tech
February 15, 2026
The AI trade has entered a puzzling phase. Do we know who the winners are anymore?
In his Sunday column for Investing Club subscribers, Jim Cramer explores the software sell-off and Anthropic's influence on the stock market.
TL;DR
- Anthropic and OpenAI are presented as potential disruptors to traditional enterprise software companies.
- Many established tech companies are struggling as the market grapples with the implications of AI.
- The author questions the current value and practical application of many AI tools.
- Companies producing essential hardware, components, and infrastructure for AI development are highlighted as potential winners.
- The article suggests that the AI revolution may not benefit all AI-focused companies equally, with some facing significant challenges.
- Apple is seen as a potential free-rider, benefiting from the broader tech ecosystem without direct involvement in the AI spending race.
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