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Jim Cramer names 6 AI stocks to watch, citing AI data center trade regaining market leadership
svmuu.com15/08/2026 13:28
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CNBC host Jim Cramer stated that the AI data center trade has regained market leadership, highlighting Nvidia (NVDA), CoreWeave (CRWV), Nebius (NBIS), Intel (INTC), Super Micro Computer (SMCI), and Lumentum (LITE) as key stocks. He pointed to increased Intel demand, earnings beats from Super Micro Computer and Lumentum, strong GPU resale value, and cooler inflation as catalysts supporting higher prices for these stocks.
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