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Jim Cramer Backs Intel (INTC): “Lip-Bu Tan is the Real Deal… He’s Going to Save this Company”

We recently published a list of Jim Cramer Recently Discussed These 9 Stocks. In this article, we are going to take a look at where Intel Corporation (NASDAQ:INTC) stands against other stocks that Jim Cramer discussed recently.

Jim Cramer, the host of Mad Money, discussed the current economic outlook on Monday as he outlined why he believes the possibility of a recession this year may be less likely. He pointed out that while it is easy to be negative in the current climate, the situation is almost too obviously bad, which makes him hesitant to align with the pessimistic view.

“This morning, Craig Melvin interviewed me on the Today Show, and he correctly asked, are we going into a recession? I stuck my neck out and I said, no. Will the tariffs hurt? Yes. Will prices go higher? Yes. Could there be shortages? Absolutely.”

READ ALSO Jim Cramer Commented on These 8 Stocks Recently and Jim Cramer’s Game Plan for This Week: 16 Stocks in Focus

Cramer emphasized that the way to understand whether a recession is likely often lies in employment figures. He noted that right now, there are more job openings than there are people to fill them. According to Cramer, the disparity makes it challenging for a recession to take hold in the near future. He recognized that some people would be impacted by corporate cost-cutting measures, often referred to as “mitigation” by CEOs.

“That’s the term CEOs are using when they talk about getting costs down to offset the impact of tariffs. Mitigation efforts usually mean taking supply chain costs out, but they also mean laying people off.”

However, Cramer noted that companies are not rushing to let go of workers because they fear they would not be able to rehire them when business conditions improve. He pointed out that, historically, economies tend to recover, and it is difficult to derail growth when so many jobs are still being created. Cramer expressed confidence that upcoming reports, including the monthly labor data due on Friday, would show a healthy job market, which would further complicate the notion of a recession.

“That will make it very hard once again to slip into a full-blown recession anytime soon, and perhaps in several quarters, we will have a more steady and predictable trade policy. Anything’s possible.”

Our Methodology

For this article, we compiled a list of 9 stocks that were discussed by Jim Cramer during the episode of Mad Money aired on April 28. We listed the stocks in ascending order of their hedge fund sentiment as of the fourth quarter of 2024, which was taken from Insider Monkey’s database of over 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).

Intel Corporation (NASDAQ:INTC)

Number of Hedge Fund Holders: 83

A caller asked if it was worth getting into Intel Corporation (NASDAQ:INTC) or if it is dead money. Cramer replied:

“Okay, right now it’s dead money, but Lip-Bu Tan is the real deal. If you wanted to buy some, I’m not going to fight you, but I will tell you that they need to raise money before they can rally. But if you think the stock’s going to be this low two years from now, I think you’re making a mistake. I believe in Lip-Bu Tan. He is [the] real deal.”

Intel (NASDAQ:INTC) develops and manufactures computing technologies that include processors, memory, and AI products. Cramer commented extensively on the company on Squawk on the Street in April, as he said:

[INTC] “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 speeth, 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.”

Overall, INTC ranks 4th on our list of stocks that Jim Cramer discussed recently. While we acknowledge the potential of INTC as an investment, our conviction lies in the belief that AI stocks hold greater promise for delivering higher returns, and doing so within a shorter timeframe. 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.

AI, Tariffs, Nuclear Power: One Undervalued Stock Connects ALL the Dots (Before It Explodes!)

Artificial intelligence is the greatest investment opportunity of our lifetime. The time to invest in groundbreaking AI is now, and this stock is a steal!

AI is eating the world—and the machines behind it are ravenous.

Each ChatGPT query, each model update, each robotic breakthrough consumes massive amounts of energy. In fact, AI is already pushing global power grids to the brink.

Wall Street is pouring hundreds of billions into artificial intelligence—training smarter chatbots, automating industries, and building the digital future. But there’s one urgent question few are asking:

Where will all of that energy come from?

AI is the most electricity-hungry technology ever invented. Each data center powering large language models like ChatGPT consumes as much energy as a small city. And it’s about to get worse.

Even Sam Altman, the founder of OpenAI, issued a stark warning:

“The future of AI depends on an energy breakthrough.”

Elon Musk was even more blunt:

“AI will run out of electricity by next year.”

As the world chases faster, smarter machines, a hidden crisis is emerging behind the scenes. Power grids are strained. Electricity prices are rising. Utilities are scrambling to expand capacity.

And that’s where the real opportunity lies…

One little-known company—almost entirely overlooked by most AI investors—could be the ultimate backdoor play. It’s not a chipmaker. It’s not a cloud platform. But it might be the most important AI stock in the US owns critical energy infrastructure assets positioned to feed the coming AI energy spike.

