Speculative builders are driving up the cost of data center construction, says Jim Cramer

Name: Speculative builders are driving up the cost of data center construction, says Jim Cramer
Uploaded: 2026-08-24
Channel: CNBC Television
Description: Recommandations extraites de cette vidéo de CNBC Television : SNDK, WDC, STX, MU, NVDA, AMZN, GOOGL, MSFT, META, PG, KO, UNH, JPM, TGT. Consultez chaque recommandation avec les prix et les rendements suivis.

CNBC Television

Analysé Voir sur YouTube Demandé Le 25 août 2026

Rendement de la vidéo: —
Appels: 14
Achat / Vente: 9 5
Publié: 24 août 2026

Recommandations

L'entrée est le cours de clôture de l'actif à la date de publication. Le cours actuel est la dernière clôture enregistrée.

01 SNDK NASDAQ VENDRE +0,00%

Entrée $1 493,12 24 août 2026

Actuel $1 493,12 24 août 2026

Résultat +$0,00

I THINK YOU SELL SOME.

Contexte THE OUTFLOW FROM SANDISK, WESTERN DIGITAL, SEAGATE AND MICRON, AMONG OTHERS... I THINK YOU SELL SOME. YOU CAN'T BE AS HEAVILY INVESTED IN THIS THEME BECAUSE THE PRICE EARNINGS MULTIPLES ARE NOT GOING TO EXPAND.
02 WDC NASDAQ VENDRE +0,00%

Entrée $435,38 24 août 2026

Actuel $435,38 24 août 2026

Résultat +$0,00

I THINK YOU SELL SOME.

Contexte THE OUTFLOW FROM SANDISK, WESTERN DIGITAL, SEAGATE AND MICRON, AMONG OTHERS... I THINK YOU SELL SOME. YOU CAN'T BE AS HEAVILY INVESTED IN THIS THEME BECAUSE THE PRICE EARNINGS MULTIPLES ARE NOT GOING TO EXPAND.
03 STX NASDAQ VENDRE +0,00%

Entrée $794,65 24 août 2026

Actuel $794,65 24 août 2026

Résultat +$0,00

I THINK YOU SELL SOME.

Contexte THE OUTFLOW FROM SANDISK, WESTERN DIGITAL, SEAGATE AND MICRON, AMONG OTHERS... I THINK YOU SELL SOME. YOU CAN'T BE AS HEAVILY INVESTED IN THIS THEME BECAUSE THE PRICE EARNINGS MULTIPLES ARE NOT GOING TO EXPAND.
04 MU NASDAQ VENDRE +0,00%

Entrée $910,43 24 août 2026

Actuel $910,43 24 août 2026

Résultat +$0,00

I THINK YOU SELL SOME.

Contexte THE OUTFLOW FROM SANDISK, WESTERN DIGITAL, SEAGATE AND MICRON, AMONG OTHERS... I THINK YOU SELL SOME. YOU CAN'T BE AS HEAVILY INVESTED IN THIS THEME BECAUSE THE PRICE EARNINGS MULTIPLES ARE NOT GOING TO EXPAND.
05 NVDA NASDAQ VENDRE +0,00%

Entrée $208,48 24 août 2026

Actuel $208,48 24 août 2026

Résultat +$0,00

I THINK YOU SELL SOME.

Contexte AND OF COURSE, THE INSIDE OF OF A DATA CENTER LIKE NVIDIA, WHICH REPORTS WEDNESDAY AND HAS NOW BEEN DOWN FOR SEVEN STRAIGHT DAYS, I THINK LARGELY BECAUSE OF WORRIES ABOUT DATA CENTER SLOWDOWNS. I THINK YOU SELL SOME.
06 AMZN NASDAQ ACHETER +0,00%

Entrée $262,07 24 août 2026

Actuel $262,07 24 août 2026

Résultat +$0,00

THE MAGNIFICENT FOUR ARE THE WINNERS.

Contexte IT'S NOT A COINCIDENCE, IS IT, THAT THE STOCKS OF AMAZON, ALPHABET, MICROSOFT AND META ARE RAMPING, GOING UP FURIOUSLY. THE MAGNIFICENT FOUR ARE THE WINNERS... I THINK THEY'LL KEEP WINNING
07 GOOGL NASDAQ ACHETER +0,00%

Entrée $348,06 24 août 2026

Actuel $348,06 24 août 2026

Résultat +$0,00

THE MAGNIFICENT FOUR ARE THE WINNERS.

Contexte IT'S NOT A COINCIDENCE, IS IT, THAT THE STOCKS OF AMAZON, ALPHABET, MICROSOFT AND META ARE RAMPING, GOING UP FURIOUSLY. THE MAGNIFICENT FOUR ARE THE WINNERS... I THINK THEY'LL KEEP WINNING
08 MSFT NASDAQ ACHETER +0,00%

Entrée $487,31 24 août 2026

Actuel $487,31 24 août 2026

Résultat +$0,00

THE MAGNIFICENT FOUR ARE THE WINNERS.

