# Jim Cramer says the market's reaction to Samsung may signal a shift in AI leadership > Source: > Published: 2026-07-07 22:26:48+00:00 # Jim Cramer says the market's reaction to Samsung may signal a shift in AI leadership Source: [CNBC Technology](https://www.cnbc.com/technology/)CNBC's Jim Cramer said Samsung's earnings sparked a sell-off in AI hardware stocks, while many tech names that have lagged this year rebounded. CNBC's Jim Cramer said Samsung's earnings sparked a sell-off in AI hardware stocks, while many tech names that have lagged this year rebounded. Get AI news in your inbox Daily digest of what matters in AI.