Jim Cramer: “Anthropic Is the Winner Now” as Enterprises Move to Slash Tech Budgets in Half

Jim Cramer: “Anthropic Is the Winner Now” as Enterprises Move to Slash Tech Budgets in Half

On CNBC’s Squawk on the Street on July 9, 2026, Jim Cramer argued that the real profit engine of the enterprise AI wave sits at the model layer, which is collecting the checks hyperscalers are writing. “Anthropic is the one that’s actually making a lot of money doing some work on Salesforce,” Cramer said, going ... Jim Cramer: “Anthropic Is the Winner Now” as Enterprises Move to Slash Tech Budgets in Half