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Jim Cramer says the AI data center trade is back. These 6 stocks are leading the comeback

CNBC’s Jim Cramer said the AI data center trade is regaining market leadership after weeks of forced selling weighed on the group.

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Jim Cramer says the AI data center trade is back. These 6 stocks are leading the comeback

Six AI stocks (Nvidia, Intel, Supermicro, Nebius, Lumentum, CoreWeave) surged on proof older GPUs retain value longer than feared. Nvidia's $500B framework validates compute infrastructure durability—key for IT capex planning on multi-year AI deployments.

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benzinga.com16 h fa

5 AI Stocks with Strong Growth to Buy on the Rebound - NVIDIA (NASDAQ:NVDA), Lam Research (NASDAQ:LRCX)

SiTime (125% YoY EPS), Credo (revenue tripled), and NVIDIA (85% YoY) rebound on strong technicals and blowout earnings, signaling sustained AI infrastructure demand. Memory shortages and hyperscaler capex remain robust, anchoring semiconductor suppliers as core enterprise infrastructure decisions for 2026–2027.

Jim Cramer says the AI data center trade is back. These 6 stocks are leading the comeback

5 AI Stocks with Strong Growth to Buy on the Rebound - NVIDIA (NASDAQ:NVDA), Lam Research (NASDAQ:LRCX)

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Jim Cramer says the AI data center trade is back. These 6 stocks are leading the comeback

5 AI Stocks with Strong Growth to Buy on the Rebound - NVIDIA (NASDAQ:NVDA), Lam Research (NASDAQ:LRCX)