
CNBC host Jim Cramer has become more cautious toward AI and data center stocks after seeing increasing insider selling and borrowing activity.
Cramer said in a recent program that the era of "magical investing," when investors made easy money by buying any company tied to data centers, is over. Cramer said he had proclaimed 2025 as the year to gain from investing in data center companies, but has since made a "big change" in his outlook.