Jim Cramer's Investing Club: Stocks Mixed, Rotation into Healthcare and Financials

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 Thursday's key moments.

1. Stocks were mixed Thursday as investors rotated out of AI hardware names and into healthcare, financials, and other lagging sectors. Jim thinks the recent weakness in technology stocks reflects a broader rotation rather than a deterioration in fundamentals. Healthcare stocks led the gains, with Club holdings Eli Lilly and Johnson & Johnson rising roughly 5.5% and 2%, respectively. While investors took profits in some of the market's biggest AI winners, Jim believes the shift is temporary and expects money to eventually flow back into the AI-driven stocks that have led the market for much of the year.

2. Goldman Sachs shares climbed more than 4% to an all-time high as a beneficiary of Thursday's move into financials. Jim called Goldman the "premier financial" in the current environment, citing its leadership role in the wave of upcoming IPOs. The stock has become one of the Club's largest positions after a powerful run, and Jim acknowledged it may make sense to trim shares and lock in some gains. At the same time, Jim struck a more cautious tone on fellow Club name Wells Fargo , which was up Thursday but down for the year. He said the bank has yet to capitalize on many of the opportunities driving the rest of the sector, and that he would be open to trimming the longtime position to protect gains.

3. CrowdStrike fell roughly 7% despite delivering a beat-and-raise quarter the prior evening. Jim believes investors are overlooking the impact that rising demand for cybersecurity could have next quarter. "This [upcoming] quarter is going to be gigantic," Jim said, arguing that many of the new deals CrowdStrike has signed as companies respond to emerging AI-related security threats came too late in the quarter to show up in the results that were just reported. He expects those contracts to begin flowing through in future quarters and suggested investors use the post-earnings weakness as an opportunity . "Tomorrow might be a good day to buy," he said.

4. Stocks covered in Thursday's rapid fire at the end of the video were: Arm Holdings , Corning , Qnity , FedEx Freight , and Capital One . (Jim Cramer's Charitable Trust is long CrowdStrike, Eli Lilly, Goldman Sachs, Johnson & Johnson, and Wells Fargo. See here for a full list of the stocks.)

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