Cramer Warns Investors to Cut Tech Exposure, Rotate into Financials and Healthcare

Jim Cramer, host of Mad Money, warned investors on CNBC's 'Squawk on the Street' on July 21, 2026, that excessive tech exposure could lead to severe losses. He urged trimming positions in high-flying tech stocks like Micron Technology (MU), which has surged 758% in the past year, and rotating into undervalued sectors. Cramer highlighted financials such as JPMorgan Chase (JPM) at 15 times earnings, Bank of America (BAC) at 14 times, and Wells Fargo (WFC) at 12 times as attractive buys. In healthcare, he recommended Eli Lilly (LLY) over Novo Nordisk (NVO), citing Lilly's strong GLP-1 drug sales and raised guidance. The article also promotes a free list of top 10 AI stocks from an analyst who called NVIDIA in 2010.

First published Aug 4, 01:56 PM UTCUpdated Jul 22, 10:22 AM UTC1 reports · 1 sources

Editorial responsibility

Prepared by: WorldAttention Editorial Systems
Human review: No named human review is recorded for this page.
Automated steps: Reports are grouped by semantic similarity and deterministic rules. Language models may assist titles, summaries, translation and cross-source analysis; the page itself is projected from evidence records.
Page status: Current automated evidence projection
Last updated: Jul 22, 10:22 AM UTCEditorial record as of Aug 4, 01:56 PM UTC

How automation and AI are used · Report a correction or rights issue

Wire timeline

currentJul 22, 10:22 AM UTC

Cramer Warns Investors to Cut Tech Exposure, Rotate into Financials and Healthcare

Coverage sources

External reporting used to assemble this Story.

Cramer Warns Investors to Cut Tech Exposure, Rotate into Financials and HealthcareYahoo FinanceWesternJul 22, 10:22 AM UTC

Follow the context

JPMorgan Chase Bank of America Eli Lilly Novo Nordisk