Jim Cramer says the world of tech investing has changed and it's not going back
Jim Cramer highlighted a significant shift in tech investing, emphasizing that semiconductor stocks are now at the forefront due to their role in the AI boom. He noted that while software once dominated the market, it is now facing competition from AI-driven solutions that are more cost-effective. Cramer urged investors to adapt their perspectives, stating that the technology landscape has fundamentally changed and will not revert to previous norms.
- ▪Semiconductor stocks have become the new center of gravity in tech investing.
- ▪Nvidia's recent earnings report surpassed Wall Street expectations, reinforcing the dominance of semiconductors.
- ▪The iShares Semiconductor ETF has risen approximately 72% this year, while the iShares Expanded Tech-Software Sector ETF has declined about 12%.
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| Original publisher | CNBC — Top |
| Canonical URL | https://www.cnbc.com/2026/05/20/jim-cramer-says-the-world-of-tech-investing-has-changed-and-its-not-going-back.html |
| Publication time | Wed, 20 May 2026 22:41:07 GMT |
| Retrieval time | 2026-05-20T22:50:03.236Z |
| Last seen | 2026-05-20T22:50:03.236Z |
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Opening excerpt (first ~120 words) tap to expand
CNBC's Jim Cramer said that semiconductor stocks have become the market's new center of gravity because they are the drivers of the artificial intelligence boom."It's a new era," the "Mad Money" host said. "Semis are now in charge. Software is taking a back seat." The comments came after Nvidia reported quarterly earnings Wednesday evening that topped Wall Street expectations. The chip giant posted adjusted earnings of $1.87 per share and revenue of $81.62 billion.Before the generative AI era, software dominated technology investing as enterprises relied on subscription-based products to manage everything from sales and human resources to forecasting and IT.
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