What Cramer would do with this 'overhyped' stock ahead of Tuesday earnings

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. The S & P 500 was slightly lower Monday as West Texas Intermediate crude rose to around $97 per barrel on stalled peace talks with Iran. Jim Cramer is "suspicious" of the market following last week's gains. "It just seems like the Sunday piece that I had is coming true. There's not enough money around to sustain all these moves," Jim said, pointing to declines in Arm Holdings , which fell over 8% on Monday. The stock had soared nearly 41% last week, finishing Friday at a record close of almost $235. We started our Arm position last Monday at nearly $173 per share. Jim warned that investment dollars largely going only into data center-related stocks is a problem. 2. Microsoft shares were modestly lower after OpenAI amended its partnership agreement with the cloud and software giant. Among the major changes under the new terms, OpenAI can cap revenue share payments to Microsoft and serve its products to any cloud provider. As part of the agreement, Microsoft will discontinue its revenue share payments to OpenAI. Microsoft reports earnings Wednesday evening. Jeff Marks, director of portfolio analysis for the Club, said that Microsoft "needs to see Azure acceleration to push back on the bears here." 3. Corning shares dropped more than 4% ahead of earnings on Tuesday morning. …