Market Trends & Sector Rotation - AI stocks experienced a significant downturn, contrasting with the stability of other sectors [1][2] - The Dow Jones Industrial Average decreased by 246 points, the S&P 500 fell by 107% (107 basis points), and the NASDAQ declined by 169% (169 basis points) [2] - A rotation from high-performing AI stocks into traditionally stable sectors like food and drugs is observed [2] - Expectation that shareholders who are not familiar with data centers will likely sell their AI stocks in the next two to three sessions [3] Investment Opportunities & Risks - Despite the current downturn, the report maintains a positive outlook on AI as the fourth industrial revolution [4] - Suggestion to consider buying AI stocks once their valuations decrease [4] - Recommendation to hold Nvidia stock rather than trade it [4]
Today was an ugly day if you own nothing but AI companies, says Jim Cramer
CNBC Television·2025-12-13 00:23