The CNBC Investing Club with Jim Cramer has downgraded two AI-related stocks due to intense selling pressure and growing political pushback against data centers ahead of November elections. The S&P 500 and Nasdaq fell 1.5% and 2% respectively last week. Broadcom was sold, and Corning or GE Vernova could be next names trimmed from the portfolio. To turn more positive, the club is looking for politicians who support data center development to speak out, Nvidia earnings on Wednesday, and an easing of the selling pressure that has hit the group over the past week.
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