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10:38
Jun 24
Joyce Chang Global Head of Research, JPMorgan Bloomberg Markets
AI capex trend remains higher.
The AI capex story remains intact with hyperscaler spending headed towards $1 trillion, data center buildout still enormous, and semiconductor demand trend still higher. Volatility is seen as a buying opportunity.
DATA CENTER STOCKS
HIGH
23:56
May 12
Jim Cramer Host, Mad Money CNBC
Data center stocks face more selling.
Data center stocks experienced a parabolic rally that broke yesterday, leading to a likely further selloff as weak hands liquidate. Buyers may be exhausted, so be cautious and let them stabilize before re-entering.
DATA CENTER STOCKS
HIGH
23:59
Apr 24
Jim Cramer Host, Mad Money CNBC
Take profits in data center stocks
Cramer advises selling some data center stocks that are up 30-40% this week to have flexibility to buy back on the inevitable rollover, based on historical pattern that the group always corrects.
DATA CENTER STOCKS
MED

About DATA CENTER STOCKS Analyst Coverage

Buzzberg tracks DATA CENTER STOCKS (Data center stocks) across 2 sources. 1 bullish vs 0 bearish calls from 2 analysts. Sentiment: predominantly bullish (33%). 3 total trade ideas tracked. Past 7 days: 1 bullish. Latest voices: Joyce Chang, Jim Cramer.