{"id":384395,"date":"2026-07-30T02:01:42","date_gmt":"2026-07-30T00:01:42","guid":{"rendered":"https:\/\/prostartup.it\/div-jim-cramer-says-softwares-comeback-could-be-the-blueprint-for-ai-stocks-next-rally-div\/"},"modified":"2026-07-30T02:01:42","modified_gmt":"2026-07-30T00:01:42","slug":"div-jim-cramer-says-softwares-comeback-could-be-the-blueprint-for-ai-stocks-next-rally-div","status":"publish","type":"post","link":"https:\/\/prostartup.it\/ru\/div-jim-cramer-says-softwares-comeback-could-be-the-blueprint-for-ai-stocks-next-rally-div\/","title":{"rendered":"Jim Cramer says software&#8217;s comeback could be the blueprint for AI stocks&#8217; next rally"},"content":{"rendered":"<div>\n<div><img decoding=\"async\" src=\"data:image\/gif;base64,R0lGODlhAQABAIAAAAAAAP\/\/\/ywAAAAAAQABAAACAUwAOw==\" fifu-lazy=\"1\" fifu-data-sizes=\"auto\" fifu-data-srcset=\"https:\/\/i3.wp.com\/image.cnbcfm.com\/api\/v1\/image\/107113455-NUP_198430_00728r.jpg?v=1697496177&w=1920&h=1080&ssl=1&w=75&resize=75&ssl=1 75w, https:\/\/i3.wp.com\/image.cnbcfm.com\/api\/v1\/image\/107113455-NUP_198430_00728r.jpg?v=1697496177&w=1920&h=1080&ssl=1&w=100&resize=100&ssl=1 100w, https:\/\/i3.wp.com\/image.cnbcfm.com\/api\/v1\/image\/107113455-NUP_198430_00728r.jpg?v=1697496177&w=1920&h=1080&ssl=1&w=150&resize=150&ssl=1 150w, https:\/\/i3.wp.com\/image.cnbcfm.com\/api\/v1\/image\/107113455-NUP_198430_00728r.jpg?v=1697496177&w=1920&h=1080&ssl=1&w=240&resize=240&ssl=1 240w, https:\/\/i3.wp.com\/image.cnbcfm.com\/api\/v1\/image\/107113455-NUP_198430_00728r.jpg?v=1697496177&w=1920&h=1080&ssl=1&w=320&resize=320&ssl=1 320w, https:\/\/i3.wp.com\/image.cnbcfm.com\/api\/v1\/image\/107113455-NUP_198430_00728r.jpg?v=1697496177&w=1920&h=1080&ssl=1&w=500&resize=500&ssl=1 500w, https:\/\/i3.wp.com\/image.cnbcfm.com\/api\/v1\/image\/107113455-NUP_198430_00728r.jpg?v=1697496177&w=1920&h=1080&ssl=1&w=640&resize=640&ssl=1 640w, https:\/\/i3.wp.com\/image.cnbcfm.com\/api\/v1\/image\/107113455-NUP_198430_00728r.jpg?v=1697496177&w=1920&h=1080&ssl=1&w=800&resize=800&ssl=1 800w, https:\/\/i3.wp.com\/image.cnbcfm.com\/api\/v1\/image\/107113455-NUP_198430_00728r.jpg?v=1697496177&w=1920&h=1080&ssl=1&w=1024&resize=1024&ssl=1 1024w, https:\/\/i3.wp.com\/image.cnbcfm.com\/api\/v1\/image\/107113455-NUP_198430_00728r.jpg?v=1697496177&w=1920&h=1080&ssl=1&w=1280&resize=1280&ssl=1 1280w, https:\/\/i3.wp.com\/image.cnbcfm.com\/api\/v1\/image\/107113455-NUP_198430_00728r.jpg?v=1697496177&w=1920&h=1080&ssl=1&w=1600&resize=1600&ssl=1 1600w\" fifu-data-src=\"https:\/\/i3.wp.com\/image.cnbcfm.com\/api\/v1\/image\/107113455-NUP_198430_00728r.jpg?v=1697496177&w=1920&h=1080&ssl=1\" class=\"ff-og-image-inserted\"><\/div>\n<p><span class=\"HighlightShare-hidden\" style=\"top:0;left:0\"><\/span><\/p>\n<div role=\"region\" aria-labelledby=\"Placeholder-ArticleBody-Video-108342090\"><\/div>\n<div class=\"group\">\n<p>CNBC&#8217;s Jim Cramer said on Wednesday that software&#8217;s sharp turnaround shows how quickly Wall Street can change its mind \u2014 and beaten-down AI infrastructure stocks could be next.