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GE Aerospace

and GE Vernova

can keep climbing, CNBC’s Jim Cramer said, because the two companies’ products are relevant globally and can be useful amid trade tensions.

“In the end, both GE Aerospace and GE Vernova are poised to be winners from the president’s trade war, because when other countries decide to make nice with Trump by narrowing their trade deficits with us, they need to buy lots of big ticket items to really move the needle,” he said. “That means they need to buy aircraft and … they need to buy turbines.”