Jim Cramer, the host of Mad Money, on Tuesday said that anyone buying artificial intelligence-related stocks has to go in with real conviction.
“You should never buy anything if you don’t trust enough to buy more on weakness. Trust is how you benefit from stocks these days… You’re not going to catch these gains if you don’t trust. That said, if you go to own tech, you need to know the landscape.”
READ ALSO Latest Jim Cramer Comments on These 12 Stocks and 14 Stocks Jim Cramer Recently Shed Light On
Cramer pointed to the Magnificent Seven, as he said that investors need to remember these companies did not reach this level by missing quarters or by stumbling operationally. He noted that these firms did not climb to such high valuations by being fooled by competitors or being dropped as vendors because a partner saw them as second-rate. He noted that he repeatedly returns to the Magnificent Seven and said:
“These stocks are prominent because of their success. The companies they represent have bountiful profits, which is why they could rise to their lofty trillionaire status in the first place. It’s why I don’t kick them out when they’re down. And [as a] matter of fact, it’s why I might buy them for the trust. I’ll admit that they have a bit of the Houdini in them.”
Our Methodology
For this article, we compiled a list of 16 stocks that were discussed by Jim Cramer during the episode of Mad Money aired on November 25. We listed the stocks in the order that Cramer mentioned them. We also provided hedge fund sentiment for each stock as of the second quarter of 2025, which was taken from Insider Monkey’s database of over 900 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).
16 Stocks Jim Cramer Recently Talked About
16. Salesforce, Inc. (NYSE:CRM)
Number of Hedge Fund Holders: 121
Salesforce, Inc. (NYSE:CRM) is one of the stocks Jim Cramer recently talked about. Noting that the stock is trading near its 52-week low, a caller sought Cramer’s opinion on CRM. Here’s what he had to say in response:
“Okay, I think that the disaster is now priced in, whatever disaster there might be. And I’m not going to abandon Salesforce down here at $230. The haters will be haters, but I think it’s fine.”
Salesforce, Inc. (NYSE:CRM) provides CRM-focused tools that help businesses manage customer interactions, use AI agents, analyze data, collaborate, and run marketing, commerce, and field service operations. During the October 17 episode, Cramer showed positive sentiment toward the stock’s long-term price movement, as he commented:
“Still for me, the mere announcement of this ambitious revenue target felt like a turning point for Salesforce. As an extremely frustrated long-term shareholder in this one, it was very encouraging to finally get a break from what’s felt like a constant drumbeat of negativity this year, at least from the analysts. Bottom line: After spending the week in San Francisco, much of that time at Dreamforce, I’m feeling a lot more sanguine about Salesforce’s stock than I was last Friday.
That said, if you want to own Salesforce, you need to have faith in Marc Benioff’s ability to deliver on the long-term targets. Given his track record, his long-term track record, call me a believer, which is why we still own this one for the Charitable Trust. At the same time, patience is needed. Even though Salesforce’s new long-term guidance was positive, the enterprise software group is so hated, I don’t know if anyone on Wall Street will even care, at least for the moment.
I don’t know if the stock can snap back anytime soon. I’m simply betting that it’ll be a winner over the next 12 to 18 months, which means you can’t afford to trade in and out of it because when you do that, there’s a very good chance that you’re out of it when we get the eventual gains.”
15. IES Holdings, Inc. (NASDAQ:IESC)
Number of Hedge Fund Holders: 24
IES Holdings, Inc. (NASDAQ:IESC) is one of the stocks Jim Cramer recently talked about. Answering a caller’s query about the stock during the lightning round, Mad Money’s host said:
“I gotta tell you, there is a stock I want to own. Jeffrey Gendell is the CEO. He is one of the best in the business. I really like him as a person, too. I think that stock’s a buy, and you are so smart to bring it to our viewers. I really appreciate it.”
