Cramer says higher rates are splitting the market in two — and AI stocks have a big advantage

Impact · against what's priced in

The article provides no new catalysts for AI-exposed names, as the market already prices in their insulation from rates and the specific potential for massive data center capex expansions. Warner Bros. Discovery faces fresh credit headwinds as the market penalizes non-AI debt issuance.

NVDA+0.10

Challenges what's priced in

The price assumes