Jim Cramer Sees AI Stock Weakness As Cash-Unwind, Not Story Shift

According to CNBC, Jim Cramer said the recent weakness in AI stocks reflects investors raising cash rather than a fundamental change in the AI outlook, and he warned that even bullish investors should expect continued volatility. He also said Intel is expected to post an “excellent” quarter after the close on Thursday, while noting that strong results do not necessarily lead to a positive stock reaction in the current market. Boeing shares fell more than 2% after Chief Executive Kelly Ortberg said the company remains focused on strengthening its balance sheet before launching a new aircraft.