In this article, we will discuss: Jim Cramer Discussed AI “Mojo” & Commented On These 13 Stocks. For more stocks, you can head to Jim Cramer Discussed AI “Mojo” & Commented On These 5 Stocks.
As the conflict in Iran and Lebanon continues to de-escalate, markets have taken a breather. The benchmark S&P 500 index is up by 1% while the NASDAQ 100 is up by 1.3%. Amidst the war-heavy news cycle, Wedbush’s Dan Ives commented on AI stocks. In a tweet, the analyst remarked that his firm’s Asia channel checks gave it “more incremental bullishness heading into 1Q earnings season over the coming weeks.” Ives added that based on these channel checks, Wedbush believes “tech stocks could rally another 15% from these levels into year-end as AI demand soars for tech”.
Jim Cramer discussed the analyst’s remarks and factored in storage and the war into the equation as well:
“There is a lot of mojo–CPUs, GPUs, storage. And a lot of shorting because the war didn’t impact these and because the negative ‘premise’ was all wrong”
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 13th 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).
13. Taiwan Semiconductor Manufacturing Co. Ltd. (NYSE:TSM)
Number of Hedge Fund Holdings in Q4 2025: 224
Contract chip manufacturer Taiwan Semiconductor Manufacturing Co. Ltd. (NYSE:TSM)’s shares closed 3.3% lower on Thursday, on the day the firm reported its first quarter earnings. The results saw the firm post NT$1.134 trillion in revenue and NT$572 billion in net income. The results saw Taiwan Semiconductor Manufacturing Co. Ltd. (NYSE:TSM) beat analyst estimates of NT$1.127 trillion and NT$543 billion. While Cramer typically doesn’t discuss the firm in his morning appearance, he watched the share price like a hawk on Thursday. In a flurry of tweets, the CNBC TV host criticized sellers of the shares and remarked that those selling the stock should listen to the firm’s earnings call. Before the earnings, Citi had discussed Taiwan Semiconductor Manufacturing Co. Ltd. (NYSE:TSM)’s shares on March 30th as it raised the share price target to NT$2,800 from NT$2,600 and increased earnings projections on the back of growing demand for AI chips. As the market evaluated Taiwan Semiconductor Manufacturing Co. Ltd. (NYSE:TSM)’s earnings, Cramer wondered what drove the selling:
“Sellers appearing in Taiwan Sem as the stock failed to pop. Have the sellers READ the conference call, which was a tour de force. Or are they just watching the stock and acting..
“Bears frantically trying to keep Taiwan Semi’s stock down. Maybe they should listen to the call?”
12. Chevron Corporation (NYSE:CVX)
Number of Hedge Fund Holdings in Q4 2025: 86
Cramer has frequently discussed oil major Chevron Corporation (NYSE:CVX)’s shares since the onset of hostilities in Iran. The CNBC TV host has linked the shares to the duration of the conflict and outlined that the longer the conflict lasts, the better it will be for the shares. Since his remarks on the 13th, Chevron Corporation (NYSE:CVX)’s shares are down by 1.9%. RBC Capital also discussed the firm on that day. It raised the share price target to $220 from $200 and kept an Outperform rating on the stock. Among the factors that RBC included in its latest coverage of Chevron Corporation (NYSE:CVX)’s stock were an updated commodity price outlook and early guidance that could affect the firm’s volumes. Cramer discussed the impact of the disruption in the global energy market on the firm’s operations and commented on operations in the Permian Basin:
“I will say that, the Permian there’s been no pickup because these oil companies they say, we’ve seen it all before. I think that’s precisely wrong. They haven’t seen it all before. This is different. No one thinks that this is going to be short term. But that’s why you can still buy the refiners, David. . .I think Chevron goes right back to [inaudible]. I would buy Chevron.”
11. Valero Energy Corporation (NYSE:VLO)
Number of Hedge Fund Holdings in Q4 2025: 65
Valero Energy Corporation (NYSE:VLO) is an American oil and gas refining and marketing company. Its shares are up by 119% over the past year and by 46% year-to-date. Piper Sandler discussed Valero Energy Corporation (NYSE:VLO)’s shares on April 8th as it raised the share price target to $263 from $236 and kept an Overweight rating on the stock. The financial firm commented that Valero Energy Corporation (NYSE:VLO) could face headwinds in 2026 but perform well in the subsequent years. Consequently, Piper Sandler cut the oil company’s first-quarter earnings and operating income estimates. Banking giant Goldman Sachs discussed Valero Energy Corporation (NYSE:VLO)’s shares on March 12th as it raised the share price target to $237 from $203 and kept a Buy rating. Goldman remarked that the coverage reflected an upgrade for the sector in the aftermath of hostilities in Iran. Cramer discussed Valero Energy Corporation (NYSE:VLO) in the context of hostilities in Iran and the Permian Basin:
“I will say that, the Permian there’s been no pickup because these oil companies they say, we’ve seen it all before. I think that’s precisely wrong. They haven’t seen it all before. This is different. No one thinks that this is going to be short term. But that’s why you can still buy the refiners, David. . .you can still buy Valero. Okay. . .”
