Generac ($GNRC) podcast mentions
Well, you can determine it. So semiconductors had their best second quarter ever because the stocks— the business was good, but the stocks went up 100% to 200%. Right now they're reporting really good earnings, but people are worried about 2 years out, 3 years out. So when you get to 50 to 100 times earnings, you've got too much positives built in and you can have some sort of a pullback even if the news is very good. We do think there are certain companies that are part of the AI buildout that have sold off. That are now opportunities. A company like Generac, which makes power backups for these companies, had a great run, gave about two-thirds of that run back, sells at about 20 times earnings, 18 times earnings, now has great prospects. So you could step into things like that. We still are wary about some of these semiconductor companies that went up to 100 times earnings and today are back at 50 times earnings. They're still pretty expensive.
David Katz · Bloomberg Surveillance · Global Bond Selloff Sends Yields to the Highest Level Since 2008 · 2026-09-01You made me back. And let's go to the videotape. April 2025, yours truly told me this was an excellent company and I bought it at $111, $113 a share. It ran to $296 a share. I am nibbling away at this baby because the CEO, Jack Feld, and the name of the company is Generac.
Speaker D · Mad Money w/ Jim Cramer · Mad Money w/ Jim Cramer 8/25/26 · 2026-08-25Generac. Yeah. Gnome and Jupiter gave you that one. Gnome and Jupiter probably got a good deal. I mean, I know Jupiter. First you said Jupiter. I was thinking, Venus and Mars. I said we put a man on Jupiter. You must know Elon Musk. Okay, so Generac has been down lately because people feel we're not building data centers, and I totally get that. But you know what, I think you're doing the right thing. Trim to $290, buy a little here, then wait, then wait like 25 more points just in case the data center furor gets even, even more heated. And you know what, I think Gnome, he can call in too. It's you It's not a foreign country. The charges interpreted by Carly Garner suggest that oil prices are on their way down. If that's true, we're looking at a much better backdrop for stocks, aren't we? Now, much more Mad Money, including my post-earnings exclusive with Intuit. Then these hyperscalers are getting on the bad side of small town America. I've got some advice to help some correct. And you know what? They're going to listen to it. I'm telling you, they're going to listen to it. They're going to copy me and they're never going to give me any credit. And I don't care. And all your calls rapid-fire tonight since the lightning round's stupid. All right, what do you make of the numbers of Intuit, the software company behind QuickBooks, Mailchimp, TurboTax, Credit Karma? Stock's been a bit of a pain for most of the year because it's enterprise software and Wall Street assumed that this whole group would be eaten alive by artificial intelligence. But we've now gone through an entire tax season with these AI models widely available. So far, we haven't seen many people switching to Claude to handle their taxes. These instead, Intuit's been incorporating AI into their own products. Now, after the close today, Intuit reported a strong set of numbers with not so hot guidance. So that's what we have to look into. So let's check in with Sasank Gadhage. He's the chairman and CEO of Intuit to figure out what's going on. Mr. Ghodargi, welcome back to Mad Money.
Jim Cramer · Mad Money w/ Jim Cramer · Mad Money w/ Jim Cramer 8/25/26 · 2026-08-25Lam Research down 32.4%. Applied Materials down almost 30%. We had them all on the show. The business is strong. A couple of chipmakers made the list like Marvell Technologies, one I've liked very much. Intel, terrible trust name. They were the 4th and 5th worst, down 37% and 35.4% respectively. Generac, they make backup power generation.
Jim Cramer · Mad Money w/ Jim Cramer · Mad Money w/ Jim Cramer 8/3/26 · 2026-08-03There's actually a nice round of industrial earnings, Jim. JCI, Generac, Data Center, Data Center, GEHC, Health Helping to lead the S&P.
