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Jim Cramer Names Five AI Supply Chain Stocks on Q3 First Trading Day Market Rotation

GateNews
Stocks
According to Jim Cramer, CNBC Mad Money host, on the first trading day of Q3 July 1, market rotations shifted funds away from AI infrastructure stocks. Cramer recommended buying five long-term growth leaders while selling underperforming names: Micron (MU), Corning (GLW), AMD, Applied Materials (AMAT), and Lam Research (LRCX). He noted such rotations typically last only two to three trading days and do not signal the end of the AI uptrend. Meta (META) stood out with an 8% jump, reflecting plans to commercialize its AI data center investments through a new cloud computing unit, rather than a routine rally. Cramer also warned against chasing rebounds in Salesforce, ServiceNow, Nike, and General Mills, citing unclear fundamental improvements.
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