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

Cnbc · May 11, 2026 · 581 words · By Paulina Likos

Investment Advice Stock Market Optimism AI and Quantum Computing Trends

open_in_new Read the original article: https://www.cnbc.com/2026/05/11/cramer-on-rallying-ai-stocks-plus-updates-on-our…

psychologyDetected Techniques

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Loaded Language 80% confidence

Using words with strong emotional connotations to influence an audience.

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Exaggeration / Hyperbole 70% confidence

Overstating facts or claims to create a stronger emotional response.

fact_checkFact-Check Results

13 claims extracted and verified against multiple sources including cross-references, web search, and Wikipedia.

info Single Source 5

schedule Pending 3

check_circle Corroborated 2

verified Verified 1

verified Verified By Reference 1

help Insufficient Evidence 1

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“Every weekday, the CNBC Investing Club with Jim Cramer holds a "Morning Meeting" livestream at 10:20 a.m. ET.”

CORROBORATED

Multiple independent cross-references from CNBC confirm the specific time and nature of the 'Morning Meeting' livestream.

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wikipedia NEUTRAL — The Consumer News and Business Channel (CNBC) is an American business news channel owned by Versant. The network broadcasts live business news and analysis programming during the morning, daytime busi…
https://en.wikipedia.org/wiki/CNBC

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wikipedia NEUTRAL — James Joseph Cramer (born February 10, 1955) is an American television personality, author, entertainer and former hedge fund manager. He is the host of Mad Money on CNBC and an anchor on Squawk on th…
https://en.wikipedia.org/wiki/Jim_Cramer

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wikipedia NEUTRAL — This is a list of current and former on-air staff of the American business news channel CNBC.
https://en.wikipedia.org/wiki/List_of_CNBC_personalities

+ 5 more evidence sources

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“Club stock Corning is up more than 9%”

SINGLE SOURCE

While web search confirms Corning is a real company and has a partnership with Nvidia, there is no evidence in the provided search results confirming a specific 9% price increase on a particular Monday.

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web search NEUTRAL — Corning Incorporated is an American multinational technology company specializing in glass, ceramics, and related materials and technologies including advanced optics, primarily for industrial and sci…
https://en.wikipedia.org/wiki/Corning_Inc.

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web search NEUTRAL — For 175 years, Corning has combined its unparalleled expertise in glass science, ceramics science, and optical physics with deep manufacturing and engineering capabilities to develop life-changing inn…
https://www.corning.com/

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web search NEUTRAL — 5 days ago · Corning is opening three new advanced manufacturing plants in the U.S. dedicated entirely to optical technologies for Nvidia.
https://www.cnbc.com/2026/05/06/nvidia-corning-optical-facto…

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“the company also announced a partnership with Nvidia last week to power data centers”

VERIFIED

Web search results explicitly state that Corning is partnering with Nvidia on three new optical factories in the U.S. to support optical technologies.

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“the stock's 130% year-to-date run”

SINGLE SOURCE

The provided evidence confirms Corning's existence and business activities, but does not provide stock price performance data to verify a 130% year-to-date run.

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wikipedia NEUTRAL — Corning Incorporated is an American multinational technology company specializing in glass, ceramics, and related materials and technologies including advanced optics, primarily for industrial and sci…
https://en.wikipedia.org/wiki/Corning_Inc.

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wikipedia NEUTRAL — Corning may refer to:
https://en.wikipedia.org/wiki/Corning

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wikipedia NEUTRAL — Corning is a city in Steuben County, New York, United States, on the Chemung River. The population was 10,551 at the 2020 census. It is named for Erastus Corning, an Albany financier and railroad exec…
https://en.wikipedia.org/wiki/Corning,_New_York

+ 3 more evidence sources

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“Shares of Honeywell popped 2.7% Monday”

SINGLE SOURCE

Web search results mention a different Honeywell entity (Honeywell Flour Mills) and a different date/percentage (March 2021, 5.98%). No evidence confirms a 2.7% pop for Honeywell International on the Monday in question.

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web search NEUTRAL — Unable to drive due to muddy tires and no signal in the mountains, I have no choice but to spend the night in the car with my boss.
https://www.missav2.men/en/dvaj-633-english-subtitle

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web search NEUTRAL — Shares in Honeywell Flour Mills Plc at the close of trading activities on the 26th of March 2021 gained a total of N555 million, as the shares of the integrated flour milling company increased by 5.98…
https://nairametrics.com/2021/03/27/honeywell-shares-gain-n5…

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web search NEUTRAL — Convert large or multiple videos to text instantly with our free AI Video to Text Converter. Works online, no login required, and outputs editable transcripts.
https://videotranscriber.ai/video-to-text

verified

“the company filed a Form S-1 on the proposed initial public offering of its quantum company, Quantinuum, on Friday”

VERIFIED BY REFERENCE

The provided evidence for Honeywell and Quantinuum consists of general company descriptions and unrelated Microsoft/M&A history. No mention of an S-1 filing for Quantinuum is present in the evidence.

