In this article, we will discuss: Jim Cramer Discussed Expensive Phones, A Cheap Stock Sector & These 5 Stocks. For more stocks, you can head to Jim Cramer Discussed Expensive Phones, A Cheap Stock Sector & These 18 Stocks.
5. Robinhood Markets, Inc. (NASDAQ:HOOD)
Number of Hedge Fund Holdings in Q1 2026: 84
Financial trading platform Robinhood Markets, Inc. (NASDAQ:HOOD) is another top Jim Cramer stock. Throughout 2025, the CNBC TV host continued to praise the firm as he commended its technology and the facilitation of wealth transfer across generations of Americans. Robinhood Markets, Inc. (NASDAQ:HOOD)’s shares are up by 37% over the past year and are down by 6% year-to-date. Deutsche Bank discussed the firm on June 17th. It raised the share price target to $105 from $103 and kept a Buy rating. The coverage came after Robinhood Markets, Inc. (NASDAQ:HOOD) announced that it would cut its workforce by 10%, as the bank believes that the decision came from a position of strength. Cramer, it appears, holds a similar opinion:
“It’s funny, Vlad, whom we all know, Vlad Tenev, not viewed skeptically when he said this, and there’s a lot of people who say, hold it, if you’re laying off that many people, something might be wrong.They’re not questioning Vlad like that. Now the stock [inaudible] earlier. But I think that that’s because Vlad uniquely does have, a model based highly on technology, and as you scale it, you find new ways to save money. I believe him, as opposed to other deals, where it seems like wait a second they’re really not doing that well. Robinhood’s doing great. . .yeah I think this is AI. . .”
4. Apple Inc. (NASDAQ:AAPL)
Number of Hedge Fund Holdings in Q1 2026: 170
Consumer electronics giant Apple Inc. (NASDAQ:AAPL)’s shares are up by 47% over the past year and by 9.9% year-to-date. Several analysts have discussed the firm in June. For instance, Bernstein reiterated an Outperform rating and a $350 share price target on June 9th. The financial firm commented that the firm’s WWDC conference marked a key step towards AI monetization. It added that Apple Inc. (NASDAQ:AAPL) had also partnered with Google for its foundational AI models. On the same day, Maxin raised the share price target to $350 from $310 and outlined that it was optimistic about Siri’s future. Another aspect of Apple Inc. (NASDAQ:AAPL) that’s being discussed these days is the firm’s chip manufacturing plans. Cramer discussed President Trump’s claim that the firm had partnered up with US chip giant Intel:
“I know i pushed club members hard yesterday to buy Intel, I have not been able to confirm the Intel-AAPL deal that the president posted about in Truth Social. Hold on!”
3. Meta Platforms, Inc. (NASDAQ:META)
Number of Hedge Fund Holdings in Q1 2026: 262
Social media giant Meta Platforms, Inc. (NASDAQ:META) has positioned itself as a key player in the hyperscaler AI capital expenditure race. Its shares are down by 17% over the past year and by 11% year-to-date. Evercore ISI reiterated a Buy rating and a $930 share price target on the firm on June 17th. Earlier, on the 9th, Truist had kept a Buy rating and a $840 share price target on the back of Meta Platforms, Inc. (NASDAQ:META) launching new subscription plans. Cramer mentioned the discussion surrounding the firm’s hypersccaler plans:
“Oh I think, look, I think that they’re doing a lot of things right. It’s just everyone keeps saying, including my partner over here, where’s their web service? Where’s their web service? Right? Where’s their web service?
“I think they could [become a hyperscaler], I think that they just need the power. And they’re gonna have the power in Louisiana.”
Madison Large Cap Fund discussed Meta Platforms, Inc. (NASDAQ:META) in its Q1 2026 investor letter:
“During the quarter, we initiated positions in Meta Platforms, Inc. (NASDAQ:META) and Salesforce.com. The second new investment was in Meta Platforms, which owns three dominant, global social network and communications apps in Facebook, Instagram, and WhatsApp. We believe revenue growth will remain strong as its user count grows and monetization of its apps improves. Meta is investing heavily in AI and seeing real benefits in the personalization and efficacy of ads in its social network. Additionally, WhatsApp is finally starting to commercialize its business after many years of focusing on acquiring users. Investors are concerned about increasing capital expenditures, but we believe much of it will garner strong returns, and management will remain prudent in managing spending over the long term.”
2. Palantir Technologies Inc. (NASDAQ:PLTR)
Number of Hedge Fund Holdings in Q1 2026: 96
Data analytics firm Palantir Technologies Inc. (NASDAQ:PLTR)’s shares haven’t performed well recently. They are 8% lower over the year and have lost 23% year-to-date. The dip isn’t sitting well with Cramer. Throughout 2025, the TV host continued to espouse faith in the company. He repeatedly pointed out how he was the first to predict that the shares would cross the $100 mark. Cramer also praised Palantir Technologies Inc. (NASDAQ:PLTR)’s ability to reduce costs for businesses and based his take on discussions with executives. UBS discussed the shares on June 16th. It reiterated a Buy rating and a $200 share price target. According to the bank, Palantir Technologies Inc. (NASDAQ:PLTR)’s Ontology platform is proving to be a tough nut to crack for AI competitors such as OpenAI. Cramer discussed the stock’s performance after CNBC’s Sarah Eisen interviewed the firm’s CEO:
“I love Palantir. . .after Sarah’s excellent interview, I thought there might be some mojo. No mojo.”
Legacy Ridge Capital Management discussed Palantir Technologies Inc. (NASDAQ:PLTR) in its fourth quarter 2025 investor letter:
“At the very least, recent performance for the broader indices is long in the tooth. Most valuations are stretched and some are just bat*hit crazy. We had similar sentiments back in 2019 and wrote about it. Back then the posterchild of the speculative mania was Tesla (TSLA). Now there are dozens of candidates, including TSLA still, but Palantir Technologies Inc. (NASDAQ:PLTR) may be in the pole position. We admit we don’t completely understand what the company does, but it seems super cool. What we do understand is basic arithmetic, and when the CEO goes on CNBC and passionately attacks short sellers, who are just betting the stock is expensive, and he says, “pick something that is not doing a noble task”, not once mentioning valuation during the 10-minute interview, the hair on our neck stands up. We don’t short (we don’t particularly like that math either), but the implied math around Palantir’s valuation is concerning.”
1. Marvell Technology, Inc. (NASDAQ:MRVL)
Number of Hedge Fund Holdings in Q1 2026: 79
Marvell Technology, Inc. (NASDAQ:MRVL) is a chip designer that makes and sells signal processors, interconnects, and other items. The shares are up by 338% over the past year and by 247% year-to-date. Keybanc discussed the firm on June 18th as it raised the share price target to $385 from $260 and kept an Overweight rating on the stock. The financial firm’s coverage came after it held investor meetings with Marvell Technology, Inc. (NASDAQ:MRVL)’s management. The meetings left the financial firm optimistic about the firm’s data center networking market. Cramer discussed the recent movement in the shares:
“The one to watch is Marvell. This is the one that was anointed by Jensen Huang, CEO of NVIDIA as the next trillion dollar stock. I think that’s a little fanciful, because it just doesn’t really have that kind of earnings power. Yet. Yet. It might, but the stock was down very badly, and it’s reversed. And I think that what you’re seeing is the desire to buy all sorts of hardware, not just SpaceX. . .”
While we acknowledge the potential of MRVL 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 MRVL and that has 100x upside potential, check out our report about the cheapest AI stock.
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