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Jim Cramer: The AI Trade Has Rotated — Suppliers Now Lead Over Big Tech Spenders

CNBC's Jim Cramer says the AI trade has shifted, with Wall Street now rewarding the companies that supply the artificial intelligence boom rather than the large technology companies funding it. The framing

NM
NewsMV Markets Desk
3 min read
5 July 2026Markets desk
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Filed via cnbc.com

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