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  • DeepSeek’s threat to Nvidia may not be so serious, Jim Cramer says


    If you're like me you found all of this DeepSeek talk unsettling, says Jim Cramer

    CNBC’s Jim Cramer on Friday told investors DeepSeek might not pose as serious a threat to Nvidia‘s sales as many investors feared this week, saying the Chinese artificial intelligence startup may not have told Wall Street the full story about its large language model.

    “Is DeepSeek an alternate universe that bodes terribly for Nvidia’s pricing down the road? Hey, anything’s possible,” he said. “But if you had to design the most punitive way to bring down the price of this great stock, you’d invent something like DeepSeek.”

    Earlier this week, investors were stunned to find out DeepSeek developed an AI model that it said cost $6 million to make — significantly less than what its peers spend on such programs. The company also claimed that the model could outperform that of industry favorite OpenAI. Wall Street concluded Big Tech may not need to spend as much money on highly-advanced chips from Nvidia, which until now seemed like the only option for companies looking to dominate in the AI world. Worries of lower earnings sent Nvidia shares plummeting, with the stock losing nearly $600 billion in one session, the largest single-day drop in market history.

    Cramer conceded that investors’ response is logical if DeepSeek’s model actually cost so little to make, forcing Nvidia to bring down prices. But he said there’s a possibility that DeepSeek spent more on its program than investors believe, referencing a new report from SemiAnalysis, a semiconductor research and consulting firm. SemiAnalysis suggested the way DeepSeek framed the development of the new model is misleading, saying the company could have actually spent more than $500 million.

    Cramer was also skeptical that executives at tech giants like Meta, Tesla and Oracle would have invested so much money in Nvidia without performing proper due diligence. DeepSeek wasn’t a secret, he continued, it just received a lot of attention this week.

    “I think the SemiAnalysis piece is spot on,” he said. “It may just be one more long knife aimed at Nvidia, and nothing more.”

    Nvidia declined to comment. DeepSeek did not immediately respond to request for comment.

    Jim Cramer on the impact of DeepSeek on Nvidia

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    In a recent segment on CNBC’s Mad Money, host Jim Cramer discussed the potential threat that DeepSeek, a rising competitor in the semiconductor industry, poses to Nvidia. Despite some concerns in the market about DeepSeek’s potential impact on Nvidia’s market share, Cramer believes that the threat may not be as serious as some investors fear.

    Cramer pointed out that while DeepSeek has been making strides in developing innovative technologies, Nvidia still holds a dominant position in the market with its strong product portfolio and established customer base. He also noted that Nvidia has a track record of successfully navigating competition in the past and adapting to changing market dynamics.

    Cramer emphasized that while it’s important for investors to keep an eye on emerging competitors like DeepSeek, he believes that Nvidia’s competitive advantages and leadership in the industry will help mitigate any potential threats. He advised investors to focus on the long-term outlook for Nvidia and not to overreact to short-term market fluctuations.

    Overall, Cramer’s analysis suggests that while DeepSeek may pose a challenge to Nvidia, it may not be as serious as some investors fear. As always, it’s important for investors to conduct their own research and make informed decisions based on their individual risk tolerance and investment goals.

    Tags:

    • DeepSeek
    • Nvidia
    • Jim Cramer
    • Technology
    • Competition
    • Threat
    • Market Analysis
    • Stock Market
    • Investment
    • Semiconductor Industry

    #DeepSeeks #threat #Nvidia #Jim #Cramer

  • Jim Cramer Suggests Getting ‘The King of Robots’ Instead of Serve Robotics Inc. (SERV)


    We recently compiled a list of the Jim Cramer Shed Light on These 9 Stocks. In this article, we are going to take a look at where Serve Robotics Inc. (NASDAQ:SERV) stands against the other stocks Jim Cramer recently talked about.

    Jim Cramer, the host of Mad Money, has been considering the uncertainty surrounding 2025 and the ongoing macroeconomic challenges that are sparking important questions. One of the main points Cramer has been grappling with is the direction Washington will take in the coming months. He highlighted that, despite two months of processing the election results, there’s still a lack of clarity about what the priorities will be and what Congress might actually pass. Cramer also brought up several important questions about President Donald Trump’s stance on various issues.