As demand from AI data centers explodes, this company is gearing up to profit from the most valuable commodity in the digital age: electricity.

The “Toll Booth” Operator of the AI Energy Boom

  • It owns critical nuclear energy infrastructure assets, positioning it at the heart of America’s next-generation power strategy.
  • It’s one of the only global companies capable of executing large-scale, complex EPC (engineering, procurement, and construction) projects across oil, gas, renewable fuels, and industrial infrastructure.
  • It plays a pivotal role in U.S. LNG exportation—a sector about to explode under President Trump’s renewed “America First” energy doctrine.

Trump has made it clear: Europe and U.S. allies must buy American LNG.

And our company sits in the toll booth—collecting fees on every drop exported.

But that’s not all…

As Trump’s proposed tariffs push American manufacturers to bring their operations back home, this company will be first in line to rebuild, retrofit, and reengineer those facilities.

AI. Energy. Tariffs. Onshoring. This One Company Ties It All Together.

While the world is distracted by flashy AI tickers, a few smart investors are quietly scooping up shares of the one company powering it all from behind the scenes.

AI needs energy. Energy needs infrastructure.

And infrastructure needs a builder with experience, scale, and execution.

This company has its finger in every pie—and Wall Street is just starting to notice.

Wall Street is noticing this company also because it is quietly riding all of these tailwinds—without the sky-high valuation.

While most energy and utility firms are buried under mountains of debt and coughing up hefty interest payments just to appease bondholders…

This company is completely debt-free.

In fact, it’s sitting on a war chest of cash—equal to nearly one-third of its entire market cap.

It also owns a huge equity stake in another red-hot AI play, giving investors indirect exposure to multiple AI growth engines without paying a premium.

And here’s what the smart money has started whispering…

The Hedge Fund Secret That’s Starting to Leak Out

This stock is so off-the-radar, so absurdly undervalued, that some of the most secretive hedge fund managers in the world have begun pitching it at closed-door investment summits.

They’re sharing it quietly, away from the cameras, to rooms full of ultra-wealthy clients.

Why? Because excluding cash and investments, this company is trading at less than 7 times earnings.

And that’s for a business tied to:

  • The AI infrastructure supercycle
  • The onshoring boom driven by Trump-era tariffs
  • A surge in U.S. LNG exports
  • And a unique footprint in nuclear energy—the future of clean, reliable power

You simply won’t find another AI and energy stock this cheap… with this much upside.

This isn’t a hype stock. It’s not riding on hope.

It’s delivering real cash flows, owns critical infrastructure, and holds stakes in other major growth stories.

This is your chance to get in before the rockets take off!

Disruption is the New Name of the Game: Let’s face it, complacency breeds stagnation.

AI is the ultimate disruptor, and it’s shaking the foundations of traditional industries.

The companies that embrace AI will thrive, while the dinosaurs clinging to outdated methods will be left in the dust.

As an investor, you want to be on the side of the winners, and AI is the winning ticket.

The Talent Pool is Overflowing: The world’s brightest minds are flocking to AI.

From computer scientists to mathematicians, the next generation of innovators is pouring its energy into this field.

This influx of talent guarantees a constant stream of groundbreaking ideas and rapid advancements.

By investing in AI, you’re essentially backing the future.

The future is powered by artificial intelligence, and the time to invest is NOW.

Don’t be a spectator in this technological revolution.

Dive into the AI gold rush and watch your portfolio soar alongside the brightest minds of our generation.

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A New Dawn is Coming to U.S. Stocks

I work for one of the largest independent financial publishers in the world – representing over 1 million people in 148 countries.

We’re independently funding today’s broadcast to address something on the mind of every investor in America right now…

Should I put my money in Artificial Intelligence?

Here to answer that for us… and give away his No. 1 free AI recommendation… is 50-year Wall Street titan, Marc Chaikin.

Marc’s been a trader, stockbroker, and analyst. He was the head of the options department at a major brokerage firm and is a sought-after expert for CNBC, Fox Business, Barron’s, and Yahoo! Finance…

But what Marc’s most known for is his award-winning stock-rating system. Which determines whether a stock could shoot sky-high in the next three to six months… or come crashing down.

That’s why Marc’s work appears in every Bloomberg and Reuters terminal on the planet…

And is still used by hundreds of banks, hedge funds, and brokerages to track the billions of dollars flowing in and out of stocks each day.

He’s used this system to survive nine bear markets… create three new indices for the Nasdaq… and even predict the brutal bear market of 2022, 90 days in advance.

Click to continue reading…