Don’t Ignore This Market Rotation: Jim Cramer’s Views on Intel, Vertiv, TSMC, and More

11. AT&T Inc. (NYSE:T)

AT&T Inc. (NYSE:T) was among the stocks Jim Cramer discussed while explaining how investors can navigate the current market rotation. Inquiring about the stock, a caller asked if it is a “good time,” and Cramer replied:

No, I don’t want to be in AT&T, and I’ll tell you, I also am very concerned about rural. I’m very worried about Starlink. I think Starlink is, and I also think Leo from Amazon, both of those are going to be considerable competitors to the rural part of a company like AT&T.

AT&T Inc. (NYSE:T) provides telecommunications and technology services, including wireless communications, broadband, and internet solutions. During the April 29 episode, a caller mentioned their intent to sell after holding for some time, and Cramer replied:

Look, I like growth, and I like income. It gives you the income, but the growth side is not there. You know, honestly, I mean, if you wanted to own a stock that had growth and income, I would prefer you own a master limited partnership, some of those ones that have done really well during the war, that did really well before the war. I’m thinking about Enterprise Products or ONEOK. Why not go buy ONEOK? Swap out of that and go into ONEOK, and I’ll feel a lot better about it.