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.
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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.
12. Cameco Corporation (NYSE:CCJ)
Cameco Corporation (NYSE:CCJ) was among the stocks on Jim Cramer’s Mad Money radar as he discussed the recent sell-off in AI-related stocks. During the lightning round, a caller queried about the stock, and Cramer responded:
I like CCJ because it’s a real uranium company. It’s not a mock uranium company that a lot of other people have come up with. You’ve got a winner in CCJ.
Cameco Corporation (NYSE:CCJ) produces and supplies uranium and nuclear fuel used in electricity generation. Additionally, it offers reactor technology, engineering support, and maintenance services. Hardman Johnston Global Equity Strategy stated the following regarding Cameco Corporation (NYSE:CCJ) in its fourth quarter 2025 investor letter:
During the quarter we initiated positions in Cameco Corporation (NYSE:CCJ), Citigroup Inc., Elanco Animal Health, Inc., HDFC Bank Ltd., and Vertiv Holdings Co. We initiated a position in Cameco Corp., a vertically integrated global leader in uranium mining and fuel services. With its 49% stake in Westinghouse acquired in 2023, the company moved further downstream and holds key nuclear technology which is employed on approx. half of the global nuclear installed base. Since Russia’s Ukraine invasion, countries have been shifting uranium and fuel sourcing away from Russia, and Cameco is well-poised to benefit from this structural shift. Furthermore, with the emergence of AI and its vast energy needs, nuclear development has been reinvigorated globally due to its low carbon merits and stable base load power. In Oct 2025, Westinghouse signed a landmark agreement with the U.S. Department of Commerce to support at least US$80bn of new nuclear reactor construction to start by 2030. Along with a more favorable regulatory backdrop for permitting, we believe this materially increases the earnings power of Cameco. Given the structural nature of the Westinghouse agreement and the potential for a broader global nuclear investment cycle, we are excited about the prospects for Cameco.
11. Nokia Oyj (NYSE:NOK)
Nokia Oyj (NYSE:NOK) was among the stocks on Jim Cramer’s Mad Money radar as he discussed the recent sell-off in AI-related stocks. Inquiring about the stock, a caller noted that it is at a 16-year high, the company raised its guidance, and they are in it for the “long-term.” In response, Cramer said:
I think it’s a winner. It’s back. I can’t believe it. It finally did come back. And I gotta hand it to those guys for sticking around because, wow, I think it’s got a lot of good technology.
Nokia Oyj (NYSE:NOK) develops mobile, fixed, and cloud network solutions, including 5G, optical, and IP network technologies. When a caller named Kitty asked about the stock during the lightning round of the April 15 episode, Cramer remarked:
First of all, what Kitty has done here is make a lot of money. Now, there are a lot of people going to play on different predictions stuff and do all sorts of silly things. The fact is, Kitty looked at the situation, she decided she liked Nokia, she bought it. And Kitty, hold on to it, you got another 30% going on there.
10. Snap Inc. (NYSE:SNAP)
Snap Inc. (NYSE:SNAP) 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 have held the stock since 2022, a caller asked for Cramer’s opinion on it. He replied:
You know what? I’m a growth buyer, and this company does not have growth, and that’s why the stock has been so awful.
Snap Inc. (NYSE:SNAP) is a technology company that provides the visual messaging application Snapchat and augmented reality glasses. The company also offers a subscription service for exclusive features and a suite of advertising products. Cramer made a bearish comment when a caller inquired about the stock on April 16, as he said:
No, there’s nothing there. Let’s just, like, you know, I’ve been fighting this SNAP now for I don’t know how many years, saying don’t invest in it, and so far, I’m looking pretty good, frankly.
9. Halliburton Company (NYSE:HAL)
Halliburton Company (NYSE:HAL) was among the stocks on Jim Cramer’s Mad Money radar as he discussed the recent sell-off in AI-related stocks. When a caller asked about the stock during the lightning round, Cramer remarked:
I like Halliburton very much. I think that it’s the right, it’s been a good stock even in a bad oil market. So it’s been a great stock in a good oil market, and I continue to think it’s very inexpensive.
Halliburton Company (NYSE:HAL) provides equipment, technologies, and services used in oil and gas exploration, drilling, completion, and production. On April 11, 2025, responding to a caller’s query about the stock, Cramer said:
No, I think Halliburton, look, it’s probably going to bottom at 3 and a quarter yield, but I can’t recommend it because it’s got, it’s domestic drilling, and oil’s come down so much in our country that I think that the president, as much as he went “drill, baby drill”, it’s not happening. It’s not happening. So I can’t encourage you there. I’m sorry, I feel terrible about that, but I can’t.
It should be noted that the stock has gone up over 91% since the above comment was aired.
