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Jim Cramer warns Big Tech rally may be driven by optimism, not fundamentals.

Market News
15 Jul 2026
CNBC
View Source
Neutral
pluang ai news

Jim Cramer cautioned that the recent rally in Big Tech stocks like Alphabet, Microsoft, Meta, and Amazon might be more about investor optimism than real improvements in their business fundamentals. Despite positive news such as Warren Buffett's endorsement of Alphabet and bullish forecasts for Microsoft, Cramer highlighted inconsistencies, including declines in AI-related infrastructure stocks like Dell and Micron. He expects investors to refocus on company fundamentals as earnings season progresses.

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