Cramer: Why all the money flowing to AI stocks is a problem — and how it can be fixed

jim cramer says the market has a flow-of-funds problem. money only goes into ai and data center stocks, leaving everything else to rot. aerospace names like rtx, ge aerospace, and honeywell are getting crushed. health care is getting obliterated — especially pharma. cramer watched thermo fisher's ceo give a confident interview on strong quarterly numbers, and the stock still got hammered. danaher is a "pure disaster." abbott labs is in free fall. cardinal health, a club stock, has been a disaster. johnson & johnson delivered two straight sets of excellent numbers and the stock fell 5% anyway. cramer thinks the fix is more money coming into the market broadly. but right now, the only thing that works is the data center buildout — nvidia, amd, arm, corning, texas instruments, amazon, alphabet. nvidia isn't a choice, it's a perquisite. the problem gets worse when spacex, openai, and anthropic eventually ipo. spacex will be such a magnet it'll pull money out of the s&p 500. cramer's hope is that openai and anthropic get delayed. the make-or-break moment is wednesday, when alphabet, amazon, meta, and microsoft report. if even two of those deliver, the ai trade stays in vogue.