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Jim Cramer focuses on the AT&T-Time Warner deal, plus B&G Foods.
U.S. stock futures are rising ahead of earnings from Apple, General Motors and Under Armour; Netflix CEO Reed Hastings offers his qualified support of AT&T's deal to buy Time Warner.
Strong earnings are warming investor hearts as the days grow colder -- and the urge to merge among companies offers support.
Know which stocks are interest-rate sensitive and which don't care, says Jim Cramer.