Carl Quintanilla · Squawk on the Street · 9am Hour: Fed Decision Day: SK Hynix Effect on Chips, Dow Tumbles, Oil Surges 7/29/26 · 2026-07-29Yeah, no, that's, that's, uh, it's a, it's a great question. It's the billion dollar question. And, you know, we are again, early days, limited production. We're not manufacturing these chargers at scale. And so, you know, today, like a V2G DC system is going to be quite expensive, around, you know, $8K to $10K for the full installation. I don't have good numbers on the V2G AC. The belief is that that will significantly shrink the cost differential between a unidirectional and a bidirectional. Charging system. So, you know, it's hard to say exactly what that differential is today. I would guess somewhere in, you know, the high hundreds to thousands or something, it's $1,000 to something in that range. So it is really, it's difficult to really pinpoint what that incremental cost is for bidirectional given kind of the early stage of the industry and the limited deployments that we've seen. Seen nationally. But one thing I think it's important to talk about is, is you talked about what's, what's the, what's the value of having that bidirectional capability. And so the only reason you would invest in a bidirectional charging system if there is some sort of value or opportunity to earn revenue from having that capability. And in that case, there are very limited opportunities across the country to actually monetize that bi-directional capability in terms of providing grid services. If you simply want to back up your home during an emergency, like that's a value that exists today. And you know, the alternative is buying like a whole home Generac generator for your home. Instead of spending that amount of money, whatever that would cost, you would invest in your home bi-directional charging system that would provide whole home backup power. And my sense is that that's going to be very competitive. Cost relative to what it would cost to do a whole home backup generator. And so, so it's, it's a huge important question about, you know, does the value cover the incremental cost of going bidirectional? I think for simply home backup power, the answer is likely yes, it does. In terms of doing full V2G, providing grid services, the question is, you know, where do utilities provide compensation? What is the interconnection cost? To participate in those programs.
Steve Letendre · Catalyst with Shayle Kann · The multi-billion dollar promise of vehicle-to-grid integration · 2026-07-23I do. Listen, listen. But I think what that analysis is showing is that this is going to support a lot of the equal weighted indexes because it's such a profound effect on the broader economy. Right. Like Caterpillar is probably part of that S&P493. Right. Like I think I was reading that Generac is doing better now because of the data center build out to build backup, you know, power for these facilities. So that's why I say like just because I mean is the equal weight, like historically we look at that as a sign of like market broadening. But if the AI tech capex boom is touching lots of industrial names as an example and lots of freight, right. Like that stuff needs to move around the country, that's, you know that's also probably helped by all this. So is it really like a sign of breath or is it Just a sign that things are really concentrated into one area of the economy. Like what is like how much is like traditional non residential structures doing.
Speaker B · The Compound and Friends · Neil Dutta & Skanda on Why the Recession Signals Are All Wrong · 2026-06-05Some of the sexiest stocks in the market right now are some of the unsexiest names. Companies like Generac, which makes H Vac equipment, and Caterpillar, which makes tractors, are absolutely ripping in the stock market right now. Caterpillar Stock is up 170% in the past year alone. So why are these boring businesses on such a crazy run? Well, two words, data centers. Big tech is planning to spend $700 billion on data centers in the next year. And that means that the companies that build the equipment that make those data centers are in high demand. That includes Caterpillar and Generac and also five other major players, specifically Cummins, Vertiv, Comfort Systems, Quanta and Emcore. They are the 7 hottest companies in the stock market right now. And our friends over at Unhedged have coined a new term for them. They are calling them the Data Center 7. The Data Center 7 are up an average of over 170% in the past year. They're also trading at an average of 38 times forward earnings. For context, that is almost double the multiple of Meta, which is trading at 20 times forward earnings, despite the fact that Meta's business is growing twice as fast as said Generac. In other words, this is becoming a frenzy. But it is possible that the markets are missing something, because while data centers are in high demand right now, we should also acknowledge that there are a lot of obstacles in their way, too. Last week we discussed with Jigga Shah and John Perela how energy constraints are making it increasingly difficult to power these data centers. There are also supply chain issues and labor shortages and, of course, public opposition. Last month, the state of Maine passed a moratorium on all new data centers, and similar proposals have now been introduced in 13 other states. And we're already seeing the effects of this Data center capacity dropped 50% at the end of last year. And despite all of these new plans that we keep seeing, roughly 40% of this year's data centers are expected to be either delayed or or simply canceled. In other words, this gigantic data center buildout isn't a given, it's a question. And at 38 times forward earnings, it's hard to argue that investors are really acknowledging that fact. Will the data center 7 stocks go down anytime soon? I doubt it, as it's a very hot sector right now. But if these data centers don't start physically materializing in the real world in the way Wall street hopes they will, well, then this story is going to change very, very rapidly. In sum, look out below. Okay, that's it for today. This episode was produced by Claire Miller and Alison Weiss, edited by Joel Patterson and engineered by Benjamin Spencer. Our video editor is Brad Williams. Our research team is dad Shalon, Isabella Kinsel, Kristen o' Donoghue and Mia Silverio. And our social media producer is Jake McPherson. Thanks for listening to Prof. G Markets from Prof. G Media. If you liked what you heard, give us a follow. I'm Ed Elson. I will see you tomorrow.
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