Hey, I'm Kramer. Welcome to Have Money. Welcome to Cray America.Other people make friends. I'm just trying to make you some money. My job is not just to entertain, but to educate you.So call me at 1800743 CBC or tweet me at Jim Kramer. Their best days are behind them. Those may be the six most damaging words to your portfolio.And hardly a day goes by when they don't hinder you from making money. Especially when we're talking about the magnificent seven. So many people trade these great stocks rather than ow ...

Group 1 - The AI/data center sector is experiencing significant growth, benefiting technology stocks like Nvidia and presenting investment opportunities in "old economy" stocks such as Vertiv [1][5] - Vertiv specializes in developing, manufacturing, and selling power systems for data centers and communication networks, having transitioned from Emerson Electric to a public company in 2020 after private equity ownership [2] - Vertiv's organic orders increased by 15% year-over-year in Q2 2025 and 11% sequentially from Q1 2025, indicating strong demand in the AI/data center market [3] Group 2 - Vertiv's book-to-bill ratio of 1.2 suggests robust future growth, with projected sales growth of 25% in 2025 and 16.6% in 2026 [5][7] - The ongoing capital spending by data center hyperscalers, highlighted by a $300 billion investment deal between OpenAI and Oracle, signals continued growth potential for data center infrastructure stocks like Vertiv [5]

Group 1 - Jim Cramer highlighted Micron Technology, Inc. (NASDAQ:MU) as a significant stock, emphasizing its relevance in the semiconductor sector alongside major players like NVIDIA [1][2] - Micron's stock price has seen a notable decline from $64 in April to around $16, attributed to its focus on high bandwidth memory and the data center market [2] - The CEO of Micron, Sanjay Mehrotra, is characterized as less promotional, indicating a more conservative approach to marketing the company's DRAM and data center products [2] Group 2 - There is a belief that while Micron has potential, certain AI stocks may offer better returns with lower risk, suggesting a competitive landscape in investment opportunities [3] - The article hints at the impact of Trump tariffs and onshoring on the semiconductor industry, indicating potential benefits for certain stocks within this context [3]

Core Viewpoint - The discussion highlights the challenges and opportunities in the AI industry, particularly regarding capital raising for companies like OpenAI, and emphasizes the potential of Corning Incorporated due to its partnerships and innovations in technology [1][6][9]. Group 1: AI Industry and Capital Raising - OpenAI may face difficulties in raising capital for partnerships with major firms like Broadcom and Oracle, reflecting broader concerns in the AI sector about funding and investment [1]. - Jim Cramer expresses confidence that the current market situation is not akin to the dot-com bubble of 2000, suggesting that the AI industry's fundamentals are stronger [1]. Group 2: Corning Incorporated - Corning Incorporated is highlighted as a key player in the technology sector, particularly due to its innovative glass products and partnerships, including a significant collaboration with NVIDIA [6][8]. - The company has 70 hedge fund holders as of Q2 2025, indicating strong institutional interest [6]. - Cramer praises Corning's role in the data center market, suggesting that its products are crucial for modern technology infrastructure, and believes the stock has significant growth potential [8][10]. Group 3: Partnership with Apple Inc. - Corning's partnership with Apple Inc. is emphasized, with a notable $2.5 billion investment from Apple, which ensures that all iPhones will feature glass produced at Corning's Harrodsburg factory [9][10]. - Cramer discusses the importance of Corning's glass technology for the iPhone, linking it to broader themes of innovation and American manufacturing [9][10].

Group 1 - Shares in Vertiv rose by 9.4% in the week through Friday morning, reflecting a positive sentiment in the AI and data center market [1] - The sector experienced a boost from a significant deal between OpenAI and Oracle, where OpenAI will purchase $300 billion worth of computing power from Oracle over five years, indicating strong investment trends in data centers [2] - Vertiv has raised its full-year sales, earnings, and cash flow guidance due to a strengthening environment, with organic orders increasing by 15% year over year in the second quarter, suggesting continued growth [3] Group 2 - Vertiv is developing power infrastructure solutions for next-generation data center technology, specifically the new 800V high voltage direct current (HVDC) data centers, which are expected to launch in 2027 [5] - The ramp-up in AI and data center spending, as indicated by Oracle's deal, suggests that the technology Vertiv is currently developing will see strong demand in the coming years [6]

All right, you hear the cheers here as we uh count you down to an opening bell on Friday. Maybe also cheering for the fact that it is Friday. Let's do our last mad dash for the week.Of course, head back down to Kentucky and Mr. . Kramer. What do you got.Right where I am at a beautiful glass factory reporting. David, one of the things that I think is amazing is when you think of semiconductor stocks and what is powering higher, you think of Nvidia. Well, wait a second.Maybe you should be thinking about Micro ...

