Jim Cramer says it’s nice to see companies doing well that aren’t tied to the data center

Market Overview - The market is perceived to be dominated by companies connected to data center buildout and speculative ventures [2] - The "Magnificent Seven" stocks constitute approximately 35% of the S&P 500, raising concerns about market concentration [3] - The market is divided between data center-related companies and speculative ventures, causing unease among investors [4] Economic Indicators - Positive economic data from actual businesses, not just those related to AI and data centers, led to a Dow rally of 218 points [1] - The NASDAQ, heavily influenced by AI stocks, experienced a slight dip of 0.16% [1] - The emergence of a "real economy" showing signs of life could attract significant investment [6] Potential Risks - Concerns exist regarding the ability of companies like OpenAI to secure funding for data center expansion, potentially impacting the AI sector [5] - Over-speculation in areas like uranium companies and quantum computing firms raises concerns about market stability [4]