Jim Cramer points out a stark divide in the economy

Jim Cramer from CNBC on Thursday claimed that the current economy is divided into two parts – a strong segment encouraged by a weaker consumer part that requires an increase in artificial intelligence burst and interest rates.

Cramer, “Writing, if we do not receive more rates, for a large part of the economy on the wall, things will continue to sink.” He said. “The other part, the AI ​​part, completely indifferent to the rates-most of these companies will never have to collect money, and even if they do it, it seems to be selling equality only to the deep-pocket business partners.”

Even if the averages do not show, the contrast is open, because the AI ​​economy can be inclusive because the major technology that dominates the market action depends on Megacaps.

He often big events pushing the AI ​​-centered economy, Cramer said Sunflower seedThursday announcement He had expanded his investment with Openai. The cloud infrastructure giant signed an agreement with Openai with a $ 6.5 billion – which has brought its total contracts to $ 22.4 billion. Cramer also Meta It is building a data centers of $ 10 billion that requires a lot of energy and threatens the state’s network.

However, while the AI ​​giants play bills, Cramer claimed that consumer -oriented companies are fighting to meet large forecasts. He stated the latest earning reports of the automobile dealer CARMAX and home -making KB House He disappointed Wall Street. Cramer also Starbucks In a statement on Thursday, he announced that he would reduce the number of stores by 1% and fire the employee without approximately 900 regails.

Cramer, automobiles, housing and retail economies are the foundations of the economy. He said GDPP could expect these sectors to be good because it is strong. However, Cramer argued that artificial intelligence companies represent a tremendous part of these gains.

“When the prices are still raised, we usually think of a unique way-and we have 3.8% GDP growth.” “But there are not many intersections between technology and technology and the daily life of our labor force.”

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