We recently published a list of Jim Cramer Reveals Details Of Trump’s Tariff Negotiations & Discusses 10 Stocks. In this article, we are going to take a look at where Intel Corp (NASDAQ:INTC) stands against other stocks that Jim Cramer discusses.
In his recent appearance on CNBC’s Squawk on the Street, Jim Cramer commented on the supply chain disruption that firms were facing and planning for in the wake of President Trump’s tariffs. “I think that this was the week where people said I better have an alternative supply chain, I just have to. Wherever it is, which is going to hurt the gross margins,” Cramer said.
Cramer also linked the current supply chain disruptions to the one that businesses faced during the coronavirus pandemic. Cramer mentioned an unnamed CEO who had prepared for the current disruption by learning lessons from COVID. According to Cramer:
“I’m speaking to a major CEO, at a major tech company who said, do you think that we didn’t learn anything from COVID? COVID was a total shutdown [in] China and we learned to move away from China. And China misjudged what we learned during COVID.”
The conversation then shifted to President Trump’s negotiations with America’s trading partners. While most media attention has focused on China, he mentioned negotiations with Japan and South Korea. Starting with Japan, Cramer outlined:
“I was talking to someone who has been in on the Japanese negotiations. And I asked for color. And he said, they’re color-full. But that someone’s playing very hardball, in our country, and I presume, that someone is, obviously our President. And I said, does he know that you are our friends, and he just didn’t respond. I thought it was interesting.”
As for Korea, he believes that the country is the Trump administration’s favorite due to its already sizable manufacturing presence in the US. Cramer shared:
“My answer on Korea is, that. . . they are loved. . . Okay, so Korea builds plants here right, and they are not the plants like the Germans they are not assembly plants, they make everything here, so they are brought up, constantly as the paradigm, like why can’t you guys be like Korea? Where all the intellectual property is made here. And I think it’s rather amazing. . .I brought them up as being why are they getting a free ride to some people? And they said no, there’s no free ride, they actually listened to what we wanted.”
Of course, since China is the President’s first target when it comes to negotiations, it was unsurprising that the country came up. Cramer isn’t a fan of China. What amazed Cramer was Hayman Capital Management founder and CIO, Kyle Bass’s comments where he outlined “one country lies, one country doesn’t. . .China lies. Look I find these talks unfathomable. I don’t see any progress.”
As for who has the cards in the negotiations between the US and China, Cramer said: “Well, that’s the problem. We don’t know.”
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 April 25th.
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).
A technician soldering components for a semiconductor board.
Intel Corp (NASDAQ:INTC)
Number of Hedge Fund Holders In Q4 2024: 83
Intel Corp (NASDAQ:INTC) is the largest integrated chip manufacturer in the world. It is also one of the most struggling firms in the technology industry after having lost data center market share to AMD and chip manufacturing led to Taiwan’s TSMC. Intel Corp (NASDAQ:INTC) is currently in the early stages of another turnaround effort, this time by the firm’s CEO Lip-Bu Tan. In his previous remarks, Cramer has praised the new CEO. He kept the tone again and shared what he thinks Tan might do:
“I know. And you could talk about Intel, when it comes to that, also OpEx. Intel being a great manufacturer that is in no mood to be able to expand. Wow.”
“I think people should read his [CEO’s] band of brothers speech about who is going to get there. It’s a very King Henry the Vth speech, Christmas Day. I thought it was very inspirational. But they still have layers upon layers. I mean they’re now saying 17 billion in 25 and 16 billion that’s . . their OpEx, and they’ve cut their OpEx. I think that they have, I cannot believe the bureaucracy, Carl that Intel had, it’s just, it’s sad. I can’t believe how much bureaucracy and how engineers lost their ability to run the best engineering company we had in this country.”
“Oh my, such a great speech and I was telling one of my contacts there I said listen I’m ready to go to war for Lip-Bu. You just say, he is gonna save this company.”
“[On whether it was too late to save INTC] No, and this man has so may friends. . .he’s been success with. . maybe the most successful individual investor in hardware in history. Hardware, not enterprise software. And he’s so inspirational, in his own quiet way, and he knows so many people, he’s gonna fix this company but he would tell you, don’t count on me yet.”
“I’m telling you, you want to win for this man. . . .He’s Andy Reed, quiet winner. I really like this guy.”
“Well, Gelsinger was messianic, without a cause. . . .See, Pat was about himself. And this man has no ego whatsoever. He is about the team. And I have to tell you that this man is going to save this company and what he’s going to do, is not talk about it. Other than negative until it’s ready.”
“He is fixing the balance sheet. He’s so smart. He says listen Jim we’re gonna fix the balance sheet. So don’t get ahead of me, they’re going to fix the balance sheet. . . Engineers were not even in the, do you know engineers weren’t even in the top? . . in the management committee, there were no engineers. Can you imagine that?”
Overall, INTC ranks 8th on our list of stocks that Jim Cramer discusses. While we acknowledge the potential of INTC 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. There is an AI stock that went up since the beginning of 2025, while popular AI stocks lost around 25%. If you are looking for an AI stock that is more promising than INTC but that trades at less than 5 times its earnings, check out our report about this cheapest AI stock.
READ NEXT: 20 Best AI Stocks To Buy Now and 30 Best Stocks to Buy Now According to Billionaires.
Disclosure: None. This article is originally published at Insider Monkey.
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