In this piece, we will look at the stocks Jim Cramer discussed.
In a recent appearance on CNBC’s Squawk on the Street, Jim Cramer discussed the 2026 PJM Load Forecast Report by the PJM Resource Adequacy Planning Department. The report revealed that the “2026 Long-Term Load Forecast is lower than the 2025 Long-Term Load Forecast in the near term through 2032 due to updates to the electric vehicle forecast, economics and large load adjustments,” and the CNBC TV host was surprised by the data. “This is sixty million more than payers and it says the 2026 long term load forecast is lower than the 2025 long term forecast, lower,” he commented.
The conversation then shifted to the market. Cramer pointed out that little-known companies were leading. Looking at the data, the Russell 2000 stock index is up by 6% year-to-date while the flagship S&P 500 index is down 0.60%. Commenting on the performance, Cramer remarked:
“The overall market is being led by companies we’ve never heard off, Russell. When you go down, what you see are, you know you’re seeing flying helicopters and drones and you’re seeing tertiary companies that make power plants. And you’re seeing things that will never come to. fruition, Oklo. But you know, Oklo, Sam, Sam’s there.”
Our Methodology
To make our list of the stocks that Jim Cramer talked about, we listed down the stocks he mentioned during CNBC’s Squawk on the Street aired on January 16th. We also provided hedge fund sentiment for each stock as of the third quarter of 2025, which was taken from Insider Monkey’s database of 978 hedge funds.
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).
15. Micron Technology, Inc. (NASDAQ:MU)
Number of Hedge Fund Holdings: 105
Micron Technology, Inc. (NASDAQ:MU) has quietly emerged as one of the top semiconductor stocks in the market. Its shares are up by a whopping 231% over the past year. Micron Technology, Inc. (NASDAQ:MU) is the only American company capable of manufacturing high-end memory chips and is a key supplier to NVIDIA. Barclays substantially increased the share price target to $450 from $275 in mid-January and kept an Outperform rating on the shares. The financial firm pointed out that it believes Micron Technology, Inc. (NASDAQ:MU) can continue to benefit from growing AI demand in 2026. Cramer is also quite bullish on the stock, and in this appearance, he commented that the firm’s CEO was too modest:
“Last year at this time, Micron had a big miss. They projected wrong. They projected too much, they had a lot of inventory. Obviously since then, amazing things have happened. But, this shortage, is the making of the market. Sanjay, I was very bullish a year ago, I came on this show and said some things about high bandwidth memory. That were, aggressive. And Sanjay called me, and told me I was too bullish. And I look back, he was too bearish. But he had the shortfall. Cause he had too much inventory. I want people to understand what happened. This is not a shortfall that was manufactured in order to raise prices. It wasn’t manufactured at all. There was no way you could see this. . .look, here I’m looking at, this is from 2024. We expect industry DRAM bit demand growth to be in the high teens. No, it’s in the 20s. I mean he said that bit supply growing roughly in line with bit demand, that was wrong. NAND bit demand growth in calendar 2024, 2025, now low double digits, completely wrong. And I’m not saying that means that Sanjay was not good, he was the best, he was the best and he got it wrong. I think that’s the point.”
Baird Chautauqua International and Global Growth Fund also mentioned Micron Technology, Inc. (NASDAQ:MU) in its third quarter 2025 investor letter:
“Micron Technology, Inc. (NASDAQ:MU) raised its 4Q guidance for revenues, earnings, and margins, reflecting improved pricing, particularly in DRAM. There is strong AI data center demand for high-bandwidth memory, with CY26 capacity already fully sold out. Guidance for the next quarter is above consensus.”
