Cramer warns AI hype starves healthcare stocks
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- Jim Cramer says money is flowing only to data‑center buildout stocks, leaving other sectors starved.
- Thermo Fisher stock fell sharply despite CEO Marc Casper's confidence and strong quarterly numbers on Mad Money.
- Danaher continues a pattern of poor performance, with quarterly results that have become the norm.
- Abbott Labs shares are in a free fall, hovering in the low $90s, risking a drop to the $80s if healthcare sentiment stays weak.
- Johnson & Johnson stock slipped about 5% after posting strong earnings, with a chart suggesting a potential move back to $180.
- RTX and other defense names have seen horrendous action as investors shy away from war‑risk exposure.
- Cummins and other machinery stocks can survive if data‑center orders stay healthy.
Why it matters: Investors in AI and data‑center ETFs gain, while healthcare giants like Thermo Fisher, Abbott and Johnson & Johnson lose up to 5% of market value, prompting fund managers to rebalance away from pharma and risk‑on tech.
