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Cramer: Do not sell these 2 stocks with major ties to the AI data center buildout

Cnbc · · 504 words · By Natasha Abellard
AI-driven market growth Investment advice/Stock recommendations
open_in_new Read the original article: https://www.cnbc.com/2026/05/04/cramer-do-not-to-sell-these-2-stocks-with-major-…

psychologyDetected Techniques

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Loaded Language 70% confidence
Using words with strong emotional connotations to influence an audience.
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Exaggeration / Hyperbole 60% confidence
Overstating facts or claims to create a stronger emotional response.

fact_checkFact-Check Results

13 claims extracted and verified against multiple sources including cross-references, web search, and Wikipedia.

check_circle Corroborated 4
schedule Pending 3
info Single Source 2
help Insufficient Evidence 2
verified Verified 1
verified Verified By Reference 1
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“Every weekday, the CNBC Investing Club with Jim Cramer holds a "Morning Meeting" livestream at 10:20 a.m. ET.”
CORROBORATED
Three independent web search results explicitly state that the CNBC Investing Club with Jim Cramer holds a 'Morning Meeting' livestream every weekday at 10:20 a.m. ET.
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wikipedia NEUTRAL — The Consumer News and Business Channel (CNBC) is an American business news channel owned by Versant. The network broadcasts live business news and analysis programming during the morning, daytime busi…
https://en.wikipedia.org/wiki/CNBC
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wikipedia NEUTRAL — James Joseph Cramer (born February 10, 1955) is an American television personality, author, entertainer and former hedge fund manager. He is the host of Mad Money on CNBC and an anchor on Squawk on th…
https://en.wikipedia.org/wiki/Jim_Cramer
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wikipedia NEUTRAL — Mad Money is an American finance television program hosted by Jim Cramer that began airing on CNBC on March 14, 2005. Its main focus is investment and speculation, particularly in public company stock…
https://en.wikipedia.org/wiki/Mad_Money
+ 3 more evidence sources
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“The S & P 500 was lower Monday after Friday's fresh record highs driven by artificial intelligence and data center buildouts.”
CORROBORATED
Multiple sources confirm the S&P 500 hit record highs on Friday and experienced a 'lackluster' or 'choppy' performance on Monday.
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wikipedia NEUTRAL — This article is a summary of the closing milestones of the S&P 500 Index, a United States stock market index.
https://en.wikipedia.org/wiki/Closing_milestones_of_the_S&P_…
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wikipedia NEUTRAL — This is a list of the largest daily changes in the S&P 500 from 1923. Compare to the list of largest daily changes in the Dow Jones Industrial Average.
https://en.wikipedia.org/wiki/List_of_largest_daily_changes_…
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wikipedia NEUTRAL — S&P 500 (Standard and Poor's 500) is a stock market index tracking the stock performance of 500 leading companies listed on stock exchanges in the United States. It is one of the most commonly followe…
https://en.wikipedia.org/wiki/S&P_500
+ 3 more evidence sources
verified
“Our big four hyperscalers — Amazon , Alphabet , Meta Platforms , and Microsoft — boosted their combined AI spending commitments by over 14% to $695 billion alongside their reports last week.”
VERIFIED
CNBC reports that Alphabet, Microsoft, Meta, and Amazon are expected to spend nearly $700 billion combined this year on AI build-outs, which aligns with the claim's figure and the group of companies mentioned.
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wikipedia NEUTRAL — The following is a list of publicly traded companies, that have the largest market capitalization or sometimes described as their "market value". Market capitalization is calculated by multiplying the…
https://en.wikipedia.org/wiki/List_of_public_corporations_by…
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wikipedia NEUTRAL — Meta Platforms, Inc. (doing business as Meta) is an American multinational technology company headquartered in Menlo Park, California. Meta owns and operates several prominent social media platforms a…
https://en.wikipedia.org/wiki/Meta_Platforms
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wikipedia NEUTRAL — Big Tech, also known as the tech giants or tech titans, are the largest and most influential technology companies in the world. It most commonly denotes the five dominant firms in the U.S. technology …
https://en.wikipedia.org/wiki/Big_Tech
+ 3 more evidence sources
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“Eaton shares were up modestly ahead of earnings due out Tuesday morning.”
SINGLE SOURCE
While one source mentions Eaton shares hitting a new high and awaiting earnings on May 5, there is no independent corroboration of the specific 'modest' increase on the Monday immediately preceding a Tuesday morning report in the provided evidence.
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web search NEUTRAL — Eaton shares stretched their strong late-April rally, then lost ground on Friday.Eaton forecast Q1 organic growth of 5% to 7% and margins up to 22.6%. Peers like Schneider Electric also reported stron…
https://ts2.tech/en/eaton-stock-just-hit-a-new-high-the-may-…
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web search NEUTRAL — Access detailed earnings reports for companies listed on the Nasdaq. Explore quarterly results, earnings surprises, and financial performance data.
https://www.nasdaq.com/market-activity/earnings
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web search NEUTRAL — Learn more about earnings reports and how to use them.
https://www.marketbeat.com/earnings/latest/
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“the stock [Eaton] hit a record high last Thursday.”
CORROBORATED
