Indexa Markets Brief — Monday 11 May

2 stories · Sent Monday, 11 May 2026

Indexa

Morning Markets Brief

Monday, 11 May 2026

Jim Cramer backs Dell and Vertiv as AI infrastructure plays

Cramer highlighted Dell servers and Vertiv cooling systems as core components of AI infrastructure buildout, according to Yahoo Finance coverage of his remarks.
He told viewers it is 'not too late' to own AI-related winners he sees as powering broader market performance.
Cramer cited an anticipated wave of data-centre spending as the mechanism he expects to deliver returns in these names.
He flagged pressure on retail stocks as AI investment displaces capital and consumer attention, though provided no specific figures.
Cramer noted he wished he had bought Dell for his charitable trust 'a hundred points ago', implying he sees residual upside despite the run.

Analysis: Cramer endorsing DELL and VRT as 'not too late' buys, while acknowledging he missed a hundred points on Dell, is a contrarian signal for positioning. Historically, high-profile retail-facing…

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Earnings • 1 min read

Saudi Aramco Q1 profit surges 26% as East-West Pipeline bypasses Hormuz conflict

Aramco's ability to reroute crude exports through its East-West Pipeline, avoiding the conflict-affected Strait of Hormuz, directly preserved revenue that would otherwise have been disrupted by the Iran war.
Q1 net profit reached $33.6bn, a 26% year-on-year increase, while revenue rose nearly 7% to $115.5bn.
Aramco's CEO stated the world has been deprived of 1 billion barrels of oil over the past two months, a volume he warned will materially slow any recovery in global oil market supply.
The East-West Pipeline has reached capacity, according to CNBC, meaning Aramco has exhausted its primary rerouting option and cannot absorb further Hormuz disruption through that channel.
Portfolio managers should watch whether sustained supply shortfalls translate into structurally higher oil prices or prompt demand destruction, as Aramco's own infrastructure ceiling removes a key supply-side buffer.

Analysis: Aramco's 26% profit surge on a 7% revenue rise implies meaningful margin expansion, driven by price rather than volume given the pipeline is now at capacity. This compresses the forward production…

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