In this article, we will discuss: Jim Cramer Discussed AI “Mojo” & Commented On These 5 Stocks. For more stocks, you can head to Jim Cramer Discussed AI “Mojo” & Commented On These 13 Stocks.
5. Marvell Technology, Inc. (NASDAQ:MRVL)
Number of Hedge Fund Holdings in Q4 2025: 85
Marvell Technology, Inc. (NASDAQ:MRVL) is a semiconductor design company. Its shares are up by a strong 168% over the past year and by 55% year-to-date. Benchmark kept a Buy rating and a $130 share price target on Marvell Technology, Inc. (NASDAQ:MRVL) on April 1st. The coverage followed the chip company’s latest partnership with NVIDIA, with Benchmark commenting that the deal will improve the links between the two firms’ products. Barclays bumped Marvell Technology, Inc. (NASDAQ:MRVL)’s share price target to $150 from $105 and upgraded the rating to Overweight from Equal Weight on April 9th. Barclays remarked that the firm’s optical and ports businesses were performing well. Cramer discussed Marvell Technology, Inc. (NASDAQ:MRVL) in the context of the data center industry and also mentioned the firm’s optical business:
“I want to talk about like a stock that was good and then became unbelievable, Carl. Marvell Technologies. Okay so, MRVL, you look at what Matt Murphy put together. He bought an optical company for very little money. He had a networking business that was pretty good. Matt was, maligned, maligned by some news organizations and some brokers about how whether he had lost some key contracts. It was untrue and if anything, he’s gaining contracts. So when you go into the data center, every time we go into the data center, we discover a new one that is a winner. And Marvell, hardware stock, Matt is a very, he came on my show and he just said, listen, when the stock was at 70, bought a lot of stock.”
4. Intel Corporation (NASDAQ:INTC)
Number of Hedge Fund Holdings in Q4 2025: 96
Jim Cramer frequently discusses chip manufacturing giant Intel Corporation (NASDAQ:INTC). He regularly praises the firm’s CEO Lip-Bu Tan, and has commended the executive’s success in turning around the firm’s business. Tan’s success is reflected in Intel Corporation (NASDAQ:INTC)’s shares, as they are up by 259% over the past year and by 72% year-to-date. Benchmark discussed the firm on April 10th as it raised the share price target to $76 from $57 and kept a Buy rating on the shares. One factor that the financial firm discussed in its coverage was Intel Corporation (NASDAQ:INTC)’s recent partnership with Google related to next-generation AI computing infrastructure. Along with its partnership with Google, the firm has also teamed up with Elon Musk’s SpaceX for the Terafab project. In this appearance, Cramer continued praising Intel Corporation (NASDAQ:INTC)’s CEO and his industry experience:
“Intel’s an [inaudible] growth stock in the market.”
“When I was saying shortage, shortage, shortage, get out, get out, get out, not sure, I mean just get out. It got to 21 to get Lip-Bu, and Ben and I were talking about being a national treasure. And we weren’t going to let a national treasure go under, obviously the President heard us and put money with them. Could be. But whatever, they pivoted to packaging, which is something Lip-Bu was the best at. You can look at Cadence, and he saved Cadence. It’s a particular kind of packaging, and that is, in one year he pivoted.”
3. NIKE, Inc. (NYSE:NKE)
Number of Hedge Fund Holdings in Q4 2025: 82
Athletic apparel retailer NIKE, Inc. (NYSE:NKE) is a frequent feature on Jim Cramer’s radar. The CNBC TV host has discussed the firm several times over the past couple of months. Most of his remarks have focused on NIKE, Inc. (NYSE:NKE)’s turnaround under CEO Elliott Hill. Cramer has generally praised Hill and, at times, sounded confident that the firm’s China operations could also experience improvement after a shift in its North American operations. However, more recently, he has shifted his tone. While he is still a believer in Hill, Cramer is unable to figure out how NIKE, Inc. (NYSE:NKE) could improve its business. HSBC discussed the firm on April 13th as it cut the share price target to $48 from $90 and lowered the rating to Hold from Buy. Some of the factors that were present in HSBC’s coverage included difficulties in several regions and limited visibility. In this appearance, Cramer compared NIKE, Inc. (NYSE:NKE)’s turnaround with Intel’s:
“Now contrast that unfortunately with what Nike is doing. In one year they have not pivoted. And I bring that up and it’s very painful because I like Elliott Hill very much. But, they have not pivoted, yet.”
