"We know that bank stocks are red hot," said Jim Cramer on CNBC's "Stop Trading!" segment on Thursday. But there were also "$193 billion in pharmaceutical deals in the last month.""That's the first time you've ever heard the term 'billion' and it wasn't associated with giving the money to bankers," he said. Instead, "actual shareholders" are reaping the benefits. "Look at the money coming out of Genentech ( DNA) and going right back into biotech." Genentech accepted Roche's takeover bid earlier on Thursday. Other companies in the news include Schering-Plough ( SGP), which Merck ( MRK) plans to acquire. In other news, after a credit rating downgrade General Electric ( GE) is up more than 14%. The stock rising on bad news "is a very significant change of psychology," said Cramer.