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Jim Cramer Highlights AI Infrastructure Play and Potential Entry Point for KMB
Producer Manufacturing · Electrical Products · cnbc · 2026-09-11
ORCL, ADBE, KR, RH, GEV, .SPX, KMB, MSFT, KVUE
Jim Cramer identifies GE Vernova as a key beneficiary of AI data center growth and suggests a lower price target for adding to a position in Kimberly-Clark.
What Happened
AI Infrastructure Growth: Microsoft's plan to significantly expand its computing power by 2032 is expected to drive substantial demand for off-grid energy solutions. GE Vernova, a manufacturer of natural gas turbines, is positioned as a critical player in providing the necessary power infrastructure for these massive AI data centers.
Consumer Staples Strategy: Kimberly-Clark remains a focus for income-oriented investors due to its 5.2% dividend yield, though the company faces headwinds from weakness in the Chinese market. Jim Cramer suggests that a dip to the $96 level would provide a more attractive entry point for those looking to increase their exposure to the consumer goods giant.
Market Sentiment and Rates: The broader market is showing signs of caution as investors anticipate a potential interest rate hike following the Federal Reserve's upcoming meeting. CME FedWatch data indicates an 87% probability of a rate increase, a significant shift in expectations compared to the sentiment observed just one month ago.
Portfolio Management: The Investing Club continues to monitor a diverse range of stocks, including Oracle, Adobe, and Kroger, while maintaining a disciplined approach to trade execution. By waiting for specific price levels and adhering to strict disclosure protocols, the club aims to navigate current market volatility while capitalizing on long-term structural trends.