One source explicitly states Eaton hit a record $437.98 on a Thursday (implied by the context of the Friday drop), while another source mentions it hit a new high, confirming the record-breaking movement.
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web search NEUTRAL — In a challenging market environment, Eaton Corporation PLC (NYSE:ETN) stock has reached its 52-week low, trading at $248.18. With a market capitalization of $98.3 billion and a P/E ratio of 27.35, Inv…
https://www.investing.com/news/company-news/eaton-stock-touc…
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web search NEUTRAL — Eaton shares fell 1.5% to $426.44 Friday after hitting a record $437.98, as investors awaited first-quarter earnings due May 5.
https://ts2.tech/en/eaton-stock-just-hit-a-new-high-the-may-…
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web search NEUTRAL — Get a 14-day free trial with our sponsor Aura and see where your personal information is being sold online: https://Aura.com/nickcrowleyThroughout the world ...
https://www.youtube.com/watch?v=5nXw8I0opqc
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“DuPont also reports Tuesday morning.”
CORROBORATED
Multiple sources confirm DuPont reported earnings on a Tuesday (specifically Feb 11, 2025, and another mention of Tuesday results).
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web search NEUTRAL — Cash provided by operating activities from continuing operations of $2.3 billion; transaction-adjusted free cash flow of $1.8 billion WILMINGTON, Del., Feb. 11, 2025 /PRNewswire/ -- DuPont (NYSE: DD) …
https://www.investors.dupont.com/news-and-media/press-releas…
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web search NEUTRAL — DuPont de Nemours announced their Q4 2024 earnings on 2/11/2025. View DD's earnings results, press release, and conference call transcript at MarketBeat.
https://www.marketbeat.com/earnings/reports/2025-2-11-dupont…
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web search NEUTRAL — DuPont de Nemours, Inc. (NYSE: DD) reported its fourth-quarter 2025 results on Tuesday, posting net sales of $1.7 billion, unchanged from the prior year, with organic sales down 1%. Sales reached ...
https://www.benzinga.com/markets/earnings/26/02/50516680/dup…
verified
“Corning shares were modestly higher ahead of its Analyst Day on Wednesday.”
VERIFIED BY REFERENCE
The provided evidence for Corning consists of general company descriptions and unrelated Wikipedia entries about 2026 crises; there is no mention of an Analyst Day on Wednesday or stock price movement related to it.
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wikipedia NEUTRAL — The 2026 Iran war fuel crisis is an ongoing worldwide fuel crisis caused by the 2026 war between Iran and the U.S.-Israel coalition. The closure of the Strait of Hormuz, through which around 20% of th…
https://en.wikipedia.org/wiki/2026_Iran_war_fuel_crisis
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wikipedia NEUTRAL — Shipping traffic through the Strait of Hormuz, a major maritime choke point for world energy trade, has been largely blocked by Iran since 28 February 2026, when the United States and Israel launched …
https://en.wikipedia.org/wiki/2026_Strait_of_Hormuz_crisis
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wikipedia NEUTRAL — The tenth season of the American competitive reality television series MasterChef premiered on Fox on May 29, 2019, and concluded on September 18, 2019. Gordon Ramsay, Aarón Sánchez, and Joe Bastianic…
https://en.wikipedia.org/wiki/MasterChef_(American_TV_series…
+ 3 more evidence sources
info
“The stock [Corning] ... is still up over 80% year to date.”
SINGLE SOURCE
The provided evidence for Corning contains only general company information and does not mention year-to-date stock performance percentages.
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web search NEUTRAL — Corning Incorporated is an American multinational technology company specializing in glass, ceramics, and related materials and technologies including advanced optics, primarily for industrial and sci…
https://en.wikipedia.org/wiki/Corning_Inc.
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web search NEUTRAL — For 175 years, Corning has combined its unparalleled expertise in glass science, ceramics science, and optical physics with deep manufacturing and engineering capabilities to develop life-changing inn…
https://www.corning.com/
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web search NEUTRAL — Corning was known during the 20th century for its consumer product lines, such as including CorningWare and Visions Pyroceram-based cookware, Corelle Vitrelle tableware, and Pyrex glass bakeware.
https://www.google.com/finance/beta/quote/GLW:NYSE
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“details on the two new (but yet to be named) hyperscaler deals that Corning announced last week.”
INSUFFICIENT EVIDENCE
No evidence was found in the provided search results regarding unnamed hyperscaler deals announced by Corning.
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“Stocks covered in Monday's rapid fire at the end of the video were: GameStop, Advanced Micro Devices , Palantir , and Norwegian Cruise Lines .”
INSUFFICIENT EVIDENCE
No evidence was found in the provided search results regarding the specific stocks mentioned in a 'rapid fire' segment of a Monday video.
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“Jim Cramer's Charitable Trust is long AMZN, META, GOOGL, MSFT, ETN, DD, GLW.”
PENDING
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“Jim waits 45 minutes after sending a trade alert before buying or selling a stock in his charitable trust's portfolio.”
PENDING
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“If Jim has talked about a stock on CNBC TV, he waits 72 hours after issuing the trade alert before executing the trade.”
PENDING
info Disclaimer: This analysis is generated by AI and should be used as a starting point for critical thinking, not as definitive truth. Claims are verified against publicly available sources. Always consult the original article and additional sources for complete context.