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Jim Cramer Commented on 5 Stocks Like Vertiv and GE Aerospace

In this article, we will look at “Jim Cramer Commented on 5 Stocks Like Vertiv and GE Aerospace.” Please visit “Jim Cramer Commented on 13 Stocks Like Meta and Yum! Brands,” if you’d like to see the extended list and methodology behind it.

5. Adobe Inc. (NASDAQ:ADBE)

Adobe Inc. (NASDAQ:ADBE) was among the stocks on which Jim Cramer commented, as he emphasized that SpaceX investors are betting on Elon Musk rather than the company’s earnings. Cramer showed mixed feelings, leaning more toward pessimism around the stock, as he stated:

A lot of this comes down to competition. At first, it was competition from other software companies, Canva, Figma, Shopify. Then, a couple of years ago, we started hearing about all these new programs from the big AI platforms, programs that have gotten very good at writing custom software… Datadog, MongoDB, Workday, they’ve all delivered some nice rebounds in response to better-than-expected earnings. That’s why I wondered if maybe, just maybe, Adobe might be able to turn things around when it reported last week. But then, even when they delivered a beat and raise quarter, the stock still got hammered…

So, what do we do with Adobe now? Honestly, I’m baffled. It’s hard to tell. On the one hand, Adobe’s down 70% from the highs… and trading at less than nine times earnings despite putting up double-digit earnings growth. Part of me feels it’s just too cheap to ignore, right? But on the other hand, Adobe’s been too cheap to ignore for a long time now, yet the stock keeps getting clubbed like a baby seal. Plus, the entire enterprise software cohort remains pretty hated on Wall Street, by the way, including today.

So, here’s the bottom line: Given the numbers, I could bring myself to recommend Adobe down here, except that we don’t know who’s going to be running the company. Maybe Adobe can turn itself around, but the stock won’t turn until we find out the next CEO and the next CFO. So please, if you want a bet on a comeback for Adobe, at least wait until you can put a face on the company’s future.

Adobe Inc. (NASDAQ:ADBE) provides creative, document, and digital experience software. The company’s solutions are used to create, manage, and optimize digital content and customer experiences.

4. Casey’s General Stores, Inc. (NASDAQ:CASY)

Casey’s General Stores, Inc. (NASDAQ:CASY) was among the stocks on which Jim Cramer commented, as he emphasized that SpaceX investors are betting on Elon Musk rather than the company’s earnings. Answering a caller’s query during the episode, Cramer said:

Yeah, you know, we really, really like Casey’s, and sometimes, I see stocks like this and that dip was made to be bought… Let’s do this. I think you buy 25 shares. Let’s say you want to have 50 shares, maybe you buy 10 here and then let it come down because it is an $865 stock. And remember, when you have a stock at $865, divide it by 10. Think of it as an $86 stock and try to get some more when it hits $80.

Casey’s General Stores, Inc. (NASDAQ:CASY) operates a chain of convenience stores that offer freshly prepared foods such as pizza, donuts, and sandwiches, along with motor fuel, tobacco products, beverages, and other household and automotive essentials. Cramer mentioned the stock during the April 7 episode and said:

I love Casey’s not just because it’s made our viewers big money, although that certainly helps; this is a terrific company that tends to fly under the radar because it operates in places where few from Wall Street would ever go… Since I recommended this stock in late 2023, the stock’s up nearly 166%, trouncing the S&P 500, which is up 53% over the same period. Since then, I just keep pounding the table on Casey’s, and it’s steadily cruised higher. It’s up a quick 37% since I last pushed it. That was seven months ago…

I think there’s still plenty of room to grow. The concept works in just about any rural area. When I last spoke to CEO Darren Rebelez last June, he told us that there was a potential for thousands of Casey’s locations across the country. I have no reason to doubt this man. The company’s got a great strategy of targeting small to mid-sized towns, with two-thirds of the locations in towns of 20,000 people or fewer. And there are a lot of those towns to target in the 31 states that Casey’s hasn’t even entered yet.

Believe me when I say this, I wish that Starbucks would not have so many stores in big cities in the east and west and would put stores in these kinds of places because that’s where the money is. Here’s the bottom line: I’m proud to see Casey’s General Stores get the call up to the S&P 500, and I’m happy that we’ll be able to track the company’s progress more closely now that it’s in the big benchmark index. Congratulations to Casey’s on the honor. And even though higher gas prices and a higher price-to-earnings multiple make the stock harder to recommend up here, I’m confident that it can keep chugging its way higher long-term.

