In this article, we will look at the stocks featured in Jim Cramer’s Mad Money recap as he discussed how the AI build-out could power the economy. The host of CNBC’s Mad Money said Thursday that the artificial intelligence boom is still strong enough to continue pushing stocks higher.
Even though I want to take some profits for the Trust, I absolutely don’t believe that this market’s going to roll over and play dead, stay down, at least not anytime soon… My faith in this market comes down to the opportunity to get you involved in what one of our guests is building tonight, and I’m talking about NVIDIA’s Jensen Huang.
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Cramer also revisited Huang’s “five-layer cake” framework for the AI economy. He mentioned the growing concerns about a weaker consumer environment, but said that those issues are separate from the AI cake. He added that every layer tied to artificial intelligence functions like a massive American jobs program, creating work domestically rather than overseas.
They all collectively have the power to keep the country’s economy humming. Everybody’s focused on AI as a technology, but when you look at everything behind it, this is like the WPA and CCC on steroids. Even if you don’t believe in the tech like I do, this is enough… to give us a real boost. That’s why my bottom line is that as the averages go down, you need to get ready to eat a piece of cake despite interest rates, despite the gloom, despite the war. Because you have to ask yourself, what do any of these have to do with the price-to-earnings multiples of NVIDIA or Corning?
Our Methodology
For this article, we compiled a list of 8 stocks that were discussed by Jim Cramer during the episode of Mad Money aired on May 7. We listed the stocks in the order that Cramer mentioned them.
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 498.7% since May 2014, beating its benchmark by 303 percentage points (see more details here).
8 Stocks on Jim Cramer’s Mad Money Recap: IBM, Corning, and AI Rally Strength
8. Becton, Dickinson and Company (NYSE:BDX)
Becton, Dickinson and Company (NYSE:BDX) was one of the stocks featured in Jim Cramer’s Mad Money recap, as he discussed how the AI build-out could power the economy. Cramer highlighted the company’s latest quarterly earnings result, as he said:
This morning, we got a strong quarter from Becton, Dickinson and Company, which is one of the major medical supply and medical technology companies. After spending the last five years with some fine growth, Becton, Dickinson really shot the lights out with this one. Huge top and bottom line beat, management raising the full year earnings forecast, and that sent the stock up nearly 6% today on a not-so-great day for the market. The company showed excellent execution across the board. They’re getting a real boost from all sorts of technology that helps hospitals do more with fewer people.
Becton, Dickinson and Company (NYSE:BDX) sells a significant variety of medical supplies, diagnostic tools, and lab equipment used by healthcare professionals and researchers.
7. Agnico Eagle Mines Limited (NYSE:AEM)
Agnico Eagle Mines Limited (NYSE:AEM) was one of the stocks featured in Jim Cramer’s Mad Money recap, as he discussed how the AI build-out could power the economy. Noting that the stock seems to be moving up, a caller asked for Cramer’s prediction for the next six months. He replied:
You’re in, you would be in the best one. I don’t think, I am not bullish on gold right now. I remember we had the great Larry Williams on, and he said, listen, gold is going lower. I’m with Larry.
Agnico Eagle Mines Limited (NYSE:AEM) is a gold mining company that explores for and produces precious metals, including gold, silver, zinc, and copper. During the February 6 episode, Cramer said that AEM “reflects all the good in the world,” as he commented:
Then there are two contrasting storied stocks that make terrific bookends for this segment, DraftKings and Agnico Eagle… Agnico Eagle, on the other hand, reflects all the good in the world and then some as the second-largest gold miner on earth. This gold stock is so shiny, you need sunglasses just to look at it. Here’s my advice: if you don’t own any gold, bite the bullet and get some of this stock in, then wait for it to pull back. It will, but always own some gold, especially after we saw that Bitcoin isn’t worth its weight in the precious metal, or perhaps maybe even anything.
6. Domino’s Pizza, Inc. (NASDAQ:DPZ)
Domino’s Pizza, Inc. (NASDAQ:DPZ) was one of the stocks featured in Jim Cramer’s Mad Money recap, as he discussed how the AI build-out could power the economy. During the lightning round, a caller asked if the stock is a buy, sell, or hold. In response, Cramer said:
We gotta give it a quarter. I thought that last quarter was not so hot, technical term meaning uh-uh, we’re not going to buy it yet.
Domino’s Pizza, Inc. (NASDAQ:DPZ) operates and franchises pizza restaurants under the Domino’s brand that sell pizzas, sides, sandwiches, pastas, and desserts. A caller asked about the stock during the April 29 episode, and Cramer responded:
I gotta tell you, man, I happen to love Russell Wiener. I think he’s terrific, but boy, they missed the quarter. And when I read over the conference call, I just didn’t find anything that made me feel that this is the level. I couldn’t say this is the level because I got other restaurateurs doing incredibly well. I got Starbucks doing well, and I’ve got Kevin Hochman at Brinker doing incredibly well… By the way, Yum was good, but they’re, you know, they’re getting out of pizza. But no, no, it wasn’t good, and I don’t want it for the yield.
5. Palantir Technologies Inc. (NASDAQ:PLTR)
Palantir Technologies Inc. (NASDAQ:PLTR) was one of the stocks featured in Jim Cramer’s Mad Money recap, as he discussed how the AI build-out could power the economy. Cramer highlighted the market’s reaction following the company’s earnings, as he commented:
Palantir gives you one of the best quarters I’ve ever seen. Great margins, terrific revenue growth, and yet what happens? There’s not enough to prop up the stock… Palantir’s stock didn’t go up on its own magnificent quarter. That’s all right. The index jacked it up 2.4%.
