Jim Cramer says look to buy these 5 stocks outside the AI trade for diversification CNBC’s Jim Cramer suggests investors consider stocks in sectors like financials, healthcare, consumer staples, and restaurants that have been overlooked due to the dominance of the AI trade. He highlights specific companies such as JPMorgan Chase, Johnson & Johnson, Kimberly-Clark, McDonald’s, Yum! Brands, and Kraft Heinz as potential beneficiaries if momentum shifts away from tech. Cramer warns that a potential flood of stock supply and the immense capital required for AI infrastructure could pressure tech stocks, making diversification into these other sectors advisable.

• Jim Cramer believes certain beaten-down stocks could outperform if the AI trade cools.
• He suggests looking at sectors like financials, healthcare, consumer staples, and restaurants for opportunities.
• Specific stock mentions include JPMorgan Chase, Johnson & Johnson, Kimberly-Clark, McDonald’s, Yum! Brands, and Kraft Heinz.
• Concerns about stock supply, particularly from Alphabet and potential IPOs like SpaceX, Anthropic, and OpenAI, could pressure tech stocks.
• The significant capital needed for AI infrastructure buildout might also lead to stock issuance, impacting the tech sector.