<\/p>\n<p>&#8220;This month, we&#8217;ve seen a remarkable resurgence in the once hated enterprise software stocks, and a complete evisceration of the data center plays,&#8221; the &#8220;Mad Money&#8221; host said. &#8220;But the lower those stocks get, the more enticing they become, and the easier it is for a single great earnings report to turn the entire complex around.&#8221;<\/p>\n<div style=\"height:100%\" class=\"lazyload-placeholder\"><\/div>\n<p>Enterprise software stocks spent much of the first half of the year under pressure as investors feared AI models would disrupt their software-as-a-service business models. However, Cramer said sentiment began to shift following <span class=\"QuoteInBody-quoteNameContainer\" data-test=\"QuoteInBody\" id=\"NewsShowArticle-QuoteInBody-4\">ServiceNow&#8217;s<span class=\"QuoteInBody-inlineButton\"><span class=\"AddToWatchlistButton-watchlistContainer\" id=\"-WatchlistDropdown\" data-analytics-id=\"-WatchlistDropdown\"><button class=\"AddToWatchlistButton-watchlistButton\" aria-label=\"Add To Watchlist\" data-testid=\"dropdown-btn\"><span class=\"AddToWatchlistButton-addWatchListFromTag\"><\/span><\/button><\/span><\/span><\/span> latest earnings report on July 22. Since then, software companies like ServiceNow and <span class=\"QuoteInBody-quoteNameContainer\" data-test=\"QuoteInBody\" id=\"NewsShowArticle-QuoteInBody-5\">Salesforce<span class=\"QuoteInBody-inlineButton\"><span class=\"AddToWatchlistButton-watchlistContainer\" id=\"-WatchlistDropdown\" data-analytics-id=\"-WatchlistDropdown\"><button class=\"AddToWatchlistButton-watchlistButton\" aria-label=\"Add To Watchlist\" data-testid=\"dropdown-btn\"><span class=\"AddToWatchlistButton-addWatchListFromTag\"><\/span><\/button><\/span><\/span><\/span> have climbed roughly 22% and 15%, respectively, even though both remain significantly down for the year. Cramer said the rally demonstrates how quickly investors can change their minds once a beaten-down sector gets cheap enough for good news to matter. <\/p>\n<p>&#8220;We had been bashing the heck out of enterprise software not that long ago,&#8221; he said. &#8220;But when a group stops going down, you have to take notice.&#8221;<\/p>\n<p>He argued the same dynamic could eventually play out across AI infrastructure stocks, many of which have tumbled after enormous gains earlier this year. A beaten-up data center stock like Vertiv, he said, may not be cheap by conventional metrics yet, but it could be soon given the stock has pulled back roughly 40% from its high on May 14. <\/p>\n<p>&#8220;What you need to know is whatever the heck really drove the rallies in ServiceNow and Salesforce and <span class=\"QuoteInBody-quoteNameContainer\" data-test=\"QuoteInBody\" id=\"NewsShowArticle-QuoteInBody-6\">Adobe<span class=\"QuoteInBody-inlineButton\"><span class=\"AddToWatchlistButton-watchlistContainer\" id=\"-WatchlistDropdown\" data-analytics-id=\"-WatchlistDropdown\"><button class=\"AddToWatchlistButton-watchlistButton\" aria-label=\"Add To Watchlist\" data-testid=\"dropdown-btn\"><span class=\"AddToWatchlistButton-addWatchListFromTag\"><\/span><\/button><\/span><\/span><\/span> can change \u2014 going right back to the data center stocks \u2014 provided that we have