Jim Cramer: This partnership could be a 'seismic shift' in AI and 2 of our stocks

TL;DR

Stock market showed mixed performance with a rotation from hardware to software.
Arm Holdings experienced a post-earnings drop due to supply concerns for its new CPUs.
Software stocks, particularly in cybersecurity (Fortinet, CrowdStrike, Palo Alto Networks), rose on strong earnings.
Jim Cramer acknowledged AI disruption concerns but noted investor confidence is returning.
Nvidia and Corning's partnership is highlighted for its potential impact on AI infrastructure, with Corning increasing optical fiber manufacturing.
The industry is shifting from copper to fiber optics in data centers for better performance and heat management.
Stocks mentioned in a rapid-fire segment included McDonald's, Shake Shack, DoorDash, Fortinet, and Datadog.

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