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According to CNBC’s Jim Cramer, the data center theme might still have potential on the market — even as investors worry about tariffs, the threat of recession and too much AI spending. “When it comes to AI infrastructure, Wall Street’s become very skeptical, and I don’t think that’s really changed,” Cramer said. “But looking at what we’ve seen so far this earnings season, I’m feeling much more sanguine about this story, especially if we get some more trade war…de-escalation from the White House and stocks stay as cheap as they are.”
As the hype around stocks related to the data center starts to die down on Wall Street, CNBC’s Jim Cramer explained why he’s hopeful the artificial intelligence infrastructure theme still holds weight.
“When it comes to AI infrastructure, Wall Street’s become very skeptical, and I don’t think that’s really changed,” Cramer said. “But looking at what we’ve seen