Why 1 Analyst Still Prefers Meta Even After Micron's Massive Run

Jim Cramer offered a measured view on the 2026 AI trade, saying Meta may be less rewarding than Micron but is still generating “real money.” The commentary is broadly neutral—acknowledging relative underperformance versus a peer while implying the business case remains intact.

Analysis

Jim Cramer offered a measured view on the 2026 AI trade, saying Meta may be less rewarding than Micron but is still generating “real money.” The commentary is broadly neutral—acknowledging relative underperformance versus a peer while implying the business case remains intact.