CNBC
Jim Cramer says the AI data center trade is back. These 6 stocks are leading the comeback
* AI data center stocks rebounded strongly after forced fund selling.
* Intel, Super Micro, Lumentum, Nebius, CoreWeave showed strong results.
* Cramer cites Nvidia financing and CPI report as bullish catalysts.
Cramer said the AI data-center trade is back after the forced liquidation of Situational Awareness. Intel upsized a stock offering to $20 billion; Super Micro, Lumentum, Nebius and CoreWeave beat estimates. CoreWeave showed older Nvidia GPUs retain value, supporting a $500 billion financing deal. A soft CPI eased rate worries, sending Supermicro, Nvidia, Intel, Nebius, Lumentum and CoreWeave sharply higher.
August 12, 2026 at 6:27 PMNVDAINTCSMCILITENBISCRWV