    “Is president-elect Trump serious about large widespread tariffs or is the tough talk just a negotiating tactic? How serious is Trump about mass deportations? Which, if enacted, would likely have an impact on… the labor market.”

    READ ALSO Jim Cramer Discussed These 12 Stocks Amidst The DeepSeek AI Selloff and Jim Cramer Talked About These 11 Stocks Recently

    Another major question Cramer raised was about deregulation, how much benefit will companies truly see from it, and how quickly? In terms of corporate taxes, Cramer also noted that the extension of the 2017 Tax Cuts and Jobs Act seems likely, but he questioned whether Trump might push even further, potentially altering the tax landscape in a more significant way. Perhaps one of the most pressing questions Cramer raised concerned the bond market and its tolerance for large U.S. government budget deficits.

    “And considering that last question, here’s a doozy: Will the bond market continue to tolerate big budget deficits from the US government?”

    He pointed out that some argue the bond market has already begun to take a more stringent stance on national debt, evident in the rising treasury yields over recent months. Still, Cramer left it at that, suggesting the situation remains uncertain.

    “Difficult to answer because as we learned last time, I mean, Donald Trump is not a predictable president, great for cable news ratings, but sometimes frustrating when you’re in the business of making predictions. Hmm, maybe a higher cash position than normal could beckon.”

    Our Methodology

    For this article, we compiled a list of 9 stocks that were discussed by Jim Cramer during the episodes of Mad Money aired on January 7 and 8. We listed the stocks in ascending order of their hedge fund sentiment as of the third quarter, which was taken from Insider Monkey’s database of 900 hedge funds.



    In a recent episode of Mad Money, Jim Cramer suggested investors consider investing in ‘The King of Robots’ instead of Serve Robotics Inc. (SERV). Cramer believes that ‘The King of Robots’ has more potential for growth and profitability in the long run.

    Serve Robotics Inc. recently went public and has been touted as a disruptor in the robotics industry, specifically in the delivery robot market. However, Cramer expressed doubts about the company’s ability to sustain its current growth trajectory and compete with other players in the market.

    Cramer’s recommendation to look into ‘The King of Robots’ instead of Serve Robotics Inc. comes as a surprise to many investors, but Cramer has a track record of making bold and successful investment recommendations.

    Investors are advised to do their own research and consider all factors before making any investment decisions. It will be interesting to see how ‘The King of Robots’ performs in the coming months and whether Cramer’s suggestion proves to be a wise move for investors.

    Tags:

    1. Jim Cramer
    2. The King of Robots
    3. Serve Robotics Inc.
    4. SERV stock
    5. Robot delivery
    6. Investing in robotics
    7. Stock market advice
    8. Jim Cramer recommendations
    9. Robotics industry
    10. Tech stocks

    #Jim #Cramer #Suggests #King #Robots #Serve #Robotics #SERV

  • What’s Next for AI Stocks? Cramer Weighs In!


    As Jim Cramer shares his insights, are you ready to invest?

    Jim Cramer’s Insights on Stock Trends and AI Evolution
    In a recent episode of CNBC’s Squawk on the Street, Jim Cramer provided an in-depth analysis of several stocks, including the influential Arm Holdings plc (NASDAQ:ARM). He discussed the role of tech giants and the impact of President Trump’s administration, highlighting a shift towards increased emphasis on technology leaders rather than traditional industrialists.

    Cramer pointed out changes in powerful positions within the government, specifically questioning Elon Musk’s influence in Defense Department decisions. He expressed skepticism about Musk being in crucial roles and emphasized the need for greater participation from technological innovators.

    Further discussing the booming AI sector, Cramer underscored that healthcare will emerge as a significant beneficiary from AI advancements—a sector currently not optimized for the benefits AI could bring. He warned investors not to overlook this opportunity, suggesting substantial returns await those who invest smartly in technology.

