From Yahoo Finance: 2025-04-26 10:22:00

Jim Cramer discusses AI data center industry trends, noting strong demand and positive numbers from top companies. He believes Microsoft slowed AI spend amid the OpenAI breakup. Cramer expresses optimism for the market with potential trade war de-escalation.

In a recent program, Cramer criticizes Intel Corp (INTC) shares as expensive, questioning its future relevance against Taiwan Semiconductor’s US investment. Invesco Growth and Income Fund sells INTC position due to weaker-than-expected results and guidance. INTC ranks 3rd on Cramer’s radar list, but under-the-radar AI stocks show more promise.

Insider Monkey lists 10 stocks on Cramer’s radar, highlighting INTC’s position and hedge fund sentiment. INTC falls short of expectations with declining revenues, prompting Invesco to sell its position. Insider Monkey emphasizes the potential of under-the-radar AI stocks for higher returns compared to popular AI stocks like INTC.

Read more: ‘Who The Heck Needs Intel (INTC)?’