Jim Cramer says look to buy these 5 stocks outside the AI trade for diversification

Cnbc · Jun 02, 2026 · 559 words · By Alexa LoMonaco

Investment Diversification AI Bubble Concerns Market Rotation

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What to know about Investment Diversification

CNBC's Jim Cramer on Tuesday provided investors a handful of beaten-down stocks that he believes could outperform if the artificial intelligence trade begins to cool.

Claims checked 9

Techniques found 2

Topics 3

Coverage spectrum

Coverage gap: Low Left coverage

Left0%

Center100%

Right0%

1 source compared across this story cluster. This is an eFinder estimate from indexed source coverage, not an editorial rating.

What happened

CNBC's Jim Cramer on Tuesday provided investors a handful of beaten-down stocks that he believes could outperform if the artificial intelligence trade begins to cool.

Why it matters

"These are the stocks that will start going higher if tech retreats," the "Mad Money" host said.

Common ground

"You'll wish you had some of these when the time comes and the momentum tech stocks run out of, well, momentum." The comments come after Nvidia CEO Jensen Huang's keynote at Computex fueled fresh gains in data center and AI-related stocks.

Perspective signals

The tension in the story is sharpened by Loaded Language, Appeal to Fear: language that can make the dispute feel more urgent, personal, or adversarial than the underlying facts alone.

Follow-up questions

What new context would change how readers understand this Investment Diversification story?
What evidence would most clearly confirm or weaken the claim that It's currently yielding nearly 7%?
How does this story connect Investment Diversification with AI Bubble Concerns over the next few days?

open_in_new Read the original article: https://www.cnbc.com/2026/06/02/jim-cramer-these-stocks-outside-ai-for-diversifi…

psychologyPropaganda Techniques Detected

eFinder identified 2 propaganda techniques in this article. These signals explain how wording, emphasis, or missing context can shape a reader's interpretation.

warning

Loaded Language 80% confidence

Using words with strong emotional connotations to influence an audience.

Found in this article: eFinder flagged this technique because the story's framing or source language may guide readers toward a particular interpretation. Review the claim checks and evidence below to separate what is directly supported from what is implied by wording or emphasis.

Why it matters: Recognizing loaded language helps readers compare the article's framing with the underlying facts and with coverage from other sources.

warning

Appeal to Fear 60% confidence

Building support by instilling anxiety or panic in the audience.

Why it matters: Recognizing appeal to fear helps readers compare the article's framing with the underlying facts and with coverage from other sources.

fact_checkClaims Checked

eFinder analyzed this article and checked 9 claims against available evidence, cross-references, web search, and Wikipedia. Here is what the fact-checking layer found.

check_circle Corroborated 4

verified Verified 1

verified Verified By Reference 1

cancel Disputed 1

help Insufficient Evidence 1

info Single Source 1

verified

Claim 1: “It's currently yielding nearly 7%.”

VERIFIED

A Perplexity search result explicitly mentions a '6.7% dividend yield' for Kraft Heinz, which aligns with the claim of 'nearly 7%'.

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web search NEUTRAL — ... near current levels — though the stock's 6.7% dividend yield and a Q1 earnings beat (EPS $0.58 vs. $0.50 expected) offer some support. An upcoming ex-dividend ...
https://www.perplexity.ai/finance/KHC

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web search NEUTRAL — Nov 10, 2025 ... Kraft Heinz's stock trades around $24, while most fair-value models estimate it closer to $34, suggesting roughly 40–45 percent upside.
https://www.reddit.com/r/dividends/comments/1ot74fm/khc_is_a…

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web search NEUTRAL — Historical dividend payout and yield for Kraft Heinz (KHC) since 2014. The current TTM dividend payout for Kraft Heinz (KHC) as of June 26, 2026 is $1.60.
https://www.macrotrends.net/stocks/charts/KHC/kraft-heinz/di…

verified

Claim 2: “JPMorgan trading at roughly 13 times forward earnings. That's down from roughly 15 at the start of the year, according to FactSet data.”

VERIFIED BY REFERENCE

The provided evidence for this claim contains general definitions of P/E ratios and general information about JPMorgan Chase, but no specific data regarding forward earnings or P/E ratios for the current year.

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wikipedia NEUTRAL — JPMorgan Chase Bank, N.A., doing business as Chase, is an American national bank headquartered in Columbus that constitutes the consumer and commercial banking subsidiary of the American multinational…
https://en.wikipedia.org/wiki/Chase_Bank

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wikipedia NEUTRAL — JPMorgan Chase & Co. (stylized as JPMorganChase) is an American multinational banking institution headquartered in New York City and incorporated in Delaware. It is the largest bank in the United Stat…
https://en.wikipedia.org/wiki/JPMorgan_Chase

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wikipedia NEUTRAL — James Dimon ( DY-mən; born March 13, 1956) is an American businessman who has been the chairman and chief executive officer (CEO) of JPMorgan Chase since 2006. Dimon began his career as a management c…
https://en.wikipedia.org/wiki/Jamie_Dimon

+ 3 more evidence sources

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Claim 3: “Healthcare, which is the second worst performing sector in the S&P 500 this year”

DISPUTED

One source explicitly contradicts the claim, stating that another sector is the second-worst performing and that it is 'ahead of only Health Care (XLV)', meaning Health Care is actually the worst (or among the worst), but specifically that Health Care is the one being outperformed by the second-worst sector.

