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Jim Cramer: Wave of data spend to deliver immense returns
Jim Cramer, host of Mad Money at CNBC, highlights persistent skepticism surrounding hyper-scaler data spending.
Cramer emphasizes that for companies willing to invest heavily in data capabilities, the influx of capital and the long-term returns could be substantial. He cautions that those who choose not to invest in data risk falling behind in the market.
Cramer previously said memory shortage stocks such as WDC, SNDK, and STX could overheat as they approach market targets. He has also noted that Nvidia’s role in the market remains significant even as investor focus shifts to other subjects. These comments follow his ongoing attention to technology sector developments.
This material may contain third-party opinions, none of the data and information on this webpage constitutes investment advice according to our Disclaimer. While we adhere to strict Editorial Integrity, this post may contain references to products from our partners.
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