In this article, we will look at 5 Stocks on Jim Cramer’s Radar Like SLB and Ford, and His Intel Pick. Please visit 16 Stocks on Jim Cramer’s Radar Like Oracle and Goldman Sachs, if you’d like to see the extended list and methodology behind it.
5. Ford Motor Company (NYSE:F)
Ford Motor Company (NYSE:F) was among the stocks on Jim Cramer’s radar on Mad Money, as he advised investors to care about where a stock is going, not where it has been. Cramer highlighted the company’s new business, as he stated:
Last month, Ford Motor rolled out a new business called Ford Energy, which is their bet on battery storage… When Ford unveiled Ford Energy, they suddenly got… data center exposure, and once some analysts started pushing the story, well, the stock just roared. Now, I saw this happening, but you know what? I didn’t want to chase this one, and I’m glad I waited because this month, Ford stock has been pummeled… In time, I believe that Ford can legitimately become a real player in the battery store space. Between their manufacturing expertise and the fact that these battery storage solutions will be made in America, I bet they could be a fairly attractive supplier for customers in search of these products…
Until we see some signs that the ravenous demand for AI infrastructure is being sated, something we certainly haven’t seen so far, then I’m operating on the assumption that there will be a ton of demand for these batteries. But in the end, this is a smaller business that may pay off in the future, not something that really matters right now. Assuming Ford can hit its targets, and I don’t know if it can, the energy business won’t be reflected in their numbers until late next year, except as a cost. That said, Ford already… it trades at a very reasonable price. It trades just over eight times this year’s earnings estimates, 4.3% dividend yield, and again, that’s before doing any battery sales. However, it’s not like Ford’s benefited from having a cheap stock…
So here’s the bottom line: I love what Ford is doing with the battery business, I really do, but it’s not going to give you that much lift right now. If you’re thinking longer term, though, I mean, I’m talking about like two, three years, that’s not that long, well, it sure does make Ford a more attractive investment. I didn’t want to recommend the stock when it was screaming higher last month in response to the news, but now that it’s drifted down to $13.96, well, let’s just say it’s a different story. If you believe oil rates are coming down as I do, then you’ve got my blessing for the first time in many years to buy the stock of Ford Motor.
Ford Motor Company (NYSE:F) sells Ford and Lincoln vehicles, including trucks, SUVs, cars, hybrids, and EVs. The company also provides parts, digital services, and financing solutions.
4. SLB N.V. (NYSE:SLB)
SLB N.V. (NYSE:SLB) was among the stocks on Jim Cramer’s radar on Mad Money, as he advised investors to care about where a stock is going, not where it has been. Cramer discussed the company’s investor day meeting, as he said:
What do we do with the oil service stocks now that peace seems to be breaking out in the Middle East, putting pressure on the price of crude? Today, SLB, the old Schlumberger, was in New York for an investor day meeting that was all about its digital business. These guys have incredible technology that helps oil and gas producers improve their performance. Now, it’s still a real small part of their business, roughly 7% of revenue last year, but it’s growing rapidly. It carries higher margins than the rest of the company. It’s a modern growth business buried within an iconic institution that’s celebrating its 100th anniversary this year, and just one small part of what makes SLB such a special organization… The pride of an industry that I have followed forever because it is by far the best there is.
SLB N.V. (NYSE:SLB) provides technology and services for the energy sector. It offers solutions in field development, hydrocarbon production, carbon management, and energy system integration. The company delivers well-construction, reservoir-evaluation, drilling, and production-optimization technologies.
3. Archer-Daniels-Midland Company (NYSE:ADM)
Archer-Daniels-Midland Company (NYSE:ADM) was among the stocks on Jim Cramer’s radar on Mad Money, as he advised investors to care about where a stock is going, not where it has been. Answering a caller’s query about the stock, Cramer commented:
I’ll give you a twofer. For the first time in like 17,000 years, when I used to get up at 2:47, I like Archer-Daniels-Midland, and I like Tyson Foods. I’m not kidding, I like ADM, and I like Tyson. You know what? And it’s remarkable. These are two stocks that I hated since 1847.
Archer-Daniels-Midland Company (NYSE:ADM) processes agricultural raw materials like corn, wheat, and oilseeds to manufacture human and animal nutrition products.
2. Marriott International, Inc. (NASDAQ:MAR)
Marriott International, Inc. (NASDAQ:MAR) was among the stocks on Jim Cramer’s radar on Mad Money, as he advised investors to care about where a stock is going, not where it has been. When a caller asked for Cramer’s opinion of the stock, he said:
Alright, here’s the deal with Marriott. Okay, I have told, and I’ve said this to the CEO, this is what I call an up stock. Every time Marriott goes down, literally, if you take a look at the chart, you have to pull the trigger, and I’m sticking by that. And you know, it’s really incredible. I don’t feel that way about any other hotel company. Marriott is the best.
Marriott International, Inc. (NASDAQ:MAR) operates and franchises hotels, residences, and timeshares, ranging from luxury to budget options. Cramer was bullish on the stock and the industry during the February 25 episode, as he remarked:
I like Booking Holdings. I like Marriott for travel. I think the travel bull market lives. They won’t be brought down by Anthropic.
1. Intel Corporation (NASDAQ:INTC)
Intel Corporation (NASDAQ:INTC) was among the stocks on Jim Cramer’s radar on Mad Money, as he advised investors to care about where a stock is going, not where it has been. Cramer called it his “new favorite stock in this market,” as he commented:
Many of the Fed officials want to raise rates because, from their perspective, the economy’s running too hot… And that news, which came out at 2:00 PM, immediately caused the market to roll over, which is when you want to pounce, and which stocks do you want to buy? Okay, I told club members that the answer is my new favorite stock in this market, Intel. We know the story. We had the CEO Lip-Bu Tan on our show, and he was talking about how we’re going to need a ton of CPUs… CPUs are Intel’s bread and butter. As the demand for agentic AI explodes, it’s all about the ratio…
In fact, Lip-Bu Tan told us it can go to as many as four CPUs for one GPU, four CPUs. That’s incredible. CPUs are Intel’s wheelhouse. It’s going to produce an explosion of business for Intel. The stock still finished up 3.5% today on a really horrible day, but it did pull back a couple of bucks from where it was trading before the Fed statement. Another key part of the Intel story is the chip manufacturing business, which is similar to what Taiwan Semi does… Customers increasingly need alternative sources of advanced chip-making from Taiwan Semi. That’s great for Intel’s foundry business.
Companies are increasingly looking for US-based supply to protect against geopolitical risk, another reason to like Intel. Now, under the previous CEO, Intel spent billions of dollars on foundries, and they were a mess. Under Lip-Bu Tan, who’s a real engineer, the problems have been solved. There are going to be foundries coming online for several years now, and I’m confident that they’ll all end up being solidly profitable. Today, we learned that Intel has started production of an 18A-P chip node foundry, which, if successful, could get some orders from Apple. Elon Musk’s giant Terafab project is another Intel partner. There could be many things occurring. These are all because of Lip-Bu Tan.
Intel Corporation (NASDAQ:INTC) designs and manufactures processors, chips, memory, and related hardware. Additionally, it provides software, optimization solutions, and AI-enabled platforms.
While we acknowledge the potential of INTC 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 INTC and that has 100x upside potential, check out our report about the cheapest AI stock.
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