In this article, we will look at stocks recently featured on Mad Money, as Jim Cramer analyzed the broader market impact of the recent AI data center rally. The host of CNBC’s Mad Money said on Wednesday that the market’s recent rebound is not living up to what investors typically look for in a lasting rally.
Whenever the market gets clobbered and then starts crawling back, you always hold out hope that there’ll be a broad advance, lots of different groups powering higher, easily accessible to the masses.
READ ALSO: 11 Stocks in Focus as Jim Cramer Discussed a Market Yearning for the Status Quo and Mad Money’s Latest Recap: Jim Cramer’s Strategy for Market Sell-Offs and 16 Stocks Mentioned.
Cramer pointed out that, two days into the current rebound, that kind of broad-based strength has yet to show up. Instead, he said the move so far appears narrow and modest, without a clear group of leading stocks to give investors confidence. He added that the rally “lacks any real leadership that you can hang your hat on, at least so far.”
Here’s the bottom line: This second-day rally isn’t necessarily a failure, but students of rallies know that the second day should be powerful with new leadership and a follow-through that’s broad, that lasts until 4:00 p.m. and doesn’t quit in early afternoon. That didn’t happen. This rally started losing steam around 1:30 p.m. Still a good day, but it could have been much, much stronger and much, much more powerful.
Our Methodology
For this article, we compiled a list of 11 stocks that were discussed by Jim Cramer during the episode of Mad Money aired on April 1. We listed the stocks in the order that Cramer mentioned them.
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 498.7% since May 2014, beating its benchmark by 303 percentage points (see more details here).
11 Stocks in Focus: Jim Cramer on NVIDIA, Callers’ Picks, and Recent AI Data Center Rally
11. Eli Lilly and Company (NYSE:LLY)
Eli Lilly and Company (NYSE:LLY) is among the stocks in focus, as Jim Cramer analyzed the broader market impact of the recent AI data center rally. Cramer highlighted the FDA approval of the company’s new weight loss pill and its acquisition of Centessa Pharmaceuticals, as he stated:
Today, we got big news from Eli Lilly. The Indianapolis colossus got approval for Foundayo, which is now the only GLP-1 weight loss pill that can be taken any time of day without food or water restrictions. It’s almost as strong as the injections. Starts at $25 per month of commercial coverage or between $149 and $349 per month if you’re paying out of pocket. When placed head-to-head against the competing pill from Novo Nordisk, I think Lilly’s got a winner… Ironically, though, the biggest news from Lilly may have been something that happened yesterday. That’s the acquisition of Centessa Pharmaceuticals, a biotech company, for $7.8 billion.
Centessa is trying to combat narcolepsy and other neurological disorders. They’re working on a neuropeptide called orexin, which is apparently something that people with narcolepsy are missing or don’t have a lot of. It’s possible that orexin can be used for much more than narcopsy… I like what Lilly’s doing here. It’s tackling some of the hardest to treat illnesses, ones that have often baffled and befuddled those drug companies that have attempted to beat mental illness. The path towards successful neurological treatment is littered with failures. The money that Lilly gets from its weight loss drug is being used wisely to come up with breakthrough drugs… Most importantly, though, let’s own the stock because I think this weight loss pill will be a blockbuster. And that’s why we’ve stuck with Eli Lilly for the Charitable Trust.
Eli Lilly and Company (NYSE:LLY) develops and markets medicines for diabetes, obesity, oncology, immunology, neuroscience, and other chronic conditions.
10. AECOM (NYSE:ACM)
AECOM (NYSE:ACM) is among the stocks in focus, as Jim Cramer analyzed the broader market impact of the recent AI data center rally. Toward the end of the lightning round, a caller inquired if they should add to their position, and here’s what Cramer had to say in response:
I think AECOM is a great company. I’m surprised to see it so low. People like Quanta and people like the letter J. AECOM, they think it’s too expensive, and there’s nothing I can do about it.
AECOM (NYSE:ACM) provides infrastructure consulting, design, and management services to public and private clients across the transportation, water, energy, and environmental sectors. During the March 6 episode, a caller asked whether the stock was a buy and if not, the caller inquired about good alternatives. The Mad Money host commented:
Yeah, they didn’t have a good quarter, and it’s a good company, but they did not have a good quarter. And if you’re going to be in that group, you want to be in a company… PWR okay, that’s the symbol. It’s called Quanta Services… It’s same business, better run.
