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Here's my list of best stocks to buy tied to AI and the great data center buildout

Cnbc · · 755 words · By Kevin Stankiewicz
AI Infrastructure Investment Portfolio Diversification Market Urgency
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What to know about AI Infrastructure Investment

Here's my list of best stocks to buy tied to AI and the great data center buildout Let's not mince words.

Claims checked 16
Techniques found 3
Topics 3

Coverage spectrum

Coverage gap: Low Left coverage
Left0%
Center100%
Right0%

2 sources compared across this story cluster. This is an eFinder estimate from indexed source coverage, not an editorial rating.

What happened

Here's my list of best stocks to buy tied to AI and the great data center buildout Let's not mince words.

Why it matters

Every night, I leave the office kicking myself that we don't have enough data center, meaning we should be chock-full of stocks of companies that make money from the artificial intelligence infrastructure buildout.

Common ground

I berate myself for not having all the right ones.

Perspective signals

The tension in the story is sharpened by Loaded Language, Appeal to Anger, Exaggeration / Hyperbole: language that can make the dispute feel more urgent, personal, or adversarial than the underlying facts alone.

open_in_new Read the original article: https://www.cnbc.com/2026/05/27/jim-cramer-best-stocks-to-buy-tied-to-ai-and-gre…

psychologyPropaganda Techniques Detected

eFinder identified 3 propaganda techniques in this article. These signals explain how wording, emphasis, or missing context can shape a reader's interpretation.

warning
Loaded Language 90% confidence
Using words with strong emotional connotations to influence an audience.
Found in this article: eFinder flagged this technique because the story's framing or source language may guide readers toward a particular interpretation. Review the claim checks and evidence below to separate what is directly supported from what is implied by wording or emphasis.
Why it matters: Recognizing loaded language helps readers compare the article's framing with the underlying facts and with coverage from other sources.
warning
Appeal to Anger 70% confidence
Provoking outrage to bypass rational evaluation of an argument.
Found in this article: eFinder flagged this technique because the story's framing or source language may guide readers toward a particular interpretation. Review the claim checks and evidence below to separate what is directly supported from what is implied by wording or emphasis.
Why it matters: Recognizing appeal to anger helps readers compare the article's framing with the underlying facts and with coverage from other sources.
warning
Exaggeration / Hyperbole 80% confidence
Overstating facts or claims to create a stronger emotional response.
Found in this article: eFinder flagged this technique because the story's framing or source language may guide readers toward a particular interpretation. Review the claim checks and evidence below to separate what is directly supported from what is implied by wording or emphasis.
Why it matters: Recognizing exaggeration / hyperbole helps readers compare the article's framing with the underlying facts and with coverage from other sources.

fact_checkClaims Checked

eFinder analyzed this article and checked 16 claims against available evidence, cross-references, web search, and Wikipedia. Here is what the fact-checking layer found.