Contexte IT'S NOT A COINCIDENCE, IS IT, THAT THE STOCKS OF AMAZON, ALPHABET, MICROSOFT AND META ARE RAMPING, GOING UP FURIOUSLY. THE MAGNIFICENT FOUR ARE THE WINNERS... I THINK THEY'LL KEEP WINNING
09 META NASDAQ ACHETER +0,00%

Entrée $559,02 24 août 2026

Actuel $559,02 24 août 2026

Résultat +$0,00

THE MAGNIFICENT FOUR ARE THE WINNERS.

Contexte IT'S NOT A COINCIDENCE, IS IT, THAT THE STOCKS OF AMAZON, ALPHABET, MICROSOFT AND META ARE RAMPING, GOING UP FURIOUSLY. THE MAGNIFICENT FOUR ARE THE WINNERS... I THINK THEY'LL KEEP WINNING
10 PG NYSE ACHETER +0,01%

Entrée $146,59 24 août 2026

Actuel $146,60 24 août 2026

Résultat +$0,01

THESE ARE THE CONVENIENT PLACES TO PUT ONE SAVING GRACE THOUGH, AND IT'S A BIG ONE RIGHT NOW.

Contexte HOW ABOUT THE MONEY THAT'S FLOWING INTO PROCTER AND GAMBLE AND COCA-COLA OR UNITEDHEALTH ... THE JP MORGAN'S AND THE TARGETS CAN. THE OUTFLOW FROM SANDISK, WESTERN DIGITAL, SEAGATE AND MICRON ... PEOPLE JUST WANT OUT OF DATA CENTER, AND THESE ARE THE CONVENIENT PLACES TO PUT
11 KO NYSE ACHETER +0,00%

Entrée $91,99 24 août 2026

Actuel $91,99 24 août 2026

Résultat +$0,00

THESE ARE THE CONVENIENT PLACES TO PUT ONE SAVING GRACE THOUGH, AND IT'S A BIG ONE RIGHT NOW.

Contexte HOW ABOUT THE MONEY THAT'S FLOWING INTO PROCTER AND GAMBLE AND COCA-COLA OR UNITEDHEALTH ... THE JP MORGAN'S AND THE TARGETS CAN. THE OUTFLOW FROM SANDISK, WESTERN DIGITAL, SEAGATE AND MICRON ... PEOPLE JUST WANT OUT OF DATA CENTER, AND THESE ARE THE CONVENIENT PLACES TO PUT
12 UNH NYSE ACHETER +0,00%

Entrée $398,76 24 août 2026

Actuel $398,76 24 août 2026

Résultat +$0,00

THESE ARE THE CONVENIENT PLACES TO PUT ONE SAVING GRACE THOUGH, AND IT'S A BIG ONE RIGHT NOW.

Contexte HOW ABOUT THE MONEY THAT'S FLOWING INTO PROCTER AND GAMBLE AND COCA-COLA OR UNITEDHEALTH ... THE JP MORGAN'S AND THE TARGETS CAN. THE OUTFLOW FROM SANDISK, WESTERN DIGITAL, SEAGATE AND MICRON ... PEOPLE JUST WANT OUT OF DATA CENTER, AND THESE ARE THE CONVENIENT PLACES TO PUT
13 JPM NYSE ACHETER +0,00%

Entrée $356,39 24 août 2026

Actuel $356,39 24 août 2026

Résultat +$0,00

THESE ARE THE CONVENIENT PLACES TO PUT ONE SAVING GRACE THOUGH, AND IT'S A BIG ONE RIGHT NOW.

Contexte HOW ABOUT THE MONEY THAT'S FLOWING INTO PROCTER AND GAMBLE AND COCA-COLA OR UNITEDHEALTH ... THE JP MORGAN'S AND THE TARGETS CAN. THE OUTFLOW FROM SANDISK, WESTERN DIGITAL, SEAGATE AND MICRON ... PEOPLE JUST WANT OUT OF DATA CENTER, AND THESE ARE THE CONVENIENT PLACES TO PUT
14 TGT NYSE ACHETER +0,00%

Entrée $169,89 24 août 2026

Actuel $169,89 24 août 2026

Résultat +$0,00

THESE ARE THE CONVENIENT PLACES TO PUT ONE SAVING GRACE THOUGH, AND IT'S A BIG ONE RIGHT NOW.

