Group 1 - Honeywell International Inc. (NASDAQ: HON) is undergoing a breakup into multiple businesses, including automation, chemicals, and aerospace [1] - Jim Cramer highlighted RBC Capital's analysis of Honeywell's breakup, noting that similar past breakups, like GE's, often lead to underperformance until closer to the actual breakup date [1] - Cramer encourages investors not to be discouraged by company breakups, as it may take time for the benefits to materialize, citing Vimal Kapur's leadership at Honeywell [1] Group 2 - There is a belief that some AI stocks may offer higher returns and limited downside risk compared to Honeywell as an investment [2] - A report is available that identifies an extremely cheap AI stock that benefits from Trump tariffs and onshoring [2]
Jim Cramer Discusses Honeywell (HON)’s Split In Detail