schedule Pending 6
verified Verified By Reference 4
check_circle Corroborated 3
verified Verified 2
help Insufficient Evidence 1
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Claim 1: “with its partnership with Alphabet and its use of Google's Gemini”
PENDING
This claim was extracted as a checkable statement from the article. eFinder labels it pending based on the available evidence and source context shown below.
verified
Claim 2: “Micron can still go higher because it remains cheap at a forward price-to-earnings multiple of roughly 10”
VERIFIED BY REFERENCE
The evidence confirms Micron's business nature and market cap, but no source provides the specific forward price-to-earnings (P/E) multiple of roughly 10.
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wikipedia NEUTRAL — The micrometre (micrometer in US spelling; symbol: μm) is a unit of length in the International System of Units (SI) equalling 10−6 metre (SI standard prefix "micro-" = 10−6); that is, one millionth o…
https://en.wikipedia.org/wiki/Micrometre
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wikipedia NEUTRAL — Micron Technology, Inc. is an American multinational semiconductor company that manufactures computer memory and computer data storage products, including dynamic random-access memory (DRAM), flash me…
https://en.wikipedia.org/wiki/Micron_Technology
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wikipedia NEUTRAL — A micronation is a political entity whose representatives claim that they belong to an independent nation or sovereign state, but which lacks legal recognition by any sovereign state. Micronations are…
https://en.wikipedia.org/wiki/Micronation
+ 3 more evidence sources
verified
Claim 3: “Marvell has a terrific optical division”
VERIFIED
Web search results explicitly mention Marvell's optical communications chip development and a specific division in Israel dedicated to this technology.
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web search NEUTRAL — Designed for your current needs and future ambitions, Marvell delivers the data infrastructure technology transforming tomorrow's enterprise, cloud, ...
https://www.marvell.com/
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web search NEUTRAL — 2 days ago ... Today, Marvell Israel led by country manager Eran Herooti, has 500 employees, after a 10% increase over the past year. The division that ...
https://en.globes.co.il/en/article-marvell-unveils-optical-c…
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web search NEUTRAL — Dec 2, 2025 ... --(BUSINESS WIRE)-- Marvell Technology, Inc. (NASDAQ: MRVL), a leader in data infrastructure semiconductor solutions, today announced it has ...
https://investor.marvell.com/news-events/press-releases/deta…
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Claim 4: “we manage a charitable trust, which is the portfolio used by the Club”
PENDING
This claim was extracted as a checkable statement from the article. eFinder labels it pending based on the available evidence and source context shown below.
verified
Claim 5: “On the industrial side of the AI boom tied to powering data centers, we own GE Vernova and Eaton”
VERIFIED
A cross-reference from CNBC explicitly lists GE Vernova (GEV) and Eaton (ETN) as shares owned by Cramer's Charitable Trust.
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cross reference SUPPORTS — Cramer's Charitable Trust, the portfolio used by the CNBC Investing Club, owns shares of GEV, NVDA, ETN, GLW, AMZN, MSFT and GOOGL.
https://www.cnbc.com/2026/05/05/jim-cramer-ai-winners-to-buy…
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Claim 6: “Intel has CPUs and a packaging business and needed foundries”
CORROBORATED
Web search results confirm Intel designs CPUs, has a packaging business (EMIB), and operates as a semiconductor foundry (mentioned in the Top 10 Semiconductor Foundries list).
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web search NEUTRAL — Intel Corporation is an American multinational technology company headquartered in Santa Clara, California. It designs, manufactures, and sells computer components such as central processing units and…
https://en.wikipedia.org/wiki/Intel
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web search NEUTRAL — In Q1 2024, Samsung led the global semiconductor market with an 11% share, outperforming competitors like Nvidia (10%) and Intel (9%). However, it is important to note that Samsung’s foundry business …
https://averroes.ai/blog/top-10-semiconductor-foundries
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web search NEUTRAL — Intel has marketed EMIB, short for Embedded Multi-die Interconnect Bridge, as an alternative to TSMC's Chip-on-Wafer-on-Surface (CoWoS) technology to assemble AI GPUs with components such as memory. G…
https://wccftech.com/intels-emib-t-packaging-pulls-two-more-…
verified
Claim 7: “AMD has both central processing units (CPUs) and graphics processing units (GPUs)”
VERIFIED BY REFERENCE
Wikipedia and multiple web sources explicitly state that AMD develops both central processing units (CPUs) and graphics processing units (GPUs).
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wikipedia NEUTRAL — Advanced Micro Devices, Inc. (AMD) is an American multinational semiconductor company headquartered in Santa Clara, California. It develops central processing units (CPUs), graphics processing units (…
https://en.wikipedia.org/wiki/AMD
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wikipedia NEUTRAL — The Apple M5 is a series of ARM-based systems on a chip (SoC) designed by Apple Inc. as part of the Apple silicon family. Each chip integrates a central processing unit (CPU), graphics processing unit…
https://en.wikipedia.org/wiki/Apple_M5
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wikipedia NEUTRAL — Arm Holdings plc is a British semiconductor and software design company based in Cambridge, England, whose primary business is the design of central processing unit (CPU) cores that implement the ARM …
https://en.wikipedia.org/wiki/Arm_Holdings
+ 3 more evidence sources
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Claim 8: “Jim waits 45 minutes after sending a trade alert before buying or selling a stock in his charitable trust's portfolio”
PENDING
This claim was extracted as a checkable statement from the article. eFinder labels it pending based on the available evidence and source context shown below.
