Group 1 - Cummins Inc. (NYSE:CMI) is considered a relatively cheap stock within the S&P 500, with both headwinds and positives highlighted by Jim Cramer [1] - The company's core truck engine business faces challenges due to prolonged weakness in the freight market, but it has underappreciated exposure to the data center market through backup power generators [1] - Cummins delivers a range of power solutions, including diesel and natural gas engines, drivetrain systems, and electrified technologies, and has seen stock gains of approximately 45% since Cramer's previous comments [1] Group 2 - The potential of Cummins as an investment is acknowledged, but certain AI stocks are believed to offer greater upside potential and less downside risk [2]