10 Jim Cramer Stocks to Watch as US-China Prepare to Begin Talks

Published on May 7, 2025 at 6:35 pm by Fahad Saleem in Hedge Funds, News

Page 1 of 5

In this article, we will take a detailed look at the 10 Jim Cramer Stocks to Watch as US-China Prepare to Begin Talks

The optimism over US-China trade talks is increasing as the US Treasury Secretary is set to meet China’s trade negotiator in Switzerland later this week.

In a latest program on CNBC, Jim Cramer expressed his renewed optimism for major tech stocks and said the negative market sentiment about these companies was weakened after the latest quarterly reports.

“Sometimes you forget why you ever liked something in the first place. Take the super stocks, the hyperscalers, the tech titans—I don’t care whatever you want to call them. These stocks all got lumped together because of their size, their gigantic market caps that dwarf the rest of the market, and then they lost their juice,” Cramer said. “It’s their scale, their smarts, their moats, their balance sheets, and their sensational products.”

Jim Cramer also talked about the latest data in company reports that shows the demand for data centers remains strong.

For this article, we picked 10 stocks Jim Cramer recently talked about during his programs on CNBC. With each stock, we mentioned the number of hedge fund investors. Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter’s strategy selects 14 small-cap and large-cap stocks every quarter and has returned 373.4% since May 2014, beating its benchmark by 218 percentage points (see more details here).

10. Tempus AI Inc (NASDAQ:TEM)

Number of Hedge Fund Investors: 7

Jim Cramer in a latest program on CNBC talked about Tempus AI, a stock that has gained attention because of its addition to Nancy Pelosi’s portfolio. Pelosi in January purchased 50 call options on the stock with a strike price of $20 and an expiration date of 1/16/26.

“Yeah, diagnostics with no money being made. We’re not recommending stocks right now that are losing a lot of money because we think this could be a dicey environment, turn on a dime. It’s going fine right now, but I don’t like companies that aren’t making any money,” Cramer said about TEM in a latest program.

Baron Discovery Fund stated the following regarding Tempus AI, Inc (NASDAQ:TEM) in its Q3 2024 investor letter:

“Shares of Tempus AI, Inc (NASDAQ:TEM) contributed to performance. Tempus is a cancer diagnostics company that provides genomic testing results. Tempus has also amassed an over 200 petabyte proprietary multimodal dataset that combines clinical patient data with genomic testing data. In addition to using this data to empower more intelligent diagnostics for its own tests, Tempus also licenses this data to biopharmaceutical companies which use it to design smarter clinical trials and identify potential new drug targets. We think this proprietary dataset is unique with meaningful barriers to entry, and brings meaningful value to biopharmaceutical R&D. As we mentioned in the letter from last quarter, shares have been incredibly volatile. We took advantage of this volatility to buy a meaningful position when shares sold off into the low $20’s per share from an IPO price of $37. When shares spiked into the mid-$70’s (likely due to short sellers covering losses as shares rose), we took profits on a meaningful portion of the investment as we believed valuation had become stretched (shares now trade in the high $40’s to low $50’s level). We like our position sizing now, and would add to the position at lower valuations. We believe that Tempus has significant growth ahead of it and we are excited about its unique business model.”

9. Exlservice Holdings Inc (NASDAQ:EXLS)

Number of Hedge Fund Investors: 22

Jim Cramer during a latest program on CNBC talked about Exlservice Holdings:

“I actually like it. I agree with you, it’s one of the fintech stocks that’s been proving to be very solid, and I like it. I should actually spin. We should have them on the show, as they’re doing very well.”

Polen Global SMID Company Growth stated the following regarding ExlService Holdings, Inc. (NASDAQ:EXLS) in its Q3 2024 investor letter:

“We initiated a position in ExlService Holdings, Inc. (NASDAQ:EXLS), a business process outsourcing company that we think has become a leader in data services over time. Exlservice is a diversified business with 95% customer renewal rates and four-to-five-year contracts. While the work is not glamorous, the company is experiencing strong demand from customers attempting to determine how to best clean up and structure data to participate in the next stages of digital transformation, including generative Al (“GenAl”). We expect this strong customer demand to continue. Many companies are faced with significant basic blocking to benefit from GenAl successfully. Simultaneously, the company invests heavily in developing GenAl-enabled tools and recently announced partnerships with Microsoft and AWS (Amazon Web Services is’ Amazon’s comprehensive cloud computing platform) to co develop Al solutions and accelerate go-to-market plans.”