the basics in place,&#8221; he said. <\/p>\n<\/div>\n<div role=\"region\" aria-labelledby=\"Placeholder-ArticleBody-Video-108342089\"><\/div>\n<div class=\"group\">\n<div class=\"RelatedContent-relatedContent\" id=\"NewsShowArticle-RelatedContent-1\">\n<div class=\"RelatedContent-container\">\n<div class=\"RelatedContent-nonCollapsibleContent\">\n<h2 class=\"RelatedContent-header\">Jim Cramer&#8217;s Guide to Investing<\/h2>\n<div class=\"group\">\n<p>Click here to read <strong>Jim Cramer&#8217;s Guide to Investing<\/strong><strong>\u00a0<\/strong>at no cost to help you build long-term wealth and invest smarter<\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<div class=\"group\">\n<p><em>Sign up now<\/em><em>\u00a0for the CNBC Investing Club to follow Jim Cramer&#8217;s every move in the market.<\/em><\/p>\n<div style=\"height:100%\" class=\"lazyload-placeholder\"><\/div>\n<p>Disclaimer<\/p>\n<div class=\"ArticleBody-blockquote\">\n<p>Questions for Cramer?<br \/> Call Cramer: 1-800-743-CNBC<\/p>\n<p>Want to take a deep dive into Cramer&#8217;s world? Hit him up!<br \/> Mad Money Twitter &#8211; Jim Cramer Twitter &#8211; Facebook &#8211; Instagram<\/p>\n<p>Questions, comments, suggestions for the &#8220;Mad Money&#8221; website? madcap@cnbc.com<\/p>\n<\/div>\n<\/div>\n<div id=\"ArticleBody-MobileAdhesion\" class=\"MobileAdhesion-container\" data-module=\"mps-slot\"><\/div>\n<hr \/>\n<\/div>","protected":false},"excerpt":{"rendered":"<p>CNBC&#8217;s Jim Cramer said on Wednesday that software&#8217;s sharp turnaround shows how quickly Wall Street can change its mind \u2014 and beaten-down AI infrastructure stocks<\/p>","protected":false},"author":1,"featured_media":384396,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"fifu_image_url":"https:\/\/image.cnbcfm.com\/api\/v1\/image\/107113455-NUP_198430_00728r.jpg","fifu_image_alt":"<div>Jim Cramer says software's comeback could be the blueprint for AI stocks' next rally<\/div>","footnotes":""},"categories":[11],"tags":[18,98,346,553,101],"class_list":["post-384395","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-inv-business","tag-ai","tag-rally","tag-says","tag-software","tag-stocks"],"_links":{"self":[{"href":"https:\/\/prostartup.it\/ru\/wp-json\/wp\/v2\/posts\/384395","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/prostartup.it\/ru\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/prostartup.it\/ru\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/prostartup.it\/ru\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/prostartup.it\/ru\/wp-json\/wp\/v2\/comments?post=384395"}],"version-history":[{"count":0,"href":"https:\/\/prostartup.it\/ru\/wp-json\/wp\/v2\/posts\/384395\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/prostartup.it\/ru\/wp-json\/wp\/v2\/media\/384396"}],"wp:attachment":[{"href":"https:\/\/prostartup.it\/ru\/wp-json\/wp\/v2\/media?parent=384395"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/prostartup.it\/ru\/wp-json\/wp\/v2\/categories?post=384395"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/prostartup.it\/ru\/wp-json\/wp\/v2\/tags?post=384395"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}