Barry, OppHub America Desk · · Source: yahoo-tickers-tape-movers
Jim Cramer Turns on the Two Kings of AI: “If You Want to Destroy Trust, You Couldn’t Find
Based on reporting from yahoo-tickers-tape-movers.
Investing Jim Cramer Turns on the Two Kings of AI: “If You Want to Destroy Trust, You Couldn’t Find a Better Way” Jim Cramer called Anthropic and OpenAI the pioneers of AI and the most brilliant companies in the race against China, then accused them of doing more damage to public trust than anyone else in the industry.
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Investing Jim Cramer Turns on the Two Kings of AI: “If You Want to Destroy Trust, You Couldn’t Find a Better Way” Jim Cramer called Anthropic and OpenAI the pioneers of AI and the most brilliant companies in the race against China, then accused them of doing more damage to public trust than anyone else in the industry. By Thomas Richmond Published September 17, 2026, 2:18pm ET · 3 min read 𝕏 f ⧉ Quick Read Cramer named Anthropic and OpenAI as AI's biggest trust destroyers, even as NVIDIA carries $279 billion in supply obligations backing the buildout. Quanta Services holds a record $53 billion backlog and Vertiv grew revenue 24%, offering listed exposure to lab spending most investors overlook. Constellation Energy's nuclear PPA signing cadence is the clearest signal that hyperscaler commitments are surviving the trust debate, despite CEG down 26% year to date. Our analysts combed the entire stock market and named the ten best stocks to buy right now, and NVIDIA didn't make the cut.
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Story playbook
A pre-built map of what to watch — stocks, ETFs, and educational next steps. Not personalized advice.
Snapshot date: September 17, 2026 at 2:31 PM ET
This playbook was built when the story published and is not live-updated. Prices, news, and risk can change after this date — treat it as a starting map, not a current trade ticket.
Story → money map
AI Infrastructure & Energy
Commentators are criticizing the biggest AI creators for breaking public trust, but the companies building the physical data centers and power plants are still making record money. Investors are shifting attention from software hype to the hardware and energy companies that power the AI boom.
What changed
Media commentary has turned critical of top AI model creators over trust issues, shifting market focus toward physical infrastructure providers.
Who wins / who loses
Power and infrastructure providers benefit from steady hyperscaler demand, while sentiment cools toward pure-play AI software hype.
Time horizon
Think in terms of the next few weeks.
Confidence & best fit
medium confidence · Long-term investor, Active trader
Safer theme exposure (ETFs)
Baskets that own the theme without betting on one company.
Single stocks (higher risk)
Primary = closest to the story · Peers = same industry · Second-order = knock-on effects · Avoid = looks related but may be a trap
Primary
- $NVDAWatch — track, don’t rush
The leading chipmaker is still supplying the heavy hardware for AI data centers.
View $NVDA chart → · End-of-day delayed data
Peer
- $PWRBuild slowly — only if it fits your plan
This engineering firm is building the physical grid and facilities needed for new technology.
View $PWR chart → · End-of-day delayed data
- $VRTBuild slowly — only if it fits your plan
This company makes the crucial cooling systems that keep hot AI computer servers from overheating.
View $VRT chart → · End-of-day delayed data
Second-order
- $CEGBuild slowly — only if it fits your plan
Nuclear power companies are locking in long-term deals to supply electricity to massive AI data centers.
View $CEG chart → · End-of-day delayed data
Options (education only)
No strikes or expiries — a framework for how traders might express the view. Options can expire worthless.
Beginners should stick to regular stocks or ETFs and skip options entirely while sentiment settles.
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Not a trade tip — ways to use the insight outside the market.
- Investigate local utility providers and regional electrical grid contractors benefiting from data center expansion.
What would break this thesis
- A sudden cancellation of hyperscaler capital expenditure or power purchase agreements by major tech firms.
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Based on reporting from yahoo-tickers-tape-movers.
Informational and educational only — not investment, financial, or legal advice. Disclosure
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