AICNBC Techabout 1 hour ago
AI trade shifts to chip suppliers, Cramer says
1 min read
Jim Cramer said Wall Street now rewards AI component suppliers over big spenders. The Magnificent Seven lost $2.3 trillion in June as hyperscalers face rising costs. Micron, Sandisk, Intel, Marvell Technology, and AMD lead as demand for memory chips and networking equipment outpaces supply.
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