In this article, we will look at the stocks on Jim Cramer’s Mad Money radar as he discussed the recent sell-off in AI-related stocks. The host of CNBC’s Mad Money said Tuesday that the latest sell-off in artificial intelligence stocks does not worry him much, as this kind of pullback is often healthy and even necessary for the market.
Rain is to gardening as sell-offs are to the stock market. You should expect them, maybe even hope for them… Sure, we got too many parabolic moves, but unlike the dot-com era or the year of magical investing, the companies that are moving up strongly are real, meaning they have sales and earnings, and their prospects are extraordinary. Many have great balance sheets, especially if they’re in memory, storage, or processing of data. The bad news, though, is the if in that sentence. Today, the Wall Street Journal ran a story that basically said one of the chief pillars of the artificial intelligence rally, OpenAI, may not be doing as well as you and I thought.
READ ALSO Jim Cramer’s 23 Stocks: Arm, QXO, and the Market’s Biggest Threat and Jim Cramer’s Week Ahead: 17 Stocks in Focus, Including Alphabet and Bloom Energy
Cramer said that even though he continues to view the leading AI names as credible businesses with promising outlooks, no stock is immune to overheating. Hence, he said he actually welcomed the negative report.
I’m not worried about the rain. My bottom line says newspapers, hedge funds, managers, panelists, commentators, you name it, bring it on, especially the gasbags who can drum up a storm if they have to. Instead, I worry about a lack of rain that will cause this market to self-immolate. Fortunately, today we got a nice shower of selling. Don’t worry, more showers ahead.
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 April 28. 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).
14 Stocks on Jim Cramer’s Radar: Nokia, Cameco, and AI Stocks’ Dip
14. Harley-Davidson, Inc. (NYSE:HOG)
Harley-Davidson, Inc. (NYSE:HOG) was among the stocks on Jim Cramer’s Mad Money radar as he discussed the recent sell-off in AI-related stocks. Toward the end of the lightning round, a caller sought Cramer’s opinion of the company, and here’s what he had to say:
You know what? The technology’s absolutely terrific, but the actual earnings, they’re just blah. I can’t go for it. I can’t recommend a non-growth stock on this show.
Harley-Davidson, Inc. (NYSE:HOG) builds and sells a range of motorcycles, including cruisers, touring bikes, sport models, and electric options. The company also offers parts, accessories, and apparel, dealer and customer financing, insurance products, and licensing its brand for services like credit cards. Harbor Capital Advisors’ Mid Cap Value Fund stated the following regarding Harley-Davidson, Inc. (NYSE:HOG) in its Q4 2025 investor letter:
While several Fund holdings struggled — including Harley-Davidson, Inc. (NYSE:HOG) in the Consumer Discretionary sector. Harley-Davidson struggled after reporting sharp declines in motorcycle revenue, increased costs, and pricing pressure. We continue to hold Harley-Davidson in the Fund.
13. Organon & Co. (NYSE:OGN)
Organon & Co. (NYSE:OGN) was among the stocks on Jim Cramer’s Mad Money radar as he discussed the recent sell-off in AI-related stocks. Mentioning that they own NVO shares, a caller inquired if they should sell them and start a position in OGN, and in response, Cramer said:
No, Organon’s done. Organon’s been, got a takeover bid. Congratulations to them. They got bought by an Indian company, fantastic. I don’t want you to own Novo Nordisk either, though. I think that they are not good at what they do. What I would do if you want to stick in that business is I would go buy some J&J. I think J&J’s been well down from its high, and it’s got a great balance sheet and is doing many, many things right. That’s the one you want.
Organon & Co. (NYSE:OGN) develops prescription therapies centered on women’s health, including contraception and fertility products like Nexplanon, NuvaRing, and Follistim AQ, while also selling biosimilars, cholesterol and hypertension drugs, respiratory and allergy treatments, as well as dermatology, bone health, pain management, and other specialty medicines.
Hedge Fund Resource Center