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.