Vertiv Holdings ($VRT) podcast mentions
One of the things that I think would be a good tell for today is Dell is up a great deal. If you were going to slow down the spending on AI other than GEV and Vertiv, I would say you should look at Dell and you should look at HP. The fact that Dell is having a nice rally indicates there are a lot of people who believe things were overdone yesterday, but it is 9:55. So who knows if they can reverse it?
Jim Cramer · Squawk on the Street · 9AM HOUR: Trump Dismisses AI Fears, 10-Year Yield Hits Fresh 2007 Highs, the Fed's 2-Day Meeting In Focus 9/15/26 · 2026-09-15Well, David, Sarah, and Carl, the slowdown and how that could manifest for chips, that is really front and center this morning. And the note that's getting a lot of attention is the one from Morgan Stanley. Analysts there believe that slowing Frontier AI Labs actually won't lead to semiconductor orders declining. They're pointing to the quote from Anthropic CEO Dario Amadei, who says pacing AI does not mean halting model training yet. The market still thinks it will with NVIDIA, the entire semi sector trading down today, off by 20% from their recent high. The larger concern is that a slowdown will lead to a delay in data center. The timeline there, higher inventory of GPUs ultimately increasing the cost of the buildout. Now that's actually playing out with the Neo Clouds. Reminder that Oracle just reported earnings and when asked about the pipeline, executives there did not see any impact. GE Vernova CEO Scott Strazik will need to address similar concerns when he speaks at the industrial conference on Wednesday from Morgan Stanley. That company, along with Caterpillar, Vertiv, Eaton, all of these that are tied to the AI CapEx boom, you can see are trading down at this hour. We spoke to two bankers who are expecting more debt sales in the coming 6 to 8 weeks from the hyperscalers. Case in point, Amazon just raised another $6 billion in debt last week, testing the European market, which Google did as well a couple of months ago. The expectation, guys, is that the rush to secure more debt is motivated in part by politics. Yes, but also the speed at which Treasury yields have risen. Now, you guys talked a lot about some of the names that are up today, the potential beneficiaries of an AI slowdown. Worth noting, software, the IGV up about 3% right now. Salesforce ahead of the Dreamforce conference kicking off. And Palantir. Remember, this is a company that saw a 150 50% increase in its commercial business. It works with companies to build their own AI-native solutions. If their Frontier Labs are slowing down, this is seen as one of the bright spots, one of the beneficiaries.
Sima Modi · Squawk on the Street · 10AM Hour: AI Leaders Call for Slowdown, President’s Trump’s Response, CEO of the AI Chip Firm Challenging Nvidia 9/14/26 · 2026-09-14The market's getting it from both sides, which is to say, you know, higher rates, higher oil. That has normally meant the market attempts to take shelter in big tech, especially the AI trade, and vice versa. When you've actually had a little bit of relief on oil and rates, you've had the broader tape been able to kind of absorb things. Here you see AIPO is the AI power and infrastructure ETF. It's basically the industrials that are levered to the AI trade and it's been pretty rough. It's going to open down a lot. This is like Vertiv, Eaton, GE Vernova, got it. All of those stocks constantly talk about— CAT is probably in there as well and not in one of the top. But I just think it's key because that to me has been, first of all, an expensive group, but the one that is most dependent on the out-years build out, right? 3, 4, 5 years from now because they're sold out today for whatever they make. So I do think that's where you're going to see some of the sensitivity. All those stocks are indicated much lower. I don't know if we should— you guys have been talking about it. You can't draw a super broad drawn, you know, certain conclusions about what this is going to mean. But whatever conviction level and enthusiasm you had on Friday for the durability and the force of the AI hardware buildout, it's got to be a little bit lower today. I don't think slowing down is a bad thing. In fact, I would have expected the bond market to get a little relief on this idea. They won't have to raise as much. Problem is oil's up $3 and that's not allowing the bond market to relax. Mike, stick around. Let's get the opening bell this morning at the big board on Wall Street today.
Mike Santoli · Squawk on the Street · 9AM HOUR: AI Leaders Call For Slowdown, Chips Slide, OpenAI's Altman Rules Out 2026 IPO 9/14/26 · 2026-09-14Yeah, it does feel like the locus of the concern on, on AI is Vertiv. Yeah, there's a new sell rating on GeV.
