Name: There's more to investing than the data centers, says Jim Cramer
Uploaded: 2026-09-09T00:08:57+00:00
Duration: 204 s

Speakers

Jim Cramer — Host, Mad Money

Summary

Jim Cramer argues investors are missing opportunities beyond the data center trade. He remains bullish on data center/AI infrastructure after the election and highlights specific holdings such as GE Vernova, Intel, and Micron. He also points to aerospace/defense strength via GE Aerospace's acquisition and Boeing's catch-up potential, while warning that high jet fuel is bad for airlines.

Cramer says the data center group should roar again after the election.
He remains exposed to GE Vernova, Intel, and newly bought Micron.
Cramer says he sold Corning and will explain why on Thursday.
GE Aerospace's $12B Consolidated Precision Products deal integrates a key castings supply chain.
Boeing is seen as a beneficiary with full orders and old Spirit AeroSystems problems behind it.
High oil and jet fuel prices are flagged as a headwind for airlines.

Ideas

Jim Cramer Host, Mad Money 0:17

Intel revival on CPU pricing power

Cramer sees a potential Intel revival as gigantic and says he still owns it because Intel makes CPUs and is raising prices as demand exceeds supply.

Jim Cramer Host, Mad Money 1:02

Data center stocks roar after election

Despite the pullback, Cramer says he is sanguine about the data center/AI buildout and expects the group to start roaring again after the election; he is not abandoning the story.

Jim Cramer Host, Mad Money 1:06

GE Vernova powers data center electricity

Cramer says he is not abandoning GE Vernova in his charitable trust because it makes turbines that turn natural gas into electricity, a key part of data-center power demand.

Jim Cramer Host, Mad Money 1:20

Recently bought Micron after HQ visit

Cramer says the trust just bought Micron after visiting its Boise headquarters, adding exposure to memory/data-center demand.

Jim Cramer Host, Mad Money 1:33

Cramer sold Corning; explanation coming Thursday

Cramer says he actually sold Corning and will explain why in his Thursday CNBC investing talk, signaling an avoid/negative stance on the stock.

Jim Cramer Host, Mad Money 1:41

GE Aerospace supply chain deal pays off

Cramer says GE Aerospace's nearly $12 billion purchase of Consolidated Precision Products integrates a key casting supply chain, will pay off quickly, and makes production acceleration more likely; GE is near highs deservedly.

Jim Cramer Host, Mad Money 1:51

Commercial aerospace and defense are booming

Cramer says the castings acquisition is vital for commercial aircraft and especially defense, and both commercial aerospace and defense are booming now.

Jim Cramer Host, Mad Money 2:11

Boeing order book full, shares lag

Cramer calls the GE Aerospace deal good news for Boeing, a key customer that needs faster production; Boeing is nowhere near highs, its order book is full, and the Spirit AeroSystems problems are old news.

Jim Cramer Host, Mad Money 2:54

High jet fuel hurts airline stocks

Cramer warns that high oil prices, particularly jet fuel, are bad news for airlines.

There's more to investing than the data centers, says Jim Cramer

Summary

Ideas

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