Jim Cramer says the market’s biggest winners all have one thing in common

CNBC's Jim Cramer said there are essentially only two sectors in the market these days — the data center stocks and everything else. "The data center, the data center, the data center," said the "Mad Money" host. "You probably tempted to say enough already … but this quarter it went mainstream."The S&P 500 closed at another all-time high on Thursday, powered by a broad group of stocks benefiting from the massive buildout of artificial intelligence infrastructure. Cramer said the pattern is unmistakable: many of the market's biggest winners are all connected, directly or indirectly, to data centers. He pointed to Quanta Services as a prime example. The company builds power lines and grid infrastructure, which have become critical as utilities scramble to meet soaring electricity demand.

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