    While examining market trends, Cramer advised caution about small-cap stocks and instead favored lesser-known tech companies demonstrating strong potential. He also urged President Trump to tackle rising insurance costs that affect many Americans, advocating for a focus on pharmacy benefits.

    In the increasingly competitive AI landscape, Arm Holdings ranks prominently among the stocks Cramer discussed, although he suggested that other AI stocks might yield better returns in the near future.

    Exploring the Broader Implications of AI and Stock Market Dynamics

    The insights shared by Jim Cramer touch on deeper currents affecting not just individual investors but also the broader fabric of society and the global economy. As the technology landscape evolves, particularly in the realm of AI, we find ourselves at a pivotal crossroads where economic innovation can drive societal change. The transformative potential of AI in sectors like healthcare heralds a future where efficiencies could lead to improved patient outcomes and reduced costs in treatment, impacting millions.

    Furthermore, as companies like Arm Holdings champion advanced technologies, the global economy may experience significant shifts. Nations that embrace and regulate these technologies effectively could see economic booms, while those that lag may find themselves increasingly marginalized. This creates a competitive dynamic reminiscent of the early industrial age, where access to innovation becomes synonymous with prosperity.

    However, the environmental implications cannot be overlooked. The production and operation of advanced AI technologies often entail substantial resource use and can contribute to electronic waste challenges. As awareness of climate change grows, integrating sustainable practices into technological advancements will be pivotal. Leaders in technology must prioritize eco-friendly innovations to mitigate negative environmental impacts arising from increased production demands.

    The future trends driven by technology investment are staggering; societal structures, job landscapes, and even cultural paradigms may shift dramatically as a result. This long-term significance echoes through our economies, pointing to a world ever more intertwined with the digital frontier. Hence, the discussions surrounding AI and investment are not merely about profits. They represent a crucial juncture in determining how society adapts to the relentless march of technological change.

    Investing in the Future: Jim Cramer’s Take on AI and Stock Trends

    Jim Cramer’s Insights on Stock Trends and AI Evolution
    In a recent episode of CNBC’s “Squawk on the Street,” Jim Cramer analyzed key stock market trends and highlighted investments in the technology sector, with a particular focus on Arm Holdings plc (NASDAQ:ARM). Cramer’s insights shed light on the profound shift happening within the market, moving away from traditional industries towards innovative technology leaders.

    Key Trends and Insights

    Cramer emphasized the evolving landscape of governmental influence in the tech sector, questioning the extent of Elon Musk’s involvement in Defense Department decisions. He expresses concern that the technological innovators need a more prominent role in shaping policy, especially as tech giants increasingly drive the economy.

    AI’s Role in Healthcare and Beyond

    A significant portion of Cramer’s discussion centered on the burgeoning field of artificial intelligence (AI). He noted that the healthcare sector stands to benefit dramatically from AI advancements. However, the industry remains largely untapped. Cramer advised investors to recognize this potential, as substantial returns could be realized through strategic investments in tech health initiatives.

    Market Strategy: Small-Cap Caution

    While Cramer acknowledged the appeal of small-cap stocks, he urged investors to exercise caution in this area and instead explore lesser-known tech companies with strong growth potential. His advice reflects a broader trend where market participants are increasingly interested in companies that can leverage technology to drive future growth.

    Insurance Costs and Market Challenges

    Cramer also discussed pressing societal issues, such as rising insurance premiums. He called on political leaders to address these challenges, especially those affecting healthcare and pharmacy benefits, which directly impact many Americans’ financial wellbeing. By tackling these issues, there could potentially be a healthier investment environment.

    The Future of Arm Holdings and Other AI Stocks

    For investors keeping a keen eye on Arm Holdings, Cramer pointed out that while it holds significant value, other emerging AI stocks may present even more promising returns in the near term. This insight indicates a potential shift in market focus towards companies that can deliver innovative AI solutions quickly.