14. NVIDIA Corporation (NASDAQ:NVDA)
Number of Hedge Fund Holdings: 234
NVIDIA Corporation (NASDAQ:NVDA)’s shares are down by 1.3% year-to-date. RBC Capital set an Outperform rating for the stock and a $240 share price target for the firm in mid-January. Some of the factors that the financial firm discussed as driving its optimism included a $500 billion backlog, strong AI demand, and a sizable ecosystem. Cramer has also regularly discussed NVIDIA Corporation (NASDAQ:NVDA) over the past couple of months. Even though the shares have performed sluggishly, the CNBC TV host has asserted that the semiconductor company will continue to perform well due to the sizable demand for its processors. Along with RBC Capital, Wolfe Research also kept an Outperform rating on NVIDIA Corporation (NASDAQ:NVDA)’s shares in January. The financial firm kept a $250 share price target and discussed the impact of China H200 GPU shipments. Cramer mentioned the firm’s CEO, Jensen Huang:
“Jensen knew, Jensen saw it coming. People should have listened to Jensen Huang. They should have listened to him. They didn’t.
“Jensen, people thought, at GTC, the conference where he laid out things. That he was way too bullish. That he was frankly, dreaming with the Vera Rubin. Dreaming, dreaming with the Feynman. That’s the next. And he saw it, but he would tell you, my job, I see things out 20 years and then I work backwards. Now don’t forget, Jensen, he is going tell you, that with the work that David Ricks and he’s doing at Lilly, being a 100. . .I wanna point out that Jensen did and others didn’t, he understood the demand. He went to Taiwan Semi and they believed in him.
“. . .but again, it does not have the power of what we just saw, Sanjay Mehrotra. . .because people don’t believe, the companies that are going to buy the chips, are going to build all that you are talking about. Remember you said they won’t build? NVIDIA needs everybody to build. One of the reasons why Jensen was out with the drug companies, at the healthcare conference, he needs to have the more than just the hyperscalers want chips. And he’s doing it. The demand was great, Taiwan Semi did not single them out by name.”
Giverny Capital Asset Management also mentioned NVIDIA Corporation (NASDAQ:NVDA) in its third quarter 2025 investor letter:
“I will end with a note of caution. While I am excited over TSMC’s prospects, I also perceive that enthusiasm over Artificial Intelligence has reached a level of euphoria. In late September, NVIDIA Corporation (NASDAQ:NVDA) announced a deal in which it would invest $100 billion in Open Al, the developer of ChatGPT. Open Al will use that money to buy Nvidia chips to use in new data centers. Nvidia essentially is financing a customer who might not otherwise have the capacity to buy $100 billion of Nvidia chips. Nor does the customer have a proven business model: Open Al is expected to lose $14 billion in 2026. Nvidia has done similar deals with other start-ups, most notably CoreWeave.
Maybe I’m just getting cranky, but these circular arrangements recall for me the dot com boom at the end of the 20th Century, when Lucent and Nortel financed start up customers who were building out communications infrastructure. While that infrastructure became the backbone of the Internet economy, many of the infrastructure pioneers went bankrupt along the way, as did Nortel, Lucent went from reporting a $4.8 billion net profit in 1999 to cutting its workforce by 80% and being acquired cheaply by the French company Alcatel in 2006…” (Click here to read the full text)
13. Meta Platforms, Inc. (NASDAQ:META)
Number of Hedge Fund Holdings: 273
Social media giant Meta Platforms, Inc. (NASDAQ:META)’s shares are flat over the past year, while year-to-date they are down by 4.6%. The stock has struggled since the firm’s fiscal third-quarter earnings report in October 2025. According to media reports, the key concern that rose in the earnings call was Meta Platforms, Inc. (NASDAQ:META)’s announcement that it would have to accelerate capital expenditure in order to maintain its participation in the AI infrastructure development race. While the shares fell, Cramer defended the firm as he pointed out that the company had to spend in order to defend its social media moat against OpenAI. Even though Meta Platforms, Inc. (NASDAQ:META)’s shares recently closed around the $620 mark, Bank of America kept a Buy rating and a $810 share price target for the company. The coverage came after the technology company entered into agreements with nuclear power companies. Cramer discussed Meta Platforms, Inc. (NASDAQ:META)’s ill-fated earnings and data center spending:
“Then I wanna take numbers up Meta because they are the ones that are committed to spending the most, I might take numbers up Microsoft. . .
