Jim Cramer Discussed These 13 Stocks & Shared Major Warning For Rare Earth Stocks

2. Arm Holdings plc (NASDAQ:ARM)

Number of Hedge Fund Holders In Q2 2025: 41

Arm Holdings plc (NASDAQ:ARM) is a British semiconductor design company. It is one of the key players in the industry since its intellectual property is used in chips for smartphones, data centers, and other applications. Firms like Arm Holdings plc (NASDAQ:ARM) have grown in prevalence as semiconductor manufacturing process advances have enabled designers to rely on its low-power designs for heavy computing use cases. In this episode, Cramer discussed a recent interview with Arm Holdings plc (NASDAQ:ARM) CEO Rene Haas and the CEO’s comments about cloud computing:

“And I did want to come back to, what happened with Rene Haas last week and the glasses. Rene did feel that maybe I had misinterpreted his boisterous nature. But he did say that maybe there was more cloud than he thought, than he should have said.

“I just did feel like I had to kind of correct the narrative.”

Cramer discussed Arm Holdings plc (NASDAQ:ARM) and AI demand in February. Here is what he said:

“Tomorrow, we’re going to hear from Arm. And you’re going to hear Arm saying listen we’re winning that arms race in CPUs too. So there’s just a lot of them and they have a confluence of things with Jensen. But I just come back and say, Rene Haas doing better, at Arm, Jensen Huang doing better in NVIDIA.”