Jim Cramer’s latest message, though, is uncomfortable. While he believes the long-term AI story remains intact, owning too much of it can still wreck a portfolio when sentiment suddenly turns. That became painfully visible after Nvidia ( NVDA ), Broadcom ( AVGO ), Alphabet ( GOOGL ), and other AI-linked names were hit hard by fresh questions surrounding OpenAI’s revenue. Cramer does not think the AI boom is over.
POLARIS EARNINGS CALENDAR