Jim Cramer says investors are too focused on AI stocks. Here’s where he says to look instead
CNBC's Jim Cramer said investors should look beyond the AI data-center trade as compelling opportunities emerge in other areas of the market.
TL;DR
- Investors are too concentrated on the AI trade, specifically data centers, and are missing other opportunities.
- AI infrastructure stocks are expected to remain volatile until the November midterm elections.
- Opportunities exist in aerospace (e.g., GE Aerospace), fintech (Robinhood, Affirm), healthcare (Hinge Health, Medtronic), energy infrastructure (Enbridge, Enterprise Products Partners), and biopharma (Amgen).
- Diversifying away from data center stocks could lead to a more lucrative investment period.