Jim Cramer Recommends Cutting Tech Exposure Over AI Volatility, Favors Nvidia and Intel

According to CNBC, on Monday, Jim Cramer said artificial intelligence stocks have become too unpredictable to aggressively add exposure and recommended reducing technology sector concentration. "For the moment, it's time to go to other sectors. They can make you money, without the volatility," the "Mad Money" host said.

Cramer suggested high-quality alternatives including Goldman Sachs, Wells Fargo, FedEx, Honeywell, and Boeing. However, he maintained a bullish stance on semiconductor leaders Nvidia and Intel, citing Nvidia's dominance in data center AI server racks and Intel's strength in CPU business, chip-packaging capabilities, and third-party foundry operations. "Nvidia is at the heart of the data center," Cramer said.