    Pros and Cons of Investing in Tech Stocks

    – Pros:
    High growth potential due to ongoing digital transformation
     AI applications enhancing productivity in various sectors
    Increased government spending in tech and innovation

    – Cons:
    High volatility and risk associated with smaller tech companies
    Potential regulatory challenges facing major tech firms
     Market corrections that can affect stock prices suddenly

    Predictions and Trends

    Looking ahead, Cramer predicts a continued dominance of AI technologies across various sectors, especially as businesses strive for efficiency and competitiveness. Companies investing heavily in this direction may emerge as market leaders, making this an opportune moment for strategic investments in tech.

    For more insights and updates on stock trends and investment strategies, visit CNBC.



    As the technology sector continues to boom, investors are keeping a close eye on artificial intelligence (AI) stocks. With advancements in machine learning and data analysis, AI companies are revolutionizing industries from healthcare to finance.

    But what’s next for AI stocks? CNBC’s Jim Cramer recently discussed the future of this rapidly growing sector. According to Cramer, AI stocks are poised for even greater growth in the coming years as businesses increasingly adopt AI technologies to streamline operations and improve decision-making.

    Cramer emphasized the importance of investing in established AI companies with a track record of innovation and strong financials. He also highlighted the potential for smaller, up-and-coming AI startups to disrupt the market and drive significant returns for investors.

    As the demand for AI solutions continues to rise, Cramer believes that now is the time to capitalize on the growth of this transformative technology. Whether you’re a seasoned investor or just starting out, AI stocks offer a promising opportunity for long-term gains.

    Stay tuned for more updates on the latest trends in AI stocks and how you can position yourself for success in this dynamic market.

    Tags:

    1. AI stocks 2021
    2. Artificial intelligence investments
    3. Jim Cramer analysis
    4. Tech stock trends
    5. Future of AI stocks
    6. Stock market predictions
    7. AI technology updates
    8. Investing in AI companies
    9. Financial market insights
    10. AI stock market forecast

    #Whats #Stocks #Cramer #Weighs

  • According to Jim Cramer, Microsoft (MSFT) is Actually Under Pressure


    We recently published a list of Jim Cramer Discusses These 13 Stocks & Rejects The AI PC Super Cycle. In this article, we are going to take a look at where Microsoft Corporation (NASDAQ:MSFT) stands against stocks that Jim Cramer discusses.

    In a fresh appearance on CNBC’s Squawk on the Street, Jim Cramer commented in quite a bit of detail on artificial intelligence and AI PCs. AI, the technology that has caught the investing world by storm, has two facets. The first covers enterprise computing with cloud computing services such as Azure and AWS offering businesses new AI tools for their tasks. The second is the consumer end, dominated primarily via chatbots and services like the Chinese firm DeepSeek’s R1 and OpenAI’s o1.

    Another aspect of AI that received quite a lot of attention last year was AI PCs. These computers use hardware designed to run artificial intelligence workloads. This hardware includes graphics processing units (GPUs) and neural processing units (NPUs), which means that their price tag is often higher than a standard computer.

    On top of Cramer’s mind was a recent Morgan Stanley consumer survey report which analyzed consumer sentiment with respect to a super-cycle in AI-enabled products. The bank revealed that just 15% of the 400 respondents bought some of the products primarily because they wanted to access AI. The bank added that 60% of respondents inadvertently bought an AI PC and more than 60% shared that they would not pay extra for AI products.

    Commenting on the research, Cramer started by sharing “I think the AI hardware super cycle Morgan Stanley piece is perhaps the most damming piece I’ve read.” According to him, the research was striking “Because there’s absolutely no evidence of a super cycle whatsoever.” The CNBC host shifted towards enterprise AI use cases and was appreciative of them. “I mean I think AI is very good when you listen to what Jamie Dimon [inaudible] to say, that AI is very good when you listen to what Marc Benioff has to say,” he outlined.

    However, while AI has impressed business users, Cramer admitted to being wrong about consumer demand for AI PCs. “But the PC, I thought we were all gonna upgrade. And now we’re all in wait-and-see mode,” he shared. Cramer added that those he knew who have bought an AI PC “haven’t used it or there’s a button there and it doesn’t work.”

