Cramer: Why all the money flowing to AI stocks is a problem — and how it can be fixed

We do not have enough money coming into this market. The funds flow only to stocks tied to the data center buildout and a few others. Even the most tangential of the data center "stories," such as the warehouse REITs and machinery stocks like Cummins and Dover, manage to sustain themselves if they have healthy data center orders — and not much else. Whereas the aerospace sector fell apart on expectations of a long war in Iran, the action in the sector's defense names ( RTX , GE Aerospace , Honeywell ) has been horrendous. That's a sign there isn't enough money coming in to cushion a blow of an uncertain future, even as the present remains strong. The most disconcerting part of this market is the obliteration of health care, especially pharma. Just as anything peripherally involved with the data center is blessed, anything even tangentially associated with pharma is a nightmare. When I had Thermo Fisher CEO Marc Casper on "Mad Money" last week, I was stunned to see how much the stock fell despite his confidence and the medical tools and equipment maker's strong quarterly numbers. They were met with savagery. Danaher is a similar story. This life sciences company has been a pure disaster for ages, so a renewed quarterly nightmare has now become the norm. It's almost as if the company expects poor results and is grateful for them. At least Thermo Fisher comes out and defends itself. …