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AI & Enterprise

Data centre regulation, power crunch reshape winners; Jim Cramer says big tech has edge

Jim Cramer said the data centre investment theme is not over, but the winners may change as political and local opposition increases. He said pushback over power costs, water use and community burdens is pressuring related stocks, and that stricter requirements in places such as Pennsylvania and Texas could curb unchecked expansion. Cramer said hyperscalers such as Amazon, Alphabet, Microsoft and Meta may benefit, while some suppliers could face pressure.

AI & Enterprise

Jim Cramer says AI infrastructure stock surge nearing end, rotation into other sectors

Wall Street is taking profits in AI infrastructure beneficiaries that led markets in the first half and shifting money into stocks with growth drivers beyond data centre spending. Jim Cramer said this is not a halt to AI investment but a rotation into other sectors. He cited recent pullbacks in memory-related names after sharp gains. Software shares have attracted buying, and some consumer and defensive names are benefiting.

Crypto

Bitcoin bottom signal emerges as money rotates out of AI stocks

Bitcoin regained $61,000 as investors moved into bitcoin and gold after weak U.S. jobs data reduced expectations of a near-term Federal Reserve rate hike. U.S. nonfarm payrolls rose 57,000 in June, well below forecasts, and prior months were revised lower. Rate-hike odds for September fell, oil steadied below $70, and some AI-related semiconductor shares slid intraday. On-chain metrics cited by CryptoQuant suggested a possible cycle bottom.