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Jim Cramer suggests four AI-driven memory stocks
The news covers Jim Cramer's expectations regarding memory stocks that specialize in components for AI data centers. He believes that these stocks still have room to rise further despite their significant gains since early 2026. His analysis is based on a shortage of memory capacity due to high demand, as well as manufacturers shifting towards securing long-term revenue instead of expanding production. This is accompanied by share buyback programs worth several billion dollars. Cramer favors Micron stock for its growth potential but warns of the risks associated with a slowdown in construction and a market downturn, noting that rapidly increasing production capacity is currently unlikely.
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