“This man [CEO] killed his, in the conference call, he literally killed his stock by saying listen we’re not spending enough. We have to spend more. You can take a look exactly when it happened, the stock dropped. . .when he talked about the spending more, 755, down very quickly to 580, it’s back to where, it’s almost back to where it was. You can’t spend what they want to spend and still deliver better earnings than we think. It’s important.”
12. Microsoft Corporation (NASDAQ:MSFT)
Number of Hedge Fund Holdings: 312
Microsoft Corporation (NASDAQ:MSFT)’s shares are up by 7.3% over the past year. Goldman Sachs kept a $655 share price target and a Buy rating on the shares in January. As part of its coverage, the investment bank discussed the impact of AI data center power usage on Microsoft Corporation (NASDAQ:MSFT)’s cash flow. It pointed out that the technology company could experience a 10% growth in power costs could affect the free cash flow margin by 16 basis points. Goldman added that while Microsoft Corporation (NASDAQ:MSFT) might enter into agreements to secure power in advance, it could struggle to recoup the money spent in these agreements in case its AI revenue isn’t impressive. Morgan Stanley kept an Overweight rating and a $650 share price target in January as it cited a survey to comment that software spending could increase in 2026. Cramer mentioned Microsoft Corporation (NASDAQ:MSFT)’s CEO, Satya Nadella, and AI spending:
“Then I wanna take numbers up Meta because they are the ones that are committed to spending the most, I might take numbers up Microsoft. . .
“Microsoft we’re suddenly uncertain. I don’t want to ever count out Nadella, that’s foolish.”
11. FedEx Corporation (NYSE:FDX)
Number of Hedge Fund Holdings: 60
Logistics giant FedEx Corporation (NYSE:FDX) is one of Jim Cramer’s favorite stocks. Over the past couple of months, he has repeatedly cited faith in the firm’s CEO, Raj Subramaniam, despite the weak share price performance. Over the year, FedEx Corporation (NYSE:FDX)’s shares are up by 10%. January has been a busy month for the firm as far as analysts are concerned. For instance, Raymond James kept an Outperform rating and a $305 share price target after FedEx Corporation (NYSE:FDX) provided an update for the separation of its freight business. Bank of America had bumped the share price target to $365 from $315 and upgraded the rating to Buy from Neutral. Cramer discussed the freight business spinoff after FedEx Corporation (NYSE:FDX) filed a Form 10 registration statement with the SEC:
“And this is exciting because we were waiting for this. . .Raj Subramaniam has been about as good as you could be. He knew there was going to be a freight recession, he knew we were coming out of it. I do like the spinoff. I think it would be good. But I think the FedEx actual is fantastic. And I salute Raj for really figuring out the best way to follow up on the late Fred Smith and the amazing work that Fred Smith did when he created this company. And Raj would agree. This is an amazing company. Fred built it, Raj is doing a terrific job succeeding it.”
10. Honeywell International Inc. (NASDAQ:HON)
Number of Hedge Fund Holdings: 76
Honeywell International Inc. (NASDAQ:HON) is one of the largest industrial conglomerates in the world. Its shares are up by a modest 2.7% over the past year and by 11% year-to-date. JPMorgan was out with a solid note for the firm in January after it upgraded the shares to Overweight from Neutral and bumped the share price target to $255 from $218. At the heart of the bank’s coverage was Honeywell International Inc. (NASDAQ:HON)’s spinoffs. JPMorgan pointed out that the firm could paint an unclear earnings picture in 2026 due to the split, but added that the opacity could create an opportunity. Other factors that the bank discussed in its coverage included Honeywell International Inc. (NASDAQ:HON)’s order momentum and backlogs. Mizuho also pointed towards an unclear short-term future earlier in January as it cut the share price target to $240 from $250 and kept an Outperform rating. Cramer also discussed Honeywell International Inc. (NASDAQ:HON)’s spinoff:
“We’re seeing spinoffs. Now this is going to be sooner. Some of the spinoffs [inaudible] people feel, Honeywell its taking too long. This morning, JPMorgan upgrades it. That’s doing it. They’re also spinning off, by the way, their quantum computing, which is very exciting.”
