In this article, we will look at 5 Stocks in Focus: Jim Cramer on NVIDIA, Callers’ Picks, and Recent AI Data Center Rally. Please visit 11 Stocks in Focus: Jim Cramer on NVIDIA, Callers’ Picks, and Recent AI Data Center Rally, if you’d like to see the extended list and methodology behind it.
5. Snap Inc. (NYSE:SNAP)
Snap Inc. (NYSE:SNAP) is among the stocks in focus, as Jim Cramer analyzed the broader market impact of the recent AI data center rally. During the episode, a caller asked for Cramer’s opinion on the future of the company, and he replied:
Well, this is a company that I’ve been recommending, is short for many, many years. Now, it does have an activist investor; maybe they can get them to do something or even sell themselves. But you know, five bucks maybe, I don’t know, what, a couple bucks up, one down, not a bad ratio. But nothing I’m interested in.
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.
4. RH (NYSE:RH)
RH (NYSE:RH) is among the stocks in focus, as Jim Cramer analyzed the broader market impact of the recent AI data center rally. Cramer showed a pessimistic sentiment toward the stock, as he said:
Finally, because we need rate cuts to sustain this rally, I would’ve liked to see the home builders rally, but other than D.R. Horton, we’re just not getting the pin action that we need. Remember, housing punches above its weight class in the economy because of all the accoutrements that go with a home sale, including RH, by the way, which was down a cool 27 points or 19% thanks to a bad quarter last night. RH has a mountain of debt, $2.4 billion. It missed the quarterly estimates and bought back a lot of stock at higher prices. It’s a suboptimal situation.
RH (NYSE:RH) is a retailer and lifestyle brand that provides furniture, lighting, textiles, bathware, decor, and outdoor and children’s furnishings. During the episode aired on December 12, 2025, Cramer provided his take on the stock, as he stated:
Initially, stock sold off in after-hours trading, then spiked up 14% before cooling off again. This one’s a wild trader… Ultimately, it finished up 6%. I thought that was pretty darn good because there were a lot of companies that really did not do well after the quarter today. Now, look, not everyone’s sold on the idea that this was a positive quarter. You know, there was a curious one. Analysts at Stifel downgraded RH in response, saying they still believe there’s a fundamental mismatch between the company’s valuation and its long-term prospects.
They just don’t see what kind of catalyst could be coming to help close that mismatch. How about if housing got better? So here’s where I come down: At the end of the day, RH remains what has been a highly levered way to play a potential housing recovery. If we get some more relief on interest rates, meaning if the Fed stays friendly, then housing can rebound, and RH will be a home run over the next couple of years.
If you believe there’ll be a turn in housing, this could be a fantastic stock. But if the housing market doesn’t materially improve, and the company continues to be rocked by tariffs, and Gary Friedman keeps forging boldly with his expansion strategy, even if market conditions don’t really warrant it, well, then some very, very bad, self-inflicted outcomes could be on the table. The bottom line: RH is high-risk, high-reward, but it really comes down to how you feel about housing. Either way, though, I know it’s going to be an entertaining ride.
3. Microsoft Corporation (NASDAQ:MSFT)
Microsoft Corporation (NASDAQ:MSFT) is among the stocks in focus, as Jim Cramer analyzed the broader market impact of the recent AI data center rally. Cramer highlighted his worries around the stock, as he commented:
Same goes for Amazon, Meta, Google, and Microsoft, which need data centers and can’t stop building them. Today wasn’t a bad showing for Amazon, Meta, and Google, but once again, Microsoft failed badly. I can’t tell you how worried I am about the stock of Microsoft and what it’s up to or not up to. There’s a palpable sense that something’s very wrong there, that it’s lost its way, that Copilot needs to be redone. Now, I don’t want to oversimplify things, but if you work in an office, there’s a fairly good chance that your procurement company gives you a computer that’s loaded with Microsoft product. There’s also a fairly good chance that if you can afford it, when you get home, you got an Apple machine. Now, think about this. The fact that you’re given a machine at the office that’s stuffed with everything Microsoft, that you’re bombarded by Microsoft’s internal and infernal ads, that you’re told endlessly to use Copilot, the full screens pop up to get you to use various Microsoft products, and the stock still can’t go higher.
