Jim Kramer here to share a short preview of my take on the market from today's members-only

CNBC Investing Club morning meeting. Join the club for full access to the morning meeting every day

at 1020 a.m. Visit CnBC.com slash morning take to sign up today. That's one word morning tape. You know what we should focus on

for just one second? Nebius. Okay, so Nebius builds these data centers. A neocloud,

like a core leaf. Neoclap. Yeah. And a lot of people felt a marginal player. But Invidia just put a couple billion within them. Yeah. And a lot of people felt, a marginal player.

But Nvidia just put a couple billion within.

Yes.

Now, initially, the stock was up like, you know, three.

Because people said, well, it doesn't really matter because Nvidia has given money

to everybody.

But then people said, wait a second, this is a sign, a confirmation of

Corrieve, of Oracle. You don't really get this if you think that Nebius is as, let me say,

as fanciful as I thought, I was wrong.

And the 2 billion will help Nebius deploy more than 5 gigawatts of NVIDIA systems by the end of 2030.

Very significant.

Yes, and the, um, the, um, the,

NVIDIA will support Nebius.

The early adoption of the latest generation of NVIDIA's accelerated computing platform.

Press release talks about we're at an inflection point in Agentic AI.

By the way, speaking of inflection point, everyone's talking about this claw,

open claw.

Yeah, as being the rage, except for George Kurtz at CrowdStrike, who recognizes that if you let it in, it can see all your data.

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