Jim Cramer Discussed These 25 Stocks In An Important Show About AI Spending

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6. Meta Platforms, Inc. (NASDAQ:META)

Number of Hedge Fund Holders In Q2 2025: 260

Meta Platforms, Inc. (NASDAQ:META) continues to be a frequent feature of Cramer’s morning show after its latest earnings results sent the shares down as investors worried about aggressive capital spending. Cramer believes that the worries are overlooking the fact that Meta Platforms, Inc. (NASDAQ:META) CEO Mark Zuckerberg is positioning himself to fend off threats from OpenAI. In this appearance, he reasserted his faith in Zuckerberg and shared that you don’t bet against the Meta Platforms, Inc. (NASDAQ:META) CEO:

“Well I continue to believe that Zuckerberg is the master chess player. He goes out there and he says listen we’re going to spend this, the OpenAI, government backstop. No government backstop. He’s trying to figure out whether to go after social, whether Azure, I think he’s saying, you know what, I’d rather go after YouTube. You don’t go after this guy, this guy is playing with, he’s not playing for dinner!”

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