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01.05.2026AI özeti
Jim Cramer Says Data Center Stocks Dominate Market as AI Infrastructure Buildout Goes Mainstream
Jim Cramer declared data centers and everything else are the only two sectors in the market, as the S&P 500 closed at another all-time high powered by AI infrastructure buildout. The Mad Money host identified winners including Quanta Services, Eaton, Vertiv, Carrier Global, Teradyne, Qualcomm, Caterpillar, Ciena, Arista Networks, Cisco, and Iron Mountain, describing the phenomenon as a manufacturing mosaic and multi-year windfall for the economy.
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