Jim Cramer, the host of Mad Money, said Friday that in the artificial intelligence arms race, companies have little choice but to spend heavily to remain relevant.
Maybe it’s time to start thinking differently about increments. Right now, we tend to blanch when we hear that a company’s spending north of a hundred billion on something. We get nervous when a company raises a huge amount of money for something amorphous… Let me give you a novel idea: when you hear about these sums, I think you’re going to have to do the unthinkable. I think you need to think of $100 billion as, well, not a lot of money… Instead, a hundred billion just seems to be the entry point if you want to be able to build a thorough set of data centers. Let’s start with the understanding that many of these hundred billion dollar amounts, though, might never be spent.
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Cramer went on to explain that these undertakings are anything but simple. He added that the machines required to power such facilities come with enormous price tags, and estimating the cost to build at scale is extremely difficult. He went on to say, “Most importantly, though, this is 2026, not 2006 or 1996; we’ve had serious inflation and a hundred billion dollars, unfortunately, ain’t what it used to be.” He also mentioned that executives overseeing these purchases and construction efforts expect a faster payoff than many outsiders might assume.
It’s hard to avoid paying $100 billion. So from here on, let’s do this: let’s accept that… the price of admission is a hundred billion dollars, and just hope we don’t have to ignore $200 billion anytime soon.
Our Methodology
For this article, we compiled a list of 14 stocks that were discussed by Jim Cramer during the episode of Mad Money aired on February 27. 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 427.7% since May 2014, beating its benchmark by 264 percentage points (see more details here).
14 Stocks on Jim Cramer’s Radar
14. Tapestry, Inc. (NYSE:TPR)
Tapestry, Inc. (NYSE:TPR) is one of the stocks on Jim Cramer’s radar. When a caller mentioned that they researched and found out that a high number of high school students want Coach handbags, Cramer commented:
Yes, and that is right. And you should own the stock. Your research dovetails exactly with what I hear from Wall Street and from the company. You want to buy, buy, buy some. Buy half of it, and then if it falls, buy some more. That’s the ticket. And thank you for that insight, that’s worth millions for our people.
Tapestry, Inc. (NYSE:TPR) designs and sells handbags, accessories, footwear, and apparel. Its brands include Coach and Kate Spade. Cramer mentioned the company during the episode that aired on December 4, 2025. He said:
I love turnaround stories. If you catch a turnaround early, you can make big, long-term money, and that’s especially true in retail, where comebacks are very hard to find. But if you do find them, ooh, they tend to be bountiful. We’re seeing one right now in Gap under Richard Dickson. We’ve seen one in Williams-Sonoma, of course, created by Laura Alber. I like what’s happening in Tapestry under Joanne Crevoiserat. And who can quibble with the work that Patrice Louvet has done, resuscitating Ralph Lauren.
13. Transocean Ltd. (NYSE:RIG)
Transocean Ltd. (NYSE:RIG) is one of the stocks on Jim Cramer’s radar. A caller sought Cramer’s opinion on the stock, and he replied:
Alright… If it were a $60 stock instead of 6, no one would touch it. The fact is that it can go higher, but I do know it’s got a lot of debt. It’s not my favorite. My favorite is Halliburton, and my second favorite is SLB.
Transocean Ltd. (NYSE:RIG) focuses on offshore drilling for oil and gas and provides high-tech rigs and specialized crews to operate in deepwater and harsh environments. In January 2025, Cramer showed a bearish sentiment toward the stock as he said:
I do not dig RIG. No, no, no. I do not dig RIG, and I’ll tell you why, because if I don’t like SLB, there’s no way I can like RIG because they’re not nearly as good as SLB. So I’m gonna take a serious big-time size pass on your stock.
It is worth noting that since the above comment was aired, the company’s stock has gained around 50%.
