Jim Cramer Names Micron, Sandisk, Intel, Marvell, and AMD as Top AI Cycle Stocks

Jim Cramer named Micron Technology (MU), Sandisk (SNDK), Intel (INTC), Marvell Technology (MRVL), and Advanced Micro Devices (AMD) as stocks he sees best positioned to benefit from the AI spending cycle. In the second sentence, according to BeInCrypto, Cramer said Wall Street is rewarding suppliers to the AI boom while punishing Big Tech customers funding it, citing a supply-demand imbalance that has driven upgrades and higher price targets. He pointed to Micron fiscal third-quarter revenue of $41.5 billion and said it briefly topped Meta in market cap at $1.4 trillion; Bank of America raised its Micron target to $1,500 from $950. He also cited a stock up roughly 4,800% over 12 months on AI-driven NAND demand, with Citi setting a $2,500 Buy target, and noted Intel first-quarter revenue of $13.6 billion, up 7% year over year.