Squawk on the Street Stocks Extend Sell-off, Walmart CEO to Retire, Vertiv Exec. Chmn. Cote on AI 11/14/25
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Nov 14, 2025 David Cote, Executive Chairman of Vertiv and former Honeywell CEO, shares his insights on the evolving landscape of data-center infrastructure shaped by AI. He emphasizes the sustained demand for AI-driven solutions over the next five years and discusses the crucial role Vertiv plays in powering these centers. Cote also addresses the potential challenges in the AI supply chain and the implications of financing risks amid a volatile market. The conversation offers a deep dive into how these technological shifts might affect investor strategies.
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AI Is A Real Cycle With Overvaluation Moments
- AI is a real tech cycle that will create long-term productivity and value despite moments of overvaluation.
- Jim Cramer and guests warn of misallocated capital and temporary exuberance around AI names.
Many Crypto Miners Resemble Speculative Trading Vehicles
- Crypto and mining-related IPOs look repetitive and risky, often trading like speculative vehicles rather than durable businesses.
- Jim Cramer cautions that many such names behave like 2000-era speculative stories.
Dip Into High‑Quality Hyperscalers
- Consider buying high-quality hyperscalers and semiconductor firms tied to accelerated computing if they have solid finances.
- Dip a toe into winners like Alphabet or Microsoft rather than chasing speculative names.