# Jim Cramer says the AI trade has shifted — and these stocks are leading now > Source: > Published: 2026-06-30 22:24:43+00:00 # Jim Cramer says the AI trade has shifted — and these stocks are leading now Source: [CNBC Technology](https://www.cnbc.com/technology/)CNBC'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 intelligence](/glossary/artificial-intelligence)boom rather than the technology giants funding it.Get AI news in your inbox Daily digest of what matters in AI.