We're trimming 2 stocks — a surging AI winner and one that's left plenty to be desired

We are selling 50 shares of Corning at roughly $200.76 and 275 shares of Wells Fargo at roughly $78.82. Following the trades, Jim Cramer's Charitable Trust will own 550 shares of GLW, decreasing its weighting in the portfolio to 2.75% from 3%. It will also own 1,400 shares of WFC, decreasing its weighting to 2.75% from 3.25%. We're making a couple of more sales in the portfolio, per Jim's comments on Tuesday's Morning Meeting. Shares of optical cable supplier Corning are back trading near $200 thanks to a more than 10% rally on Tuesday. The stock traded higher after Nvidia CEO Jensen Huang highlighted the importance of optics to the data center buildout, noting that copper has its limits as AI computing gets more intense. This will be our first sale since February, and our first since Corning announced its long-term partnership with Nvidia in May. The deal with Nvidia included a commitment to dramatically increase U.S.-based optical connectivity manufacturing capacity and expand U.S. fiber production capacity by more than 50%. While we continue to believe Corning has a bright future ahead, Jim believes it's prudent to take gains here after a big run. From this sale, we will realize a gain of about 133% on stock purchased in October 2025, compared with a roughly 13% advance in the S & P 500 over that stretch. We will also sell some shares of Wells Fargo. …