their results online — and the real-world data might surprise you!
In a recent post to r/Solar, a Reddit user going by DontBuyBitcoin shared a screenshot indicating that their newly-installed ~11.5 kW system produced over 1,700 kWh of electricity in October. “Pretty surprised by the production of the system I got,” writes DontBuyBitcoin. “11.48KW. I cant wait to see what JUNE-AUGUST [2026] going to look like 😍 I wish SolarEdge will make their app better looking with more functionality”
Home solar energy chart
1.7 MWh month; via DontBuyBitcoin.
Other Redditors were quick to share in the enthusiasm. “Congratulations!!! Great numbers,” wrote LegalNet4337. “We got 1.6 MWh with a 14.45 kW system. East and West facing panels in SoCal.”
That 1,700 kWh is nothing to sneeze at. Based on the current national average electricity price of about $0.17/kWh (in AUG2025), DontBuyBitcoin’s admittedly large-ish system translates to ~$290 of potential savings. In a higher rate state like Illinois, with a projected 2026 kWh rate that’s closer to $0.18/kWh, that’s ~$306/mo.
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We expect retail electricity prices to residential customers will average 17 cents per kilowatthour (kWh) nationwide in 2025, a 4% increase over 2024, and then rise to approximately 18 cents/kWh in 2026. This rise continues a trend in which residential electricity prices have increased at an average annual rate of 5% each year since the COVID-19 pandemic. The increase in retail electricity prices this year comes as the cost of natural gas to the electric power sector was up more than 40% in 1H25 compared with a year earlier, with similar year-over-year increases forecast for the remainder of 2025. The average cost of natural gas for power generation in our forecast increases another 17% in 2026.
Those are big numbers, but 11-15 kW rooftop solar systems are big. Significantly bigger, in fact, than the US average, ~6.6 kW in 2024 – but you don’t have to have a big system in order to post big numbers. Superior weather conditions and perfect PV panel placement can also get the job done, as another Redditor found.
“The last 2 days we have had perfect weather here in South Florida and I have been able to get over 30 kWh from a 5 kW system with a 3.8 kW inverter. This is the highest I have seen since getting PTO in September,” wrote Redditor dlewis23, who shared another SolarEdge graph. “I am super happy with seeing over 30 kWh in a single day.”
30 kW/day from home solar
Taken altogether, these real-world snapshots prove that whether it’s a modest 5 kW array or a beefy 10+ kW setup, homeowners out in the real world are seeing meaningful, measurable differences from their home solar installations. And, with retail electricity prices projected to keep on rising through the decade, every kilowatt counts.
Electrek’s Take
From Electrek SEP2025 survey.
When we ran our “Why did you choose to go solar?” survey back in September, only 32.6% of respondents chose, “Lowering my monthly utility bills” as their primary motivation to go solar. That result proved, in my mind, that Electrek readers are just better people than most, and seem to be willing to spend a little more to do something positive for their environment and their community.
That said, wasn’t it no less a thinker than Albert Einstein who said, “Compound interest is the most powerful force in the universe” (Google it.)? And, with a 5% rate hike compounding every year from now until the AI and data center bubbles burst, the impact energy rates may have on all our pocketbooks may be enough to put “Lowering my monthly utility bills” back on top.
If you’re considering going solar, it’s always a good idea to get quotes from a few installers. To make sure you find a trusted, reliable solar installer near you that offers competitive pricing, check out EnergySage, a free service that makes it easy for you to go solar. It has hundreds of pre-vetted solar installers competing for your business, ensuring you get high-quality solutions and save 20-30% compared to going it alone. Plus, it’s free to use, and you won’t get sales calls until you select an installer and share your phone number with them.
Your personalized solar quotes are easy to compare online and you’ll get access to unbiased Energy Advisors to help you every step of the way. Get started here.
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It seems like the writing was already on the wall last week when Volvo moved to make its Luminar-supplied LiDAR system an option – there are now reports that the Swedish car brand is set to ditch LiDAR tech entirely in 2026.
In a recent SEC filing following a missed interest payment on its 2L notes, Luminar confirmed that Volvo’s new ES90 and EX90 flagship models (along with the new Polestar 3) would no longer be offered with LiDAR from Luminar. The move signals a full reversal on the safety tech that had started as standard equipment, then became an option, and is now (according to reports from CarScoops) gone altogether.
