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

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 tried to handicap whether the U.S. and Iran were moving closer to an agreement to end the war , alongside a sharp rotation underneath the surface "It's been hardware, hardware, hardware," Jim Cramer said. "Suddenly today, it's reversing." Software stocks gained following a strong batch of earnings. …