Jim Cramer says the data center trade is under attack. Here’s who could benefit
CNBC·
- Jim Cramer stated that the data center investment thesis is facing pressure due to political pushback and stricter community requirements regarding resource usage.
- This shifting landscape may cause investors to hesitate on premium valuations for traditional beneficiaries like GE Vernova and Micron.
- Major technology companies such as Amazon, Alphabet, Microsoft, and Meta are positioned to benefit as they possess the financial resources to navigate stricter regulations.
