Jim Cramer Commented on 12 Stocks Linked to Data Centers

3. Apple Inc. (NASDAQ:AAPL)

Number of Hedge Fund Holders: 166

Cramer, whilst dissecting the data center theme and the companies that are dependent on it suffering, noted that Apple Inc. (NASDAQ:AAPL) has not been hit.

“Today we’ve got a defense of our large-cap tech companies, which have been endlessly targeted by our European allies. These, these countries, they’ve used our tech companies, Amazons, the Alphabets, the Apples like honeypots. Now when it happens, our government will retaliate for a similar amount of money. No more plunder… We know that what’s happening is go, we know it’s happening. Why? Because every member of the Magnificent Seven, save one, Apple, are drooping because they may have spent too much money on data centers.

The fact that Apple hangs in there is actually proof positive the data center is what’s on the line because Apple’s the only one that hasn’t spent fortunes paying Nvidia for the lifeblood of the AI platform. They always figured they could just license from, the technology from somebody else given their massive user base. Yes, Apple didn’t have to spend tens of billions of dollars in these warehouses full of servers. So its stock hangs in, irrespective of potential tariffs from Chinese components.”

Apple (NASDAQ:AAPL) designs and sells a wide range of consumer electronics, including smartphones, computers, tablets, wearables, and various accessories, alongside offering subscription-based services.