9. Walt Disney Company (NYSE:DIS)
Number of Hedge Fund Holdings: 107
Walt Disney Company (NYSE:DIS) is one of the largest media and entertainment companies in the world. Its shares are up by a modest 1.2% over the past year and are down by 1.6% year-to-date. Early in January, Bank of America reiterated a Buy rating and a $140 share price target for Walt Disney Company (NYSE:DIS). The bank pointed out that the media and hospitality firm could experience a mixed bag of results from its movies during the first quarter. BofA also expects growth for Walt Disney Company (NYSE:DIS)’s Experiences business in the first quarter. This business is also a Cramer favorite as the CNBC TV host has praised it on several occasions. More recently, Citi cut Walt Disney Company (NYSE:DIS)’s share price target to $140 from $145 and kept a Buy rating. The coverage focused on the firm’s upcoming first-quarter earnings, and Cramer briefly discussed the action:
“Disney, Citi cut price target. . .145 to 140, I think it’s important to point out the stock’s situation.”
8. CoreWeave Inc. (NASDAQ:CRWV)
Number of Hedge Fund Holdings: 62
CoreWeave Inc. (NASDAQ:CRWV) is a key player in the AI industry. The firm provides computing infrastructure for AI software companies. It was one of the first stocks that were listed in 2025, and since then, the shares are up by 143%. Year-to-date, CoreWeave Inc. (NASDAQ:CRWV)’s shares are up by 22.6%. Truist started coverage of the stock in early January as it set a $84 share price target and a Buy rating. The financial firm pointed toward the technology company’s partnership with NVIDIA and the strong demand for cloud services. While Cramer was an early proponent of CoreWeave Inc. (NASDAQ:CRWV), more recently, he has cooled on the stock. Yet, like Truist, the CNBC TV host has also discussed and praised CoreWeave Inc. (NASDAQ:CRWV)’s relationship with NVIDIA several times. Investment bank Goldman Sachs also discussed the stock in January as it set a $86 share price target and a Neutral rating. Goldman discussed CoreWeave Inc. (NASDAQ:CRWV)’s competitive advantages compared to peers. In this appearance, Cramer sounded more enthusiastic about the stock:
“CoreWeave’s stock is coming back. . .”
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.”
6. Apple Inc. (NASDAQ:AAPL)
Number of Hedge Fund Holdings: 166
Tech giant Apple Inc. (NASDAQ:AAPL)’s shares are up by 12% over the past year. Ahead of the firm’s upcoming earnings report, Evercore and Goldman Sachs discussed the stock. The former kept an Outperform rating and a $330 share price target, which it had set on January 9th. The financial firm discussed Apple Inc. (NASDAQ:AAPL)’s iPhone demand as it pointed out that the technology company continues to generate strong consumer interest, which could translate into higher average selling prices for the phones. Evercore also remained optimistic about Apple Inc. (NASDAQ:AAPL)’s Services business, an area that has also seen Cramer remain confident about. Goldman Sachs kept a Buy rating and a $320 share price target as it expects first-quarter iPhone revenue to grow. The bank also commented on Apple Inc. (NASDAQ:AAPL)’s AI services, as it believes that the partnership with Google for Gemini will help the firm when it comes to attracting and retaining consumer interest for AI model access. Cramer discussed Apple Inc. (NASDAQ:AAPL)’s AI spending:
“But how about Apple not going up, Apple spends almost nothing on this, everyone said that was because they were incompetent. Well, call me incompetent. I’d like to be as incompetent as Tim Cook was.”
