CNBC
28 Jul 2026, 22:20 UTC · 2h ago
Jim Cramer says Wall Street is fleeing the AI trade and buying these stocks instead
NewsImpactScreener rates every claim in this story for market impact and maps it to the tickers most exposed.
CNBC
28 Jul 2026, 22:20 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
Investors are rotating capital out of AI memory and hardware winners (e.g., Micron, Western Digital) and into non-data center growth drivers. — Indicates a shift from high-momentum AI infrastructure trades to a broader market, suggesting a peak in the 'parabolic' phase for memory stocks.
-0.60Johnson & Johnson reached a $5.5 billion settlement regarding ovarian cancer litigation over its talc products. — The settlement is significantly lower than previous proposals, removing a major legal overhang and uncertainty for the stock.
+0.50Software companies like ServiceNow and Salesforce are seeing increased investor interest and price gains. — Suggests a broadening of the AI trade from physical infrastructure to software applications.
+0.30Continue reading
6 related stories
Top 1 mover · tap to explore
Consumer staples like Costco and Walmart are experiencing positive price momentum as part of the market rotation. — Reflects a shift toward defensive or diversified growth, though less volatile than tech shifts.
+0.20Which stocks this story touches
Hit an all-time high following a favorable legal settlement regarding talc products.
Stock has dropped nearly 40% from its record high as investors rotate away from AI infrastructure winners.
Shares have tumbled as investors bet that AI-driven memory shortages and extraordinary profits won't last.
Mentioned as a prime example of stocks tied to AI data centers that have pulled back sharply.
Jim Cramer remains bullish, citing durable demand rather than temporary pricing power.
Jim Cramer remains bullish, citing durable demand rather than temporary pricing power.
Identified as a beaten-down software company currently catching a bid and trending upward.
Identified as a beaten-down software company currently catching a bid and trending upward.
Mentioned as a stock currently 'in the sunshine' and making a run.
Mentioned as a stock currently 'in the sunshine' and making a run.
[mutual] Both are mentioned as retail stocks gaining momentum simultaneously.
[mutual] Both are identified as AI-tied semiconductor businesses supported by durable demand.
[mutual] Both companies are identified as memory makers benefiting from AI server shortages.
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How the impact breaks down
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WSJ
50m ago
[mutual] Both companies are identified as memory makers benefiting from AI server shortages.
[mutual] Both companies are identified as memory makers benefiting from AI server shortages.
[mutual] Both are categorized together as software companies receiving renewed investor interest.
