Mad Money: AI Data Center Selloff, Schwab Earnings, and Apparel Upgrades

This episode of Mad Money examines a sharp rotation out of AI and data center stocks into non-technology sectors after a period of concentrated market leadership. Jim Cramer discusses the Korean semiconductor selloff, debt concerns around CoreWeave, and earnings and analyst actions affecting Charles Schwab, VF Corp, Kontoor Brands, and Kimberly-Clark. The show also answers investor questions on portfolio diversification and specific stocks.

■ Market Rotation and Tech Selloff
- AI/data center stocks decline; capital moves to consumer goods, retail, restaurants, and healthcare.
- Korean semiconductor selloff: SK Hynix, Samsung, KOSPI trading halt; spillover to US tech.

■ Stock-Specific Analysis
- CoreWeave debt and short-seller concerns; Nvidia CEO comments; Anthropic revenue growth data.
- Charles Schwab earnings, AI disruption fears, wealth management flows, and valuation.
- VF Corp and Kontoor Brands analyst upgrades; Vans, The North Face, Timberland trends.
- Kimberly-Clark and Kenvue merger progress; analyst upgrade potential.
- Lightning round: Reddit, Exxon, Chevron, Rocket Lab, Enterprise Products, SITM, Coherent, Valero.
- Investing Club Q&A: bonds/CDs, Home Depot, Hinge Health, Kava, Microsoft, Oracle.

The episode is aimed at investors following market rotation, semiconductor supply chains, and stock-specific catalysts. It provides an overview of recent earnings, analyst ratings, and portfolio diversification topics. Viewers can gain insight into the stocks and sectors discussed and the questions raised by callers and club members.