Jim Cramer, the host of Mad Money, said on Tuesday that investors need to be careful as concerns grow about disruption from artificial intelligence.
What do we really want? Well, we want companies that make things and do stuff that we can understand. We want to avoid stuff we can’t or don’t comprehend, because if you can’t get your head around it, then it’s probably the kind of stock that Anthropic can knock off, can wreck with a simple press release.
READ ALSO: Jim Cramer Looked at These 19 Stocks Recently and Jim Cramer Commented on These 14 Stocks.
Cramer emphasized that he is not interested in companies burdened with heavy assets and low obsolescence. Instead, he said investors should focus on businesses producing goods that are scarce and in high demand. He added that the companies currently making some of the most sought-after products globally are those manufacturing memory devices used across a wide range of technologies, especially artificial intelligence applications.
The bottom line: I know it’s a small list, but they all make things and do stuff we can understand, and they’re all in demand. There are others. I can’t think of them right now. That’s because Anthropic right now is in my vagus nerve right here, and it’s threatening my whole cerebellum right here.
Our Methodology
For this article, we compiled a list of 12 stocks that were discussed by Jim Cramer during the episode of Mad Money aired on February 24. We listed the stocks in the order that Cramer mentioned them.
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12 Stocks Jim Cramer Commented On
12. Powell Industries, Inc. (NASDAQ:POWL)
Powell Industries, Inc. (NASDAQ:POWL) is one of the stocks Jim Cramer commented on. A caller mentioned that they invested in the stock nine months ago at $172, and asked what do with their position after a 214% upside. Cramer replied:
”I want to know what you tell me to do, man, if you nailed Powell there. We did like the stock. I want you to take off one third of it, then you’re playing the rest with the house’s money, and don’t ever touch it again.”
Powell Industries, Inc. (NASDAQ:POWL) manufactures custom electrical systems, such as power control rooms and circuit breakers for industrial markets. It also provides support services. A caller asked for Cramer’s opinion on the stock during the August 25, 2025, episode, and he replied:
”Oh man, you know this guy, might be the man. This thing is such a great, I saw it. It’s the great industrial energy infrastructure stock that I wish I owned for the trust. Wow, great call.”
It is worth noting that since the above comment was aired, Powell Industries, Inc.’s (NASDAQ:POWL) stock is up by over 116%.
11. Gartner, Inc. (NYSE:IT)
Gartner, Inc. (NYSE:IT) is one of the stocks Jim Cramer commented on. When a caller asked about the stock, Cramer commented:
”Okay, not a great quarter, and it’s, people are worried about that it’s going to be Anthropic that… can go after them too easily. We’re going to have to, we’re going to have to say no to that.”
Gartner, Inc. (NYSE:IT) is a research and advisory company that provides subscription-based insights, expert access, consulting services, and executive conferences. Cramer commented on the stock during the January 5 episode. He said:
”Finally, the fifth worst performer in the S&P 500 in 2025 was Gartner, oh my god, this was formerly a really hot stock, the tech research firm down almost 48% last year. Gartner produces detailed research reports and offers advisory services for its mostly enterprise customers, helping them choose what technology products are right for their business. Now, this is another company that I think has been hammered by the rise of AI, which makes it easier for businesses to access this kind of information on their own. No need for research middleman like Gartner I guess. I don’t feel compelled to stick my neck out on this one at all.”
10. Novo Nordisk A/S (NYSE:NVO)
Novo Nordisk A/S (NYSE:NVO) is one of the stocks Jim Cramer commented on. Answering a caller’s question about the stock during the lightning round, Cramer said:
”Oh no, you don’t want to be in Novo Nordisk. You want to be in Eli Lilly. Novo Nordisk is really good at cutting prices. Eli Lilly’s great at making drugs.”
Novo Nordisk A/S (NYSE:NVO) manufactures pharmaceuticals for chronic conditions, including diabetes, obesity, and rare blood or endocrine disorders. The company also produces some medical devices. Cramer mentioned the company during the February 4 episode and remarked:
”What went wrong at Novo Nordisk? Yesterday, the Danish drug maker behind Ozempic reported, and the stock plunged nearly 15% before sinking another 6% today. While the quarter was fine, the guidance, let’s just say it was brutal. They’re talking about a 5% to 13% sales hit this year, thanks to pricing pressures amid fierce competition for the GLP-1 business. It seems Eli Lilly’s eating their lunch, even if it is a lunch that has no taste, an inevitable result of all GLPs.”