8. BlackRock Inc (NYSE:BLK)

Number of Hedge Fund Investors: 37

Jim Cramer in a latest program on CNBC talked about BlackRock and reiterated his long-term bullish case for the stock:

“Look, we own it for the Chartiable Trust. Candidly, we’re down on it and I don’t like that when we’re down on a stock, but we are. The stock has declined far more than I thought it would on what was a decent quarter. I agree with you, and I think it should be bought. That said, I’ve been wrong, but I think it should be bought. In long term, I think this would be a great position.”

Nightview Capital stated the following regarding BlackRock, Inc. (NYSE:BLK) in its Q4 2024 investor letter:

“Finance is transforming. Technology is democratizing access, reshaping wealth management, and enabling entirely new models of investing. From algorithmic trading to digital-first advisory platforms, the sector is evolving rapidly. Investors demand smarter, more sustainable options. The potential is significant, and we are focused on companies shaping how people save, invest, and transact in the years to come.

BlackRock, Inc. (NYSE:BLK): Core Opportunity: BlackRock leverages its scale and innovation to lead in asset management, ETFs, and financial technology.

Key Highlights: Massive Scale: AUM exceeds $10.6 trillion, supporting diverse revenue streams.

AI and Sustainability: Investments in AI, data centers, and energy transitions unlock trillions in opportunities.

Financial Strength: Operating income grew 12% YoY, with margin expansion of 160 basis points.

Investment Case: BlackRock’s consistent innovation, strategic partnerships, and shareholder returns position it as a leader in financial evolution. Its mix of growth and stability makes it an attractive long-term investment.”

7. Sunrun Inc (NASDAQ:RUN)

Number of Hedge Fund Investors: 43

Jim Cramer in a latest program on CNBC commented about Sunrun (RUN):

“Sunrun Inc (NASDAQ:RUN), no, a bad couple of quarters. I can’t be there, and by the way, look, First Solar is really going to cut me. It got clubbed the other day. I think the group is very fraught right now. It’s fraught.”

6. Union Pacific Corp (NYSE:UNP)

Number of Hedge Fund Investors: 78

Jim Cramer in a latest program on CNBC talked about Union Pacific. Here is what he said:

“Okay, people feel that this stock is right in the crosshairs of the tariffs, that they’re going to hurt, get hurt more than anybody else. I want to buy the stock right here at 214. I would start buying. The next buy would be at 204, then maybe get some at 194. Build a good basis, start with small and build up in a pyramid. That’s what I feel about Union Pacific Corp (NYSE:UNP). I’m looking at it myself. I like this level.”

Diamond Hill Large Cap Concentrated Fund stated the following regarding Union Pacific Corporation (NYSE:UNP) in its Q4 2024 investor letter:

“Other bottom Q4 contributors included Extra Space Storage, Texas Instruments and Union Pacific Corporation (NYSE:UNP). Railroad operator Union Pacific saw muted volume growth in the quarter. Further, investors are contemplating the possibility higher tariffs on goods coming from Mexico could weigh on Union Pacific’s business, which handles a large share of border crossings.”

5. Apple Inc (NASDAQ:AAPL)

Number of Hedge Fund Investors: 158

Investopedia’s Caleb Silver said in a latest program on Schwab Network that Apple Inc (NASDAQ:AAPL) results were better than Wall Street’s estimates by a “long shot” and praised the company’s iPhone revenue.

“Better than expected by a long shot, especially when you listen to at least some of the early reports out of Apple, with Tim Cook saying he didn’t see any evidence of a lot of people bringing sales forward by panic buying ahead of potential tariffs. He’s also saying they moved half their production of iPhones over to India. We know by the end of next year all iPhones will be made in India. So, better than expected results. The wearables was a little bit of a miss there, but that is a super discretionary item. People will not go without an iPhone, but they’ll go without an update to their watch before they do that. A little soft in services as well, but when you look at where they make their money, they’re still making money where they make their money. They did some $95 billion in sales for the quarter. That’s pretty impressive.”

Apple’s iPhone revenue was above estimates in the latest quarter, but revenue for Services, one of the key pillars of hope for the company’s bulls, came in slightly below estimates. CEO Tim Cook said the company sees a $900 million impact from tariffs in the second quarter, and is unable to predict the effects of duties beyond that.

If tariffs remain in place, Apple could see a 30% to 40% increase in iPhone price, a devastating possibility for the company. If tariffs are reversed, the company is still faced with the harsh reality of a slowdown in iPhone sales at a broader level due to competition in China and a lack of major motivators for users to upgrade.

