What Jim Cramer thinks of the move in enterprise software stocks

Group 1 - The "halo trade," which refers to heavy asset low obsolescence companies, has been a focus for money managers seeking investments immune to AI competition [1][2] - Industrial companies like Honeywell, New Core, and RTX have been favored as they are expected to benefit from AI by becoming more efficient [1] - Recent strong earnings from Broadcom and rebounds in enterprise software stocks like Service Now, Workday, Adobe, Salesforce, and Viva Systems suggest a shift away from the halo trade [3] Group 2 - There is a prevailing belief that enterprise software companies may struggle due to competition from advanced AI technologies like Anthropic and OpenAI [4]