Cramer Backs Tech for Big Winners as Meta Jumps 15% on AI Monetization

3 articles · Updated · CNBC · Jul 13

Tech still offers the best chance for outsized gains, Jim Cramer said Monday, arguing big tech can create new catalysts that quickly reprice stocks even as investors rotate into energy-linked sectors.
Meta was his clearest example: after saying it was considering monetizing its AI infrastructure, the stock surged 15% last week and nearly 100 points this month.
Cramer contrasted that with PepsiCo, whose latest earnings disappointed investors and sent the stock down more than 3% despite operational improvements.
Alphabet could also unlock value by spinning off Waymo, he said, underscoring his view that tech has far more control over its own growth narrative than companies like Conagra or Pfizer.