There's more to investing than the data centers, says Jim Cramer
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L'entrée est le cours de clôture de l'actif à la date de publication. Le cours actuel est la dernière clôture enregistrée.
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Entrée $165,99 08 sept 2026Actuel $168,46 09 sept 2026Résultat −$2,47vs. indice −1,5% SPY +0,0% sur la même période
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Contexte de la transcription source
…ND IS RAISING PRICES ON THEM BECAUSE THERE'S SO MUCH MORE DEMAND THAN THERE IS SUPPLY. WE JUST BOUGHT MICRON FOR THE TRAVEL TRUST AFTER VISITING ITS WORLD HEADQUARTERS IN BOISE, IDAHO. I'M GOING TO GIVE A CNBC INVESTING TALK THURSDAY NOON, WHICH STARTS WITH WHY I ACTUALLY SOLD CORNING. YOU CERTAINLY DON'T WANT TO MISS THAT EXPLANATION. SO I STILL BELIEVE IN THE DATA CENTER, BUT I ALSO WANT TO OPEN YOUR EYES TO OTHER OPPORTUNITIES. THIS MORNING, FOR EXAMPLE, GE AEROSPACE SPENT NEARLY $12 BILLION TO BUY A CASTINGS COMPANY …
WHICH STARTS WITH WHY I ACTUALLY SOLD CORNING.
Contexte extrait par IA I'M GOING TO GIVE A CNBC INVESTING TALK THURSDAY NOON, WHICH STARTS WITH WHY I ACTUALLY SOLD CORNING.
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Entrée $1 000,26 08 sept 2026Actuel $1 027,77 09 sept 2026Résultat +$27,51vs. indice +2,8% SPY +0,0% sur la même période
Citer cette recommandation Voir la vidéo source * †
Contexte de la transcription source
…Y TROY RUDD ROBERT L. STEER G NOV, WHICH MAKES THE TURBINES, THEY CALL THEM TURBINES THAT TURN NATURAL GAS INTO ELECTRICITY, OR INTEL, WHICH MAKES CPUS AND IS RAISING PRICES ON THEM BECAUSE THERE'S SO MUCH MORE DEMAND THAN THERE IS SUPPLY. WE JUST BOUGHT MICRON FOR THE TRAVEL TRUST AFTER VISITING ITS WORLD HEADQUARTERS IN BOISE, IDAHO. I'M GOING TO GIVE A CNBC INVESTING TALK THURSDAY NOON, WHICH STARTS WITH WHY I ACTUALLY SOLD CORNING. YOU CERTAINLY DON'T WANT TO MISS THAT EXPLANATION. SO I STILL BELIEVE IN THE DATA CENTER, BUT I ALSO WANT TO OPEN YOUR EYES TO OTHER OPPO…
WE JUST BOUGHT MICRON FOR THE TRAVEL TRUST AFTER VISITING ITS WORLD HEADQUARTERS IN BOISE, IDAHO.
