Jim Cramer's approach to rallying AI stocks, plus updates on our breakup plays

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Jim Cramer's approach to rallying AI stocks, plus updates on our breakup plays Published Mon, May 11 202612:06 PM EDTPaulina Likos@paulina_likos Every weekday, the CNBC Investing Club with Jim Cramer holds a "Morning Meeting" livestream at 10:20 a.m. ET. Here's a recap of Monday's key moments. 1. Stocks are moving higher to start the week, with semis and other AI-related names ripping higher, including Micron , Intel , AMD , Qualcomm , and Nvidia . Club stock Corning is up more than 9%, fueled by surging demand for its fiber optic cables and other infrastructure materials; the company also announced a partnership with Nvidia last week to power data centers . Jim Cramer pondered whether to sell some Corning shares after the stock's 130% year-to-date run. The responsible portfolio management move is to trim some, but we're currently restricted since Jim mentioned the name on Monday on air. Jim also responded to the top-of-mind investor question on whether it's too late to get into these data center names after their parabolic charge. "You're late, but it doesn't matter that you're late," Jim said, reiterating a sentiment from his Sunday column : "It's hard right now to even imagine the data center stocks going down knowing the budgets these hyperscalers have." 2. Shares of Honeywell popped 2.7% Monday after the company filed a Form S-1 on the proposed initial public offering of its quantum company, Quantinuum, on Friday. This is the next step for one of the world's largest quantum computing companies to go public, and it could unlock incremental investor value. Even though it's a loss-making company, the spin would further simplify Honeywell's story as the company moves closer to its breakup on June 29. We initially invested in Honeywell for its in-demand aerospace business, but Jim said Honeywell's industrial automation business "may be worth much more than I thought." That's because in today's economy, companies are focused on automation solutions, an area in which Honeywell is well known. 3. Qnity Electronics stock is up 4.5% Monday ahead of its earnings report on Tuesday. Qnity was spun off from fellow Club holding DuPont in late 2025. The stock has had an incredible 89% year-to-date run, benefiting from its role as a supplier of materials and components to the semiconductor and electronics industries. Former CEO Ed Breen, who currently serves as executive chairman, had previously told Jim that Qnity would be the gem of DuPont. "That turned out to be something worth holding," Jim said. As for DuPont, "it's worth a great deal" after reporting a good quarter last week , even though it's working through shipping delays from the Middle East conflict. 4. Stocks covered in Monday's rapid fire at the end of the video were Dell Technologies , Monday.com , and Madison Air Solutions . (Jim Cramer's Charitable Trust is long NVDA, GLW, HON, Q. See here for a full list of the stocks.) As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade. Jim waits 45 minutes after sending a trade alert before buying or selling a stock in his charitable trust's portfolio. If Jim has talked about a stock on CNBC TV, he waits 72 hours after issuing the trade alert before executing the trade. THE ABOVE INVESTING CLUB INFORMATION IS SUBJECT TO OUR TERMS AND CONDITIONS AND PRIVACY POLICY , TOGETHER WITH OUR DISCLAIMER . NO FIDUCIARY OBLIGATION OR DUTY EXISTS, OR IS CREATED, BY VIRTUE OF YOUR RECEIPT OF ANY INFORMATION PROVIDED IN CONNECTION WITH THE INVESTING CLUB. NO SPECIFIC OUTCOME OR PROFIT IS GUARANTEED.More In Morning Meetingwatch nowwatch nowVIDEO11:05Monday, May 11, 2026: Cramer says he would trim his position in this materials stock following strong gains2 hours agoJim Cramer says this struggling stock could remain under pressure in AI-driven marketAlexa LoMonacowatch nowwatch nowVIDEO10:44Friday, May 8, 2026: Cramer says he'll keep buying this healthcare stock as the sector remains weakRead MoreSubscribe to CNBC PROSubscribe to Investing ClubLicensing & ReprintsCNBC CouncilsJoin the CNBC PanelDigital ProductsNews ReleasesClosed CaptioningCorrectionsAbout CNBCInternshipsSite MapCareersHelpContactNews TipsGot a confidential news tip? We want to hear from you.

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