What Jim Cramer thinks of the move in enterprise software stocks

This morning we had a monster reversal of something that's plagued this market for a while. The awkwardly named halo trade. Halo means heavy asset low obsolescence companies.In the man of search for something, anything that might be immune to AI, money managers seized on industrial companies that face no competition from AI. If anything, this technology will only make them more efficient. So we gravitated to the honey wells, the new corores, RTXs, any company that help us build out data centers.The halos, c ...