Consumer companies are getting stronger as tech stocks falter, Jim Cramer says

Market Overview - The S&P 500 ended a four-day losing streak, rising by 0.79%, while the Nasdaq Composite increased by 1.38% and the Dow Jones Industrial Average rose by 0.14% [2] - The market reacted positively to lighter-than-expected inflation data from November's consumer price index, which had been delayed due to a government shutdown [2] Consumer Sector Performance - The consumer sector, which had faced pressure throughout the year due to concerns over the economy and spending, showed signs of recovery, driven by gains in consumer-oriented companies [3][4] - Notable winners in the consumer sector included Darden Restaurants, Texas Roadhouse, Williams-Sonoma, Target, and Kohl's, contributing to what may be the start of a "Santa Claus rally" [4] Technology Sector Concerns - Despite gains in the consumer sector, there are concerns regarding the sustainability of tech companies' massive investments in artificial intelligence, which have drawn scrutiny [1][3] - The tech sector's performance has been mixed, with significant spending on AI leading to questions about the viability of these investments [1][3] Federal Reserve and Economic Outlook - The Federal Reserve's decision to cut interest rates is seen as justified, with expectations that lower rates will encourage consumer spending [5] - There is an anticipation of further cost reductions, providing the Fed with more room to ease rates in the coming year [5] - The trend of lower prices is expected to continue, with gasoline prices likely to remain stable due to an oil glut, which could increase disposable income for consumers [6]