9. Vizsla Silver Corp. (NYSE:VZLA)
Vizsla Silver Corp. (NYSE:VZLA)is among the stocks in focus, as Jim Cramer analyzed the broader market impact of the recent AI data center rally. A caller asked if it was time to get bullish on the stock with silver going up. In response, Cramer said:
No, no, we’re late in the game there. And if you still want to go long term, you want to own Agnico Eagle. I don’t want you to own that stock. I think it’s a… risky stock.
Vizsla Silver Corp. (NYSE:VZLA) is a Canadian company that focuses on acquisition, exploration, and development of mineral properties, including gold, silver, and copper deposits.
8. Bentley Systems, Incorporated (NASDAQ:BSY)
Bentley Systems, Incorporated (NASDAQ:BSY) is among the stocks in focus, as Jim Cramer analyzed the broader market impact of the recent AI data center rally. Answering a caller’s query about the stock, Cramer said:
Okay, this is one of those that I’ve gotta tell you… It should work theoretically, but you know how people feel if it’s a software company. They think it can be disintermediated by AI, and there’s just no turning back. They’re not going to let it go up. So, I’m going to have to say no.
Bentley Systems, Incorporated (NASDAQ:BSY) provides infrastructure engineering software, including open modeling, simulation, and geoprofessional applications for subsurface conditions. Moreover, it provides infrastructure cloud services and digital representation platforms for architects, engineers, city planners, and contractors. Conestoga Capital Advisors stated the following regarding Bentley Systems, Incorporated (NASDAQ:BSY) in its fourth quarter 2025 investor letter:
Bentley Systems, Incorporated (NASDAQ:BSY) provides infrastructure engineering software used in the design and operation of transportation, utilities, and industrial assets. The stock traded lower as revenue growth decelerated modestly and margins were affected by increased investment in product development and go-to market initiatives. Concerns around project timing and public-sector spending also weighed on sentiment. Despite durable demand for infrastructure software, the market reacted to near-term execution and growth variability.
7. The Boeing Company (NYSE:BA)
The Boeing Company (NYSE:BA) is among the stocks in focus, as Jim Cramer analyzed the broader market impact of the recent AI data center rally. During the lightning round, a caller asked if they should add to their position in the stock, and Cramer replied:
Yes, I think Boeing is going to be… one of the big stocks of 2026. I think it can run. I was talking about it with Jeff Marks yesterday, of course, my colleague on the Charitable Trust, that we, I just felt when it was up six, I couldn’t pull the trigger. But this thing is going up much higher. It’s refreshed and ready.
The Boeing Company (NYSE:BA) designs and builds commercial aircraft, defense systems, satellites, and space technologies, and provides related support and service solutions. Cramer called the stock a “buy” when a caller inquired about it during the March 23 episode. He said:
Oh boy, okay, so Boeing’s a Charitable Trust name. Here’s the deal with Boeing. The stock was just soaring, and then people started to think that because of the war, there won’t be as many plane orders as people think. Now, there’s like a, the lineup for planes is stretched as far as the eye can see. That’s not going to be what happens. But the narrative’s got negative, not the stock itself. I think the stock is a buy.
6. Palantir Technologies Inc. (NASDAQ:PLTR)
Palantir Technologies Inc. (NASDAQ:PLTR) is among the stocks in focus, as Jim Cramer analyzed the broader market impact of the recent AI data center rally. When a caller asked about the stock during the episode, Cramer said:
Well, you know, Palantir right now, I have to tell you, here’s what’s going on with Palantir… It was a very hot stock. It was, it’s a great company, first of all, I mean, a great company, and… Sometimes, stocks just get overheated, and sellers come out. Palantir is basically building a new base because boy, their business is strong. I’m relying on the customers. The customers love them, and therefore, I think they’ve got a great product, and therefore, I think they’ll have a great 2026 and 2027.
Palantir Technologies Inc. (NASDAQ:PLTR) develops data analytics and AI software platforms, including Gotham, Foundry, Apollo, and Palantir Artificial Intelligence Platform, that help organizations integrate, analyze, and act on complex data. During the February 26 episode, a caller asked Cramer whether they should buy, sell, or hold the stock, and he responded:
Oh, look, I like Palantir, but Palantir is a very long-term hold. It’s way ahead of itself. It got way ahead of itself, then it’s pulled back down. But they have a great business model. They have really smart people. The clients I know who like them, just, they can’t say enough good things. So I’m going to tell you to hold Palantir.
While we acknowledge the potential of PLTR to grow, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than PLTR and that has 100x upside potential, check out our report about the cheapest AI stock.
Click to continue reading and see 5 Stocks in Focus: Jim Cramer on NVIDIA, Callers’ Picks, and Recent AI Data Center Rally.
Disclosure: None. Follow Insider Monkey on Google News.