Contexte HOW ABOUT THE MONEY THAT'S FLOWING INTO PROCTER AND GAMBLE AND COCA-COLA OR UNITEDHEALTH ... THE JP MORGAN'S AND THE TARGETS CAN. THE OUTFLOW FROM SANDISK, WESTERN DIGITAL, SEAGATE AND MICRON ... PEOPLE JUST WANT OUT OF DATA CENTER, AND THESE ARE THE CONVENIENT PLACES TO PUT

Transcription Complète

SHRINK ANYWAY BECAUSE OF THE CHATTER, BECAUSE OF THE RHETORIC. DOES THAT MEAN YOU NEED TO SELL YOUR STOCKS THAT ARE INVOLVED WITH THE DATA CENTER? YOU'D BE LIKE US IN THE TRUST. I THINK YOU SELL SOME. YOU CAN'T BE AS HEAVILY INVESTED IN THIS THEME BECAUSE THE PRICE EARNINGS MULTIPLES ARE NOT GOING TO EXPAND. AND IF THE DWINDLING SUPPORTERS OF DATA CENTERS LOSE THEIR POSITIONS, THE COMING ELECTION, THE PEOPLE SELLING THESE STOCKS NOW WILL LOOK LIKE GENIUSES AFTER THE ELECTION. BUT LET'S SAY, HOW ABOUT THE MONEY THAT'S FLOWING INTO PROCTER AND GAMBLE AND COCA-COLA OR UNITEDHEALTH IN THE HINGE HOUSE, THE JP MORGAN'S AND THE TARGETS CAN. THE OUTFLOW FROM SANDISK, WESTERN DIGITAL, SEAGATE AND MICRON, AMONG OTHERS, KEEP THEIR GROUPS AFLOAT? THE ANSWER IS YES, BECAUSE IT ISN'T JUST THESE STOCKS. THE LIST IS AS LONG AS YOUR ARM. VIRTUALLY ANYTHING. HEALTH CARE WORKS. SAME WITH TRAVEL AND LEISURE. PEOPLE JUST WANT OUT OF DATA CENTER, AND THESE ARE THE CONVENIENT PLACES TO PUT ONE SAVING GRACE THOUGH, AND IT'S A BIG ONE RIGHT NOW. THE COST OF BUILDING A DATA CENTER IS BEING BOOSTED BY MANY COMPANIES CONSTRUCTING THESE THINGS ON SPEC, NOT JUST THE HYPERSCALERS. IT'S NOT A COINCIDENCE, IS IT, THAT THE STOCKS OF AMAZON, ALPHABET, MICROSOFT AND META ARE RAMPING, GOING UP FURIOUSLY, GOING FURIOUSLY. >> BYE BYE BYE BYE BYE BYE BYE. >> SEE, THEY'RE THE BIGGEST BENEFICIARIES BECAUSE THEY CAN AFFORD TO COMPENSATE LOCAL COMMUNITIES AND GET THEIR WAREHOUSES FULL OF SERVERS BUILT, WHILE THE SPEC BUILDERS WILL INDEED GET OBLITERATED, AND THEY HAVE THE ABILITY AGAIN TO CREATE THAT CODE OF CONDUCT. IF THEY WEREN'T SUCH A BUNCH OF KNUCKLEHEADS, THEY WOULD. IF YOU GET RID OF THE SMALLER SPECULATIVE BUILDERS, YOU GET RID OF THE INSANE COMPETITION THAT'S PUSHED UP THE PRICE OF EVERYTHING FROM LAND TO CONSTRUCTION TO LABOR, ELECTRICITY, AND OF COURSE, THE INSIDE OF OF A DATA CENTER LIKE NVIDIA, WHICH REPORTS WEDNESDAY AND HAS NOW BEEN DOWN FOR SEVEN STRAIGHT DAYS, I THINK LARGELY BECAUSE OF WORRIES ABOUT DATA CENTER SLOWDOWNS. THE MAGNIFICENT FOUR ARE THE WINNERS. ALL RIGHT. HOW ABOUT THE FAB FOUR. IT'S PROBABLY BETTER. I THINK THEY'LL KEEP WINNING AS THEY'VE BEEN THE LOSERS. WHEN PEOPLE EXTRAPOLATE THE COST OF BUILDING THESE DATA CENTERS, RIGHT, THEY ALWAYS THINK, OH, MORE CAPEX, MORE CAPEX, SELL, SELL, SELL. THIS POLITICAL PUSHBACK MIGHT BE A GODSEND FOR THE HYPERSCALERS. ONLY A COUPLE OF US ARE THINKING OF THAT. BUT THE STOCKS ARE MOVING. SO MONEY WON'T JUST PIVOT TO THE JOHNSON'S AND JOHNSON'S. HAVE YOU SEEN THAT STOCK. IT WILL GO TO THE ACTUAL HYPERSCALERS THAT ARE BEING REVILED. THEY CAN COMPLY WITH THESE NEW RULES. THE SMALL FRY CAN'T. CLASSIC CASE OF GOVERNMENT REGULATION CRUSHING THE SMALL FRY AND BOOSTING THE BIG BOYS. HERE'S THE BOTTOM LINE. THIS DATA CENTER PUSHBACK MAY BE A VICTORY FOR BIG TECH. A REAL CYNIC WOULD SAY THAT THEY SHOULD BACK THE NEW RULES, CLARITY AND A LITTLE MONEY TO EACH TOWN, ALONG WITH ELECTRICITY SUBSIDY AND CLEAN WATER COMMITMENT WOULD SUIT THEM FINE, HELPING THEIR BOTTOM LINE

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