Jim Cramer: It may be time to trim 2 bank stocks but for very different reasons

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 rotated out of AI hardware names and into healthcare, financials, and other lagging sectors. Jim thinks the recent weakness in technology stocks reflects a broader rotation rather than a deterioration in fundamentals. Healthcare stocks led the gains, with Club holdings Eli Lilly and Johnson & Johnson rising roughly 5.5% and 2%, respectively. While investors took profits in some of the market's biggest AI winners, Jim believes the shift is temporary and expects money to eventually flow back into the AI-driven stocks that have led the market for much of the year. 2. Goldman Sachs shares climbed more than 4% to an all-time high as a beneficiary of Thursday's move into financials. Jim called Goldman the "premier financial" in the current environment, citing its leadership role in the wave of upcoming IPOs. The stock has become one of the Club's largest positions after a powerful run, and Jim acknowledged it may make sense to trim shares and lock in some gains. At the same time, Jim struck a more cautious tone on fellow Club name Wells Fargo , which was up Thursday but down for the year. He said the bank has yet to capitalize on many of the opportunities driving the rest of the sector, and that he would be open to trimming the longtime position to protect gains. 3. …