Transcription Complète
743 CNBC OR TWEET ME AT JIM CRAMER. THERE'S THERE'S MORE TO LIFE AND INVESTING THAN THE DATA CENTER. I GET IT, THE MONEY'S HUGE. IT'S INCREDIBLY EXCITING. HARDLY A DAY GOES BY WITHOUT SOMETHING BIG HAPPENING. A NEW MODEL FROM OPEN AI THAT'S BEEN ON A TEAR. A REVIVAL OF INTEL THAT COULD BE GIGANTIC. I LIKE THE PHILOSOPHICAL DEBATE ABOUT THE MACHINES BECOMING OUR OVERLORDS. HOWEVER, THE ENDLESS FOCUS ON THE DATA CENTER AND THE ANTI DATA CENTER BACKLASH IS OBSCURING OPPORTUNITY AFTER OPPORTUNITY AWAY FROM IT. AND I AM NO LONGER WILLING TO TOLERATE YOU MISSING THESE. AND THAT'S WHY, AFTER A DAY WHERE THE DOW SANK 628 POINTS, S&P SHED 0.58% AND THE NASDAQ DECLINED 0.32%. I WANT TO TALK TO YOU ABOUT SOME OF THE OTHER TERRIFIC STORIES THAT PEOPLE ARE INDEED MISSING OUT ON BECAUSE OF DATA CENTER OBSESSION. NO, I'M NOT SAYING THAT I'VE LOST FAITH IN THE DATA CENTER STORY. NOT AT ALL. I'M QUITE SANGUINE ABOUT IT. AND I THINK THE GROUP WILL START ROARING AGAIN AFTER THE ELECTION. I'M NOT ABANDONING STOCKS FROM MY TROY RUDD ROBERT L. STEER G NOV, WHICH MAKES THE TURBINES, THEY CALL THEM TURBINES THAT TURN NATURAL GAS INTO ELECTRICITY, OR INTEL, WHICH MAKES CPUS AND IS RAISING PRICES ON THEM BECAUSE THERE'S SO MUCH MORE DEMAND THAN THERE IS SUPPLY. WE JUST BOUGHT MICRON FOR THE TRAVEL TRUST AFTER VISITING ITS WORLD HEADQUARTERS IN BOISE, IDAHO. I'M GOING TO GIVE A CNBC INVESTING TALK THURSDAY NOON, WHICH STARTS WITH WHY I ACTUALLY SOLD CORNING. YOU CERTAINLY DON'T WANT TO MISS THAT EXPLANATION. SO I STILL BELIEVE IN THE DATA CENTER, BUT I ALSO WANT TO OPEN YOUR EYES TO OTHER OPPORTUNITIES. THIS MORNING, FOR EXAMPLE, GE AEROSPACE SPENT NEARLY $12 BILLION TO BUY A CASTINGS COMPANY CALLED CONSOLIDATED PRECISION PRODUCTS TO INTEGRATE THIS KEY SEGMENT INTO ITS SUPPLY CHAIN. IT'S VITAL FOR BOTH COMMERCIAL AIRCRAFT AND PARTICULARLY DEFENSE, BOTH OF WHICH ARE BOOMING NOW. ON A DAY WHERE OIL IS UP, YOU MIGHT NOT WANT TO FOCUS ON ANYTHING AIRLINE RELATED, BUT TRAVEL HAS BEEN BOOMING THE WHOLE TIME. THE WHOLE TIME THE URANIUM WARS HAVE BEEN GOING ON. THIS ACQUISITION WILL PAY OFF QUICKLY FOR GE, MAKING IT MORE LIKELY THAT THEY CAN ACCELERATE PRODUCTION. THIS IS ALSO GOOD NEWS, THEREFORE, FOR BOEING, A HUGE CUSTOMER OF GE THAT NEEDS TO BOOST ITS PRODUCTION SPEED. GE IS RELATIVELY CLOSE TO ITS HIGHS. DESERVEDLY SO. BOEING NOWHERE NEAR ITS HIGH. YET. THE ORDER BOOK IS FULL. LAST WEEK, THERE WAS THIS NEGATIVE ARTICLE ABOUT HOW BOEING IS BEING HURT BY THE PROBLEM FILLED SPIRIT AEROSYSTEMS ACQUISITION MADE THAT ONE TWO YEARS AGO, BUT THAT ACQUISITION HAD TO BE DONE BECAUSE BOEING LIKED GE. AEROSPACE NEEDS TO GET BETTER CONTROL OF ITS SUPPLY CHAIN. YOU SAY, WHO NEEDS THAT KIND OF PROBLEM? BOEING JUST REPORTED ITS SLOWEST DELIVERIES IN FOUR MONTHS. I COME BACK AND SAY, WAIT A SECOND. FIRST, THE PROBLEMS FROM THE SPIRIT DEAL ARE NOW BEHIND THEM. YOU KNOW WHAT? THE STORY IS ACTUALLY OLD NEWS. PLUS, CEO KELLY ORTBERG HAS MADE IT CLEAR THAT ORDERS WOULD BE LUMPY. I KNEW THAT, AND LOOK, I KNOW THE HIGH PRICE OF OIL, PARTICULARLY JET FUEL, IS BAD NEWS FOR THE AIRLINES,
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