CNBC's Jim Cramer on Thursday suggested the current economy is divided into two parts — a strong segment spurred on by the artificial intelligence boom and a weaker consumer portion that needs a boost from interest rate cuts.

"The writing is on the wall for a big chunk of the economy if we don't get more rate cuts, things are going to keep sinking," Cramer said. "The other part, the AI part, is totally indifferent to rates — most of these companies will never need to raise money, and even if they do, it seems like they just sell equity to their deep-pocketed business partners."

The contrast is clear even though the averages don't necessarily show it, he said, because the AI economy can be all encompassing as it's connected to the Big Tech megacaps that dominate market action.

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