Investment
Features
FeesSafety
Academy
More
Pluang+
|
Home/News Feed/AI infrastructure stocks could rebound like enterprise software after recent sharp turnaround, says Jim Cramer.
NOW
$137.71
+$2.24 +1.65%

AI infrastructure stocks could rebound like enterprise software after recent sharp turnaround, says Jim Cramer.

Analyst Insights
29 Jul 2026
CNBC
View Source
Bullish
AI infrastructure stocks could rebound like enterprise software after recent sharp turnaround, says Jim Cramer.

Jim Cramer highlighted the recent strong rebound in enterprise software stocks, noting how quickly Wall Street sentiment can shift. After a period of decline due to fears AI would disrupt software-as-a-service models, companies like ServiceNow and Salesforce rallied following positive earnings reports. Cramer suggests that beaten-down AI infrastructure stocks, such as data center companies, could see a similar recovery if macroeconomic conditions improve and AI spending proves profitable. This shift underscores the potential for rapid market reversals when undervalued sectors receive good news.

More News (NOW)

Analysts raise bullish targets for ServiceNow despite recent stock volatility.

Analysts raise bullish targets for ServiceNow despite recent stock volatility.

Several top analysts, including Cantor Fitzgerald, Guggenheim, Morgan Stanley, and BTIG Research, have raised price targets and upgraded their outlooks for ServiceNow, signaling confidence in the company's long-term growth. Despite this, the stock ha...

Analyst Insights
Bullish
10 hours ago
banner-footerbanner-footer

Invest & Trade with
#1 Award-Winning Investment Super App