CNBC host Jim Cramer said on Tuesday that a new cohort of tech stocks may be emerging as market leaders. He noted that while traditional giants such as NVIDIA, Microsoft, Google, and Meta have recently struggled to sustain their rallies, companies like Broadcom, Micron, AMD, Arista Networks, and Oracle are showing strong momentum, with Oracle shares surging nearly 6% in Tuesday's trading. Cramer also warned that headwinds in data center development and the ongoing conflict with Iran remain market uncertainties, adding that he wants to wait for clearer market signals before deploying more capital.