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Cummins Inc. (CMI) Stands To Benefit From AI Build Out, Says Jim Cramer

We recently published Jim Cramer Discussed These 10 Stocks & AI-Led Job Growth. Cummins Inc. (NYSE:CMI) is one of the stocks Jim Cramer recently discussed.

Cummins Inc. (NYSE:CMI) is an industrial machinery firm slated to benefit from growing data center construction, according to Jim Cramer. The firm’s shares are down by 1.6% year-to-date as the firm has joined other vehicle companies to assess the impact of tariffs on its business. Cummins Inc. (NYSE:CMI)’s stock might have been worse off had it not been for surging interest in data center build out. Here is what Cramer said:

“No I mean data centers are the story again. Pennsylvania data centers. The building of them would be CoreWeave, the President’s going to Pennsylvania. Pennsylvania being a hub for all these. Everyone wants to play the parts of data center again. It really cooled in April. No one cared. The stocks got killed. . .I think that you can go back to these stocks. . . .Cummins is there.”

Previously, the CNBC TV host discussed Cummins Inc. (NYSE:CMI)’s share price movements after EPA announcements, which led to worries about advance demand for the firm’s products evaporating:

A mechanic standing proudly in a factory floor surrounded by the engines the company produces.

“[On stock moving after EPA’s latest comments] Well, they’ve always, anytime there has been like a tightening of the rules, they always, these companies have done well in pre buy. It’s like wow, I can go buy all the engines now before the tariffs so to speak of the EPA. And they lost that wind behind their back.”

“[On whether the share performance is a function of transport stocks] Well, the transport’s, are not good. Uh, look, you don’t know what the traffic’s going to be coming from Mexico or Canada. You don’t know who to, what the tariffs, is the tariff going to be at the border? Is the tariff going to be on what is the final sale? Well let’s just pull back.”

While we acknowledge the risk and potential of CMI as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than CMI and that has 10,000% upside potential, check out our report about this cheapest AI stock.

READ NEXT: 30 Stocks That Should Double in 3 Years and 11 Hidden AI Stocks to Buy Right Now.

Disclosure: None. This article is originally published at Insider Monkey.

The $250 Trillion AI Hype is Real. A few years from now, you’ll probably wish you’d bought this stock.

When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard.

Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences.

At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000.

Do the math. According to Musk, this technology could be worth $250 trillion by 2040.

Put another way, that’s roughly equal to:

  • 175 Teslas
  • 107 Amazons
  • 140 Metas
  • 84 Googles
  • 65 Microsofts
  • And 55 Nvidias

And here’s the wild part — this $250 trillion wave isn’t tied to one company, but to an entire ecosystem of AI innovators set to reshape the global economy.

It’s a leap so massive, it could reshape how businesses, governments, and consumers operate worldwide.

Even if that $250 trillion figure sounds ambitious, major firms like PwC and McKinsey still see AI unlocking multi-trillion-dollar potential.

How could anything be worth that much?

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Before I reveal the details, let’s talk about how some of the richest people on the planet are positioning themselves.

  • Bill Gates sees artificial intelligence as the “biggest technological advance in my lifetime,” more transformative than the internet or personal computer, capable of improving healthcare, education, and addressing climate change.
  • Larry Ellison — through Oracle, is spending billions on Nvidia chips and partnering with Cohere to embed generative AI across Oracle’s cloud and apps.
  • Warren Buffett — not known for tech hype — says this breakthrough could have a ‘hugely beneficial social impact.

When billionaires from Silicon Valley to Wall Street line up behind the same idea — you know it’s worth paying attention to.

Even as we admire what Tesla, Nvidia, Alphabet, and Microsoft have built, we believe an even greater opportunity lies elsewhere…

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And judging by what I’m hearing from both Silicon Valley insiders and Wall Street veterans…

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