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Jim Cramer discusses the growing fear surrounding AI stocks, data center funding, and rising borrowing costs. Meanwhile, Nvidia expands into government AI infrastructure and self-driving cars with major automakers.
Will the AI boom continue, or are investors facing a new risk?
*Timestamps*00:00 AI Stocks Under Pressure
01:48 Data Center Funding Crisis
04:08 AI Investor Fear
06:08 The Capital Question
07:21 Nvidia’s Global AI Expansion
08:27 Volvo’s AI Partnership
09:19 Mercedes and Nvidia
10:08 AI’s Future Across Industries
#JimCramer#AIStocks#Nvidia#StockMarket#ArtificialIntelligence
Learn more about Bitzero (NASDAQ:AIBZ): https://www.marketbeat.com/y/yt1017/
AI stocks are selling off hard this week, and data center companies have been hit the hardest. Shark Tank’s Kevin O’Leary, aka Mr. Wonderful, is building one of the largest data center projects in the U.S., and he joins MarketBeat’s Bridget Bennett to explain what’s really happening behind the AI infrastructure story.
Kevin breaks down the two AI investment areas he’s most bullish on for the next five years: power and compute. He also shares what it actually costs to build a data center today, roughly $16 billion for a single large project, and why demand for compute is still about three times what’s available. And he explains why he believes 60 to 65% of announced data center projects will never get built, and what that means for investors trying to pick the winners.
He also covers the political fight over data centers ahead of the midterms, why he treats data centers like real estate, and how he’s spreading his own bets across four countries. Plus, his advice for retail investors who are nervous about AI right now.
Chapters:
0:00 Introduction
1:54 Advice for Investors During the AI Sell-Off
5:23 What It Takes to Build a Data Center
9:51 Why 65% Will Never Be Built
20:00 Are We Building Too Much AI Capacity?
25:45 Long-Term Outlook for Investors
View Bridget's Buys here: https://www.marketbeat.com/bridget
Stephen Sopko takes investors through his takeaways on the slew of tech summits adding color to an evolving tech industry.
Applied Materials (AMAT) focusing on efficiency research is something he believes is leading industry innovation and will shape the space. Another stock of interest Stephen names is Broadcom (AVGO), a company he favors as it develops new products while delivering exceptional guidance.
AMD Inc. (AMD) and Intel (INTC) are chipmakers he sees closing gap with Nvidia (NVDA) as agentic AI growth accelerates.
Segment originally aired Wednesday, October 14, 2026
Could the Texas Senate race determine which party holds the chamber? How will Donald Trump rule if Republicans lose control of Congress?
And what's behind his latest U-turn on Ukraine? On a special edition of Washington Week with The Atlantic in Austin, Texas, Jeffrey Goldberg discusses that and more with Mark Leibovich, Ashley Parker, Vivian Salama and Evan Smith.
Watch the latest Washington Week with The Atlantic here: https://pbs.org/washingtonweek
🚨 EXTREMELY IMPORTANT — PLEASE READ AND SHARE THIS.
Something extremely important is happening right now on the world stage, and I don’t believe nearly enough people understand just how big this story really is.
Jared Kushner and Steve Witkoff are pushing European leaders to release billions in frozen Russian assets and place them under American financial control.
But my friends, this is about much more than frozen Russian money. Much more than Ukraine. And much more than what is being reported in the headlines.
We are talking about Russia, Saudi Arabia, Qatar, American investors, oil and gas pipelines, and people inside Donald Trump’s closest circle.
I have been warning about these connections since Trump returned to the White House. And what my sources are telling me is that this did not happen overnight.
I put together a detailed investigation and a chart connecting the people, the money, the reported deals, and the timeline so you can see for yourself how these relationships intersect.
We are witnessing the early stages of something much bigger: a potential effort to bring Russia back into the global financial system, with billions of dollars at stake.
And what I am hearing suggests there is much more to come.
I’m asking every one of you to take a few minutes to read this investigation, study the chart, and SPREAD IT FAR AND WIDE.
Restack it. Share it. Send it to your friends and family. Help get this information outside our echo chambers.
Because understanding what is happening behind closed doors is essential to holding those in power accountable.
👇 READ THE FULL INVESTIGATION AND STUDY THE CHART BELOW.
https://t.co/31Fbt7ndSE
The truth matters. The receipts matter. And this is just the beginning
