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Cramer says AI shift has boosted memory stocks beyond their cycle

Cramer argued the AI boom has improved memory industry profitability by supporting demand alongside greater supply discipline.

Reported · Written up by our desk · Sectors

CNBCs Jim Cramer said it may not be too late to own certain memory stocks, pointing to changes in how the sector is behaving amid the AI boom.

Cramer said the AI-driven demand shift has transformed the historically cyclical memory industry, with stronger profits supported by both demand and supply discipline.

According to CNBC Markets, he linked the industry improvement to investors seeing more stable fundamentals than the memory sector typically delivered in past cycles.

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