Carl Quintanilla · Squawk on the Street · 9AM HOUR: AI Leaders Call For Slowdown, Chips Slide, OpenAI's Altman Rules Out 2026 IPO 9/14/26 · 2026-09-14My mission is simple: to make you money. I'm here to level the playing field for all investors. There's always a bull market somewhere, and I promise to help you find it. Mad Money starts now. Hey, I'm Kramer. Welcome to Mad Money. Welcome to Kramer Argyle. Do you want friends? I'm just trying to make a little bit of money. My job is not just entertain, but to educate and do some teaching. So call me 1-800-743-CNBC or tweet me @JimCramer. Thank heavens oil went down today. It changed everything, as is this one, keeping a lid on Treasury yields, which then triggered a rally of solid proportions in the stock market. In a tech-led move, the Dow gained 509 points, S&P climbed 0.86%. Nasdaq jumped 0.96%. I'll tell you what, it was a true throwback day. Funnily enough, the tech rally had little to do with some things that confused me and a lot to do with positive statements by Adobe and Oracle, even as their stocks themselves weren't participating that much. Adobe, a fallen angel, represents enterprise software, and Oracle, once a database company and now a data center builder, represents artificial intelligence. The fact that Adobe showed some growth, any growth, and Oracle was able to raise $20 billion in what's known as an at-the-market equity offering showed that they can live to play again. Both gave conservative forecasts. That's okay. Neither of these companies about to be crushed anytime soon, though. That's what matters. I'll give you the lowdown on Oracle later in the show. But as I said on the morning show, I thought that Adobe, which was down badly, would actually finish up. And it did, gaining 1.3%. I think Adobe is a candidate for a short squeeze. And who else gets to live to play again because of those two? How about all the enterprise software and hardware players dedicated to the data center that have been performing so poorly of late? Companies like Dell, like Vertiv, Cisco, Marvell, GE Vernova, Hewlett-Packard Enterprise, all beneficiaries of hyperscaler largesse, not to mention the stocks of the hyperscalers themselves. Meta, Amazon, Alphabet, and Microsoft, all of which finished in the black. I'd add Apple, but it's— Apple's is very much its own world. Luckily, in a great world to be in, as demand for this new Duo foldable iPhone could be off the charts.
Jim Cramer · Mad Money w/ Jim Cramer · Mad Money w/ Jim Cramer 9/11/26 · 2026-09-11But I wouldn't count Mike Worth out. He always has something up his sleeve. Dell and Hewlett-Packard Enterprise. Once again, these are pure data center plays. Now people feel, even though they have a lot of other things, you know, the one that has been lagging that has got a great book of business is Vertiv. Vertiv has really been going down. I mean, they are the data center play in many ways. They have the most to do intellectual property with data. So that one could be— it's only up 3%. That could still be good. And then I had Sterling on last night, which is a company that— STRL. It's remarkable. It does all the electrical for Webex, for all these data centers. And what he said to me, Dave, is very interesting. He said the moratorium, not that important, because what happens is they just put more data centers where they have data centers and they've already been approved and that's fine. He said, you know, they'll have 3,000 acres and then they'll add another 3,000 acres. Now, you were at that site. How many acres did they have? Many. So they could put up more than one, I guess.
Jim Cramer · Squawk on the Street · 9AM HOUR: Remembering 9/11 25 Years Later, Inflation Watch, Oracle's AI-Fueled Rally 9/11/26 · 2026-09-11So with AI right now, we have like sort of a long-term investing— it's not a plan 'cause it's not as detailed as a plan, but it's certainly an overarching strategy of understanding the sequence in which things will happen in a build-out like this. And we understood 2.5, 3 years ago that yes, semiconductors, NVIDIA was going to lead, but the AI data center was going to be a center of focus. And so we invested in not only semiconductors that were leading it, but also the providers of data center technology. And also, for example, even things like liquid cooling into data centers. So companies like Vertiv, and frankly, even outside of tech in energy stocks that we knew would be supplying electricity, companies like Talon and GE Vernova. The identification of a company like Nibius is, is really, uh, something you have to be a fundamental investor. 'Cause the first question is we had the plan, we say, okay, data centers are gonna grow. Um, we confirmed with cloud providers that the need for data centers and that AI data centers are not like other data centers. They're gonna be architected differently. Then we just did the very basic research of saying, okay, who are all the data center providers in the world? Big or small, we didn't care. We went across the whole landscape globally. Then we said, okay, which ones seem best prepared for AI data center computing. We have the resources, they have some experience. And actually, when we first saw Nebius, we're a very small company, but we were like, wow, these guys are way ahead of the curve. Now, part of the reason they were undiscovered is that the company's stock trades in the Netherlands and the company is based there. And actually, they came out of a former Russian internet company called Yandex. And so they weren't on the, if you will, the US radar screen. And I would say, you know, buried there in Europe was this small cap company with a lot of AI experience and a lot of internet experience. And so we, you know, we, we, we narrowed it down to that and other lists, and then we met with the company, built our models, understood other value.
Dan Chung · Animal Spirits Podcast · Talk Your Book: AI Winners & Losers · 2026-09-07