In this article, we will discuss: Jim Cramer Discussed AI Circular Deals, Top Quantum Plays & These 22 Stocks. For more stocks, you can head to Jim Cramer Discussed AI Circular Deals, Top Quantum Plays & These 5 Stocks.
In a series of recent tweets, CNBC’s Jim Cramer continues to discuss worries about circular deals in the AI industry. In a recent tweet, Cramer referred to a report in The Information, which suggested that technology giant Google was interested in investing in custom AI chip designer Marvell Technology. The TV host commented that he didn’t believe the deal, which might not occur, was circular in nature:
“I feel the same way about Google and Broadcom. Yesterday we read a media report that Google is going to announce a big deal with Marvell. I love Marvell as everyone knows and have more than once broken stories there. I don’t expect Marvell to announce a big deal NOW on top of the Broadcom deal from the week before….”
Our Methodology
For this article, we compiled a list of stocks that Jim Cramer discussed during the episode of Squawk on the Street aired on April 17th and tweeted about. We listed the stocks in the order that Cramer mentioned them. We also provided hedge fund sentiment for each stock as of the fourth quarter of 2025, which was taken from Insider Monkey’s database of 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 498.7% since May 2014, beating its benchmark by 303 percentage points (see more details here).
22. NVIDIA Corporation (NASDAQ:NVDA)
Number of Hedge Fund Holdings in Q4 2025: 264
AI chip giant NVIDIA Corporation (NASDAQ:NVDA)’s shares have performed well over the past month, as they are up by 16.5%. During this period, Cramer has wondered on several occasions why the stock had struggled. Year-to-April, NVIDIA Corporation (NASDAQ:NVDA)’s shares were down by 7.7%, but after the latest run, they are up by 10.3%. Bernstein recently discussed the firm as it remarked that NVIDIA Corporation (NASDAQ:NVDA) was no longer a gaming GPU company, as it relied on high-end AI GPUs to drive margins up. As the shares continue to perform well, Cramer was vindicated when he outlined that the stock hadn’t gone up as much as he would have liked. The CNBC TV host also added that the fact that NVIDIA Corporation (NASDAQ:NVDA)’s Vera Rubin required a lot of CPUs meant that Intel’s shares might be worth buying:
“NVIDIA still hasn’t gone up as much as I like.
“Very disappointing reaction. But David, it’s all about, TSMC, what they said, Taiwan Semi, was that Vera Rubin which is the latest of NVIDIA, needs a lot of CPUs. And that was the clarion call to go buy Intel, which I still think is a buy and go buy AMD which hit an all time high yesterday.”
21. Advanced Micro Devices, Inc. (NASDAQ:AMD)
Number of Hedge Fund Holdings in Q4 2025:
Advanced Micro Devices, Inc. (NASDAQ:AMD)’s shares are up by a strong 55% year-to-date and by 57% over the past month. DA Davidson discussed the firm recently, as it raised the share price target to $375 from $220 and upgraded the rating to Neutral from Buy. The financial firm outlined that Advanced Micro Devices, Inc. (NASDAQ:AMD) was benefiting from growing data center demand, which was spurring demand for its CPUs. As evidenced, the firm cited recent data shared by Intel, which indicated that a shift towards agentic workloads was creating demand for server CPUs. Stifel had discussed Advanced Micro Devices, Inc. (NASDAQ:AMD)’s shares on April 19th as it raised the share price target to $320 from $280 and kept a Buy rating on the stock. The financial firm remarked that demand for accelerated and general-purpose computing appeared to be beating forecasts. Crmaer discussed Advanced Micro Devices, Inc. (NASDAQ:AMD) in the context of TSMC’s earnings:
“Very disappointing reaction. But David, it’s all about, TSMC, what they said, Taiwan Semi, was that Vera Rubin which is the latest of NVIDIA, needs a lot of CPUs. And that was the clarion call to go buy Intel, which I still think is a buy and go buy AMD which hit an all time high yesterday.”
