CNBC
01 Jul 2026, 22:29 UTC · 2h ago
Jim Cramer says to use Wednesday's market rotation to your advantage. Here's how he'd play it
NewsImpactScreener rates every claim in this story for market impact and maps it to the tickers most exposed.
CNBC
01 Jul 2026, 22:29 UTC · 2h ago
NewsImpactScreener rates every claim in this story for market impact and maps it to the tickers most exposed.
What the story claims
4 claims · each scored for market impact
Meta is planning to launch a cloud-computing business to rent out its excess computing power. — Diversifying into a B2B cloud revenue stream fundamentally changes the company's long-term valuation beyond advertising.
+0.80Market rotation occurred out of AI infrastructure stocks and into market laggards at the start of the new quarter. — Indicates a short-term shift in investor sentiment and liquidity across sectors, though the text suggests it may be temporary.
+0.40Demand for semiconductors and data center equipment remains strong despite recent selling pressure on AI infrastructure stocks. — Provides a fundamental bullish counter-argument to the technical sell-off in AI-related names.
+0.30Continue reading
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Jim Cramer's Charitable Trust sold its position in Nike following a muted earnings report. — Reflects a loss of confidence in the stock's immediate recovery potential based on earnings performance.
-0.20Which stocks this story touches
Cramer reiterated a bullish view, citing strong demand for semiconductors.
Cramer reiterated a bullish view, citing strong demand for semiconductors.
Cramer reiterated a bullish view, citing strong demand for data center equipment.
Cramer reiterated a bullish view, citing strong demand for semiconductors.
Cramer reiterated a bullish view, citing strong demand for semiconductors.
Reports of a new cloud-computing business fundamentally improve the long-term outlook.
Cramer's trust sold the position following a muted earnings report and warned the rebound is temporary.
Cramer warned that the recent rebound in software companies may be temporary.
Cramer suggested the rebound for packaged food makers may be temporary.
Cramer warned that the recent rebound in software companies may be temporary.
Mentioned only as a comparison for cloud infrastructure services.
Mentioned only as a comparison for cloud infrastructure services.
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