9. Kyndryl Holdings, Inc. (NYSE:KD)
Kyndryl Holdings, Inc. (NYSE:KD) is one of the stocks Jim Cramer commented on. A caller asked if KD is a value stock or a value trap. In response, Cramer said:
”Okay, Kyndryl had some accounting issues this quarter. I therefore have to put it in the penalty box. We have to see what happens next quarter. It’s too early to recommend the stock. That was a very tough quarter.”
Kyndryl Holdings, Inc. (NYSE:KD) provides IT infrastructure and technology services, including cloud, AI, security, and digital workplace solutions. When a caller sought Cramer’s advice on the stock during the episode aired on October 27, 2025, the Mad Money host responded:
”Yeah, the last quarter was not that good, but Martin Schroeter’s going to right that ship. I think you’re buying an inexpensive consulting company right there. Really very good IT work. I think is, I would not buy more right here. I would buy some and then wait to see what the quarter is to see they don’t have another bad quarter. And I don’t mean to say bad, I mean less than expected.”
8. Elanco Animal Health Incorporated (NYSE:ELAN)
Elanco Animal Health Incorporated (NYSE:ELAN) is one of the stocks Jim Cramer commented on. Cramer highlighted the stock’s terrific performance over the last 12 months, as he commented:
”I love a good comeback story. Right now, there’s a great one playing out in Elanco Animal Health. That’s a veterinary medicine company spun off by Eli Lilly all the way back in 2018. Stock struggled to gain traction for a long time, but it’s now up 137% over the past 12 months and almost 17% since the start of 2026. Today, Elanco rallied another 6.6% after it reported a very strong quarter, 12% revenue growth driven by strength in both pet health and farm animals, and a 2-cent earnings beat off 11 cent basis. At the same time, management gave a very solid full-year forecast. This is a growth company, people.”
Elanco Animal Health Incorporated (NYSE:ELAN) sells products to protect and treat pets and farm animals, including parasiticides, vaccines, therapeutics, and medicated feed additives. During the episode aired on December 17, 2025, a caller inquired about the stock and Cramer replied:
”They are doing everything right. I am so impressed with the way they’ve turned that company around. I’m glad you brought it out. That was a real good idea.”
7. AeroVironment, Inc. (NASDAQ:AVAV)
AeroVironment, Inc. (NASDAQ:AVAV) is one of the stocks Jim Cramer commented on. A caller asked how the radar problem is going to impact the company’s “bottom line, their revenue, and their backlog that they have with the government contracts that they hold.” Cramer replied:
”Well, look, it’s a great question. I think that they, look, I think that, in the end, this is a company that’s loved and provides a valuable service, and they’re going to fix it. And you know, I liked this company from when it was literally like a teenager, and then when it was like a hundred, I said buy it. I can’t back away from it because of that problem. I think that this company’s a very good company. Very well-run.”
AeroVironment, Inc. (NASDAQ:AVAV) develops robotic and autonomous systems, including uncrewed aircraft, counter-UAS tools, precision-strike solutions, advanced AI, and autonomy. In addition, the company provides space, cyber, communications, and intelligence systems used in defense and commercial applications. It should be noted that Cramer called it “incredibly expensive” during the January 20 episode, as he said:
”Then there are the companies that make drones for the defense department, like Kratos Defense & Security, AVAV… the former AeroVironment, bear with me on this one, smaller player Red Cat, all three up between 37% and 82% for the year. Now, I actually like AVAV… along with Kratos, actually profitable, but they’re both incredibly expensive at these levels. Plus, there hasn’t been any real catalysts for the drone companies aside from the president’s sabre-rattling.”
6. Bloom Energy Corporation (NYSE:BE)
Bloom Energy Corporation (NYSE:BE) is one of the stocks Jim Cramer commented on. Cramer called the stock “incredibly volatile,” as he stated:
”I think this one’s legit. I just don’t know if it’s too legit to quit. Bloom Energy’s latest rally is not like what we saw in 2018 or 2020. This company has announced a series of major deals with a set of very legitimate partners. Data center operators are desperate for on-site power solutions, and this is a tested technology… What’s changed is that demand for them is now off the charts… Of course, this story is not just about contracts; it’s also about sales and earnings. I wouldn’t be so confident about Bloom if the numbers weren’t excellent… After Bloom turned profitable in 2024, then their earnings nearly tripled last year. They should roughly double again this year… All that said, while Bloom Energy has become a phenomenal growth story, that doesn’t necessarily mean the stock’s worth buying here.
