Jim Cramer, the host of Mad Money, shared his perspective on Wednesday about the transformative role artificial intelligence is set to play in the workforce.
“If you want to know what’s going to happen in the future, not the near future, like next week or tomorrow, but next year and beyond, then I think you must factor in artificial intelligence. When it comes to employment, both public and private, it might be the most important force out there.”
READ ALSO: Jim Cramer Put These 14 Stocks Under the Microscope and Jim Cramer Talked About These 13 Stocks.
While Cramer noted that he does not align himself with worst-case-scenario thinking, he acknowledged the warnings raised by Dario Amodei, the CEO of Anthropic. In a recent interview with Axios, Amodei predicted that artificial intelligence could eliminate up to half of all entry-level white-collar jobs in the United States. He projected that it could drive the national unemployment rate as high as 10% to 20% within the next one to five years. Cramer called attention to the severity of the predictions and noted that Amodei raised concerns about job losses in sectors such as finance, technology, consulting, and law.
Cramer also discussed the potential for AI and robotics to take over jobs that are repetitive, unpleasant, or physically dangerous, roles that people often accept only because of the high pay tied to the discomfort or risk involved. He questioned why it has been so difficult for society to fully grasp what artificial intelligence is capable of doing. He suggested that many in the tech industry may be intentionally avoiding the topic as “that’s not exactly good PR.”
“The bottom line: Let’s see if the agents can do our jobs better than we can. Let’s see if we’ll even play a role in our own world or whether human workers will become obsolete and we’ll all just watch TV all day.”
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 28. We listed the stocks in ascending order of their hedge fund sentiment as of the first quarter of 2025, which was taken from Insider Monkey’s database of 1,000 hedge funds.
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).
8 Stocks on Jim Cramer’s Radar
8. NuScale Power Corporation (NYSE:SMR)
Number of Hedge Fund Holders: 18
During the lightning round, a caller asked for Cramer’s insight on NuScale Power Corporation (NYSE:SMR), and he commented:
“But why don’t we just buy GE Vernova? I mean, you know, it’s been a winner for the club. I think it can go higher. I really like it. Look, they’re both parabolic. Nuscale has been straight up, and so has GE Vernova, but GE Vernova’s got a book of business. That’s what I like.”
NuScale (NYSE:SMR) develops small modular reactor technology, including its NuScale Power Module, a water reactor designed to produce 77 megawatts of electricity per module. Earlier in March, when Cramer was asked about NuScale (NYSE:SMR), he showed skepticism as he said:
“You know, I kept waiting for more deals to occur and waiting and waiting. It’s a new year and they’re not happening. And I’m not seeing them from Vernova. I’m not seeing them from anyone. So I’ve become very, very skeptical.”
On May 29, Canaccord analyst George Gianarikas increased the price target on NuScale Power (NYSE:SMR) from $26 to $35 while maintaining a Buy rating. The firm noted that the NRC website confirms approval of NuScale’s 77 MWe per module uprate. The approval eliminates a concern for investors and opens the door for a possible firm order before year-end.
7. Leidos Holdings, Inc. (NYSE:LDOS)
Number of Hedge Fund Holders: 47
When a caller inquired after Cramer’s thoughts on Leidos Holdings, Inc. (NYSE:LDOS), he said:
“Leidos, I like it. You know, look, I am worried that the defense budget may be cut, but this is homeland security. I think it’s a good opportunity. The stock’s come down a great deal. Let’s pull the trigger.”
Leidos (NYSE:LDOS) offers advanced technology and engineering solutions across defense, cybersecurity, healthcare, energy, and infrastructure, serving both government and commercial clients. The company’s offerings include national security software, air traffic systems, power grid services, and border security technologies.
On May 27, Baird downgraded Leidos (NYSE:LDOS) to Neutral from Outperform and reduced its target price to $163 from $176. The firm pointed to growing risks in the government services sector and noted a downturn in contract activity beginning in the first quarter. Its research indicates several contracts have been canceled in Q2, federal spending has slowed, and recent IDIQ terminations have impacted the backlog. Given these developments, the firm sees reason to be more reserved on the stock.
