{"id":239060,"date":"2026-06-30T18:24:00","date_gmt":"2026-06-30T22:24:00","guid":{"rendered":"https:\/\/testing.news-you-need.com\/index.php\/2026\/06\/30\/jim-cramer-says-the-ai-trade-has-shifted-and-these-stocks-are-leading-now\/"},"modified":"2026-06-30T19:05:11","modified_gmt":"2026-06-30T23:05:11","slug":"jim-cramer-says-the-ai-trade-has-shifted-and-these-stocks-are-leading-now","status":"publish","type":"post","link":"https:\/\/testing.news-you-need.com\/index.php\/2026\/06\/30\/jim-cramer-says-the-ai-trade-has-shifted-and-these-stocks-are-leading-now\/","title":{"rendered":"Jim Cramer says the AI trade has shifted \u2014 and these stocks are leading now"},"content":{"rendered":"<p><a href=\"https:\/\/www.cnbc.com\/2026\/06\/30\/jim-cramer-ai-trade-shifted-stocks-leading-now.html\">Jim Cramer says the AI trade has shifted \u2014 and these stocks are leading now<\/a><\/p>\n<p><a href=\"https:\/\/www.cnbc.com\/2026\/06\/30\/jim-cramer-ai-trade-shifted-stocks-leading-now.html\">https:\/\/www.cnbc.com\/2026\/06\/30\/jim-cramer-ai-trade-shifted-stocks-leading-now.html<\/a><\/p>\n<p>Publish Date: <a href=\"publish_date]\">2026-06-30 18:24:00<\/a><\/p>\n<p>Source Domain: <a href=\"www.cnbc.com\">www.cnbc.com<\/a><\/p>\n<ul>\n<li><strong>Wall Street&#8217;s Shift in AI Focus:<\/strong> Jim Cramer highlighted a shift in Wall Street&#8217;s approach, rewarding companies that supply AI infrastructure and punishing those spending heavily on AI development.<\/li>\n<li><strong>Decline of the Magnificent Seven:<\/strong> The &#8220;Magnificent Seven&#8221; (Apple, Alphabet, Amazon, Microsoft, Meta, Nvidia, Tesla) lost $2.3 trillion in market value in June due to investor concerns over AI spending justification.<\/li>\n<li><strong>Supply-Demand Imbalance:<\/strong> High demand for AI compute infrastructure has outpaced supply, leading to high costs for essential components and benefiting suppliers like Micron, Sandisk, Intel, Marvell Technology, and AMD.<\/li>\n<li><strong>Nvidia&#8217;s Position as a Suppler:<\/strong> Despite being a key AI compute supplier, Nvidia&#8217;s stock has declined due to competition fears in the custom chip market.<\/li>\n<li><strong>Intel&#8217;s Reinvigoration:<\/strong> Cramer singled out Intel as a beneficiary of rising demand for CPUs and advanced chip packaging, praising CEO Lip-Bu Tan&#8217;s leadership.<\/li>\n<li><strong>Investment Preference:<\/strong> Cramer&#8217;s Charitable Trust continues investing in most of the Magnificent Seven, with the exception of Tesla, and expects suppliers to benefit as AI demand outstrips supply.<\/li>\n<li><strong>Future Market Outlook:<\/strong> Cramer believes the market\u2019s current favoring trend of infrastructure suppliers over AI spenders will remain, even if investors remain skeptical.<\/li>\n<\/ul>\n<p><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Jim Cramer says the AI trade has shifted \u2014 and these stocks are leading now&#8230;<\/p>\n","protected":false},"author":1,"featured_media":239061,"comment_status":"closed","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"fifu_image_url":"https:\/\/image.cnbcfm.com\/api\/v1\/image\/106692661-1599449811224-gettyimages-1267327926-pre_9603.jpeg?v=1732626619&w=1920&h=1080","fifu_image_alt":"","footnotes":""},"categories":[14],"tags":[],"class_list":["post-239060","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-artificial-intelligence"],"_links":{"self":[{"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/posts\/239060"}],"collection":[{"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/comments?post=239060"}],"version-history":[{"count":1,"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/posts\/239060\/revisions"}],"predecessor-version":[{"id":239062,"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/posts\/239060\/revisions\/239062"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/media\/239061"}],"wp:attachment":[{"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/media?parent=239060"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/categories?post=239060"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/tags?post=239060"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}