Jim Cramer criticizes investors’ excessive focus on CoreWeave and AI-related stocks, arguing that many opportunities are being overlooked. Johnson & Johnson gained 2.2% after a poorly received quarter, Eli Lilly rose 3.5% on promising GLP-1 drug research, and RTX reported strong results driven by missile orders from countries bordering Russia. 3M announced a strategic partnership with Amazon for optical connectivity in data centers, while GE Aerospace posted 49% order growth despite a 3.7% stock decline. CoreWeave, valued at $34 billion, raises concerns due to its heavy debt load and close ties to Nvidia, whose order book could be impacted if neoclouds fail.
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