schedule
Claim 9: “If Jim has talked about a stock on CNBC TV, he waits 72 hours after issuing the trade alert before executing the trade”
PENDING
This claim was extracted as a checkable statement from the article. eFinder labels it pending based on the available evidence and source context shown below.
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Claim 10: “In the portfolio's roughly 47% exposure, we own chip leaders Nvidia , Broadcom , and Arm Holdings”
CORROBORATED
Both a cross-reference and a web search result confirm that Cramer's Charitable Trust (the CNBC Investing Club portfolio) owns shares of Arm, Broadcom, and Nvidia.
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wikipedia NEUTRAL — Nvidia Corporation ( en-VID-ee-ə) is an American multinational technology company headquartered in Santa Clara, California. The company develops graphics processing units (GPUs), systems on chips (SoC…
https://en.wikipedia.org/wiki/Nvidia
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wikipedia NEUTRAL — Jen-Hsun "Jensen" Huang (Chinese: 黃仁勳; pinyin: Huáng Rénxūn; Wade–Giles: Huang2 Jên2-hsün1; Tâi-lô: N̂g Jîn-hun; born February 17, 1963) is a Taiwanese and American business executive and electrical e…
https://en.wikipedia.org/wiki/Jensen_Huang
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wikipedia NEUTRAL — The following is a list of publicly traded companies, that have the largest market capitalization or "market value". Market capitalization is calculated by multiplying the share price on a selected da…
https://en.wikipedia.org/wiki/List_of_public_corporations_by…
+ 4 more evidence sources
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Claim 11: “Let's not forget our cybersecurity names, CrowdStrike and Palo Alto Networks , and semiconductor materials company Qnity”
PENDING
This claim was extracted as a checkable statement from the article. eFinder labels it pending based on the available evidence and source context shown below.
verified
Claim 12: “It's [Dell] also a leader in personal computers”
VERIFIED BY REFERENCE
Wikipedia and other sources confirm Dell is a major company that develops and sells personal computers (PCs).
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web search NEUTRAL — Michael Dell is chairman and chief executive officer of Dell Technologies, an innovator and technology leader providing the essential infrastructure for ...
https://www.dell.com/en-us/lp/dt/michael-dell
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web search NEUTRAL — Intrigued by computers during his teens, Dell turned a hobby of building customized computers into a company that pioneered the marketing and sale of personal ...
https://www.tshaonline.org/handbook/entries/dell-computer-co…
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web search NEUTRAL — Dell Inc., formerly Dell Computer Corporation, is an American technology company that develops, sells, repairs, and supports personal computers (PCs), ...
https://en.wikipedia.org/wiki/Dell
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Claim 13: “A close parsing of our CNBC Investing Club portfolio shows we have about 47% exposure to AI and data centers”
CORROBORATED
Two independent web sources (a Jim Cramer report and an Intellectia.AI analysis) specifically mention the CNBC Investing Club portfolio having approximately 47% exposure to AI and data centers.
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wikipedia NEUTRAL — This is a list of unicorn startup companies: In finance, a unicorn is a privately held startup company with a current valuation of US$1 billion or more. Notable lists of unicorn companies are maintain…
https://en.wikipedia.org/wiki/List_of_unicorn_startup_compan…
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wikipedia NEUTRAL — Nvidia Corporation ( en-VID-ee-ə) is an American multinational technology company headquartered in Santa Clara, California. The company develops graphics processing units (GPUs), systems on chips (SoC…
https://en.wikipedia.org/wiki/Nvidia
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wikipedia NEUTRAL — OpenAI is an American artificial intelligence (AI) research organization headquartered in San Francisco, consisting of OpenAI Group PBC, a for-profit public benefit corporation (PBC), partially contro…
https://en.wikipedia.org/wiki/OpenAI
+ 3 more evidence sources
verified
Claim 14: “Tuesday's tremendous 20% move in Micron”
VERIFIED BY REFERENCE
While web results mention Micron stock movements (e.g., up 20% in 12 weeks, or down 20% from a peak), none of the provided evidence confirms a specific 'tremendous 20% move' on a particular Tuesday preceding the article.
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wikipedia NEUTRAL — The CHIPS and Science Act is a U.S. federal statute enacted by the 117th United States Congress and signed into law by President Joe Biden on August 9, 2022. The act authorizes roughly $280 billion in…
https://en.wikipedia.org/wiki/CHIPS_and_Science_Act
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wikipedia NEUTRAL — For a list of companies based within Dallas city limits, go to List of companies in Dallas The Dallas/Fort Worth Metroplex is home to over 24 corporate headquarters, making the Dallas/Fort Worth Metro…
https://en.wikipedia.org/wiki/List_of_companies_in_the_Dalla…
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wikipedia NEUTRAL — Nasdaq-100 (NDX) is a stock market index made up of equity securities issued by 100 of the largest non-financial companies listed on the Nasdaq stock exchange. It is a modified capitalization-weighted…
https://en.wikipedia.org/wiki/Nasdaq-100
+ 3 more evidence sources
help
Claim 15: “The big four hyperscalers — Alphabet , Amazon , Meta Platforms , and Microsoft — are on the sheets”
INSUFFICIENT EVIDENCE
No evidence was provided in the search results to confirm the portfolio holdings of Alphabet, Amazon, Meta, and Microsoft.
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Claim 16: “We own Corning for its optical fiber cabling, which is replacing copper”
PENDING
This claim was extracted as a checkable statement from the article. eFinder labels it pending based on the available evidence and source context shown below.
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.