IES Holdings, Inc. (NASDAQ:IESC) provides electrical, technology, and infrastructure services across residential, commercial, and industrial projects. The company covers everything from communications systems and HVAC work to motor repair, power distribution products, and renewable-energy installations. During the lightning round of September 15 episode, a caller inquired about the stock and Cramer responded:
“I know that electrical contractor, that again, is going higher because it is data center. Do you see the pattern, everybody?”
14. Cloudflare, Inc. (NYSE:NET)
Number of Hedge Fund Holders: 59
Cloudflare, Inc. (NYSE:NET) is one of the stocks Jim Cramer recently talked about. A caller asked if they should wait for a better entry point into the stock, and Cramer replied:
“No, no, you, it’s actually, you’ve had a better entry point. The stock was down after that curious… brain freeze. And I think that this stock is a buy right now. Matthew Prince, he delivers. He delivers.”
Cloudflare, Inc. (NYSE:NET) provides cloud-based security, performance, and networking solutions for businesses, including website protection, Zero Trust security, content delivery, and developer tools. During the November 3 episode, Cramer highlighted the stock as one of the potential AI winners, as he stated:
“Finally, let me give you one more potential AI winner that doesn’t need to spend… more money to get there but has really been moving up a lot and that’s a company called Cloudflare, the cybersecurity company/content delivery network that looks to be like an enforcer for all the content publishers that are basically getting their data stolen by generative AI platforms. This past summer, Cloudflare announced that it was the first internet infrastructure provider to block AI crawlers from accessing content without permission.
In August, when we last had CEO Matthew Prince on the show, he sounded earnest about wanting to help smaller publishers that are getting ripped off by AI companies. He told me that as the world transitions from search engines to answer engines, these publishers are getting hosed because, unlike search engines, AI platforms don’t send them traffic. That’s why Cloudflare is helping their customers protect themselves from AI data scraping. Without that protection, they cannot get paid. Now, we don’t know how much Cloudflare could make from this business, but man, they reported one excellent set of numbers last week… It’s one of my favorite stocks. Throw in the anti-data scraping opportunity, and they’re only going to get more profitable.”
13. Aurora Innovation, Inc. (NASDAQ:AUR)
Number of Hedge Fund Holders: 41
Aurora Innovation, Inc. (NASDAQ:AUR) is one of the stocks Jim Cramer recently talked about. During the lightning round, when a caller asked about the stock, Cramer commented:
“You know what, because of your spirit and nature and the fact the stock is down that much and is kind of like a dice roll at $4, I will actually bless it. I will bless it. If I see you on the Street, remember, I blessed it. If it goes to two bucks, not so good.”
Aurora Innovation, Inc. (NASDAQ:AUR) develops self-driving technology through its Aurora Driver platform. During the October 22 episode, Cramer noted that the company has been losing a significant amount of money. The Mad Money host remarked:
“Then there’s Aurora Innovation. It’s a self-driving technology company. Trades at under $5. This is another company that’s never made money in the last five years. In fact, it’s lost hundreds of millions of dollars. Just go buy the stock of Tesla in the weakness.”
12. Agilent Technologies, Inc. (NYSE:A)
Number of Hedge Fund Holders: 50
Agilent Technologies, Inc. (NYSE:A) is one of the stocks Jim Cramer recently talked about. Cramer discussed the company’s latest quarter during the episode, as he said:
“Last night, we got a very good quarter from letter A, Agilent Technologies, one of the key arms dealers of the life sciences industry. The company reported a modest top and bottom-line beat. Organic revenue up… very strong, 7.2%. Wall Street was only looking for 5.3%. Management also gave us robust revenue guidance for 2026. Although the earnings guidance was a bit light, but I, we have to examine that, it wasn’t enough to derail the stock. It rallied $3.60 or a little over 2% today. At $157, get this, Agilent’s still down a little more than 20 bucks from its COVID year peak. But it sure feels like this company’s finally gotten its groove back, along with the rest of the life sciences industry.”
Agilent Technologies, Inc. (NYSE:A) provides instruments, software, and services for life sciences, diagnostics, and chemical analysis, including chromatography, spectroscopy, genomics, and laboratory automation solutions.
