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Jim Cramer says software's comeback could be the blueprint for AI stocks' next rally

Wednesday, July 29, 2026


Jim Cramer, host of CNBC's "Mad Money," stated that software stocks have experienced a sharp turnaround and said AI infrastructure stocks could follow a similar pattern. Cramer made the comment on CNBC, suggesting that shifts in investor sentiment toward one sector can occur rapidly and potentially extend to other sectors.

Original reporting: https://www.cnbc.com/2026/07/29/jim-cramer-softwares-comeback-blueprint-ai-stocks-rally.html

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