Palantir Technologies Inc. (NASDAQ:PLTR) develops data analytics and AI software platforms, including Gotham, Foundry, Apollo, and Palantir Artificial Intelligence Platform, that help organizations integrate, analyze, and act on complex data. During the May 1 episode, Cramer noted that he “would own” the stock, as he said:
We get results from the most colorful company in the market, Palantir Technologies. I believe their business remains strong, but this market has lost its taste for very expensive software and software-like companies, which is how people view Palantir, even as it really is a one-of-a-kind consulting firm. I don’t think even a fiery Alex Karp can change stock direction, although it was up nicely with some of the other software companies today. I wouldn’t trade it as I think Palantir is, it’s just an excellent book of business, a lot of satisfied customers. I would own it.
4. Datadog, Inc. (NASDAQ:DDOG)
Datadog, Inc. (NASDAQ:DDOG) was one of the stocks featured in Jim Cramer’s Mad Money recap, as he discussed how the AI build-out could power the economy. Cramer highlighted the stock’s rally after the company posted its earnings, as he stated:
You can’t really teach an old dog new tricks unless it’s a Datadog… Today, Datadog blew away the numbers with accelerating revenue growth or ARG for both its artificial intelligence offerings and its so-called legacy business. In return, the market rewarded it with one of the biggest trophies I’ve ever seen, a stunning 31% gain. You’d think the company caught a takeover bid. It moved like that because finally, an enterprise software company shocked people with the magnificent upside surprise…
When I saw the Dog soar in pre-market trading, I knew that, in advance, it would come at the expense of hardware because there isn’t a lot of new money coming into this market. Without new money, anytime you buy something, it means you gotta sell something. The astonishing software gains meant that even the best of the hardware stocks would indeed get hammered, and that’s exactly what happened.
Datadog, Inc. (NASDAQ:DDOG) provides an observability and security platform designed to monitor cloud applications through infrastructure monitoring, log management, and network analysis.
3. Corning Incorporated (NYSE:GLW)
Corning Incorporated (NYSE:GLW) was one of the stocks featured in Jim Cramer’s Mad Money recap, as he discussed how the AI build-out could power the economy. Cramer highlighted the company’s latest partnership with NVIDIA, as he commented:
Oh boy, this is a big week for Corning, the iconic American glass maker, ringing the closing bell here today to celebrate its 175th anniversary. But even though it’s old, the company’s more relevant than ever. They make everything from iPhone screens to the kind of optical fiber that’s used to tie everything in the data center together. Just yesterday, NVIDIA announced a major new partnership with Corning to expand their optical connectivity manufacturing capacity by a factor of 10. Basically, NVIDIA’s taking a big position in Corning to fund that expansion, which is why the stock shot up 12% yesterday. And this is something that’s already quadrupled over the past 12 months. Big win for my Charitable Trust, by the way, for both…
It’s a long-term bet on the comeback in the American industry. As America marks its 250th anniversary, these are exactly the kinds of companies we want to highlight, businesses betting on innovation, manufacturing, future of American industry. And that’s not the only big news out of Corning this week. On top of the NVIDIA deal, they also held an investor day yesterday. Management issued some very bullish long-term financial targets. The glass maker with major exposure to the data center via its optical fiber said it’s now targeting an annual revenue run rate of $20 billion by the end of this year, $30 billion by the end of 2028, possibly $40 billion by the end of 2030. Good luck finding another 175-year-old company of that kind of growth.
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.
2. International Business Machines Corporation (NYSE:IBM)
International Business Machines Corporation (NYSE:IBM) was one of the stocks featured in Jim Cramer’s Mad Money recap, as he discussed how the AI build-out could power the economy. During the episode, a caller asked if the stock is a buy, sell, or hold. Cramer replied:
I want you to buy IBM. I do not understand why it’s all the way down here. I thought the quarter was actually really good. I think it’s been caught up with this idea that it’s got some software that people don’t like. That’s nonsensical. I think that Arvind Krishna is doing a remarkable job. And yes, I’ll give you the quantum, I’ll throw that in for free.
International Business Machines Corporation (NYSE:IBM) provides software, consulting, and cloud and on-site technology solutions, along with financing to help clients use its products. Cramer called it a “terrific buy” during the April 16 episode, as he remarked:
How about the quantum stocks? I believe that one day, quantum computing will be very important, but today is not that day. Right now, the publicly traded companies are just science projects. They all talk a big game. But again, the only viable quantum businesses belong to Google, IBM, and Honeywell. I own Google for the Charitable Trust. I also think IBM’s a terrific buy here.
1. GE Vernova Inc. (NYSE:GEV)
GE Vernova Inc. (NYSE:GEV) was one of the stocks featured in Jim Cramer’s Mad Money recap, as he discussed how the AI build-out could power the economy. Cramer mentioned the stock during the episode and said:
Take a look at these. These companies are hiring like mad because they know the demand for electricity is rising consistently for the first time in decades. Utilities are a jobs program in themselves. Let a hundred Tennessee Valley Authorities bloom. Look at this Bloom Energy. Oh my God, that non-combustible energy stock was down today. Might want to get some GE Vernova. How many times do I have to love that? You’re going to plug right into natural gas. EQT, Vistra, Constellation, amazing companies.
GE Vernova Inc. (NYSE:GEV) provides products and services for generating, converting, storing, and managing electricity, including gas, nuclear, hydro, and wind technologies. Cramer discussed the stock during the May 5 episode, as he commented:
You have GE Vernova, which spent years under GE as a struggling builder of turbines, suddenly on its own, and what is it doing? It’s printing money. It’s how you have a natural gas company like EQT roaring because you need that nat-gas to burn.
While we acknowledge the potential of GEV 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 GEV and that has 100x upside potential, check out our report about the cheapest AI stock.
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