According to @CNBC, Jim Cramer believes the AI trade is breaking up, suggesting the theme may no longer move as a single block and could see increased dispersion among AI-exposed equities. Source: @CNBC on X, Dec 1, 2025. The source post points to a detailed link but does not list specific tickers, catalysts, or valuation metrics in the post itself, indicating traders should review the linked report for stock-by-stock implications. Source: @CNBC on X, Dec 1, 2025. From a trading perspective, this headline can be treated as a signal to reassess broad AI basket exposure versus single-name positioning and to monitor earnings quality, order backlog, and margin guidance across AI hardware, software, and cloud names for confirmation. Source: @CNBC on X, Dec 1, 2025. Crypto market participants who track equity-driven risk cues can watch whether AI-equity sentiment shifts affect flows into AI-themed narratives on-chain, while awaiting specifics from the linked analysis. Source: @CNBC on X, Dec 1, 2025.