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Apple (AAPL)’s “the Winner With Gemini,” Says Jim Cramer

We recently published 9 Stocks Jim Cramer Talked About.  Apple Inc. (NASDAQ:AAPL) is one of the stocks Jim Cramer talked about.

Apple Inc. (NASDAQ:AAPL)’s shares are up by a modest 7% over the past year. Throughout 2025, Cramer maintained an upbeat tone about the firm. He continues to believe that Apple Inc. (NASDAQ:AAPL) is a stock that should be owned instead of being traded. The CNBC TV host defended the firm throughout multiple periods of weakness in 2025. These included periods where investors wondered whether Apple Inc. (NASDAQ:AAPL) was going to actively participate in the AI race. In 2026, Bank of America discussed the shares. It set a $325 share price target and a Buy rating on January 5th. However, Raymond James resumed coverage on January 2nd as it set a Hold rating for Apple Inc. (NASDAQ:AAPL)’s shares. Raymond James commented that most of the valuation upside to the shares appeared to already have been priced in and added that supply chain in China, cost pressures, and tariff constraints remained risks. Cramer discussed the firm’s AI strategy and opined that Google’s Gemini might win the race for getting into Apple’s ecosystem:

“Apple, I think is the winner with Gemini.

“And therefore, remember, Alphabet has a special relationship with Apple. I do believe that Gemini’s going to be along for the ride, pay them more, and Gemini’s going to be the de-facto name.”

While we acknowledge the risk and potential of AAPL as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than AAPL and that has 10,000% upside potential, check out our report about this cheapest AI stock.

READ NEXT: 30 Stocks That Should Double in 3 Years and 11 Hidden AI Stocks to Buy Right Now.

Disclosure: None. This article is originally published at Insider Monkey.

The $250 Trillion AI Hype is Real. A few years from now, you’ll probably wish you’d bought this stock.

When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard.

Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences.

At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000.

Do the math. According to Musk, this technology could be worth $250 trillion by 2040.

Put another way, that’s roughly equal to:

  • 175 Teslas
  • 107 Amazons
  • 140 Metas
  • 84 Googles
  • 65 Microsofts
  • And 55 Nvidias

And here’s the wild part — this $250 trillion wave isn’t tied to one company, but to an entire ecosystem of AI innovators set to reshape the global economy.

It’s a leap so massive, it could reshape how businesses, governments, and consumers operate worldwide.

Even if that $250 trillion figure sounds ambitious, major firms like PwC and McKinsey still see AI unlocking multi-trillion-dollar potential.

How could anything be worth that much?

The answer lies in a breakthrough so powerful it’s redefining how humanity works, learns, and creates.

And this breakthrough has already set off a frenzy among hedge funds and Wall Street’s top investors.

What most investors don’t realize is that one under-owned company holds the key to this $250 trillion revolution.

In fact, Verge argues this company’s supercheap AI technology should concern rivals.

Before I reveal the details, let’s talk about how some of the richest people on the planet are positioning themselves.

  • Bill Gates sees artificial intelligence as the “biggest technological advance in my lifetime,” more transformative than the internet or personal computer, capable of improving healthcare, education, and addressing climate change.
  • Larry Ellison — through Oracle, is spending billions on Nvidia chips and partnering with Cohere to embed generative AI across Oracle’s cloud and apps.
  • Warren Buffett — not known for tech hype — says this breakthrough could have a ‘hugely beneficial social impact.

When billionaires from Silicon Valley to Wall Street line up behind the same idea — you know it’s worth paying attention to.

Even as we admire what Tesla, Nvidia, Alphabet, and Microsoft have built, we believe an even greater opportunity lies elsewhere…

But the real story isn’t Nvidia — it’s a much smaller company quietly improving the critical technology that makes this entire revolution possible.

And judging by what I’m hearing from both Silicon Valley insiders and Wall Street veterans…

This prediction might not be bold at all:

A few years from now, you’ll wish you’d owned this stock.

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