CNBC Tech
Jim Cramer says the AI trade has shifted — and these stocks are leading now
Tuesday, June 30, 2026
CNBC's Jim Cramer stated that Wall Street is rewarding companies supplying artificial intelligence infrastructure over the technology giants purchasing the infrastructure. Cramer did not specify which stocks he identified as the new leaders. CNBC reported the statement on its platform, though specific stock names and supporting data were not included in the available text.
