Jim Cramer discusses recent market moves, favoring T-Mobile over Verizon and highlighting SpaceX as a strong holding. He analyzes EQT’s all-stock acquisition of Range Resources, viewing it as a strategic play on natural gas demand driven by data centers and reshoring. Additionally, Cramer notes Morgan Stanley’s upgrade of Lockheed Martin to overweight, though he expresses skepticism about the company’s focus on traditional aircraft in an era of drones.