In a statement, a Volvo Cars USA spokesperson added the decision was reportedly made, “to limit the company’s supply chain risk exposure, and it is a direct result of Luminar’s failure to meet its contractual obligations to Volvo Cars.”
This is what Luminar had to say about the current, icy state of the two companies’ relationship as of the 31OCT filing:
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The Company’s largest customer, Volvo Cars (“Volvo”), has informed us that, beginning in April 2026, Volvo will no longer make our Iris LiDAR standard on its EX90 and ES90 vehicles (although Iris will remain an option). Volvo also informed the Company that it has deferred the decision as to whether to include LiDAR, including Halo (Luminar’s next generation LiDAR under development), in its next generation of vehicles from 2027 to 2029 at the earliest. As a result of these actions, the Company has made a claim against Volvo for significant damages and has suspended further commitments of Iris LiDAR products for Volvo pending resolution of the dispute. The Company is in discussions with Volvo concerning the dispute; however, there can be no assurance that the dispute will be resolved favorably or at all. Furthermore, there can be no guarantee that any claim or litigation against Volvo will be successful or that the Company will be able to recover damages from Volvo.
As a result of the foregoing, the Company is suspending its guidance for the fiscal year ending December 31, 2025.
On November 14, Luminar confirmed that Volvo had terminated its contract altogether, in a blow that could leave Luminar rethinking its long-term future and planning litigation against its biggest ex-customer.
The news follows a host of significant upgrades to the EX90 that include a new, more dependable electronic control module (ECM) and 800V system architecture for faster charging and upgraded ADAS that improves the automatic emergency steering functions and Park Pilot assistant.
That said, it’ll be interesting to see if ditching the LiDAR has a negative impact there. Or, frankly, whether ditching the LiDAR and its heavy compute loads will actually help mitigate some of the EX90’s niggling software issues. It could go either way, really – and I’m not quite sure which it will be. Let us know which way you think it’ll go in the comments.
SOURCE: Luminar, via SEC filing; featured image by Volvo.
If you’re considering going solar, it’s always a good idea to get quotes from a few installers. To make sure you find a trusted, reliable solar installer near you that offers competitive pricing, check out EnergySage, a free service that makes it easy for you to go solar. It has hundreds of pre-vetted solar installers competing for your business, ensuring you get high-quality solutions and save 20-30% compared to going it alone. Plus, it’s free to use, and you won’t get sales calls until you select an installer and share your phone number with them.
Your personalized solar quotes are easy to compare online and you’ll get access to unbiased Energy Advisors to help you every step of the way. Get started here.
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The new John Deere Z370RS Electric ZTrak zero turn electric riding mower promises all the power and performance Deere’s customers have come to expect from its quiet, maintenance-free electric offerings – but with an all new twist: removable batteries.
The latest residential ZT electric mower from John Deere features a 42″ AccelDeep mower deck for broad, capable cuts through up to 1.25 acres of lawn per charge, which is about what you’d expect from the current generation of battery-powered Deeres – but this is where the new Z370RS Electric ZTrak comes into its own.
Flip the lid behind the comfortably padded yellow seat and you’ll be greeted by six (6!) 56V ARC Lithium batteries from electric outdoor brand EGO. Those removable batteries can be swapped out of the Z370RS for fresh ones in seconds, getting you back to work in less time than it takes to gravity pour a tank of gas.
When John Deere launched the first Z370R, Peter Johnson wrote that electrifying lawn equipment needs to be a priority, citing EPA data that showed gas-powered lawnmowers making up five percent of the total air pollution in the US (despite covering far less than 5% of the total miles driven on that gas). “Moreover,” he writes, “it takes about 800 million gallons of gasoline each year (with an additional 17 million gallons spilled) to fuel this equipment.”
If you’re considering going solar, it’s always a good idea to get quotes from a few installers. To make sure you find a trusted, reliable solar installer near you that offers competitive pricing, check out EnergySage, a free service that makes it easy for you to go solar. It has hundreds of pre-vetted solar installers competing for your business, ensuring you get high-quality solutions and save 20-30% compared to going it alone. Plus, it’s free to use, and you won’t get sales calls until you select an installer and share your phone number with them.
Your personalized solar quotes are easy to compare online and you’ll get access to unbiased Energy Advisors to help you every step of the way. Get started here.
FTC: We use income earning auto affiliate links.More.