Jim Cramer: This Time It's the Data Center, Not PCs
"We are back to the 1990s with Wintel, except this time it is the data center, not the personal computer," writes TheStreet's Jim Cramer. "That's the true takeaway of last night's conference calls from the big dogs, Microsoft (MSFT - Get Report) , Intel (INTC - Get Report) and Amazon (AMZN - Get Report) ."
Amazon Is 'The Death Star': Market Recon
"The Engine That Could. Beast Mode. Amazon. The river and the rain forest are both mighty. Maybe just as mighty ... is the firm, still known as Amazon.com, Inc. (AMZN - Get Report) . That firm is also known on Wall Street quite simply as 'The Death Star' for it's ability to simply crush the competition," observes Real Money columnist Stephen Guilfoyle.
3 Small Tech Names I'm Watching
Real Money Pro columnist Bret Jensen says that "now that the majors within the NASDAQ have reported good results, I think that should help the markets fundamentals as the FANG stocks have been an important barometer of investors psyches. It also means I can continue to monitor some smaller tech names."
See Jensen's smaller tech picks, here.
Join Jim Cramer May 5 for TheStreet's Boot Camp for Investors
- An exclusive market update from Jim.
- A keynote interview between Jim and PayPal CEO Dan Schulman.
- Break-out panels with top market experts like Tony Dwyer, chief market strategist at Canaccord Genuity; Mike Hanson, senior vice president of research at Fisher Investments; and Peter Hug, global trading director with Kitco Metals.
- Roundtable discussions with TheStreet's Carley Garner, Stephen "Sarge" Guilfoyle, Bob Lang and other columnists.
Where: The Convene Center, 117 W. 46th St., New York
When: Saturday, May 5, 8:55 a.m.-2:45 p.m.