Money is rotating out of technology and into money-center banks Tuesday because higher rates on the long end of the yield curve are manna for lenders, Jim Cramer said on CNBC's "Stop Trading!" segment. Cramer noted decent gains in Wells Fargo ( WFC), Countrywide ( CFC) and Wachovia ( WB). "You're getting some nice inflection in the curve and the long end going up in yield is actually a godsend to these banks," he said. Cramer said that with strength in "pseudo health care" like Procter & Gamble ( PG) and "genuine health care" like Cardinal Health ( CAH), Cigna ( CI) and WellPoint ( WLP), a run in UnitedHealth ( UNH) can't be far behind. Regarding recent insider sales, Cramer said: "I'm not scared." Cramer said bears did a good job convincing the market that Texas Instruments' ( TXN) revenue guidance is bad news and said the weakness was spreading to Marvell ( MRVL) and Broadcom ( BRCM).