    Yet, even though consumer interest in AI PCs might be lackluster, Cramer is still an AI believer. He revealed that “I use it [ChatGPT] every day.” One ChatGPT use case he likes is comparing drugs. “And you start at ChatGPT. You really do. And it’s very authoritative and it tells you who to go to. And I think it’s extraordinary. It’s an extraordinarily good product,” according to Cramer.



    According to Jim Cramer, Microsoft (MSFT) is Actually Under Pressure

    In a recent episode of Mad Money, financial analyst Jim Cramer discussed the current state of Microsoft (MSFT) and why he believes the tech giant is actually under pressure.

    Cramer pointed out that while Microsoft has seen impressive growth in recent years, including a 44% increase in revenue in the last quarter, there are several factors that could be putting pressure on the company.

    One of the major concerns Cramer highlighted is the increasing competition in the tech industry, particularly from companies like Amazon and Google. These companies are rapidly expanding their cloud computing services, which could pose a threat to Microsoft’s dominance in the space.

    Additionally, Cramer noted that Microsoft’s stock price has been relatively stagnant in recent months, despite the company’s strong financial performance. This lack of movement could be a sign that investors are starting to doubt Microsoft’s ability to continue delivering strong results.

    Overall, while Microsoft remains a strong and profitable company, Cramer believes that it is facing increasing pressure from competitors and market expectations. Investors should keep a close eye on how Microsoft navigates these challenges in the coming months.

    Tags:

    jim cramer, microsoft, msft, stock market, investing, under pressure, financial news, technology sector

    #Jim #Cramer #Microsoft #MSFT #Pressure

  • OpenAI data center blitz is a boon for AI stocks. Cramer says buy Dover


    From left, President Donald Trump, Oracle Executive Chairman Larry Ellison, SoftBank CEO Masayoshi Son and OpenAI CEO Sam Altman appear in the Roosevelt Room of the White House in Washington on Jan. 21, 2025. Trump announced a joint venture to fund artificial intelligence infrastructure.

    Aaron Schwartz | Sipa | Bloomberg | Getty Images

    A splashy White House announcement on artificial intelligence investment is a shot in the arm to Nvidia and a host of other portfolio stocks involved in the AI boom.



    OpenAI data center blitz is a boon for AI stocks. Cramer says buy Dover

    The recent announcement of OpenAI’s massive data center expansion has sent shockwaves through the AI industry, with many experts predicting a surge in the value of AI stocks. CNBC’s Jim Cramer is among those bullish on the sector, recommending investors to buy shares of Dover Corporation (DOV), a key player in the AI infrastructure market.

    OpenAI, the high-profile artificial intelligence research lab co-founded by Elon Musk and Sam Altman, revealed plans to build a new supercomputer cluster powered by AMD’s latest processors. This move is seen as a major step towards advancing AI research and development, and is expected to drive demand for cutting-edge data center solutions.

    Dover Corporation, a diversified industrial manufacturer, is well-positioned to benefit from the AI data center boom. The company produces a range of products, including refrigeration systems, pumps, and automation solutions, that are essential for building and optimizing data centers. With its strong track record of innovation and reliability, Dover is poised to capitalize on the growing demand for AI infrastructure.

    Cramer’s endorsement of Dover as a top pick in the AI sector reflects the company’s solid fundamentals and growth potential. As AI continues to reshape industries and drive technological advancements, investors looking to capitalize on this trend may find Dover to be a compelling investment opportunity.

    In conclusion, the OpenAI data center blitz is set to fuel the growth of AI stocks, with companies like Dover Corporation well-positioned to benefit from the expanding market. Investors seeking exposure to the AI sector may want to consider adding Dover to their portfolio, as the company stands to gain from the increasing demand for AI infrastructure solutions.

    Tags:

    OpenAI data center, AI stocks, Cramer, buy Dover, artificial intelligence, technology investments, stock market, investment tips

    #OpenAI #data #center #blitz #boon #stocks #Cramer #buy #Dover

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