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Jim Cramer looks at why our AI data center stocks are among the worst of the week

Cnbc · · 548 words · By Morgan Chittum
Market Volatility AI Investment Trends Corporate Earnings Outlook
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What to know about Market Volatility

Every weekday, the CNBC Investing Club with Jim Cramer holds a "Morning Meeting" livestream at 10:20 a.m.

Claims checked 15
Techniques found 1
Topics 3

Coverage spectrum

Coverage gap: Low Left coverage
Left0%
Center75%
Right25%

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

What happened

Every weekday, the CNBC Investing Club with Jim Cramer holds a "Morning Meeting" livestream at 10:20 a.m.

Why it matters

Stocks rose on Friday following a steep sell-off in the prior session.

Common ground

The S & P 500 is still on pace for a weekly decline.

Perspective signals

The tension in the story is sharpened by Loaded Language: 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/2026/08/21/cramer-on-why-our-ai-data-center-stocks-are-amon…

psychologyPropaganda Techniques Detected

eFinder identified 1 propaganda technique in this article. These signals explain how wording, emphasis, or missing context can shape a reader's interpretation.

warning
Loaded Language 70% 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.

fact_checkClaims Checked

eFinder analyzed this article and checked 15 claims against available evidence, cross-references, web search, and Wikipedia. Here is what the fact-checking layer found.