5. JPMorgan Chase & Co. (NYSE:JPM)
Number of Hedge Fund Holdings: 120
JPMorgan Chase & Co. (NYSE:JPM)’s CEO Jamie Dimon created quite a bit of a stir recently when he remarked that he would like to remain in his position for five years. While the bank later clarified that the executive’s comments were a joke, the bank’s stature and role in the American and global economy meant that his comments generated a lot of chatter. In January, Truist raised JPMorgan Chase & Co. (NYSE:JPM)’s share price target to $334 from $331 and kept a Hold rating on the shares. The financial firm based the change on its expectation for the bank’s fiscal year 2026 earnings. It lifted the EPS estimate to $21.25 based on strong activity in JPMorgan Chase & Co. (NYSE:JPM)’s Markets business. Baird also hiked the share price target in January. Raising it to $280 from $260, the firm cited an updated financial model for the revision. Cramer commented on Dimon’s remarks and praised the JPMorgan Chase & Co. (NYSE:JPM) CEO:
“What do you do with the people in their 50s at JPMorgan? The people who built their whole career, they’re in the 50s and they thought they had a shot at CEO and now they’ll be too old when he retires in five years. That is not succession, you are not serious people.
“You have to understand that this isn’t Warren Buffett, this isn’t Berkshire Hathaway. There are people who are hoping to get the job. Now do I want Jamie to be that, look I think Jamie’s the best banker. . .you know what the secret of Jamie Dimon is? He knows your family. He’ll say look, you know, how’s your sister doing? Your father’s from the West side of Philli isn’t he? He has a touch that no one has, that I’ve ever seen. But the problem is, David, we do have a whole group of people who really want to have a shot, and then they have to go to Wells.”
4. Netflix, Inc. (NASDAQ:NFLX)
Number of Hedge Fund Holdings: 154
Netflix, Inc. (NASDAQ:NFLX) has been in the news lately due to the ongoing efforts by several media firms to acquire Warner Bros. Discovery. The shares are up by 1.6% over the past year and are down by 2.8% year-to-date. In mid-January, Keybanc cut Netflix, Inc. (NASDAQ:NFLX)’s share price target to $110 from $139 and kept an Overweight rating on the shares. The financial firm pointed out that uncertainty surrounding the streaming giant’s bid to acquire Warner Bros. was creating an overhang for its shares. Keybanc’s coverage came at the same time as Wedbush. The latter also cut Netflix, Inc. (NASDAQ:NFLX)’s share price target. Reducing it to $115 from $140, the firm kept an Overweight rating on the shares. Like Keybanc, BMO Capital also discussed the Warner Bros. affair in its coverage. Along with uncertainty surrounding the deal, BMO also expressed worries about Netflix, Inc. (NASDAQ:NFLX)’s growth slowing down in 2026. Cramer linked the recent downgrades with co-host David Faber’s discussion about the Warner Bros. acquisition:
“. . .we’ve got a lot of people cutting numbers on Netflix. . .yeah because of what you’re about to talk about.”
3. Salesforce, Inc. (NYSE:CRM)
Number of Hedge Fund Holdings: 119
Salesforce, Inc. (NYSE:CRM) is a customer relationship management software provider. Like other software stocks, the firm has also struggled. The shares are down by 30% over the past year and by 11% year-to-date. Wolfe Research discussed Salesforce, Inc. (NYSE:CRM)’s shares in mid-January. The research firm pointed out that the software company was experiencing tailwinds in its AI portfolio, particularly through the integration of its Agentforce product in it platform. Cramer has been split about Salesforce, Inc. (NYSE:CRM). While he has also acknowledged Agentforce’s performance, the CNBC TV host has also wondered whether the broader software product lineup is performing as well. In this appearance, he discussed the seat model for software companies and coverage by Ben Reitzes of Melius Research:
“Well, look a lot of people just feel that the seat method, charging by the seat, that’s not the way. . .is being compressed. That a lot of the people who would use Salesforce product are not needed because you can now recreate. This is the Adobe problem. This is the, you know some people say, the ServiceNow problem. And it [inaudible] free fall. Now here’s what I would say, do you have Ben Reitzes from Mellius on? Cause he’ll talk about the compression of the multiple because of the possible shrinking of the business. Now of course, Marc Benioff is not saying that. . .you know Marc is saying, listen, the agentics business is so strong, Slack is very strong. And there’s no degradation.”
