Cramer's Stop Trading!: AT&T, Apple, 3M, Caterpillar

NEW YORK (TheStreet) -- On his Thursday Stop Trading! segment on CNBC, Jim Cramer said that Thursday's stronger market was being driven by strong Dow earnings.

Cramer noted that AT&T's(T) CEO Randall Stephenson was using words like "strong" to describe the quarter, even though he's "not given to hyperbole."

Cramer described AT&T's second quarter as "a great quarter ... and thank you Steve Jobs!" he was referring to the company's exclusive carrier deal for Apple's(AAPL) popular iPhones. Despite Apple's recent iPhone4 antenna problems, Cramer continues to believe that Apple CEO Steve Jobs is a "genius."

"You cannot stop the iPad," Cramer added.

Even though he continues to like Research In Motion(RIMM), Cramer wonders whether RIMM would eventually be "Nokiad,"(NOK) by Apple.

Tech stocks that Cramer recommended Thursday include F5 Networks,(FFIV) as the need for high-speed internet grows; salesforce.com(CRM) -- as the popularity of cloud computing increases -- "that stock's going much, much higher," he said.

Another recommendation was VMware,(VMW) which is hardware that allows cloud computing, he said.