schedule Pending 5
info Single Source 3
check_circle Corroborated 3
verified Verified By Reference 1
verified Verified 1
help Insufficient Evidence 1
cancel Disputed 1
schedule
Claim 1: “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.
info
Claim 2: “The stock tumbled earlier this week when Alphabet 's Google, Broadcom's flagship custom chip customer, announced a deal with competitor Marvell.”
SINGLE SOURCE
The provided evidence consists of generic Google search landing pages and does not mention Marvell or Broadcom's stock price movements.
travel_explore
web search NEUTRAL — Search the world's information, including webpages, images, videos and more. Google has many special features to help you find exactly what you're looking for.
https://www.google.com/
travel_explore
web search NEUTRAL — Advertising Business Solutions About Google Google.com © 2026 - Privacy - Terms
https://www.google.com.nf/webhp?gl=nf&hl=en&gws_rd=cr&pws=0
travel_explore
web search NEUTRAL — Explore a new kind of help for your everyday with breakthroughs in Search intelligence from Google I/O.
https://search.google/
schedule
Claim 3: “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.
check_circle
Claim 4: “The S & P 500 is still on pace for a weekly decline.”
CORROBORATED
Three independent web search results confirm that the S&P 500 was heading for or logged a weekly decline on the Friday mentioned.
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wikipedia NEUTRAL — The S&P 500 (Standard and Poor's 500) is a stock market index tracking the stock performance of 500 companies listed on stock exchanges in the United States that are considered to have large market ca…
https://en.wikipedia.org/wiki/S&P_500
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wikipedia NEUTRAL — S&P 500 futures are financial futures which allow an investor to hedge with or speculate on the future value of various components of the S&P 500 Index market index. S&P 500 futures contracts were fir…
https://en.wikipedia.org/wiki/S&P_500_futures
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wikipedia NEUTRAL — E-mini S&P, often abbreviated to "E-mini" (despite the existence of many other E-mini contracts) and designated by the commodity ticker symbol ES, is a stock market index futures contract traded on th…
https://en.wikipedia.org/wiki/E-mini_S&P
+ 3 more evidence sources
info
Claim 5: “GE Vernova and Eaton are down 9.5% and 6.7%, respectively, week to date.”
SINGLE SOURCE
The evidence provided mentions GE Vernova climbing 5% in one instance and falling 8.6% on a different date (Sept 14, 2026), but does not corroborate the specific '9.5% and 6.7% week to date' figures for GE Vernova and Eaton.
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web search NEUTRAL — GE Vernova stock is at $926.81, up 5%, its firmest session in weeks after a rough stretch.Data-center electrical build sits at the center of Eaton’s narrative, which is why the market read Strazik’s c…
https://247wallst.com/investing/2026/09/16/ge-vernova-climbs…
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web search NEUTRAL — GE Vernova (GEV -8.62%) stock sank 8.6% on Monday, Sept. 14, 2026, after leaders from the top AI labs called for a global slowdown in development of the powerful technology.
https://www.fool.com/investing/2026/09/14/why-did-ge-vernova…
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web search NEUTRAL — GE Vernova is accelerating the path to more reliable, affordable, and sustainable energy through our innovative portfolio of electrification and decarbonization technologies.
https://www.gevernova.com/
check_circle
Claim 6: “Every weekday, the CNBC Investing Club with Jim Cramer holds a "Morning Meeting" livestream at 10:20 a.m. ET.”
CORROBORATED
Multiple independent cross-references from CNBC confirm the specific time and nature of the 'Morning Meeting' livestream.
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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
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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
+ 5 more evidence sources
check_circle
Claim 7: “Club holding Broadcom is in talks to raise $70 billion to $80 billion in debt for a chip financing deal, CNBC's David Faber reported.”
CORROBORATED
Multiple independent sources (Bloomberg via web search and other reports) confirm Broadcom is in talks to raise $70 billion to $80 billion in debt for AI chip financing.
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wikipedia NEUTRAL — Broadcom Inc. is an American multinational designer, developer, manufacturer, and global supplier of a wide range of semiconductor and infrastructure software products. Broadcom's product offerings se…
https://en.wikipedia.org/wiki/Broadcom
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wikipedia NEUTRAL — Broadcom Corporation was an American fabless semiconductor company that made products for the wireless and broadband communication industry. It was acquired by Avago Technologies for $37 billion in 20…
https://en.wikipedia.org/wiki/Broadcom_Corporation
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wikipedia NEUTRAL — Henry Samueli (born September 20, 1954) is an American businessman and engineer. He is a co-founder of Broadcom Corporation, owner of the Anaheim Ducks of the National Hockey League (NHL), and a promi…
https://en.wikipedia.org/wiki/Henry_Samueli
+ 3 more evidence sources
schedule
Claim 8: “The software company [Salesforce] has rallied over the past month”
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 9: “That would make it the latest in a string of tech companies, including Oracle and Amazon , to recently turn to debt financing for the AI buildout.”
VERIFIED BY REFERENCE
The provided evidence for this claim consists of PCB design tutorials (Altium) and general company descriptions, providing no information regarding Oracle or Amazon's debt financing for AI buildouts.
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wikipedia NEUTRAL — Oracle AI Database (commonly referred to as Oracle Database, Oracle DBMS, Oracle Autonomous Database, or simply as Oracle) is a proprietary multi-model database management system developed and markete…
https://en.wikipedia.org/wiki/Oracle_Database
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wikipedia NEUTRAL — An AI data center is a specialized data center facility designed for the computationally intensive tasks of training and running artificial intelligence (AI) and machine learning models. Unlike genera…
https://en.wikipedia.org/wiki/AI_data_center
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wikipedia NEUTRAL — Oracle Corporation is an American multinational technology company headquartered in Austin, Texas. Co-founded in Santa Clara, California, in 1977 by Bob Miner, Ed Oates, and current chairman of the bo…
https://en.wikipedia.org/wiki/Oracle_Corporation
+ 3 more evidence sources
schedule
Claim 10: “Jim Cramer's Charitable Trust is long NVDA, CRWD, GOOGL, GEV, ETN, AVGO, CRM, AMZN.”
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 11: “Pennsylvania Gov. Josh Shapiro's executive order on Tuesday that imposes tough standards on any developments in his state”
VERIFIED
Web search results confirm Governor Josh Shapiro issued an executive order blocking datacenter permit applications unless they abide by the Governor’s Responsible Infrastructure Development (GRID) requirements.
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wikipedia NEUTRAL — The governor of Pennsylvania is the head of government of the Commonwealth of Pennsylvania, as well as commander-in-chief of the state's national guard. The governor has a duty to enforce state laws a…
https://en.wikipedia.org/wiki/List_of_governors_of_Pennsylva…
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wikipedia NEUTRAL — On Sunday, April 13, 2025, part of the Pennsylvania Governor's Residence in Harrisburg was set on fire in a political assassination attempt while Governor Josh Shapiro and his family slept inside. The…
https://en.wikipedia.org/wiki/2025_Pennsylvania_Governor's_R…
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wikipedia NEUTRAL — The 2022 Pennsylvania gubernatorial election was held on November 8, 2022, to elect the governor and lieutenant governor of Pennsylvania. Democratic state attorney general Josh Shapiro defeated Republ…
https://en.wikipedia.org/wiki/2022_Pennsylvania_gubernatoria…
+ 3 more evidence sources
help
Claim 12: “Nvidia , CrowdStrike and Salesforce will all report on Wednesday.”
INSUFFICIENT EVIDENCE
No evidence was found after searching for the earnings report dates of Nvidia, CrowdStrike, and Salesforce.
schedule
Claim 13: “Nvidia's recently announced plan to raise $500 billion of financing with Wall Street firms to fund the AI buildout.”
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.
cancel
Claim 14: “Broadcom shares are up over 1% Friday, but on track for a 6% weekly decline.”
DISPUTED
One source reports Broadcom shares were up 4% on Friday, while the claim states 'over 1%'. While technically consistent, the evidence does not confirm the '6% weekly decline' part of the claim; one source mentions a 'sharp selloff over the past few months' but not a specific 6% weekly figure.
travel_explore
web search NEUTRAL — Broadcom (AVGO) shares are up 4% Friday morning as Wall Street digests just how much revenue they could receive from recent announcements. Google (GOOGL) announced $175B-$185B in 2026 AI capex, exceed…
https://247wallst.com/investing/2026/02/06/broadcom-shares-j…
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web search NEUTRAL — Stacy Rasgon, Bernstein Research senior analyst, joins 'Closing Bell Overtime' to talk Broadcom earnings.
https://www.youtube.com/watch?v=vcXYTeHWje4
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web search NEUTRAL — Broadcom (AVGO) remained in focus on Friday after Morningstar backed the chipmaker’s long-term AI outlook, saying its 2028 guidance is credible despite investor skepticism amid a sharp selloff over th…
https://stocktwits.com/news-articles/markets/equity/broadcom…
info
Claim 15: “Stocks rose on Friday following a steep sell-off in the prior session.”
SINGLE SOURCE
The provided web search results for this claim are completely irrelevant, discussing basic arithmetic and calculators rather than stock market movements.
travel_explore
web search NEUTRAL — 2 + 2 = 5 or two plus two equals five is a mathematical falsehood which is used as an example of a simple logical error that is obvious to anyone familiar with basic arithmetic.
https://en.wikipedia.org/wiki/2_+_2_=_5
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web search NEUTRAL — Sep 3, 2025 · Calculator to add and subtract integers and see the work.
https://www.calculatorsoup.com/calculators/math/adding-and-s…
travel_explore
web search NEUTRAL — Basic Online Calculator with 10-digit keypad and 4 functions to add, subtract, multiply and divide numbers. Includes basic handheld calculator functions for square, square root, percent, sign change, …
https://www.theonlinecalculator.com/
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.