Jim Cramer says the real rally is in pharma, food, and transports
As seen on the 24/7 Wall St. homepage on August 24, 2026.
Cramer is pointing money away from the AI complex and toward pharma, food, transports and industrials with no data center exposure.
where's the party that the WSJ is talking about? It's in the drug stocks, the foods, the transports, selected industrials that are non-data center
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Jim Cramer posted on August 24 that while the Wall Street Journal is describing a market party, the action investors should care about sits in drug stocks, food companies, transports, and industrials with no data center exposure, away from the AI-linked data center trade.
The commentary is a pointed redirect away from the AI complex, which has dominated headlines and capital flows, toward sectors that have largely stayed out of that crowded conversation.
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Cramer's post drew 66 likes, a level of engagement that suggests the rotation thesis is sparking real debate among retail and professional followers alike.
For investors still heavily weighted toward data center plays, the call raises a direct question about whether the leadership trade has quietly shifted to more defensive and economically sensitive corners of the market.