Business

AI Trade Shifts Focus to Supply Companies

Updated 2026-07-01 00:10 UTC 1 source Neutral

CNBC's Jim Cramer said Wall Street is now rewarding companies supplying the AI boom rather than the technology giants funding it. This shift reflects a broader market trend.

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CNBC

Jim Cramer says the AI trade has shifted — and these stocks are leading now

CNBC's Jim Cramer said Wall Street is rewarding the companies supplying the artificial intelligence boom rather than the technology giants funding it.

2026-06-30 22:24 UTC