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

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3. Skyworks Solutions, Inc. (NASDAQ:SWKS)

Number of Hedge Fund Holders In Q2 2025: 39

Skyworks Solutions, Inc. (NASDAQ:SWKS) is a semiconductor company that makes and sells signal processing chips. Its products include radio frequency chips, which it is widely believed to sell to Apple. As a result, Skyworks Solutions, Inc. (NASDAQ:SWKS)’s shares are linked closely to perceptions about Apple’s orders. In this appearance, Cramer discussed the firm’s announcement that it will merge with Qorvo to create a new entity worth $22 billion. Like Skyworks Solutions, Inc. (NASDAQ:SWKS), Qorvo is also believed to be an Apple supplier. The day the news was announced, Skyworks Solutions, Inc. (NASDAQ:SWKS)’s shares closed 5.8% higher. Cramer discussed the firm’s Apple business and commented on the deal:

“Now by the way the Skyworks Solutions deal with Qorvo. People were talking about how business is not going to be that good with the largest customer, you know that’s slowing down. I’m not getting that [inaudible] with Skyworks yesterday. That’s a good deal, David, you ought to check that out.”

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