15 Stocks on Jim Cramer’s Radar

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7. Alphabet Inc. (NASDAQ:GOOGL)

Number of Hedge Fund Holdings: 219

Over the past couple of months, Jim Cramer has turned increasingly optimistic on Alphabet Inc. (NASDAQ:GOOGL). Several factors have driven his optimism. Early on, these included enthusiasm for YouTube and the firm’s dominance in the search engine market. More recently, Alphabet Inc. (NASDAQ:GOOGL)’s Gemini AI platform has landed on the CNBC TV host’s radar. He correctly predicted that Gemini would land a deal with Apple. In mid-January, RBC Capital raised the price target to $375 and kept a Buy rating for Alphabet Inc. (NASDAQ:GOOGL)’s shares. Along with RBC, Bank of America upgraded the price target to $370 from $335 and kept a Buy rating. BofA’s coverage came after Apple’s crucial announcement of using Gemini on a future version of Siri. RBC’s coverage had also discussed artificial intelligence and commented that momentum in the advertisement could grow in 2026. Other factors included growth in the small and medium business advertisement market. Cramer briefly discussed the competition between OpenAI and Alphabet Inc. (NASDAQ:GOOGL):

“When you’re speaking to the 14 CEOs that I did, and the three offline. . .what shocked me was that they really wanted to talk about was whether Google won, and is it over.

“One thing people tell me, are you kidding me, the next iteration of OpenAI’s ChatGPT will blow Google away, we keep hearing that.”

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