An under-the-radar AI stock just delivered the best quarter of the chip sector

Qnity Electronics delivered "the single best quarter that I have seen from the semiconductors" on Thursday, Jim Cramer said. Given the beats across the board and a sunnier outlook, it's a take that's hard to argue with. Revenue in the first quarter increased 17.6% from a year ago to $1.32 billion, outpacing the $1.27 billion expected by LSEG. Earnings per share (EPS) jumped 33.3% year over year to $1.08, also outpacing the consensus estimate of 92 cents, according to LSEG. …