公开资料显示，阿里巴巴是万国数据的最大客户，占万国数据中国在2024年第三季度总承诺面积/净收 入的33.5%/30.1%。目前，万国数据已全面展开与各大云服务商的合作，现已包括：阿里云、腾讯云、 AWS、Azure、百度云、华为云、UCloud以及VMware的VCloud Datacenter等。华泰证券此前指出，公 司核心亮点包括：国内数据中心业务上架率持续提升，新签订单增加；数据中心行业正处在供需好转的 周期中；DayOne积极在欧洲、东南亚区域落地新项目；成功发行国内首批数据中心REITS项目。 智通财经APP获悉，万国数据-SW(09698)涨超14%，截至发稿，涨13.83%，报38.2港元，成交额3.27亿 港元。 消息面上，据报道，知情人士称，阿里巴巴、百度已开始采用内部自主设计的芯片训练他们的AI大模 型，取代了部分英伟达芯片。此前，阿里巴巴公告，计划发行一笔本金总额约32亿美元的零息可转换优 先票据，该票据将于2032年9月15日到期，为无担保的优先债务。计划发行32亿美元"零息可转债"，其 中约80%用于增强云基础设施 ，包括扩建数据中心、技术升级和优化服务。 ...

Welcome back to NextGen Investing. It's now time to discuss a clear winner of the session which is Micron and it has not been so often we've been able to say that. So up now 9 and a half% joining us in studios Marley Kaden host for the Schwab network.So Marley, what is driving this nice move. Because I I know there's an analyst note today, but nine and a half% is a pretty big move on the back of just like one one ways of one conviction really from city. Yeah.I think it's primarily city, but also I think rid ...

Group 1 - Nokia Corp has been upgraded to "Outperform" by BNP Paribas Exane, with a price target of EUR4.30, due to expected benefits from the AI and data center boom [1][2] - The acquisition of Infinera is anticipated to enhance Nokia's position in the AI and data center sectors, which have previously been overlooked, and to increase hyperscaler revenues, currently only 5% of total revenues [2][4] - Despite power constraints in the AI sector, unique opportunities are expected to arise, compelling companies to develop medium-sized clusters that require additional optical and IP infrastructure, which Nokia can provide [3][4] Group 2 - BNP Paribas forecasts that Nokia's revenues will grow 3% faster than consensus estimates next year, alongside additional margin benefits and synergies from the Infinera acquisition [4] - Nokia is a Finnish telecommunications and IT company that offers network infrastructure, software, and services globally, focusing on mobile (5G and 4G) and fixed networks, as well as network automation and cloud services [5]

Summary of Dycom Industries Conference Call Company Overview - Dycom Industries is a premier digital infrastructure solutions provider operating across all 50 states, focusing on engineering, construction, service, and maintenance of wireline and wireless telecommunication services [9][12][10]. Industry Dynamics - The telecommunications industry is experiencing significant consolidation, with major customers either undergoing or completing acquisitions, which is expected to lead to increased capital investment in new markets [12][13]. - The fiber-to-the-home builds are well underway, with a commitment from customers to cover approximately 80% of addressable homes in the U.S. with fiber [14][15]. Financial Trajectory - Dycom Industries anticipates substantial growth opportunities, projecting a revenue outlook of approximately $5.3 billion for the current year, up from $3.1 billion four years ago [16][19]. - The company sees a $20 billion opportunity in the next five years related to AI-driven data center connectivity and infrastructure [32][34]. Labor Strategy - The company emphasizes the importance of a skilled labor force to support growth, focusing on attracting and training talent from entry-level to management positions [16][19][18]. Services and Maintenance - Over 50% of Dycom's business comes from services and maintenance, which is a highly capital-intensive and complex area, providing a recurring revenue stream [20][22]. - The company aims to leverage its service capabilities as it expands its fiber-to-the-home and data center services [24][25]. AI and Data Center Connectivity - Dycom is actively engaged in discussions with hyperscalers regarding the need for enhanced fiber connectivity to data centers, driven by aging infrastructure and increasing demand for capacity [30][31]. - The company is positioned to capitalize on the growing need for data center connectivity, with significant opportunities in both inside-the-fence and long-haul connections [37][39]. BEAD Program - Dycom anticipates revenue opportunities from the Broadband Equity, Access, and Deployment (BEAD) program, with expectations of significant fiber deployment in the coming years [49][52]. - The company has been in discussions with state broadband agencies and existing customers to quickly leverage contracts for new market opportunities [50][51]. Financial Performance and Outlook - Dycom has shown strong financial performance, with a revenue growth of over 14.5% and margin improvements [58][59]. - The company is focused on capital allocation strategies, including potential M&A opportunities to enhance growth and operational efficiency [62][63]. Key Takeaways - Dycom Industries is well-positioned for growth in the telecommunications sector, with a unique solution set and a strong presence across the U.S. [70][71]. - The company is gearing up for significant future demand driven by fiber-to-the-home initiatives, AI data center needs, and ongoing service and maintenance contracts [72].