Columbia Seligman Global Technology Fund stated the following regarding Apple Inc. (NASDAQ:AAPL) in its Q4 2024 investor letter:

“The fund maintained a position in Apple Inc. (NASDAQ:AAPL) throughout the quarter through the release of the company’s new iPhone 16 in September. Company leaders were excited about the release of the new model, as this is the first model that will feature enhanced AI capabilities through the Apple Intelligence features. Sales for the first few weeks in October and November trailed behind year over year sales from the iPhone 15, as availability of Apple Intelligence was not compatible with all iPhone models. Apple announced a partnership with OpenAI that has allowed the integration of ChatGPT into the Apple ecosystem, separate from the core Apple Intelligence features. This partnership highlights continued progress from Apple to introduce AI capabilities into its products and we expect the iPhone 17 to have even more expansive AI capabilities, increasing potential demand for the new model that is on track to be released in 2025.”

Page 1 of 5

Next >>

NYSE:BLK NYSE:UNP Headline NASDAQ:TEM NASDAQ:RUN Show more...

AI, Tariffs, Nuclear Power: One Undervalued Stock Connects ALL the Dots (Before It Explodes!)

Published on June 23, 2025 at by Inan Dogan, PhD

Artificial intelligence is the greatest investment opportunity of our lifetime. The time to invest in groundbreaking AI is now, and this stock is a steal!

AI is eating the world—and the machines behind it are ravenous.

Each ChatGPT query, each model update, each robotic breakthrough consumes massive amounts of energy. In fact, AI is already pushing global power grids to the brink.

Wall Street is pouring hundreds of billions into artificial intelligence—training smarter chatbots, automating industries, and building the digital future. But there’s one urgent question few are asking:

Where will all of that energy come from?

AI is the most electricity-hungry technology ever invented. Each data center powering large language models like ChatGPT consumes as much energy as a small city. And it’s about to get worse.

Even Sam Altman, the founder of OpenAI, issued a stark warning:

“The future of AI depends on an energy breakthrough.”

Elon Musk was even more blunt:

“AI will run out of electricity by next year.”

As the world chases faster, smarter machines, a hidden crisis is emerging behind the scenes. Power grids are strained. Electricity prices are rising. Utilities are scrambling to expand capacity.

And that’s where the real opportunity lies…

One little-known company—almost entirely overlooked by most AI investors—could be the ultimate backdoor play. It’s not a chipmaker. It’s not a cloud platform. But it might be the most important AI stock in the US owns critical energy infrastructure assets positioned to feed the coming AI energy spike.

As demand from AI data centers explodes, this company is gearing up to profit from the most valuable commodity in the digital age: electricity.

The “Toll Booth” Operator of the AI Energy Boom

It owns critical nuclear energy infrastructure assets, positioning it at the heart of America’s next-generation power strategy.
It’s one of the only global companies capable of executing large-scale, complex EPC (engineering, procurement, and construction) projects across oil, gas, renewable fuels, and industrial infrastructure.
It plays a pivotal role in U.S. LNG exportation—a sector about to explode under President Trump’s renewed “America First” energy doctrine.

Trump has made it clear: Europe and U.S. allies must buy American LNG.

And our company sits in the toll booth—collecting fees on every drop exported.

But that’s not all…

As Trump’s proposed tariffs push American manufacturers to bring their operations back home, this company will be first in line to rebuild, retrofit, and reengineer those facilities.

AI. Energy. Tariffs. Onshoring. This One Company Ties It All Together.

While the world is distracted by flashy AI tickers, a few smart investors are quietly scooping up shares of the one company powering it all from behind the scenes.

AI needs energy. Energy needs infrastructure.

And infrastructure needs a builder with experience, scale, and execution.

This company has its finger in every pie—and Wall Street is just starting to notice.

Wall Street is noticing this company also because it is quietly riding all of these tailwinds—without the sky-high valuation.

While most energy and utility firms are buried under mountains of debt and coughing up hefty interest payments just to appease bondholders…

This company is completely debt-free.

In fact, it’s sitting on a war chest of cash—equal to nearly one-third of its entire market cap.

It also owns a huge equity stake in another red-hot AI play, giving investors indirect exposure to multiple AI growth engines without paying a premium.

And here’s what the smart money has started whispering…

The Hedge Fund Secret That’s Starting to Leak Out

This stock is so off-the-radar, so absurdly undervalued, that some of the most secretive hedge fund managers in the world have begun pitching it at closed-door investment summits.

They’re sharing it quietly, away from the cameras, to rooms full of ultra-wealthy clients.

Why? Because excluding cash and investments, this company is trading at less than 7 times earnings.

And that’s for a business tied to:

The AI infrastructure supercycle
The onshoring boom driven by Trump-era tariffs
A surge in U.S. LNG exports
And a unique footprint in nuclear energy—the future of clean, reliable power

You simply won’t find another AI and energy stock this cheap… with this much upside.

