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Jim Cramer says the AI trade has shifted — and these stocks are leading now

CNBC's Jim Cramer said the AI trade has shifted, with Wall Street now rewarding suppliers of the artificial intelligence boom rather than the technology giants funding it.

read1 min views34 publishedJun 30, 2026
Jim Cramer says the AI trade has shifted — and these stocks are leading now
Image: Machinebrief (auto-discovered)

Source:

CNBC TechnologyCNBC's Jim Cramer said Wall Street is rewarding the companies supplying the artificial intelligence boom rather than the technology giants funding it.

CNBC's Jim Cramer said Wall Street is rewarding the companies supplying the

artificial intelligenceboom rather than the technology giants funding it.Get AI news in your inbox

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source & further reading
machinebrief.com — original article Meet OpenAI's "dots" — a new AI assistant meant to take on Meta's Muse. OpenAI benches GPT-6.1 Astra for overstepping the mark Komprise combats ‘MCP bloat’ with a universal interface for AI agents to access enterprise data
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