Cramer explains why investors should own Boeing, weighs in on AMD-OpenAI deal (www.cnbc.com)

AMD announced a partnership with OpenAI that could give the ChatGPT maker roughly a 10% stake in the chipmaker, sending AMD shares up more than 28% and helping lift the S&P 500 and Nasdaq. The deal signals tighter alignment between major AI developers and silicon vendors: OpenAI’s investment could steer AMD toward optimized AI hardware/software co-design, accelerate availability of AI-focused CPUs/accelerators for large-scale training and inference, and intensify competition with incumbents like NVIDIA. The market reaction also highlighted ecosystem effects — suppliers to data centers such as Eaton popped on expectations of higher demand for power distribution and cooling — while raising fresh debate about frothy AI valuations and the need for sustained hyperscaler investment to keep performance and capacity ahead of demand. Separately, Jim Cramer recommended Boeing after reports the company can raise 737 MAX production from a capped 38 to about 42 jets per month now, with plans to ramp to 53 per month by late 2026. Higher production and deliveries imply stronger cash flow and supply-chain reacceleration, a bullish signal for investors. Together these items illustrate how the AI buildout is driving cross‑sector ripple effects — from chip design and data‑center industrials to broader macro and manufacturing plays — with both technical and financial stakes for the AI/ML community.