This isn’t a hype stock. It’s not riding on hope.

It’s delivering real cash flows, owns critical infrastructure, and holds stakes in other major growth stories.

This is your chance to get in before the rockets take off!

Disruption is the New Name of the Game: Let’s face it, complacency breeds stagnation.

AI is the ultimate disruptor, and it’s shaking the foundations of traditional industries.

The companies that embrace AI will thrive, while the dinosaurs clinging to outdated methods will be left in the dust.

As an investor, you want to be on the side of the winners, and AI is the winning ticket.

The Talent Pool is Overflowing: The world’s brightest minds are flocking to AI.

From computer scientists to mathematicians, the next generation of innovators is pouring its energy into this field.

This influx of talent guarantees a constant stream of groundbreaking ideas and rapid advancements.

By investing in AI, you’re essentially backing the future.

The future is powered by artificial intelligence, and the time to invest is NOW.

Don’t be a spectator in this technological revolution.

Dive into the AI gold rush and watch your portfolio soar alongside the brightest minds of our generation.

This isn’t just about making money – it’s about being part of the future.

So, buckle up and get ready for the ride of your investment life!

Act Now and Unlock a Potential 100+% Return within 12 to 24 months.

We’re now offering month-to-month subscriptions with no commitments.

For a ridiculously low price of just $9.99 per month, you can unlock our in-depth investment research and exclusive insights – that’s less than a single fast food meal!

Here’s why this is a deal you can’t afford to pass up:

Access to our Detailed Report on our AI, Tariffs, and Nuclear Energy Stock with 100+% potential upside within 12 to 24 months
BONUS REPORT on our #1 AI-Robotics Stock with 10000% upside potential: Our in-depth report dives deep into our #1 AI/robotics stock’s groundbreaking technology and massive growth potential.
One New Issue of Our Premium Readership Newsletter: You will also receive one new issue per month and at least one new stock pick per month from our monthly newsletter’s portfolio over the next 12 months. These stocks are handpicked by our research director, Dr. Inan Dogan.
One free upcoming issue of our 70+ page Quarterly Newsletter: A value of $149
Bonus Content: Premium access to members-only fund manager video interviews
Ad-Free Browsing: Enjoy a month of investment research free from distracting banner and pop-up ads, allowing you to focus on uncovering the next big opportunity.
Lifetime Price Guarantee: Your renewal rate will always remain the same as long as your subscription is active.
30-Day Money-Back Guarantee: If you’re not absolutely satisfied with our service, we’ll provide a full refund within 30 days, no questions asked.

Space is Limited! Only 1000 spots are available for this exclusive offer. Don’t let this chance slip away – subscribe to our Premium Readership Newsletter today and unlock the potential for a life-changing investment.

Here’s what to do next:

1. Head over to our website and subscribe to our Premium Readership Newsletter for just $9.99.

2. Enjoy a month of ad-free browsing, exclusive access to our in-depth report on the Trump tariff and nuclear energy company as well as the revolutionary AI-robotics company, and the upcoming issues of our Premium Readership Newsletter.

3. Sit back, relax, and know that you’re backed by our ironclad 30-day money-back guarantee.

Don’t miss out on this incredible opportunity! Subscribe now and take control of your AI investment future!

Subscribe Now!

No worries about auto-renewals! Our 30-Day Money-Back Guarantee applies whether you’re joining us for the first time or renewing your subscription a month later!

Insider Monkey Ads

A New Dawn is Coming to U.S. Stocks

Published on June 13, 2025 at by Insider Monkey Staff

I work for one of the largest independent financial publishers in the world – representing over 1 million people in 148 countries.

We’re independently funding today’s broadcast to address something on the mind of every investor in America right now…

Should I put my money in Artificial Intelligence?

Here to answer that for us… and give away his No. 1 free AI recommendation… is 50-year Wall Street titan, Marc Chaikin.

Marc’s been a trader, stockbroker, and analyst. He was the head of the options department at a major brokerage firm and is a sought-after expert for CNBC, Fox Business, Barron’s, and Yahoo! Finance…

But what Marc’s most known for is his award-winning stock-rating system. Which determines whether a stock could shoot sky-high in the next three to six months… or come crashing down.

That’s why Marc’s work appears in every Bloomberg and Reuters terminal on the planet…

And is still used by hundreds of banks, hedge funds, and brokerages to track the billions of dollars flowing in and out of stocks each day.

He’s used this system to survive nine bear markets… create three new indices for the Nasdaq… and even predict the brutal bear market of 2022, 90 days in advance.

Click to continue reading…

Insider Monkey Ads

Markets

Insider Trading

Hedge Funds

Retirement

Opinion

Log In

Sign Up