{
  "id": 7289006,
  "title": "Jim Cramer Believes This AI Stock Is The Way To Go Over DRAM Memory",
  "url": "https://urgent.news/2026/09/14/jim-cramer-believes-this-ai-stock-is-the-way-to-go-over-dram-memory",
  "topic": "ai",
  "section": "AI",
  "published": "2026-09-14T05:23:34.000Z",
  "source": {
    "name": "Yahoo Finance",
    "slug": "yahoo-finance",
    "url": "https://finance.yahoo.com/technology/ai/articles/jim-cramer-believes-ai-stock-052334263.html"
  },
  "original_language": "en",
  "account": "Dell Technologies Inc. (NYSE:DELL) is a major player in the AI industry, supplying server equipment for AI data centers. The stock has surged 353% over the past year, closing 11.9% higher on the 11th. Whereas DRAM memory chips, used in AI GPUs, have seen triple digit percentage increases in price due to high demand for DRAM modules. Dell Technologies Inc. (NYSE:DELL) has seen a 100% increase in AI-related server revenue in Q2, totaling $16.4 billion, with AI backlog at $95 billion. RBC Capital raised its target price to $640 and gave an Outperform rating. However, margins for Dell's ISG group, which includes AI-related revenue, dropped 460 basis points annually in Q2. Dell Technologies Inc. (NYSE:DELL) trades at a forward P/E multiple of 19.65, higher than SuperMicro's 9.17 and HP's 12. Hedge funds held 77 stakes in Dell Technologies Inc. (NYSE:DELL) in Q2, compared to 62 in SuperMicro and 85 in HP.",
  "summary": null,
  "key_points": [],
  "editors_take": null,
  "illustration": null,
  "coverage": {
    "outlets": 1,
    "also_reported_by": []
  },
  "ai_generated": true,
  "disclaimer": "Summaries, key points and the editor’s take are written by software from other outlets’ reporting and may contain errors — always check the linked original."
}