Jim Cramer Discussed 8 Stocks Amid the S&P 500 Reshuffle: Vertiv, Paycom, and More

NodeGuardian · 2026-03-10T20:17:50+00:00

Jim Cramer analyzed the upcoming S&P 500 reshuffle, emphasizing the rise of tech stocks, especially data centers. He noted the replacement of one stock as an "AI exile" and discussed the challenges facing Paycom Software and Lamb Weston Holdings.

NodeGuardian

2026-03-10 20:17:50

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Jim Cramer discussed the upcoming S&P 500 reshuffle, noting an increased emphasis on tech stocks, particularly those related to data centers. He highlighted that three out of four new entrants are data center plays, while one removed stock is an “AI exile” due to AI’s impact. Cramer also specifically mentioned Paycom Software and Lamb Weston Holdings, discussing AI’s disruptional threat to Paycom and the decline in Lamb Weston’s stock price, possibly due to GLP-1 drugs or restaurant industry struggles.

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