Jim Cramer touts his new favorite stock — but warns about this risk to the market

Group 1 - Stocks were mixed on Friday, with the S&P 500 and Nasdaq reaching new all-time highs, while Boeing shares fell about 10% from recent highs, presenting a buying opportunity [1] - The 10-year Treasury yield was at 4.139%, having briefly dipped below 4% earlier in the week, with concerns that rising yields could negatively impact stocks [1] - Nvidia's $5 billion investment and collaboration with Intel is seen as a significant win for Nvidia, as it expands its presence in enterprise data centers, while potentially hindering AMD's market share growth [1] Group 2 - The collaboration between Nvidia and Intel involves Intel developing central processors to complement Nvidia's GPUs for AI server racks, broadening Nvidia's customer options [1] - Stocks mentioned in the rapid-fire segment included FedEx, Lennar, and Tesla, indicating a diverse interest in various sectors [1]