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Wall Street rotates out of AI trade into broader growth stocks

Reported · Written up by our desk · Sectors

CNBC Markets host Jim Cramer said investors are moving away from the AI trade, including memory-chip related winners, according to his comments on the shift in market positioning.

Cramer said the rotation is flowing into companies he views as having growth that is less tied to the data center buildout and more connected to other areas of the economy.

The move suggests investors are seeking exposure beyond memory-chip demand that has been associated with AI infrastructure spending.

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