11. Brinker International, Inc. (NYSE:EAT)
Number of Hedge Fund Holders: 52
Brinker International, Inc. (NYSE:EAT) is one of the stocks Jim Cramer recently talked about. A caller inquired whether they should buy more, hold, or sell the stock, and Cramer replied:
“Oh, you know what? I mentioned Brinker just this very morning when I was on Squawk on the Street, and now the stock is up nine. It’s been up so many points in the last few days that I will tell you… it’s too risky, and I think… the world of it. But I’m not going to have you come in here and then say, Jim, why didn’t you tell me the stock was straight up? So we’re going to pass on that one right now as much as I like it.”
Brinker International, Inc. (NYSE:EAT) owns, operates, and franchises casual dining restaurants under the Chili’s Grill & Bar and Maggiano’s Little Italy brands. During the November 10 episode, a caller expressed their intention to invest in the stock, and Cramer replied:
“I think it’s the right level to buy Brinker, but you have to understand, 10 times earnings does matter. But the restaurant group is radically out of fashion. So if you’re going to buy some, let’s say, you want to buy 100 shares? You buy 25 here, and then you have to wait. I will not sanction buying more at this level.”
10. The Kraft Heinz Company (NASDAQ:KHC)
Number of Hedge Fund Holders: 45
The Kraft Heinz Company (NASDAQ:KHC) is one of the stocks Jim Cramer recently talked about. When a caller mentioned that they have been pondering whether to invest in the stock or let it go, Cramer remarked:
“You’re going to have to let that one go. The fact is that Kraft Heinz, they’re bad brands. And you know what? There are such a thing as bad brands. In the old days, there weren’t. There was always something that would sell. The new consumer just isn’t buying Kraft Heinz. So I don’t think you should either.”
The Kraft Heinz Company (NASDAQ:KHC) produces food and beverage products, including condiments, dairy, meals, meats, beverages, and snacks under brands like Kraft, Heinz, Oscar Mayer, and Philadelphia. Cramer discussed the company during the July 14 episode and stated:
“I mean, you could see… Kraft Heinz. It’s reportedly breaking up soon. People are yawning. So what, so what they’re saying, big deal. I say, no, that is dead wrong. The company’s said to be planning to keep its faster-growing brands, like maybe Heinz Ketchup, a lot of new derivatives there… Philadelphia Cream Cheese, while separating the brands with the slowest growth, like Oscar Mayer packaged foods, Velveeta cheese.
The deal putting Heinz and Kraft together sounded like a match made in heaven in 2015. How could it fail? Great name brands orchestrated by Warren Buffett and the brilliant people from 3G Capital, the uber successful Brazilian private equity firm… But then people stopped going to the center aisles of the supermarket, and that spelled trouble for Oscar Mayer, for Jell-O, for Miracle Whip, for Maxwells, for Velveeta, which apparently can survive thermonuclear war, and Cheez Whiz…
Here’s what’s amazing, though, people now think these brands have no value, but you know what? That’s what they said about WK Kellogg. The cereal business, when it split with Kellanova, the fast-growing part of the Kellogg family, which of course got a bid until the serial acquirer couldn’t, couldn’t resist… Serial acquirer Ferrero stepped up and paid $3.1 billion for the maker of Fruit Loops and cornflakes. That was some deal last week. It was amazing… My feeling is that if Giovanni Ferrero sees value in Fruit Loops, he might see some value in some of the Kraft Heinz brands too.”
9. Tyson Foods, Inc. (NYSE:TSN)
Number of Hedge Fund Holders: 47
Tyson Foods, Inc. (NYSE:TSN) is one of the stocks Jim Cramer recently talked about. Cramer noted that he likes the company’s stock at these levels, as he commented:
“How about the other turkey play, Tyson Foods? Well, I come out pretty strangely on this one. While Tyson’s been trading sideways for years, it’s held up much better than Hormel. Tyson’s been dealing with the same general problems… but they’ve managed the situation much better than Hormel. Tyson’s been able to steadily grow its earnings for years since the big reset in 2022.