10. The Goldman Sachs Group, Inc. (NYSE:GS)
Number of Hedge Fund Holdings in Q4 2025: 78
Investment bank The Goldman Sachs Group, Inc. (NYSE:GS) was at the center of media attention on the day of Cramer’s remarks as it had reported its fiscal first quarter earnings. Since the earnings release, the shares are up by a modest 1%. The results saw the firm post $17.23 billion in revenue and $17.55 in earnings per share to beat analyst estimates of $16.97 billion and $16.49. However, the shares fell after the earnings, and the dip didn’t fail to register on Jim Cramer’s radar. The CNBC TV host tweeted after the earnings were released and remarked that while “estimates had gotten too high,” the stock nevertheless still offered “excellent return on equity.” Jefferies discussed The Goldman Sachs Group, Inc. (NYSE:GS)’s stock on April 6th as it lowered the share price target to $1,049 from $1,125 and kept a Buy rating on the stock. Jefferies’ coverage saw it boost the bank’s second-quarter earnings estimate to $15.60. In this appearance, Cramer maintained that The Goldman Sachs Group, Inc. (NYSE:GS) fared off against high expectations:
“Alright so, when you speak to David. . .IPOs a little slower in March, but it’s getting a little slower. Everything is picking up, April’s been very strong. Now I think, David you’re going to disagree with this, but it’s entirely possible that this is the beginning of like a smoother, like we got to stop it, with the aggressive. Remember, people put up very aggressive targets. And, they don’t do that for Citi.
“My charitable trust sold some last week. Visionary? No, we still have a lot. But I do think that, when I talk about it on Thursday at our call, I’m just going to say Goldman’s offering a little smoother, you may not like it, but the estimates are too high, then frankly, you’re going to miss every time. But I think the estimates are going to come down. And they’re going to start beating them and you have to buy the stock, into weakness. Because the buyback will be there, remember. . .buyback will be there by next week and I think you’ll be fine.
“Look I continue to believe that this is a good quarter. And it’s just very difficult when you raise the estimates so high, that he can’t possibly beat them. And yet, if we had thought these numbers had come out this way three months ago, we would be paying 90, doing 954. That’s why I’m saying listen, this is not the kind of quarter that you can Goldman on. . .the fact is, that this was, he can’t say, listen, we beat the old numbers. Because no one cares about that. But in the end it was a great quarter and it’s second best after 2021. That’s great, but it’s not enough for now, once they start buying back it’ll be enough.”
Carillon Eagle Growth & Income Fund discussed The Goldman Sachs Group, Inc. (NYSE:GS) in its fourth quarter 2025 investor letter:
“The Goldman Sachs Group, Inc.’s (NYSE:GS) shares contributed to the fourth‑quarter performance due to positive financial results, coupled with increased optimism regarding capital markets activity heading into 2026. Goldman Sachs maintains one of the strongest global merger and acquisition (M&A) advisory and trading, with increased activity in M&A, initial public offerings, and debt issuance activity directly boosting its financial performance.”
9. Revolution Medicines, Inc. (NASDAQ:RVMD)
Number of Hedge Fund Holdings in Q4 2025: 85
Revolution Medicines, Inc. (NASDAQ:RVMD) is a biotechnology company developing treatments to treat tumors. Its shares are up by a whopping 307% over the past year and by 89% year-to-date. Most of the gains related to Revolution Medicines, Inc. (NASDAQ:RVMD)’s stock have come courtesy of a 55% move in April. On the 13th, the stock 41% higher after the firm announced results of its Phase 3 RASolute 302 trial. The data showed Revolution Medicines, Inc. (NASDAQ:RVMD)’s treatment being able to help patients live a median of 13.2 months compared to the 6.7 months standard. Evercore ISI initiated coverage on the stock on February 25th as it set a $140 share price target and an Outperform rating. Data for Revolution Medicines, Inc. (NASDAQ:RVMD)’s phase 3 trial for the pancreatic cancer drug was part of Evercore’s coverage. Cramer discussed the trial data and shared additional context:
“Now this is I know for, because my mom died of cancer, you gotta be really be careful on this. Pancreatic, this is a very, unfortunately hard to solve cancer. RevMed, they slashed their risk of death by 60% versus chemo, that’s rather extraordinary. And David, they’re gonna seek FDA approval, Commissioner’s national priority voucher. But what matters here is that Merck, just reportedly, was trying to buy it for 28 to 32 billion. That’s well, this is now well in excess of what they wanted to buy it, so, you could argue, why did they buy it?”