3. GE Aerospace (NYSE:GE)

GE Aerospace (NYSE:GE) was among the stocks on which Jim Cramer commented, as he emphasized that SpaceX investors are betting on Elon Musk rather than the company’s earnings. A caller asked whether they should add more to their position or if the stock had run too much. Cramer replied:

No, I think GE Aerospace is fantastic. You know, it’s, we own Boeing for the Charitable Trust, and GE… people disregard it as a cleaner story. Larry Culp does a terrific job. I think Boeing can pull up, but this one hit an all-time high today. I want to say congratulations to you for having the courage to stick with it, because it did have a big downturn, the stock did, not the company, and you stuck with it. Congratulations.

GE Aerospace (NYSE:GE) manufactures commercial and defense aircraft engines, power systems, and related components. In addition, the company provides maintenance, repair, and overhaul services along with spare parts for aviation and military applications. A caller asked Cramer’s opinion on the stock during the May 28 episode, and he responded:

Okay, GE Aerospace is Larry Culp. I think he’s done a remarkable job. I want you to buy the stock of GE Aerospace because gasoline is coming down, and so is jet fuel.

2. Vertiv Holdings Co (NYSE:VRT)

Vertiv Holdings Co (NYSE:VRT) was among the stocks on which Jim Cramer commented, as he emphasized that SpaceX investors are betting on Elon Musk rather than the company’s earnings. When a caller inquired about the stock, Cramer commented:

Now, Vertiv, we heard Dave Cote speak about it last week. Now, Dave is chairman, and I can tell you that he tells a very positive story about a huge number of orders. The stock has had a bit of a setback here; it’s come down. I have a belief that many stocks look just like it and that they are going to come back. I do not think it’s over. I just think that a lot of companies like Vertiv have seen their stock go down as people sell Vertiv in order to be able to have enough money to buy the king of the data center, which also happens to be SpaceX.

Vertiv Holdings Co (NYSE:VRT) designs, manufactures, and manages power and cooling systems for data centers and digital networks. The company also provides services to keep these systems running smoothly and efficiently.

1. Space Exploration Technologies Corp. (NASDAQ:SPCX)

Space Exploration Technologies Corp. (NASDAQ:SPCX) was among the stocks on which Jim Cramer commented, as he emphasized that SpaceX investors are betting on Elon Musk rather than the company’s earnings. Cramer discussed the company in detail during the episode, as he stated:

You got a communication system in Starlink that could replace almost every internet service provider in the world. It offers a superior product for as little as a third of the price, so I don’t see how Starlink can be stopped.… Frankly, I think Starlink could end up with a billion subs just from people in rural areas with bad broadband connectivity… It’s got a rocket business, which, just for scarcity value, could be worth, well, I don’t know, name your price, because no one else has been able to reuse and relaunch rockets on a regular basis. It’s got the old Twitter, which can be worth something if you put in the right management. Then SpaceX has its AI business… Nobody seems to care too much about the near or even medium-term numbers.

Instead, most buyers are looking at what SpaceX could be down the road. I like this. I think you could expect Musk to take over his sister company, Tesla, which would put him entirely in charge of his empire… You get a massive auto business, including self-driving, terrific battery business just getting started, potentially a gigantic robot business. It’s the latter that I think is the most important product, and if it connects with Starlink, I believe you’ll have a robot operation where they’ll easily do what you want… Let me tell you what I think, what I see: when you buy SpaceX here, you’re really buying Elon Musk’s brain.

I think the cult of Musk is for real, but that’s not the right way to look at it. What you need is to look at this as something different from an ordinary stock. That’s how you really justify paying up for SpaceX. Hey, look, maybe for some, it’s a keepsake… They’re never going anywhere. Finally, some are betting on the biggest meme stock ever. Last night, I saw this stock go from $190 to $213 overnight. It was an incredible move… So it was deliberate overnight buying to push the stock up.

Space Exploration Technologies Corp. (NASDAQ:SPCX) manufactures and launches reusable spacecraft for orbital payloads and government missions, and provides satellite-based broadband internet. Additionally, it operates an artificial intelligence platform comprising computational infrastructure, user applications, and the X information network.

While we acknowledge the potential of SPCX to grow, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than SPCX and that has 100x upside potential, check out our report about the cheapest AI stock.

READ NEXT: 40 Most Popular Stocks Among Hedge Funds Heading Into 2026 and 15 Stocks That Will Make You Rich in 10 Years. 

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

Dr. Inan Dogan

Dr. Ian Dogan

Co-Founder and Research Director at Insider Monkey

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.

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Dr. Inan Dogan

Dr. Ian Dogan

Co-Founder and Research Director at Insider Monkey

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