5 Stocks That Were On Jim Cramer’s Radar As He Discussed AI

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 use cases surrounding AI and his expectations related to the technology’s future. The conversation started when co-host Carl Quintanilla asked Cramer about his recent tweets, which appeared to discuss AI spending and data center construction:

“Well I think that I, I have Johnson & Johnson today. And you could argue that they are the foremost pharmaceutical company. And yet when I go through their portfolio, they’re not talking about AI to invent medicine. They’re not talking about AI to cure cancer. AI, as it currently is, is not going to give you the return. The future I think that it can. But I think that our brains are a little, are constraining us. I think we can’t think about how it’s going to work. That’s why I rely on Jensen Huang, CEO of NVIDIA so much, because at least he has a vision about how it can be used. Right now I think it’s kind of super Google. It’s got to be more than that super Google.”

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 September 26th.

For these stocks, we also mentioned the number of hedge fund investors. 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 373.4% since May 2014, beating its benchmark by 218 percentage points (see more details here).

5. Apple Inc. (NASDAQ:AAPL)

Number of Hedge Fund Holders In Q2 2025: 156

Since the iPhone 17 launch, Cramer has discussed Apple Inc. (NASDAQ:AAPL) regularly on his morning show. He continues to assert that consumer interest in the iPhone 17 launch is quite strong. More recently, he also commented on media reports suggesting that Intel had asked Apple Inc. (NASDAQ:AAPL) for an investment. In a Mad Money episode, Cramer even pointed out that while the firm could build Intel’s foundries, it wasn’t “Apple’s area of expertise.” This time, he discussed Apple Inc. (NASDAQ:AAPL)’s product reception and the shares’ overall relation to mega-cap stocks:

“Well, David, Carl, this Apple decline, I don’t know. After what I saw last night in Japan, I think that you can take a breather if you don’t want to buy, it was up yesterday. But this 17 is a worldwide sensation and we have to start noting the fact that Apple is the winner right now of what I regard the mega caps. And that’s because it hasn’t spent a fortune but it may get they get to be a beneficiary of everybody else spending a fortune. So let’s keep that in mind as people sell it and take profits.”

4. Alphabet Inc. (NASDAQ:GOOGL)

Number of Hedge Fund Holders In Q2 2025: 219

If there’s one thing that can be said for sure, it’s that Jim Cramer has changed his mind about Alphabet Inc. (NASDAQ:GOOGL) this year. Earlier in the year, the CNBC TV host was worried about the firm’s tussles with the Justice Department. However, since then, he has praised Alphabet Inc. (NASDAQ:GOOGL)’s YouTube business, its dominance in the search engine space, and Google Cloud. Cramer also believes that the firm is one of the top players in the quantum computing industry. This time, Cramer commented on YouTube TV as he and co-host David Faber discussed the medium’s rise in broadcasting:

“Look Alphabet is a company, that when they got out from under the Justice Department, they completely blossomed, And YouTube TV, I’m glad you mentioned it, because if you go to YouTube, that’s not YouTube TV. Is a remarkable product. Although I would tell you, when I was watching that Baltimore-Detroit game, I was hoping there might be a field goal for fantasy. It turned out the game was over! It was a delay. I couldn’t believe it!”