Jim Cramer says the software sell-off creates opportunities in stocks outside of tech

February 4, 2026

TL;DR

Stocks showed mixed performance, with ongoing concerns about AI disrupting traditional enterprise software companies.
Microsoft and Advanced Micro Devices experienced pressure, while Eli Lilly surged on positive earnings.
Industrial stocks like Eaton and Dover benefited from a rotation out of tech.
GE Vernova faced a stock decline despite an upgrade, with analysts reassessing capacity concerns.
CNBC Investing Club's "Morning Meeting" recap included rapid-fire stock discussions and portfolio management details.

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