We gotta like suss this out a little. When I first covered the story back in September, I admit that I said the same thing: wait for a pullback. But that turned out to be way too cautious… It’s trading at 118 times the midpoint of this year’s earnings forecast. If you’re willing to use the estimates for the out years, the stock sells for 57 times 2027, 36 times 2028. That’s more reasonable. But it’s not what anyone would ever call cheap. Besides, a lot can happen between now and 2028. Plus, don’t forget, Bloom is an incredibly volatile stock. I mean, there’s a pretty good chance that we get another pullback here, one that gives you a better, more palatable entry point…
It’ll become harder and harder for Bloom to surprise to the upside simply because when you keep beating the numbers, the analysts finally get wise to you, and they take the numbers up really big… If we get, say… like a 20% pullback, I would feel a lot more comfortable about recommending this one. Bottom line here: If you’re questioning whether Bloom Energy’s fundamentals are real, I gotta borrow a line from the legendary Teri Hatcher in Seinfeld: They’re real and they’re spectacular.”
Bloom Energy Corporation (NYSE:BE) develops and sells solid-oxide fuel cell systems that convert natural gas, biogas, or hydrogen into electricity without combustion. The company also provides electrolyzers for hydrogen production.
5. SoFi Technologies, Inc. (NASDAQ:SOFI)
SoFi Technologies, Inc. (NASDAQ:SOFI) is one of the stocks Jim Cramer commented on. Cramer said that the company has a very “reasonable PEG ratio,” as he remarked:
”These guys have a long history of practicing UPOD, which is under-promise and over-deliver. The company has beaten revenue and EBITDA expectations in each of the last 18 quarters it’s reported since coming public in 2021, and it’s beaten the earnings estimates for the last nine quarters in a row. That’s not shabby… There’s absolutely nothing hurting this business right now, which makes it kind of crazy that the stock pulled back from $32 to $18 in the past few months. Again, this is not some throwaway financial technology company that can easily be replaced by AI… So I’ve been recommending the stock all the way back since it was $5. And what caught my attention and why I like it so much, frankly, is its CEO. It’s Anthony Noto…
Let’s talk about why I think it’s safe to buy SoFi right here. Right now, after a severe pullback, the stock now represents good value down here at $18 and change. Management says they can earn 60 cents per share in 2026, meaning SoFi’s trading at around 31 times this year’s earnings forecast… That’s not cheap in absolute terms, I know, but you gotta remember that SoFi’s on track to grow earnings at 54% clip this year and to keep growing earnings around 40% through 2028… SoFi’s got a very reasonable PEG ratio… of just 0.6. The lower the better with the PEG ratio. Paying just over 30 times earnings for a company with a 50% plus growth rate is a legitimate steal.
Plus, the stock looks outright cheap based on some of the earnings projections for the out years. Looking at Wall Street’s earnings estimates, SoFi sells for around 23 times next year’s numbers and just under 19 times 2028 numbers. But don’t forget, those estimates again are probably too low. If you believe SoFi’s medium term guidance, and I do because I think CEO Anthony Noto does again have that habit of beating the expectations then it’s actually trading about 17 times its 2028 earnings forecast. That’s really good.
Bottom line: For months now, I’ve been telling you that SoFi stock needed to come in a bit. I was concerned it could drop a lot after its enormous gains of 2024 and 2025. Well, that’s what happened. It pulled back more than 40% from its mid-November highs, coming all the way down to $18 and change. And now I think it is too cheap to ignore. The business is strong, the forecast is beautiful. And when you look at what’s been dragging SoFi stock down, the AI displacement thesis, the stock feels like the proverbial baby that got thrown out with the bathwater. It’s a bank, guys. It has a federal charter. It’s not going to get replaced by Claude or OpenAI. Frankly, if I were one of those two and I wanted to destroy the banking sector, I’d just buy SoFi or at least send out a press release that you plan to buy SoFi. That’s all it takes these days.”
SoFi Technologies, Inc. (NASDAQ:SOFI) provides lending, banking, investment, and insurance services through digital platforms. The company offers personal, student, and home loans, cash management, investment tools, credit cards, and financial wellness products.
4. Generac Holdings Inc. (NYSE:GNRC)
Generac Holdings Inc. (NYSE:GNRC) is one of the stocks Jim Cramer commented on. Inquiring about the stock, a caller noted that Cramer recommended holding onto the stock back on September 24, 2025, when it was at $167, and now it is $235 a share. Cramer remarked:
”Alright, well, blind squirrel finds nut. I gotta add that because people will say, oh, he’s cherry picking… I’ll tell you this. What happened is it was a business-to-consumer company, and people got a little waylaid because of how much it cost to be able to borrow money. It’s become a business-to-business. And when it became business-to-business, it went to the moon. And I tell you now, it’s going to the stars.”