L1 Capital International Fund also discussed Salesforce, Inc. (NYSE:CRM) in its fourth quarter 2025 investor letter:
“During the December 2025 quarter, we initiated a position in Salesforce, Inc. (NYSE:CRM). Salesforce is the global leader in customer relationship management software and over the past 25 years has built a highly profitable, high-quality business exemplifying the barriers to competition just outlined. However, a combination of AI-related concerns and natural growth moderation as the business has scaled saw Salesforce’s share price fall more than 35% from its late-2024 peak, leaving it trading at levels last seen five years ago. We expect Salesforce to deliver high single digit revenue growth over the medium term, and earnings per share growth in the teens. We invested at the lower end of our assessed fair value range and view Salesforce as offering an attractive risk-adjusted return opportunity and would look to further increase the position on additional share price weakness.”
2. Adobe Inc. (NASDAQ:ADBE)
Number of Hedge Fund Holdings: 88
Adobe Inc. (NASDAQ:ADBE) is another software firm that has struggled in the age of AI. Its shares are down by 33% over the past year and by 12.5% year-to-date. January has seen several analysts share their thoughts on Adobe Inc. (NASDAQ:ADBE). Jefferies cut the share price target to $400 from $500 and reduced the rating to Hold from Buy. The financial firm discussed Adobe Inc. (NASDAQ:ADBE)’s lower-end market and remarked that the firm appeared to be facing competitive pressures in the sector. However, it added that the software company was nevertheless favored by professionals. Nevertheless, the age of AI has left Jefferies doubtful about whether Adobe Inc. (NASDAQ:ADBE) can deliver high growth figures. BMO Capital also downgraded the shares in January. It reduced the rating to Market Perform from Outperform and cut the share price target to $375 from $400. BMO pointed towards its Creative Cloud survey and used the data to indicate that Adobe Inc. (NASDAQ:ADBE) was experiencing tough market competition. Cramer discussed Apple’s recent launch of its Creator Studio Suite and the impact on the firm:
“Well, look a lot of people just feel that the seat method, charging by the seat, that’s not the way. . .is being compressed. That a lot of the people who would use Salesforce product are not needed because you can now recreate. This is the Adobe problem.
“There is degradation to Adobe. And by the way Apple put out a very competitive product to Firefly the other day, I think. I may have to cancel my subscription.”
1. ServiceNow, Inc. (NYSE:NOW)
Number of Hedge Fund Holdings: 104
ServiceNow, Inc. (NYSE:NOW) is a software-as-a-service (SaaS) company that offers enterprise workflow management products and services. Its shares are down by 41% over the past year and by 13% year-to-date amidst the software sector’s struggles in the AI era. ServiceNow, Inc. (NYSE:NOW) did make a key AI announcement on Tuesday when it announced an AI partnership with OpenAI. Through the deal, the firm will provide frontier model access capabilities in its platform to customers and allow them to use OpenAI’s technology to power their software tools. Before the announcement, Stifel warned that reduced US federal spending could create headwinds for the firm. In January, Evercore ISI also discussed ServiceNow, Inc. (NYSE:NOW)’s shares. The financial firm reiterated a Buy rating and a $225 share price target for the company. Citi set a $250.60 share price target as it commented that healthy sales pipelines, among other factors, could help ServiceNow, Inc. (NYSE:NOW)’s upcoming earnings. Cramer briefly commented on the earnings as well:
“ServiceNow is going to report soon, a lot of people feel that they are seeing it.”
While we acknowledge the potential of NOW 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 NOW and that has 100x upside potential, check out our report about this cheapest AI stock.
READ NEXT: 20 Best AI Stocks To Buy Now and 30 Best Stocks to Buy Now According to Billionaires.
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