Trade Ideas
AI-driven memory shortages boost these stocks.
Memory and storage stocks like Seagate, Sandisk, Western Digital, and Micron are driven up by desperate buyers with persistent orders due to shortages caused by AI demand. AI requires huge memory, and production capacity cannot meet demand for years.
AI agents drive CPU demand for Intel and AMD.
AI agents need better CPUs, not just GPUs, and Nvidia does not make them. Intel and AMD are benefiting from this demand as the bottleneck for AI agents.
Data center networking demand boosts these stocks.
Data centers require networking software and hardware, and stocks like Marvell Tech, Al Credo, Astera Labs, and Sienna are performing well due to this demand, as data centers are stuffed with chips from various companies.
Dell benefits from data center hardware demand.
Dell is part of data center hardware and has been missed, implying it is performing well due to data center demand, including cooling infrastructure.
Bloom Energy rises on data center power demand.
Bloom Energy turns hydrogen into electricity, and its stock is up significantly due to demand for power solutions in data centers, with buyers placing aggressive orders believing in the long run.
Merck may drop further; buy cautiously.
Merck is in a healthcare rotation, trading at 13 times earnings, and could drop further, so investors should buy some and leave room, indicating cautious exposure due to market dynamics.
Service Now essential for AI, with strong growth.
Service Now has a massive total addressable market, growing revenue obligations, and its AI business is blowing past estimates. AI is a tailwind as everything runs through Service Now, making it essential for digital transformation.
Dr. Horton demand resilient but needs rate cuts.
Dr. Horton's earnings were mixed but had positive forward metrics like net sales orders and backlog, showing resilient demand. However, the stock is hostage to the bond market and needs rate cuts to sustain gains.
Airbnb at inflection point; buy.
Based on a Wells Fargo report, Airbnb is at an inflection point and the stock is about to turn up, making it a buy despite challenges in travel and leisure.
Vertive sold out with strong data center demand.
Vertive has strong demand for data center power and cooling equipment, is sold out for the year, and has competitive advantages in technology, scale, and partnerships. AI data center build-out drives growth.
ARM on buy list; expects great performance.
ARM Holdings is on the buy list for the charitable trust, the stock is up, and expects great performance from the CEO and business due to its role in CPUs for AI.
Alphabet going to 400; hold or buy.
Alphabet is going to $400, so investors should hold or buy, as sellers will win, indicating strong bullish sentiment.
GE Vernova powers data centers; strong growth.
GE Vernova had an incredible quarter, providing power to data centers and utilities, with a backlog so full that new turbines are unavailable for two years. It benefits from AI-driven power demand and is the only serious nuclear energy builder.
This CNBC video, published April 22, 2026,
features Jim Cramer, Bill McDermott, Gio Albertazi
discussing STX, SanDisk, WDC, MU, INTC, AMD, Al Credo, ALAB, Sienna, MRVL, DELL, BE, MRK, NOW, DHI, ABNB, Vertive, ARM, GOOG, GEV.
13 trade ideas extracted by AI with direction and confidence scoring.
Speakers:
Jim Cramer,
Bill McDermott,
Gio Albertazi
· Tickers:
STX,
SanDisk,
WDC,
MU,
INTC,
AMD,
Al Credo,
ALAB,
Sienna,
MRVL,
DELL,
BE,
MRK,
NOW,
DHI,
ABNB,
Vertive,
ARM,
GOOG,
GEV
