Market Overview - Jim Cramer has dismissed concerns about a potential stock market meltdown similar to the Dot-com bubble, arguing that the current market is driven by rational, business-focused narratives rather than speculation [1][2] - Cramer acknowledges that there are speculative areas in the market, but insists that they do not define the broader market today [2] Stock Picks - Amazon is highlighted as a strong market player, with its stock rising due to the announcement of same-day grocery delivery, which could disrupt competitors like Instacart, DoorDash, and Uber [3] - Eli Lilly received support from Cramer after executives, including CEO David Ricks, purchased millions in shares following a selloff related to disappointing trial results for a weight-loss pill, indicating confidence in the company's future [4] - Charles Schwab reported a 17% increase in net new assets, which Cramer described as an "amazing gain" that justified the stock's rise [5] - Intel is noted for its potential government stake, which could enhance its balance sheet and highlight its strategic importance [5] - Palantir, despite being polarizing, is defended by Cramer, who argues that its valuation should be assessed using the 'rule of 40' rather than earnings per share, suggesting it appears "incredibly cheap" [6]