That’s just incredible. They have the biggest edge imaginable, a totally captive audience thanks to their dominance with Windows. The idea that people would rather pay for their Apple device than use the computer they get for free with all sort of IT help, I find that almost unfathomable. It’s downright painful. I know of no other product with that kind of head start that isn’t the dominant part of your work life. I pay for every service out there except Copilot because I just don’t see the value versus the others. But you know what? That doesn’t mean anything. Here’s what means something. I’m baffled. You know who doesn’t seem to realize that things are awry? Microsoft. There’s not a peep out of them that anything might be wrong. If you listen to management, they still seem to think they’re kings of the world.
Why do I own Microsoft for my Charitable Trust at this point? Because the people who run the company really are smart. They really are serious. Surely, they’re concerned that Copilot may not be the answer. Definitely, they’ve got to understand the things that I’ve said. Do they use Apple at home themselves? Would they lose their job if they did? Either way, I think Microsoft gets its act together, and I am hoping they do…. But the stock in my trust portfolio, it’s own borrowed time, and I’ve done a bad job owning it, and that’s up to me. Like I said yesterday and today with Nike, I screwed up by owning this stock.
Microsoft Corporation (NASDAQ:MSFT) develops software, hardware, and cloud-based solutions. The company provides products like Windows, Azure, Office, LinkedIn, and Xbox.
2. Intel Corporation (NASDAQ:INTC)
Intel Corporation (NASDAQ:INTC) is among the stocks in focus, as Jim Cramer analyzed the broader market impact of the recent AI data center rally. Cramer highlighted the positive developments of the company, as he remarked:
The second group of stocks leading us higher are the fiber optic plays that help transport data within the data center. Now, we’re talking about Lumentum, and Coherent, and Ciena; they’re all part of the data center plumbing. NVIDIA has put $2 billion each into Lumentum and Coherent, cementing the relationships. Good investments. Again, not a lot of companies in the fiber networking connect business. Semiconductors and companies related to them are always on the biggest gainers’ list.
This time, it’s Intel that’s leading because the company’s buying back part of an Irish facility it sold to private equity when it really needed money. So, see, it’s a sign of strength that they’re buying it back. Intel’s balance sheet after teetering for so long is now rock solid. Then, Teradyne squeezed in the top gainers’ list. That’s all about semiconductor test and measurement equipment. Again, narrow, narrow, narrow.
Intel Corporation (NASDAQ:INTC) designs and manufactures processors, chips, memory, and related hardware. Additionally, it provides software, optimization solutions, and AI-enabled platforms.
1. NVIDIA Corporation (NASDAQ:NVDA)
NVIDIA Corporation (NASDAQ:NVDA) is among the stocks in focus, as Jim Cramer analyzed the broader market impact of the recent AI data center rally. Cramer said that the company “really hasn’t done much of late,” as he remarked:
It’s worth filling you in on the disappointment… Because I want you to understand my skepticism now about the rally… Why don’t we start with a big winner so you can put them in context? They’re heavily involved with one industry, I want more than that, the data center, of course. First, we have the big four of memory: Western Digital, Sandisk, Seagate, and Micron… Even a purist like me doesn’t want the market to be led by the stocks of companies that are basically sold out and can just raise prices but not do more than that. We want to be led by companies like NVIDIA, which are producing product and selling it as soon as it comes out because it’s so desired. NVIDIA deserves a premium price-to-earnings multiple; these companies, not so much. But NVIDIA really hasn’t done much of late.
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.
While we acknowledge the potential of NVDA 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 NVDA and that has 100x upside potential, check out our report about the cheapest AI stock.
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