In this article, we will look at 5 Stocks on Jim Cramer’s Radar: Corning, Marvell, and AI Stocks’ Dip. Please visit 14 Stocks on Jim Cramer’s Radar: Nokia, Cameco, and AI Stocks’ Dip, if you’d like to see the extended list and methodology behind it.
5. Honeywell International Inc. (NASDAQ:HON)
Honeywell International Inc. (NASDAQ:HON) 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 mentioned the company’s previous and upcoming spin-offs, Cramer commented:
That’s true. Here’s what’s going to happen… June 30th, they’re going to be able to split the company up. It’s going to be industrial, automation, and going to be airline… Already split off the chemical. I have to tell you, this aircraft business is going to be a fantastic business. One day, the war in Iran will end. People realize that the aircraft business is kind of a work in progress. They’re going to fix it, and it’s going to be just like DuPont, I think, once they get out of this breakup purgatory. And people don’t respect Honeywell; they don’t respect it, and they’re making a very big mistake.
Honeywell International Inc. (NASDAQ:HON) develops and sells technologies and solutions across aerospace, industrial automation, building management, and energy and sustainability.
4. Nucor Corporation (NYSE:NUE)
Nucor Corporation (NYSE:NUE) was among the stocks on Jim Cramer’s Mad Money radar as he discussed the recent sell-off in AI-related stocks. Discussing the company’s recently reported quarter, Cramer said:
Look at Nucor go. Last night, the biggest and best steel maker in America reported an amazing set of numbers that kind of blew me away, frankly. Nucor delivered a 42-cent earnings beat off a $2.81 basis, higher than expected sales, up 21% year over year. Now, that’s not just from tariff-induced higher pricing… It’s also, it’s extremely high demand. Nucor had record quarterly shipment volumes, and management gave strong guidance for the current quarter.
That’s why the stock’s been such a monster, up more than 90% over the past 12 months, including a quick 4.7% gain today. No one was really counting on this to happen. UBS downgraded the stock today from Buy to Hold, arguing that it’s run too much. I think that’s wrong, given that we’re building data centers all over the country, reshoring a ton of manufacturing, on top of the fact that steel tariffs protect them from foreign dumping.
Nucor Corporation (NYSE:NUE) manufactures steel and steel products, including sheet, plate, bar, and structural steel. The company also produces raw materials, metal products, and industrial gases for construction, manufacturing, and energy applications.
3. Marvell Technology, Inc. (NASDAQ:MRVL)
Marvell Technology, Inc. (NASDAQ:MRVL) was among the stocks on Jim Cramer’s Mad Money radar as he discussed the recent sell-off in AI-related stocks. A caller mentioned that they bought 300 MRVL shares at $85 three months ago, sold half of them at $150, and asked what to do with the remaining shares. Cramer replied:
You’re playing with the house’s money, my friend. Here’s what you do: You let it run. I think that you’ve got a total winner in Marvell, and you know what? You’re not going to lose. What a great position, you’re playing with the house’s money. Let it run. If it gets to $200, maybe take a little off.
Marvell Technology, Inc. (NASDAQ:MRVL) develops semiconductor solutions for data infrastructure, including system-on-a-chip designs, processors, and networking and storage products. On April 21, answering a caller’s question about the stock, Cramer remarked:
Look, I think the world of Matt Murphy. I’ve liked him ever since the stock was in the $20s. My problem is we had a big hit in it, then we didn’t come back in time when it fell. We did have him on. I’m proud that we had him on talking about that he’s the signal, not the noise, and that he bought a lot of stock. And I’m glad that you bought it… Look, we own a lot of stocks. I try not to have more than 30 stocks. I didn’t pull the trigger in the bullpen… I’m always willing to admit when I screw up. I should have pulled the trigger. I didn’t. We bought some other stocks. Fortunately, they were good, too.
2. Bank of America Corporation (NYSE:BAC)
Bank of America Corporation (NYSE:BAC) was among the stocks on Jim Cramer’s Mad Money radar as he discussed the recent sell-off in AI-related stocks. During the episode, a caller asked if the stock is a buy or a sell. Cramer replied:
BofA is just a plain out buy. The stock, first of all, is down 4% for the year. That’s ridiculous in itself. Second, it sells at 12 times earnings, yet it’s incredibly well run. This is an example of why I say this market’s not dangerous. Bank of America’s way too cheap. It should be bought.
Bank of America Corporation (NYSE:BAC) provides banking, investment, and financial services, including lending, wealth management, trading, and advisory solutions. When a caller asked about the stock on March 12, Cramer said:
Okay, I think Bank of America is an excellent bank. I think that the financials right now have taken such a severe decline. Bank of America at $47. Could it go down to $40? Maybe. All the financials are under pressure in part because of Iran, but also because of private credit. I would stick with Bank of America. That’s the kind of company at 10 times earnings that I think is going to give you a long-term good return. Think longer term. You must do that.
1. Corning Incorporated (NYSE:GLW)
Corning Incorporated (NYSE:GLW) was among the stocks on Jim Cramer’s Mad Money radar as he discussed the recent sell-off in AI-related stocks. Highlighting the stock’s recent parabolic move, Cramer said:
Let’s go back to the rain metaphor for a moment, though. We’re on the cusp of the big four tech earnings, Amazon, Alphabet, Meta, and Microsoft, and that could all disappoint if this article has substance. Honestly, that’s exactly what this market may need, though. We need a shakeout of the fair-weather soldiers and the fair-weather shareholders, and we actually need to have some shorts built in. That’s what rain does. That’s how our market can continue. Otherwise, it will go bubbleicious. We’re also seeing a host of other stocks that have gone parabolic, Arm Holdings, which we own for the Trust, Dell, AMD, which I wish we owned for the Trust, and Corning, which reported this very morning.
These stocks had threatened to touch the sun. Corning flew too close and had its Icarus moment today, tumbling nearly 9%. I told members of the Investing Club that it didn’t really matter what Corning said because its stock had gone parabolic, running so much that disappointment was indeed inevitable. It didn’t matter if the company announced two huge clients, something that would’ve normally sent the stock barreling into the sun. Instead, it reacted to the rain and got clubbed. I say, good. Corning needed that, too. Even though my Trust owns it, it’s what we needed to see.
Corning Incorporated (NYSE:GLW) develops optical fiber, cables, and related hardware for telecommunications, and produces glass substrates for displays used in TVs, computers, and mobile devices.
While we acknowledge the potential of GLW 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 GLW and that has 100x upside potential, check out our report about the cheapest AI stock.
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