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Jim Cramer Says AI Spending Is No Bubble As Alphabet, Amazon, Apple Surge, While Microsoft And Meta Face Pressure
Yahoo2026.05.05Source: Yahoo
Jim Cramer on Sunday argued that the latest wave of Big Tech earnings proves aggressive artificial intelligence (AI) and data center spending is fueling competitive advantage rather than creating a dangerous market bubble. Cramer Rejects AI Bubble Narrative After Big Tech Earnings In a detailed analysis published on CNBC, Cramer pushed back against mounting concerns that hyperscaler spending on AI infrastructure is overheated, saying the latest quarterly results show the opposite. "I am growing



