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Home/News Feed/Investors shift from AI infrastructure stocks to growth-driven companies like Costco and Walmart

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Investors shift from AI infrastructure stocks to growth-driven companies like Costco and Walmart

Market News

28 Jul 2026

CNBC

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Bullish

Investors are rotating out of AI infrastructure stocks such as Micron and Western Digital, which surged earlier this year due to memory shortages but have recently declined. CNBC's Jim Cramer highlights a shift toward companies with broader growth drivers outside AI data centers, including Costco, Walmart, ServiceNow, Salesforce, and Johnson & Johnson. Despite the pullback in some AI-related stocks, Cramer remains bullish on Nvidia and Intel, citing their durable demand. This rotation reflects a move from short-term pricing power to more sustainable growth opportunities.

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