2. Best Buy Co., Inc. (NYSE:BBY)
Number of Hedge Fund Holdings in Q4 2025: 49
Electronics retailer Best Buy Co., Inc. (NYSE:BBY)’s shares made quite a splash on the 13th after investment bank Goldman Sachs slashed its rating to Sell from Buy and reduced the share price target to $59 from $76. The main factor in the coverage was higher memory prices, as it worried about their impact on consumer electronics products such as laptops. Goldman outlined that the higher prices could lead to a growing demand for lower-priced products and a dip in volume. DA Davidson discussed Best Buy Co., Inc. (NYSE:BBY)’s shares on March 4th. It lowered the share price target to $78 from $85 and kept a Buy rating on the shares. The coverage came after the retailer’s fourth-quarter earnings report. Cramer discussed Goldman’s coverage and wondered about consumer sentiment:
“I couldn’t believe that. Oh my god I mean Best Buy they raised the dividend, this made it seem like you can’t touch it because it’s got that 6% dividend and that is a level, like we saw that with Whirlpool, where you start really worry about the dividend. I don’t know, I do think that memory prices up have forced them to raise price and that maybe the consumer, can say, look this is going up and it’s got nothing to do with Iran.”
1. Nebius Group N.V. (NASDAQ:NBIS)
Number of Hedge Fund Holdings in Q4 2025: 54
Computing infrastructure provider Nebius Group N.V. (NASDAQ:NBIS) is one of the top stocks in the market as it is up by 629% over the past year and by 74% year-to-date. Freedom Capital Markets discussed the firm on April 13th. It downgraded Nebius Group N.V. (NASDAQ:NBIS)’s shares to Hold from Buy and raised the share price target to $154 from $108. The financial firm noted that the stock had performed well since it last commented on it and added that the valuation might be stretched over the short term. However, Freedom Capital also increased Nebius Group N.V. (NASDAQ:NBIS)’s revenue and operating income estimates for the years 2026 and 2027. Cramer commented on the firm’s position in the data center and computing infrastructure industry:
“I’ve been focused on these data center winners, and Nebius, NBIS, I saw them last year at the GTC conference that NVIDIA has and I felt badly, I went over there I said how you guys doing, and no one was around. And then this year, well since then, they have won a Microsoft contract, they got a 27 billion dollar Meta contract, so people just are crazy about it and you can see what happens when you have the ability to be able to put up more compute. Now Nebius is a company that is losing money, kind of like CoreWeave. But, like CoreWeave they might just say you know what, what’s the point of making a profit. If you remember Michael Intrator said to me, we can be profitable in three quarters if you want us to. This company is just a rocket ship and I just want to point out, that, it deserves it, it keeps getting contracts. But if someone’s worried, and thinks that these things are going up without profits, there you go, I wouldn’t short or sell this one, no, I wouldn’t.”
Maple Tree Capital was also full of praise for Nebius Group N.V. (NASDAQ:NBIS) in its third quarter 2025 investor letter:
“In Q2 2025, Heartwood sold Krispy Kreme (DNUT) for a 72.4% loss. This created a substantial drag on the fund’s performance. We rotated the small principal left from the sale into Nebius Group N.V. (NASDAQ:NBIS) at a cost basis of $31.35, with shares currently trading for $121.80. The resulting 288% gain has not only fully offset our entire DNUT loss, but has generated incremental outperformance for the fund. This trade now stands as Heartwood’s best ever.”
While we acknowledge the potential of NBIS 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 NBIS and that has 100x upside potential, check out our report about the cheapest AI stock.
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