Investors’ hunger for artificial intelligence (AI) stocks is showing no signs of slowing, with companies pouring billions into the technology to unlock its full potential. At the heart of this AI revolution are high-performance data centers, the backbone of the ecosystem, powered by servers and storage hardware from companies like Dell Technologies (DELL) and Super Micro Computer (SMCI). Both are key enablers of AI workloads, but according to CNBC “Mad Money” host Jim Cramer, Dell comes out on top.
On his show’s popular “Lightning Round” segment, where callers pitch him stocks and he fires back with fast, unfiltered takes, one caller recently asked Cramer about Super Micro Computer. Cramer didn’t hold back, pointing to the company’s unresolved accounting concerns as a major red flag, bluntly declaring, “accounting regulations equal sell.” Instead, he encouraged investors to own Dell shares, which he believes is a better investment candidate now.
