Jim Cramer Analyzed These 10 Stocks & Discussed Inflation

5. Dell Technologies Inc. (NYSE:DELL)

Number of Hedge Fund Holders In Q2 2025: 54

Dell Technologies Inc. (NYSE:DELL)’s shares have gained a modest 4,5% year-to-date as the firm has battled concerns about dropping AI demand and tariff exposure. The stock sank by a whopping 25% in April after President Trump announced his Liberation Day tariffs. More recently, Dell Technologies Inc. (NYSE:DELL)’s shares dropped by 8.9% in August after the firm’s. second quarter earnings report saw it guide third-quarter EPS at a $2.45 midpoint, which missed analyst estimates of $2.49. The miss ended up reigniting fears about the firm’s AI exposure. However, Cramer believes the dip isn’t something to worry about:

“One of the things you want to look at is Dell. Dell is not that bad. But it seems to go down, versus Marvell where people were really let down.

“[On a Dell server margin story] There are issues but I think Michael Dell has demonstrated over and over again that when the stock goes down he buys a lot and you don’t have to worry.”

Here are his previous thoughts about Dell Technologies Inc. (NYSE:DELL):

“You know that I wasn’t wrong about CoreWeave. But I will say that I like Dell off of it [NVDA’s Q2 earnings].”