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

Jim Cramer urges investors to lean into the AI/data‑center buildout, calling it “perhaps the greatest stock story of all time.” He notes the CNBC Investing Club’s portfolio already has about 47% exposure to AI and data‑center names but lists additional buy ideas across semiconductors (Micron, AMD, Marvell, Intel), storage and hardware (Dell), equipment makers (Lam Research, Applied Materials) and hyperscalers/capital allocators (Alphabet, Amazon, Microsoft). He highlights Micron’s recent ~20% rally and says Micron remains cheap on a forward P/E near 10. Cramer stresses diversification—his Club manages a charitable trust with rules for trade alerts—but remains broadly bullish on further upside driven by the ongoing data center expansion and AI infrastructure demand.

Category

US 500

Sentiment

Bullish

Event

Market commentary

Reading time

1 min