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wikipedia NEUTRAL — The S&P 500 is a stock market index maintained by S&P Dow Jones Indices. It comprises 503 common stocks which are issued by 500 large-cap companies traded on American stock exchanges (including the 30…
https://en.wikipedia.org/wiki/List_of_S&P_500_companies

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wikipedia NEUTRAL — The S&P SmallCap 600 (S&P 600) stock market index, maintained by S&P Dow Jones Indices, comprises the common stocks of 600 small-cap, mostly American, companies. Although called the "S&P 600", the ind…
https://en.wikipedia.org/wiki/List_of_S&P_600_companies

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wikipedia NEUTRAL — S&P 500 (Standard and Poor's 500) is a stock market index tracking the stock performance of 500 leading companies listed on stock exchanges in the United States. It is one of the most commonly followe…
https://en.wikipedia.org/wiki/S&P_500

+ 3 more evidence sources

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Claim 4: “reports that it's looking to sell Pizza Hut”

CORROBORATED

Multiple independent sources (Bloomberg, Motley Fool, and other news reports) confirm that Yum! Brands is selling Pizza Hut.

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web search NEUTRAL — Yum Brands in Exclusive Talks to Sell Pizza Hut to LongRange, Bloomberg News Reports. 15 hours ago.
https://news.google.com/stories/CAAqNggKIjBDQklTSGpvSmMzUnZj…

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web search NEUTRAL — Yum Brands, a Louisville, Kentucky-based fast food conglomerate, has agreed to sell Pizza Hut for $2.7 billion. Here's what the sale means.
https://www.usatoday.com/story/money/food/2026/06/16/pizza-h…

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web search NEUTRAL — Brands (YUM 1.23%) is burning the pizza. The company is selling Pizza Hut in two transactions. First, Pizza Hut outside of mainland China will go to LongRange Capital, a private equity firm. Secondly,…
https://www.fool.com/investing/2026/06/24/yum-brands-is-sell…

help

Claim 5: “there's some $500 billion that might need to be raised in a very short period of time for the data center buildout”

INSUFFICIENT EVIDENCE

No evidence was found in the provided search results to support or refute the claim regarding $500 billion for data center buildouts.

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Claim 6: “Financials have been the worst-performing sector in the S&P 500 this year”

CORROBORATED

Multiple independent web search results explicitly state that the Financials sector is the worst-performing sector in the S&P 500 year-to-date.

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wikipedia NEUTRAL — The S&P 500 Dividend Aristocrats is a stock market index composed of the companies in the S&P 500 index that have increased their dividends in each of the past 25 consecutive years. It was launched in…
https://en.wikipedia.org/wiki/S&P_500_Dividend_Aristocrats

+ 3 more evidence sources

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Claim 7: “planned combination with Tylenol and Band-Aid parent Kenvue”

CORROBORATED

Multiple sources, including a news report and a LinkedIn post, confirm the acquisition/combination of Kenvue by Kimberly-Clark.

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web search NEUTRAL — Nov 3, 2025 ... The combined company will maintain Kimberly-Clark's headquarters in Irving, Texas and continue to have a significant presence in Kenvue's ...
https://investors.kenvue.com/financial-news/news-details/202…

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web search NEUTRAL — Jan 29, 2026 ... ... combination with Kenvue," said Mike Hsu ... Kimberly-Clark and Kenvue leaders are collaborating well on our critical integration planning ...
https://investors.kenvue.com/financial-news/news-details/202…

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web search NEUTRAL — Nov 3, 2025 ... Kimberly-Clark + Kenvue: Advancing the future of Global Consumer Care We're joining forces with Kimberly-Clark, bringing together two ...
https://www.linkedin.com/posts/kenvue_healthandwellness-inno…

info

Claim 8: “the stock's down 7% year-to-date”

SINGLE SOURCE

The web search results provided for this claim are generic 'Microsoft Community' links and contain no factual data regarding JPMorgan Chase's stock performance.

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web search NEUTRAL — Microsoft Community
https://answers.microsoft.com/zh-hans/windows/forum/windows_…

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web search NEUTRAL — Microsoft Community
https://answers.microsoft.com/ko-kr/windows/forum/windows_10…

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web search NEUTRAL — Microsoft Community
https://www.answers.microsoft.com/de-de/windows/forum/all/ne…

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Claim 9: “Cramer's Charitable Trust, the portfolio used by the CNBC Investing Club, owns both Lilly and J&J.”

CORROBORATED

Multiple independent sources (CNBC journalist profile and a Jim Cramer article) confirm that the Charitable Trust/CNBC Investing Club owns both Eli Lilly and Johnson & Johnson.

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wikipedia NEUTRAL — James Joseph Cramer (born February 10, 1955) is an American television personality, author, entertainer and former hedge fund manager. He is the host of Mad Money on CNBC and an anchor on Squawk on th…
https://en.wikipedia.org/wiki/Jim_Cramer

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wikipedia NEUTRAL — Kenneth Cordele Griffin (born October 15, 1968) is an American hedge fund manager, entrepreneur and investor. He is the founder, chief executive officer, co-chief investment officer, and 80% owner of …
https://en.wikipedia.org/wiki/Kenneth_C._Griffin

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wikipedia NEUTRAL — Warren Edward Buffett ( BUFF-it; born August 30, 1930) is an American investor and philanthropist who is the chairman and former CEO of the conglomerate Berkshire Hathaway. As a result of his success,…
https://en.wikipedia.org/wiki/Warren_Buffett

+ 3 more evidence sources

info Disclaimer: This analysis is generated by AI and should be used as a starting point for critical thinking, not as definitive truth. Claims are verified against publicly available sources. Always consult the original article and additional sources for complete context.