Plus, earlier this month, Tyson reported a strong quarter. While the company had a revenue miss, it also earned $1.15 per share. Wall Street was only looking for 84 cents. On top of that, Tyson gave strong guidance for the year ahead, which is why the stock jumped 5% over the next two days. It’s kept climbing from there. What else has changed here? 10 days ago, President Trump rolled back the so-called reciprocal tariffs on a number of food items, including beef. Is that a good or bad thing for Tyson? Tough to say.
Looking at the performance of the company’s beef division in fiscal 2025 with the tariffs in place for much of that year, we saw sales up over 5%, driven entirely by a 9% increase in price. On the other hand, the beef segment lost much more money last year than it did the year before. So it’s not clear that the beef tariffs helped Tyson, which is why I’m not worried that they’re going to go away. Honestly, I like Tyson here. The stock’s still very reasonably priced at just under 15 times next year’s earnings estimates. Hey, it’s got a solid 3.6% dividend yield. More importantly, this company… [is a] much better operator than Hormel.”
Tyson Foods, Inc. (NYSE:TSN) produces meat and prepared food products, including beef, pork, chicken, and ready-to-eat meals.
8. Hormel Foods Corporation (NYSE:HRL)
Number of Hedge Fund Holders: 38
Hormel Foods Corporation (NYSE:HRL) is one of the stocks Jim Cramer recently talked about. Cramer said that he likes that the company has “good sales momentum.” The Mad Money host stated:
“When the whole packaged food sector came under attack by the GLP-1 weight loss drugs, I thought Hormel might perform better because it’s all about protein… It hasn’t worked out that way… Main problem, Hormel’s cost, many of which are commodities. They’ve gotten out of control. There’s plenty of demand for their product. Sales growth has been strong. It’s just high commodity costs… [have] taken a meat ax to their margins…It is not crazy to believe that Hormel’s close to a turnaround. Listen to me on this. Stock’s fairly cheap, selling for less than 16 times next year’s numbers.
At its current depressed level, it sports a 5.1% dividend yield. I like that. I like that the company still has good sales momentum…Now, Hormel reports next week. So here’s where I come down: I think it’s too early to pile into this one ahead of the quarter, given that the CFO just stepped down. I’m not expecting to hear great things next week. I certainly don’t expect this interim management team to stick their necks out with a strong forecast. Honestly, I’m kind of hoping that Hormel will disappoint and the stock will get hammered. Why? Well, look, I think management could give us a credible plan for improving the cost structure. At that point, I’d feel comfortable buying this one in weakness. But I just, I want to see the quarter. I don’t like guesswork like this.”
Hormel Foods Corporation (NYSE:HRL) develops and distributes a wide range of meat, nut, and other food products, including fresh, frozen, and shelf-stable items
7. Best Buy Co., Inc. (NYSE:BBY)
Number of Hedge Fund Holders: 44
Best Buy Co., Inc. (NYSE:BBY) is one of the stocks Jim Cramer recently talked about. Cramer highlighted the reason why the stock rallied. He commented:
“This morning, we had a bunch of surprisingly good retailers… with Abercrombie & Fitch and Kohl’s flying to the stratosphere. But you know what? We also got a great quarter from Best Buy. That’s the world’s largest specialty consumer electronics retailer. They posted a 9-cent earnings beat off a $1.31 basis, higher than expected revenue, strong same-store sales. At the same time, management raised their full-year forecast pretty much across the board, which is why the stock jumped over 5% today.”
Best Buy Co., Inc. (NYSE:BBY) sells technology products, electronics, appliances, and entertainment items, along with related services like delivery, installation, and technical support. Cramer mentioned the stock in his game plan during the November 21 episode and said:
“We have a slew of important earnings on Tuesday from a host of industries. In the morning, for example, we get results from Kohl’s, Best Buy, and DICK’S Sporting Goods. What am I hearing?… Best Buy will be okay. Probably hurt by higher interest rates and tariffs, although that should be offset by a PC refresh cycle.”
