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Jim Cramer's Lightning Round: CoreWeave, Shutterstock, Energy Transfer, and StoneX

CNBC TelevisionAugust 7, 20253 min13,069 views
27 connections·20 entities in this video

AI and Stock Picks

  • 💡 The AI revolution is driving significant investment, with companies like Nvidia, AMD, Meta, Microsoft, Apple, Amazon, and Google poised to benefit.
  • 📸 Shutterstock is mentioned as a company whose photos and videos can train AI models, though its growth is questioned despite offering a yield.

Energy Sector Investments

  • Energy Transfer (ET) is highlighted as a stock that has "gotten its act together" and is considered a really good stock.
  • 📈 Oneok is also recommended as a good stock, with ET and Oneok both being good choices.

AI Infrastructure and CoreWeave

  • 🚀 Nebius Group (NBIS) is discussed in the context of increasing AI infrastructure spend, with investments from Nvidia and backing from Jeff Bezos.
  • 🎯 However, Jim Cramer states he is "through and through a CoreWeave person" and went "all in" on CoreWeave, not changing his view.

Financial Services Stock

  • 📊 StoneX Group is presented as a financial services company with significant stock price increases over the past year.
  • 🤷 Cramer expresses unfamiliarity and embarrassment when asked about StoneX Group, indicating he does not know the stock.
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20 entities
Chapters1 moments

Key Moments

Transcript14 segments

Full Transcript

Topics16 themes

What’s Discussed

Artificial IntelligenceShutterstockGetty ImagesLLMEnergy TransferOneokNebius GroupCoreWeaveNvidiaAMDMetaMicrosoftAppleAmazonGoogleStoneX Group
Smart Objects20 · 27 links
Concepts· 2
Companies· 17
Person· 1