Jim Cramer, host of Mad Money on CNBC, said the AI data center trade is reclaiming market leadership. He named six stocks leading the rally: Nebius, Intel, Lumentum, CoreWeave, Super Micro Computer and Nvidia, all of which rose on Wednesday. These stocks had declined since May or June, with drops of up to 56% for CoreWeave and 53% for Super Micro Computer. Factors restoring confidence include Intel raising its stock offering to $20 billion, better-than-expected results for several companies, and a favorable inflation report for growth stocks. In 2026, Nebius leads with a gain of 209.64%, followed by Intel at 173.58% and Lumentum at 152.98%, all outperforming the S&P 500 which rose 12.98%.
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