Jim Cramers Market Commentary Highlights Potential Opportunities and Caution Trumps Beijing Visit No Escalation Seen as MarketPositive Signal SpaceXs Starship Central to Valuation Early Investor Suggests Frontier Markets Await Major Chipmakers and Tech Giants Launch 125 Million Semiconductor Research Hub at UCLA Meta Plans 60B65B Capital Spending Drive Fueled by AI Ambitions and Data Center Expansion DeepSeek Announces Permanent 75 Price Cut on Flagship AI Model to Boost Competitive Edge Bloom Energy Surges on 26 Billion AI Infrastructure Partnership with European Cloud Provider Nebius