By Chris Lange
Publication Date: 2026-11-11 00:07:00
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Jim Cramer is staying out of the AI infrastructure trade for now. On CNBC on November 10, 2026, he said: “I don’t want to make this trade because I still feel that you don’t want to be that linked to the data center yet.” He said it as the two biggest chip names in the expansion moved in opposite directions. NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) fell 5.22% to $169.35 in Tuesday morning trading. Broadcom (NASDAQ:AVGO) rose 3.21% to $329.72.
How Much of Each Company Depends on Data Centers
Being “linked to the data center” means a stock’s earnings rise or fall with how much a small group of cloud providers and AI labs spend on servers. NVIDIA is about as linked as a company can…
