NEW YORK — Jim Cramer, during his Investing Club Monthly Meeting on Thursday, Aug. 13, 2026, reviewed stocks in the portfolio and signaled strong conviction in several semiconductor names tied to AI data centers.
Intel stood out as a favored pick. Cramer cited recent comments from Intel's CEO as the primary reason for his continued bullish stance on the chipmaker.
The Club also added a position in a memory chip giant, and Cramer highlighted another semiconductor company showing strong breakout potential.
Data center stocks remain a central theme. The Club pointed to CoreWeave's performance as a counter to skepticism about the long-term viability of AI infrastructure investments.
The S&P 500 gained 0.6 percent to 7,794, on pace to end a two-day losing streak. The Nasdaq rose 0.8 percent to 26,796, with technology stocks leading the session.
Nvidia, according to a recent Investing Club newsletter, sat out the chip sector's best quarter ever — a dynamic Cramer said points to value and growth opportunities beyond the established AI leaders. Nvidia traded at $225.73, up 0.7 percent on the day.