8. Microsoft Corporation (NASDAQ:MSFT)
Number of Hedge Fund Holdings in Q4 2025: 312
Software giant Microsoft Corporation (NASDAQ:MSFT)’s shares are down by 10% year-to-date but have started to climb back recently, as they are up by 14.5% since April 10th. Jim Cramer’s radar hasn’t missed the dip, as he has discussed the firm several times over the past couple of months. Bernstein discussed Microsoft Corporation (NASDAQ:MSFT)’s shares on April 13th as it kept an Outperform rating and a $641 share price target on the company. The financial firm outlined that the company’s Copilot AI platform was delivering strong margins and software-as-a-service (SaaS) revenue. However, Cramer doesn’t believe Copilot is up to the mark. For instance, in January, the CNBC TV host commented that “15 million people and they’re proud of CoPilot? They have 1.5 billion users what is that about 1% of the people,” and added that “I’m not buying into the acceleration of Copilot.” On April 1st, Benchmark set a Buy rating and a $450 share price target for Microsoft Corporation (NASDAQ:MSFT)’s shares and remarked that the sluggish share performance could provide a buying opportunity. In this appearance, Cramer discussed the firm and Amazon:
“Really an amazing that we have about OpenAI touting Amazon alliance in memo. Saying Microsoft has limited our ability to reach clients. One of the fulcrum of questions is Microsoft. I mean, where is Microsoft right now? This says that Amazon’s bedrock is attracting enterprise. They need to attract enterprise at OpenAI in order to have a better deal. A lot David of what’s going to happen revolves around OpenAI and Anthropic and the need to be able to show enterprise and whether Microsoft, which is up today, can do it.
“Yeah I just think that, Carl, we’re all so used to Microsoft being a terrific. We’re just not used to seeing it being, what is now people saying a chronic underperformer. . .if you look at companies that conceivably have slowing revenues, that’s what it is. None of these companies have [inaudible] revenues, but slowing revenues, then people are going to say that you’re going to see it in Microsoft. . .”
7. Amazon.com, Inc. (NASDAQ:AMZN)
Number of Hedge Fund Holdings in Q4 2025: 381
eCommerce and cloud computing giant Amazon.com, Inc. (NASDAQ:AMZN)’s shares are up by 45% over the past year and by 11% year-to-date. Evercore ISI reiterated an Outperform rating and a $285 share price target on the firm on April 9th. The financial firm outlined that Amazon.com, Inc. (NASDAQ:AMZN)’s AI revenue run rate and custom chip businesses suggest growing control over the AI market. In his previous comments for the firm, Cramer asserted that concerns about Amazon.com, Inc. (NASDAQ:AMZN)’s retail and eCommerce businesses might be overblown since accurate data is often a closely guarded secret. Wells Fargo adjusted the price target to $305 from $304 on April 2nd and kept an Overweight rating on the stock. The bank commented that Amazon.com, Inc. (NASDAQ:AMZN)’s AWS revenue could beef up the firm’s cash flow. Cramer discussed the software business and competition with Microsoft:
“Yeah I just think that, Carl, we’re all so used to Microsoft being a terrific. We’re just not used to seeing it being, what is now people saying a chronic underperformer. . .if you look at companies that conceivably have slowing revenues, that’s what it is. None of these companies have [inaudible] revenues, but slowing revenues, then people are going to say that you’re going to see it in Microsoft, but not in Amazon. Now Amazon’s kind of ascendant right now. So maybe that’s, you know, that’s what you have to buy.”
6. CoreWeave Inc. (NASDAQ:CRWV)
Number of Hedge Fund Holdings in Q4 2025: 58
AI infrastructure firm CoreWeave Inc. (NASDAQ:CRWV)’s shares are up by a strong 203% over the past year and by 49% year-to-date. April has been a good month for the stock as it has gained 53% during the month. Barclays discussed CoreWeave Inc. (NASDAQ:CRWV)’s shares on April 6th as it reiterated a Hold rating and a $90 share price target. The coverage came after Northland Securities had reiterated a Buy rating and a $165 share price target on April 2nd. Earlier, Bank of America had discussed CoreWeave Inc. (NASDAQ:CRWV) in detail in its coverage on March 24th. It set a Buy rating and a $100 share price target and remarked that the computing infrastructure firm’s AI software and industry partnership lent it a strong position in the AI computing industry. Cramer’s comments about CoreWeave Inc. (NASDAQ:CRWV) followed a similar tone as he continued to wonder why NVIDIA’s shares were trading down:
“Now CoreWeave’s the kind of stock that has nothing to do with the war. So somehow people have been able to say, you know what, I’m not give it a war discount, I’m just going to go buy it. Because everyone seems to need more compute. And if you need more compute, you think of CoreWeave. Now the shortage of compute is a big deal that we don’t talk about enough. . .it should translate into buying of NVIDIA, which it did on Friday. And then of course, NVDIA is a market stock, so suddenly NVIDIA is down. But, NVIDIA is a way to get more compute, but people just say you know what, I’m gonna buy CoreWeave. CoreWeave has more compute. And whoever has the most compute, wins Carl.”
While we acknowledge the potential of CRWV 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 CRWV and that has 100x upside potential, check out our report about the cheapest AI stock.
Click to continue reading and see Jim Cramer Discussed AI “Mojo” & Commented On These 5 Stocks.
READ NEXT: 33 Stocks That Should Double in 3 Years and 15 Stocks That Will Make You Rich in 10 Years.
Disclosure: None. Insider Monkey focuses on uncovering the best investment ideas of hedge funds and insiders. Please subscribe to our free daily e-newsletter to get the latest investment ideas from hedge funds’ investor letters by entering your email address below.