8. Ondas Inc. (NASDAQ:ONDS)
Ondas Inc. (NASDAQ:ONDS) was among the stocks on Jim Cramer’s Mad Money radar as he discussed the recent sell-off in AI-related stocks. Answering a caller’s query about the stock, Cramer said:
Well, Ondas is a me-too company. It’s a company that is losing a lot of money, that does intelligent or autonomous systems like every other company. I’d rather have to find something new and different that is distinct, and I don’t see anything distinct about Ondas.
Ondas Inc. (NASDAQ:ONDS) delivers private wireless networks, autonomous drones, and data systems through its Ondas Networks and Ondas Autonomous Systems units. The company provides tools such as counter-drone platforms, autonomous security drones, robotic systems, and loitering munitions, alongside its FullMAX software-defined radio technology. It also offers maintenance, licensing, and support services. Cramer made a similarly bearish comment on the stock during the December 17, 2025, episode of the Lightning Round, as he said:
I mean, that thing is just a, look, I view that as a cats and dog thing, to be honest. I cannot, wow, that one is a really complicated stock… I’m going to have to take a pass.
7. Beam Therapeutics Inc. (NASDAQ:BEAM)
Beam Therapeutics Inc. (NASDAQ:BEAM) was among the stocks on Jim Cramer’s Mad Money radar as he discussed the recent sell-off in AI-related stocks. A caller asked if the stock is a buy, hold, or “forget about it,” and Cramer replied:
Oh, okay. I’ll tell you, Beam is a speculative situation. They do have some formulations. We don’t want to buy any of these stocks that are heavily shorted because they’re all, by nature, heavily shorted because they don’t have any earnings. I would buy this if you thought that they’ve got something that can save a lot of lives. That’s it. Otherwise, move on.
Beam Therapeutics Inc. (NASDAQ:BEAM) develops precision genetic medicines using base-editing technology to treat serious diseases such as sickle cell disease and liver disorders. On October 7, 2025, an Investing Club member inquired about the stock, and Cramer rejoined:
Man, you are really, that’s the speculative bottom there. I’m sorry. I would like to be more positive about that, but that one, I can’t go with. I’m sorry.
It is worth noting that since the above comment was aired, Beam Therapeutics Inc. (NASDAQ:BEAM) stock has gone up more than 21% as of April 28.
6. Ventas, Inc. (NYSE:VTR)
Ventas, Inc. (NYSE:VTR) was among the stocks on Jim Cramer’s Mad Money radar as he discussed the recent sell-off in AI-related stocks. Cramer noted that the company recently reported a solid set of numbers, as he commented:
Last night, we got results from Ventas, the healthcare-focused real estate investment trust that makes most of its money from senior housing properties. Regular viewers know I think this is just a fantastic business as my fellow baby boomers keep getting older. This stock nearly doubled over the past two years, and it jumped more than 3% today in response to that terrific quarter, a clean beat and raise set of numbers.
Ventas, Inc. (NYSE:VTR) is a real estate investment trust that owns and manages senior housing communities, outpatient medical buildings, and research centers. On April 2, discussing the company in detail, Cramer said:
Regular viewers know that I am a huge fan of Ventas run by the indomitable Deb Cafaro. Since the beginning of 2000, her first full year as CEO, the stock’s up more than 2,100%, and including dividends, has given you a total return north of 9,200%. Over the past three years, Ventas has given you 112% total return. Who said you can’t make a lot of money in stocks? And it doesn’t all have to be in the hyperscalers. And Ventas is the number two player in the senior living space. The big dog, Welltower, another REIT, has given you a 202% total return over the past three years…
Ventas and Welltower, they traded at 30 times last year’s numbers and 46 times last year’s numbers, respectively… If we look at 2026 numbers using the consensus estimates for Ventas and Welltower, they’re trading at 26 times and 37 times funds from operations. Clearly, investors are willing to pay a higher multiple to own something in the senior living space… In the end, the senior housing market is on fire right now. Baby boomers are getting older yet there’s been very little new building as Deb Cafaro from Ventas always shares with us, which means that within a few years, we’re likely to see a senior housing shortage, hence the strength of Ventas and Welltower and the success of the Janus Living IPO.
But which one should you invest in? I can’t dismiss the fact that Welltower has been the big winner here in recent years. They’ve been aggressive in their acquisitions and have worked very, very well for them so far. But at this point, Welltower is the most expensive stock in the group with the lowest dividend yield. I can’t blame anyone for wanting to stick with Ventas… Ventas is the one that brought us a nearly 20% average annual gain for over two and a half decades. It’s also the cheapest of the bunch with the best yield, 2.5%. I love this great company that Deb Cafaro has built, and it’s as attractive today as it’s been at any point over the past couple of decades, maybe the most attractive.
While we acknowledge the potential of VTR 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 VTR and that has 100x upside potential, check out our report about the cheapest AI stock.
Click to continue reading and see 5 Stocks on Jim Cramer’s Radar: Corning, Marvell, and AI Stocks’ Dip.
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