Jim Cramer says Wall Street is fleeing the AI trade and buying these stocks instead

Expected market reaction

Bullish Confidence 60% How confidence is read Horizon: Short term Impact: Low

Evidence

Source CNBC

Claim Jim Cramer says Wall Street is fleeing the AI trade and buying these stocks instead

AI inference Bullish · 60%

Generated 2026-07-28 22:20

Analysed by Rule-Based Analysis not AI Methodology v1.0 Generated Jul 29, 2026 01:20

Technical identifiers

CNBC's Jim Cramer said investors are rotating out of memory-chip winners and into companies with growth outside the data center buildout.

Original article published by CNBC on July 29, 2026. Analysis and insights provided by AnalystMarkets AI.

Rule-Based Analysis · 38.9% correct across 475 scored calls on equities See the full record