6. Sirius XM Holdings Inc. (NASDAQ:SIRI)
Number of Hedge Fund Holders: 45
Sirius XM Holdings Inc. (NASDAQ:SIRI) is one of the stocks Jim Cramer recently talked about. When a caller inquired about the stock, Cramer commented:
“Alright, look, I think it’s just, it does, you need to have more car sales. You need to have more growth in used cars. You need to have that before you can just say, you know what, it’s time to load the boat up [on] Sirius. And that’s the problem.”
Sirius XM Holdings Inc. (NASDAQ:SIRI) provides subscription-based audio entertainment, including music, talk, sports, and podcasts, through satellite radio and streaming platforms. During the March 11 episode, a caller showed bullish sentiment toward the stock, and Cramer responded:
“No, I’m going to disagree with you on this one. Plus, you know, it is related to autos, and autos aren’t selling well right now. And that’s going to be—everyone’s going to know that. I just told it to you right now, everyone’s going to know that. We’re going to stay away from Sirius. It’s just not a serious stock at this point.”
It is worth noting, that the company’s stock is down over 7.5% since the above comment was aired.
5. The Walt Disney Company (NYSE:DIS)
Number of Hedge Fund Holders: 111
The Walt Disney Company (NYSE:DIS) is one of the stocks Jim Cramer recently talked about. During the episode, a caller asked if the stock is a buy, sell, or hold. In response, Cramer said:
“I think Disney’s a hold, and I say that because… I think it’s too cheap to give away, but I felt higher prices that I just wanted to say, you know what? This thing could go to $95. Maybe I take a look at it there, but it doesn’t have the earnings. It had a quarter that everyone thought was good, and it was just hated. What happens if it has a not great quarter? I say look out.”
The Walt Disney Company (NYSE:DIS) creates and distributes film, television, and streaming content under brands like Disney, Pixar, Marvel, and ABC. The company also operates theme parks, resorts, live entertainment, and merchandise licensing. During the November 13 episode, Cramer highlighted the company’s earnings and following market reaction. He commented:
“Over the past few weeks, it looks like the experiential economy ain’t what it used to be… Finally, for one last example, well, you know what we sold today? We sold Disney. And that’s a stock that I, and I’m going to put this in, sadly own for my Charitable Trust. Disney tumbled nearly 8% today in response to the company’s latest quarter, which they reported before the open. As we told investing club members, we think that’s a pretty extreme reaction to what was overall a decent set of numbers. Disney posted a top-line miss and a bottom-line beat with solid guidance for this year ahead.
But this certainly wasn’t a great quarter by any stretch of imagination. And those who think it is… You gotta be a little more circumspect. While most of the weakness was on the media side of things, their domestic experience business also came up short, that’s parks and cruises. For the year ahead, Disney’s fiscal 2026, management said they expect the experiences division to put up operating income growth in the high single digits, but they also said that it would be ‘weighted to the second half of the year.’ So even Disney seems to anticipate a near-term soft spot.”
4. Alphabet Inc. (NASDAQ:GOOGL)
Number of Hedge Fund Holders: 219
Alphabet Inc. (NASDAQ:GOOGL) is one of the stocks Jim Cramer recently talked about. Cramer highlighted his regret on selling the stock for the Charitable Trust, as he stated:
“We sold Google for the Charitable Trust at a considerable gain, but we left a darn double on the table. I thought Google would be hobbled by antitrust woes and the judge who seemed bent on punishing it as a monopolist. Instead, the judge changed his mind and blessed the company, including the $20 billion payment to Apple to be the sole built-in search provider.
I thought that Gemini, their AI product, would cannibalize Google’s amazing search margins. No, it complemented them and enhanced them. The only reason I’m not kicking myself is we took our profits from Google and invested them in Broadcom, which has been a really outstanding performer. Still, it was a mistake to throw in the towel because of fear.”
Alphabet Inc. (NASDAQ:GOOGL) provides tech-related products and services, including search, advertising, cloud computing, AI tools, and digital content platforms like YouTube and Google Play.
