Jim Cramer praised one AI-adjacent name, dismissed a housing supplier on instinct, and rejected a data-center story on ...

CNBC's Jim Cramer said the 30-year Treasury yield is a key force driving stocks as it climbs to roughly 5.3%.

For most of the summer, investors pulled money out of chipmakers and data center names and moved it into health care, banks, and retailers. The AI infrastructure trade led the market for two years.

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