9 Stocks on Jim Cramer’s Radar

4. Intel Corporation (NASDAQ:INTC)

Number of Hedge Fund Holdings: 81

Chip manufacturing giant Intel Corporation (NASDAQ:INTC)’s shares are up by 137% over the past year. In 2026, the stock is up by 19.9% year-to-date. A key catalyst for the stock came in January after the stock surged following the firm’s latest AI processor announcements. These processors are the ones built using Intel Corporation (NASDAQ:INTC)’s leading-edge 18A chip manufacturing technology. The firm claims that the new chips will prove critical for computing AI workloads. Melius Research bumped Intel Corporation (NASDAQ:INTC)’s shares to Buy from Hold and kept a $50 share price target. At the center of the upgrade was the research firm’s belief that Apple and NVIDIA could be interested in using the chip manufacturer’s next-generation 14A chip manufacturing technology. Cramer discussed the note and Intel Corporation (NASDAQ:INTC)’s ties with the US government:

“I thought that was important, I think Lip-Bu Tan is doing an amazing job. I also think by the way like, like Ben Reitzes had in his piece yesterday. . .that this is the favorite stock of the President. I mean it doesn’t hurt that the President has a big position in it, well, the government.”

Alpha Wealth Insiders Fund discussed Intel Corporation (NASDAQ:INTC) in its third quarter 2025 investor letter:

“Business: Intel Corporation (NASDAQ:INTC) is a global semiconductor leader designing and manufacturing CPUs, GPUs, and AI accelerators that power PCs, data centers, and edge devices. Under CEO Lip-Bu Tan, Intel is refocusing on its core chip business while expanding its foundry operations to produce chips for other companies. The company is restructuring, spinning off non-core units, and pursuing government-backed initiatives to restore U.S. semiconductor leadership and long-term competitiveness against NVIDIA, AMD, and TSMC.

Insider Buying/Selling: In March 2025, Intel’s new CEO Lip-Bu Tan bought 1,043,406 shares for ~$25 million, per his commitment to invest in the company. Barron’s. Here’s what I found: In August 2025, the U.S. government struck a deal to convert roughly $11.1 billion in CHIPS Act and defense-oriented grants into a 9.9 % equity stake in Intel (~433.3 million shares at $20.47 each). (Intel Corporation)…” (Click here to read the full text)”