3. NVIDIA Corporation (NASDAQ:NVDA)
Number of Hedge Fund Holders: 235
NVIDIA Corporation (NASDAQ:NVDA) is one of the stocks Jim Cramer recently talked about. Cramer explained why he “won’t give up” on the stock, as he commented:
“On this news, NVIDIA stock has had the living daylights kicked out of it. Alphabet had been a huge client of NVIDIA, and the press clips say that it’s going to adopt its own chips far more than the ones owned by NVIDIA. Alphabet stock has been as hot as NVIDIA stock is now ice cold. It got colder last night when a tech publication reported that Meta is willing to buy these same chips from Google at a considerable savings…
Now, you could argue, so what? NVIDIA’s got a ton of business… NVIDIA just reported what seemed like a bang-up quarter. Instead, well, guess what? The stock got banged up… NVIDIA was at 1$86 before the quarter, but then it fell to $180 after its report. Today, it dropped further [to] $177 on this Meta news, down $4 and 73 cents, but it did fall as low as $169. Now, considering it traded at $212 at the end of October, $169, I mean that is quite [an] amount of loss…
I play with an open hand for my trust, so I want to explain why I won’t give up on this one. I want to explain why I say own, don’t trade the stock of NVIDIA. First, historically, it’s been a bad idea to dump any of the Mag Seven out of fear… I think their problems are not insurmountable. In fact, these remind me of the same problems I’ve heard all the way up from when I liked NVIDIA when it was just a several hundred billion dollar enterprise instead of the $4 trillion enterprise it is today. I saw so many people leave the stock for so many other reasons that are just like these. That’s why I say own it, don’t trade it, NVIDIA.”
NVIDIA Corporation (NASDAQ:NVDA) develops accelerated computing and AI platforms, GPUs for gaming and professional use, cloud services, robotics and embedded systems, and automotive technologies.
2. Meta Platforms, Inc. (NASDAQ:META)
Number of Hedge Fund Holders: 260
Meta Platforms, Inc. (NASDAQ:META) is one of the stocks Jim Cramer recently talked about. Cramer discussed the company’s talks with Alphabet about the latter’s chips, as he stated:
“The contretemps between NVIDIA and Alphabet, with Alphabet de-emphasizing NVIDIA’s chips by relying on its own chips made by Broadcom. Those chips are supposed to be so good that Meta, a competitor, is actually said to be contracting with Alphabet to get its hands on them, perhaps so they can replace the same high-priced semiconductors from NVIDIA… Meta jumped nearly 4% today because investors… bought the stock, hoping that these new chips from Google could lead to better gross margins for Meta. That’s another Mag 7 about to make a comeback, as it benefits from not having to spend a lot of money with NVIDIA, at least the critics say.”
Meta Platforms, Inc. (NASDAQ:META) develops social media, messaging, and communication products, including Facebook, Instagram, Messenger, Threads, and WhatsApp. Additionally, the company creates virtual, augmented, and mixed reality hardware and software.
1. Tesla, Inc. (NASDAQ:TSLA)
Number of Hedge Fund Holders: 115
Tesla, Inc. (NASDAQ:TSLA) is one of the stocks Jim Cramer recently talked about. Cramer highlighted the market’s change in perception about the stock, as he remarked:
“Tesla was a car company, and its stock rallied as a car company, and then when things got very competitive in electric vehicles, the stock got hammered and hammered and hammered again. But when Tesla fell from the $400s to the $200s at the beginning of this year, an amazing thing happened. The stock, not the company, the stock, was always the same company, morphed into a chit in the great game of self-driving and robots. CEO Elon Musk simply changed the narrative, and the Street bought it. That perception has allowed the stock to regain almost all those lost points, even though it’s pretty much the same company it was before the decline in electric vehicle profits. And that’s what the Magnificent 7 do.”
Tesla, Inc. (NASDAQ:TSLA) designs and sells electric vehicles and also develops and installs solar energy and storage systems for residential, commercial, and industrial customers.
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