Jim Cramer's approach to rallying AI stocks, plus updates on our breakup plays

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 Monday's key moments. 1. Stocks are moving higher to start the week, with semis and other AI-related names ripping higher, including Micron , Intel , AMD , Qualcomm , and Nvidia . Club stock Corning is up more than 9%, fueled by surging demand for its fiber optic cables and other infrastructure materials; the company also announced a partnership with Nvidia last week to power data centers . Jim Cramer pondered whether to sell some Corning shares after the stock's 130% year-to-date run. The responsible portfolio management move is to trim some, but we're currently restricted since Jim mentioned the name on Monday on air. Jim also responded to the top-of-mind investor question on whether it's too late to get into these data center names after their parabolic charge. "You're late, but it doesn't matter that you're late," Jim said, reiterating a sentiment from his Sunday column : "It's hard right now to even imagine the data center stocks going down knowing the budgets these hyperscalers have." 2. Shares of Honeywell popped 2.7% Monday after the company filed a Form S-1 on the proposed initial public offering of its quantum company, Quantinuum, on Friday. This is the next step for one of the world's largest quantum computing companies to go public, and it could unlock incremental investor value. …