Jim Cramer called NVIDIA the heart of the data center story, praising its success at COMPUTEX and CEO Jensen Huang's vision. Cramer warned that increased AI spending could create near-term headwinds for NVIDIA. He noted that buyers may raise funds by selling NVIDIA stock, risking it becoming a market donor. Cramer hopes NVIDIA can buy back enough stock to offset this. He emphasized the need for significant capital to build out data centers with NVIDIA's chips.
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Wells Fargo Raises PT on Intel (INTC) Stock
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