Cramer Says Next Week AI Data Center Stocks Will Face Another Test, and the Fed Is Also Under Pressure
CNBC
1h ago
Ai Focus
On Friday, Jim Cramer of CNBC stated that next week's financial reports from companies leading ahead of neocloud may test investors' confidence in the already frustrated data center transactions. He also pays attention to inflation data and the Federal Reserve's interest rate path, and lists the upcoming earnings or events of companies such as Constellation Energy, CoreWeave, Nebius, Cisco, Applied Materials, and Kraft Heinz.
Helpful
No.Help

As indicated by Jim Cramer of CNBC, next Friday, the leading company neocloud will release its financial report, which may test investors' confidence in the already frustrated data center transactions.

The stock market rebounded and closed higher after a turbulent election week. This week, as Democrats took control of the House of Representatives, the Senate, and some key governorships, investors sold off companies related to artificial intelligence infrastructure construction. The rise on Friday was welcome after Wall Street experienced its worst day in 19 months, but it is not trustworthy. Cramer remains skeptical about any rebound, holding a similar view regarding the brief mid-term election rebound on Wednesday, which later proved to be short-lived.

Cramer believes that the market's concerns regarding data center spending and financing have not yet been resolved. "It feels like a dead cat bounce," said the host of Mad Money regarding the generally positive market on Friday. "I know we will never get a completely clear signal. But it seems there are still many sellers lurking, just waiting for a more substantial rebound in stock prices so they can exit."

Against this backdrop, Cramer is setting its sights on next week.

Monday

Constellation Energy will announce its financial results before the market opens, providing early insights into how political uncertainties may affect the power infrastructure that supports the data centers of AI.

Tuesday

On Holding will release its financial report, but Cramer still holds a cautious attitude towards this sports shoe company. He said that the industry feels increasingly crowded. “I’ll give up this time,” he said.

The U.S. Consumer Price Index will also be released on Tuesday morning. Cramer hopes to see a meaningful slowdown in inflation. He warns that if prices remain high, it may prompt Federal Reserve Chairman Kevin Warsh to raise interest rates again. The Federal Reserve raised interest rates for the first time in three years in September.

After the market closes, neocloud's CoreWeave will release its financial report, which could be one of the most important earnings announcements of the week. Cramer indicates that this heavily indebted neocloud needs to explain how it plans to finance its expansion and how it will manage its borrowing costs.

Wednesday

Corteva will announce its financial results on a relatively quiet trading day. Cramer said that this agrochemical company has significantly lost the favor of investors, and he wants to better understand what is dragging down its stock price.

Thursday

Nebius Another highly anticipated neocloud will release its financial report before the market opens, which will be another major test for the AI infrastructure transactions following the results of CoreWeave. Cramer said that investors will be looking at strong new orders, completed data centers, and a sufficient reserve of future projects. "What I don't want to hear is about delays in project deliveries and cost overruns on the projects they are building," he said.

Cisco Systems will also announce its financial results on Thursday evening. He said that this network equipment provider may have been oversold, but he will not make a purchase until he sees the market reaction after CoreWeave and Nebius are released.

Applied Materials will also announce its financial results. Although the stock price of this semiconductor equipment manufacturer has fallen significantly from its peak, Cramer reminds that a significant decline alone does not make a stock attractive. “Remember, we don’t care where a stock comes from. We only care where it is going,” he said.

Kraft Heinz will hold an investor meeting on Thursday. Cramer remains optimistic about the CEO Steve Cahillane's ability to deliver shareholder value and mentions his past performance at Kellogg.

Friday

The Producer Price Index will be released on Friday, providing another important indicator of inflation.

Register now with CNBC Investing Club and follow Jim Cramer through every step in the market.

Have any questions you'd like to ask Cramer?

Call Cramer : 1-800-743- CNBC

Want to gain an in-depth understanding of the world of Cramer? Contact him!

Mad Money Twitter - Jim Cramer Twitter - Facebook - Instagram

Questions, opinions, or suggestions regarding the “Mad Money” website? madcap @ cnbc.com

Tip
$0
Like
1
Save
1
Views 29
WalletJYS reminds readers to view blockchain rationally, stay aware of risks, and beware of virtual token issuance and speculation. All content on this site represents market information or related viewpoints only and does not constitute any form of investment advice. If you find sensitive content, please click“Report”,and we will handle it promptly。
Submit
Comment 0
Hot
Latest
No comments yet. Be the first!
Related
Da Vinci DaVinci Resolve v21.2 released, compatible with Apple's first touch MacBook Pro
Blackmagic Design releases Da Vinci DaVinci Resolve 21.2 and Studio 21.2 updates, bringing touch support to editing, color grading, and special effects workflows, and improving special effects rendering speed on devices equipped with M5 Pro and M5 Max chips.
The Block
·2026-11-07 09:19:18
12
Tech stocks rebound; funds seek bargains in the chip and optical communication sectors. AMD surges by over 11%; crude oil experiences its largest weekly decline in six years.
On Friday, tech stocks rebounded as investors bought on dips after the Nasdaq entered a correction zone. The Dow Jones Industrial Average fell nearly 0.5%, while the Nasdaq rose 1.09% and the S&P 500 index gained 0.31%. AMD rose by over 11%, and the Philadelphia Semiconductor Index increased by 4.21%. Influenced by stronger-than-expected non-farm data, U.S. Treasury yields rebounded, and crude oil saw its largest decline since 2020 this week.
The Block
·2026-11-07 08:59:46
22
XRP experiences its worst performance in days, Hyperliquid awaits fluctuations, why is Stellar weakening?
XRP continues its downward trend, Hyperliquid awaits fluctuations after falling below $80, while Stellar continues to face pressure after dropping to around $0.157. The article also mentions that XRP Ledger has fixed a vulnerability, Hyperliquid is applying for US futures broker qualifications, and the time for voter verification of XLM's mainnet.
U.Today
·2026-11-07 08:29:36
26
Reports suggest TSMC is considering entering the manufacturing of advanced memory chips, which could potentially help NVIDIA develop 3D DRAM
Tech media The Information cited sources as saying that TSMC is considering expanding its business scope into the manufacturing of advanced memory chips and has begun planning to produce an advanced memory chip called "3D DRAM" at the request of NVIDIA. TSMC has not yet determined the mass production timeline, nor has it made a final decision on the source of production capacity; the company responded by stating that it does not comment on market rumors or speculations.
The Block
·2026-11-07 08:18:58
35
View More