Foreign media: The CNBC host Jim Krall acquiesced in the recent withdrawal of funds from the AI Concept Unit, more like a brief adjustment in a quarterly rotation than a general shift to the future of the plate. He indicated that such rotations usually lasted only a few trading days and that funds tended to revert to companies that had long been favoured by the market.
Mizuki and Sandisk were named
Cramer mentioned that American Light and Sandisk still benefited from the growth of AI-led storage demand. Despite the recent fall of the plate, these two companies still seem to him to be important beneficiaries of AI ' s storage track.
Intel, AMD and Melville are still on the list.
He listed Intel as one of the preferred AI targets and referred to CEO Chen Li Wu as pushing the company to restructure its business. According to him, Intel currently has three growth support, including the AI-oriented CPU, the high-profit chip sealing business, and the continuing expansion of the crystal round manufacturing business.
Kramer also continues to watch AMD. In his view, the recent fall in stock prices had not changed the company ' s position in the AI data centre supply chain. The CPU and GPU operations of AMD remain key components of AI infrastructure development.
The other one was mentioned as a Melville technology. Cramer points out that this company focuses on light network technology for AI infrastructure. According to him, Chief Executive Officer Hwang In-hoon of In Weida had mentioned earlier that Melwell was expected to grow into a trillion-dollar class company in the future.
Meta's strong because of the cloud business plan
Unlike most AI infrastructure stock retreats, Meta promoted high stock prices in related reports. The report mentions that Meta plans to launch its own cloud computing operation.
Cara defaulted that if Meta were to rent out surplus credit, the business could soon develop profitability and develop into a new source of income similar to Amazon AWS and Microsoft Azure.