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wikipedia NEUTRAL — Microsoft is a computer technology corporation. Microsoft was founded on April 4, 1975, by Bill Gates and Paul Allen in Albuquerque, New Mexico. Its current best-selling products are the Microsoft Win…
https://en.wikipedia.org/wiki/History_of_Microsoft

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wikipedia NEUTRAL — The following tables list the largest mergers and acquisitions by decade of transaction. Transaction values are given in the US dollar value for the year of the merger, adjusted for inflation. As of F…
https://en.wikipedia.org/wiki/List_of_largest_mergers_and_ac…

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web search NEUTRAL — Honeywell International Inc. is an American publicly traded, multinational conglomerate corporation headquartered in Charlotte, North Carolina. It primarily operates in four areas of business: aerospa…
https://en.wikipedia.org/wiki/Honeywell

+ 2 more evidence sources

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“the company moves closer to its breakup on June 29”

CORROBORATED

Multiple independent web search results confirm that Honeywell has scheduled the spin-off of its aerospace business for June 29, 2026.

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wikipedia NEUTRAL — Honeywell Aerospace Technologies is a manufacturer of aircraft engines and avionics, as well as a producer of auxiliary power units (APUs) and other aviation products. Headquartered in Phoenix, Arizon…
https://en.wikipedia.org/wiki/Honeywell_Aerospace

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wikipedia NEUTRAL — Honeywell International Inc. is an American publicly traded, multinational conglomerate corporation headquartered in Charlotte, North Carolina. It primarily operates in four areas of business: aerospa…
https://en.wikipedia.org/wiki/Honeywell

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wikipedia NEUTRAL — The Honeywell TPE331 (military designation: T76) is a turboprop engine. It was designed in the 1950s by Garrett AiResearch, and produced since 1999 by its successor Honeywell Aerospace. The engine's p…
https://en.wikipedia.org/wiki/Honeywell_TPE331

+ 3 more evidence sources

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“Qnity Electronics stock is up 4.5% Monday”

SINGLE SOURCE

Evidence confirms Qnity Electronics is a real company, but there is no data in the provided results regarding a 4.5% stock increase on a specific Monday.

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wikipedia NEUTRAL — Long Island City (LIC) is a neighborhood within the New York City borough of Queens. It is bordered by Astoria to the north; the East River to the west; Sunnyside to the east; and Newtown Creek, which…
https://en.wikipedia.org/wiki/Long_Island_City

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web search NEUTRAL — Qnity Electronics, Inc. (pronounced 'cue-ni-ty'), [2] headquartered in Wilmington, Delaware, is a major provider of materials for the semiconductor manufacturing and electronics industries.
https://en.wikipedia.org/wiki/Qnity_Electronics

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web search NEUTRAL — From smaller, smarter and faster electronics to brilliant display and packaging solutions, Qnity provides industry-leading technologies to enable the smartphone industry.
https://www.qnityelectronics.com/

+ 1 more evidence source

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“Qnity was spun off from fellow Club holding DuPont in late 2025”

SINGLE SOURCE

While Qnity Electronics is confirmed to exist, the provided evidence does not mention a spin-off from DuPont or a date in late 2025.

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web search NEUTRAL — 启诺迪（Qnity）与客户携手，立足科技前沿，推动人工智能、先进计算以及下一代高速互连技术的重大突破。从创新的半导体芯片制造解决方案，到实现复杂电子系统内的高速数据传输，我们凭借高性能材料与专业的整合能力，将未来科技从构想变为现实。
https://www.qnityelectronics.cn/

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“The stock has had an incredible 89% year-to-date run”

INSUFFICIENT EVIDENCE

No evidence was found after searching for the stock performance of Qnity Electronics.

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“Former CEO Ed Breen, who currently serves as executive chairman”

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“Jim waits 45 minutes after sending a trade alert before buying or selling a stock in his charitable trust's portfolio.”

PENDING

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“If Jim has talked about a stock on CNBC TV, he waits 72 hours after issuing the trade alert before executing the trade.”

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info Disclaimer: This analysis is generated by AI and should be used as a starting point for critical thinking, not as definitive truth. Claims are verified against publicly available sources. Always consult the original article and additional sources for complete context.

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

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