Jim Cramer on X: “Data Centers-- they may huff and they may puff but they will NOT blow down the Data…”

Microsoft is now selling near-best-in-class transcription at $1.67 per 1,000 minutes, squeezing the pricing power of standalone speech AI vendors.

Microsoft AI has released MAI-Transcribe-2, achieving 2.0% AA-WER (#2) at ~411x real time (#2) for $1.67 per 1,000 minutes, placing it on the accuracy-speed Pareto frontier at one of the lowest prices among high-accuracy models MAI-Transcribe-2 is @MicrosoftAI’s latest speech https://t.co/QRE68kWVjQ

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Microsoft is now selling near-best-in-class speech recognition for $1.67 per 1,000 minutes, squeezing the pricing power of standalone transcription vendors and reinforcing that it builds in-house rather than buying models.

Microsoft AI has released MAI-Transcribe-2, achieving 2.0% AA-WER (#2) at ~411x real time (#2) for $1.67 per 1,000 minutes, placing it on the accuracy-speed Pareto frontier at one of the lowest prices among high-accuracy models MAI-Transcribe-2 is @MicrosoftAI’s latest speech https://t.co/afCa90rbtI

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Musk amplifying Hugging Face CEO Clement Delangue's $12.93 billion sale to Nvidia puts the chipmaker's push up the AI stack, from silicon into the open-source model layer developers actually build on.

RT @ClementDelangue: Super happy to share our intention to join forces with NVIDIA in a $12,930,300,000 acquisition 💛💚 10 years after sta…

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A 30 point benchmark jump from a UAE lab giving its weights away puts more pricing pressure on closed US frontier models, and every one of these free releases still needs rented compute to train and serve.

K2 Horizon 375B A23B, a new open weights model from UAE's MBZUAI, scores 47 on the Artificial Analysis Intelligence Index, with relatively strong agentic performance and a 30 point jump over its predecessor K2 Horizon 375B A23B is an open weights Mixture-of-Experts model with https://t.co/um82zkFyIs

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Cramer is reading Hock Tan's guidance as a two-year runway of payout increases at Broadcom, and he says his charitable trust already owns a small position.

Hock giving you some nice raises for next year and the year after. That's what we have been looking for. Maybe i am too hopeful... Small position for the trust...

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Meta's fourth model in five months now sits third on the industry's most watched intelligence benchmark, with only two Claude models ahead of it.

Meta has released Muse Spark 1.3, their fourth Muse Spark model release in five months. Muse Spark 1.3 (max), which is in limited preview for Meta’s partners, scores 62 on the Artificial Analysis Intelligence Index, behind only Claude Fable 5.1 and Claude Opus 5. The variant

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Cramer is calling the selloff in the two largest pure-play cybersecurity names mechanical profit-taking rather than a break in the growth story, a read worth testing against Barclays' warning that the group has run out of room.

Crowdstrike and Palo Alto will come back.... huge wave of profit-taking

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Cramer is calling his own intraday Dell target hit with minutes left in the session, a victory lap that tends to draw retail buyers into the close.

DELL closing in on my morning target..... @SquawkStreet

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Four Flash models in under four months puts Alphabet on the intelligence-per-dollar frontier, squeezing the pricing power rivals still need to fund frontier training.

Google has released Gemini 3.8 Flash, its fourth Flash model in under four months - it scores 59 on the Artificial Analysis Intelligence Index and reaches the Intelligence vs. Cost per Task Pareto frontier @GoogleDeepMind released Gemini 3.8 Flash today. With high reasoning, it https://t.co/KTbKISgoiW

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Cramer is calling out unusual accumulation in the RF chipmaker, a name analysts have kept at arm's length while it trades in the mid-$60s.

Looks like a pretty aggressive buyer of Skyworks. .. SWKS

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Cramer is treating Dell's close as the market's read on whether AI server orders are still translating into real profits, so the day's finish matters well beyond one hardware name.

Dell is the most important stock today and if it doesn't finish up big...i dont know....

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