Generac Holdings Inc. (NYSE:GNRC) manufactures and distributes energy technology products, including residential and industrial generators, battery storage systems, smart home solutions, and outdoor power equipment. Cramer discussed the stock during the October 29, 2025, episode, as he commented:
”But then you take a look at Generac. Well, what do they do? They’re the maker of backup generators with some data center exposure, even though it’s clearly not enough because the stock got slammed today in response to a not-so-hot quarter. They even cut their forecast because, in the end, Generac’s core business is making generators you can use during a natural disaster, and there haven’t been enough natural disasters.
Unlike CAT, these guys did an all-in pivot to become a more secular growth story. They didn’t bet big enough on the data center. That wasn’t smart. A few companies in America were like CAT. Most were like Generac.”
3. Caterpillar Inc. (NYSE:CAT)
Caterpillar Inc. (NYSE:CAT) is one of the stocks Jim Cramer commented on. Cramer mentioned the stock during the episode and commented:
”What else do we need so badly that we’ll pay anything for? Well, how about Caterpillar? We like their stuff. Turbines, GE Vernova. Hey, how about things that move other things? FedEx is good, any trucker. How about value-oriented companies like Walmart, Dollar General, Costco, Dollar Tree, TJX, they report tomorrow. All those companies make things and sell them cheaper than the other guys. You know what? Johnson& Johnson’s good, Colgate, Procter & Gamble, Hershey.”
Caterpillar Inc. (NYSE:CAT) provides heavy machinery, engines, turbines, and rail equipment. In addition, the company offers power systems, parts, and support that keep the equipment working. A club member asked for Cramer’s advice on the stock during the January 23 episode, and he responded:
”There are a lot of people who feel that this is a data center play and that the data centers are somehow going to stall out. You are coming in after a major, major move. I would like to see the stock lower. Once you start getting lower, what happens is people say, oh, oh, it’s going to be topped. It’s a head and shoulders, all that. I liked it when Jim Umpleby was CEO. He did a fantastic job. I believe it’s worth a great deal, but I do prefer, right here, Cummins, CMI. I think it represents a better buy.”
2. Teradyne, Inc. (NASDAQ:TER)
Teradyne, Inc. (NASDAQ:TER) is one of the stocks Jim Cramer commented on. Cramer mentioned that he likes the company, as he commented:
”Second most powerful theme, again, a technology theme. The semiconductor capital equipment companies that make the machines needed to boost memory and storage production. There are only a handful of these, think KLA, Lam. And then there are other companies that test what these companies make. Again, only a handful. I like Teradyne.”
Teradyne, Inc. (NASDAQ:TER) supplies automated test equipment for semiconductor devices across industries such as automotive, communications, consumer electronics, and computing. The company also provides collaborative robots, mobile robotics, test instrumentation, and wireless testing solutions for manufacturing and industrial applications. During the January 6 episode, a caller inquired about the stock, and in response, Cramer said:
”You know what… this is a tough one. The stock is capturing too much enthusiasm, but I’ve got to tell you, it is one hell of a company. It is really, really great, and I would not step away from it. Would I buy it up here? I don’t know, if it pulls back, I’m still a buyer… It’s that good a company.”
1. International Business Machines Corporation (NYSE:IBM)
International Business Machines Corporation (NYSE:IBM) is one of the stocks Jim Cramer commented on. Cramer noted the stock’s recent decline, as he remarked:
”Yesterday, Anthropic put out something that sounded like it could hurt IBM, and IBM stock lost over 13% like this. It was one of the worst declines in ages. IBM has the same problem as the hard-hit enterprise software cohort. It’s difficult to understand because some of its businesses are complicated. It was an astonishing decline for a company that is actually doing quite well.
Unfortunately, all the sellers needed to know is that there’s a successful software company, or in the case of IBM, a hardware company that sells software, Anthropic will mimic it for less money… just using its AI. Customers will pause their purchases to see what Anthropic can do, or maybe just ask vendors for shorter contracts for less money. Either way, it’s bad news. Could it free some IBM business? I guess people think that. Suddenly, once unassailable companies with great moats seem like they might not, might be worth nothing, yes, nothing.”
International Business Machines Corporation (NYSE:IBM) provides software, consulting, and cloud and on-site technology solutions, along with financing to help clients use its products.
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