In this article, we will look at “Jim Cramer Highlighted 5 Stocks, Including Meta and Tesla”. Please visit “Jim Cramer Highlighted 21 Stocks, Including Dow and Home Depot“ if you’d like to see the extended list and methodology behind it.
5. CVS Health Corporation (NYSE:CVS)
CVS Health Corporation (NYSE:CVS) was among Jim Cramer’s latest stock calls, as he suggested investors balance portfolios with hot and cold stocks. Cramer said that he prefers CVS over NOW.
Let’s start with a solid company with a stock that sells at 11 times earnings, CVS. I’m all for buying it for the Charitable Trust, but we held off because we have too many positions. CVS owns Aetna, which I think is a pretty good, not, well, it’s not as maybe as good as UnitedHealth, but a pretty… good company. Reported a tremendous quarter earlier this week. But UnitedHealth is certainly in the ballpark.
I think Aetna’s good. CVS owns 8,932 drugstores. Not that long ago, there were three big drugstore chains: Rite Aid, Walgreens, and CVS… Walgreens got taken private. It’s now pulling back from a huge number of stores. They may not even be a factor at this pace a few years from now. Because they’re private, though, we don’t really know what it is. But I know something. CVS CEO, David Joyner, gave you a terrific quarter last time. I think it’s only going to get better as the competition disappears. I prefer CVS to ServiceNow. Okay, I’m out there.
CVS Health Corporation (NYSE:CVS) provides healthcare solutions through insurance, pharmacy benefit management, and retail pharmacy services.
4. Intel Corporation (NASDAQ:INTC)
Intel Corporation (NASDAQ:INTC) was among Jim Cramer’s latest stock calls, as he suggested investors balance portfolios with hot and cold stocks. Expressing hope that the company can “turn things around,” Cramer said:
Apparently… That’s no longer good enough, and maybe you have to have like the super future. Let’s hope that Intel, with a magnificent surprise top and bottom line tonight, can turn things around. What an amazing quarter from Lip-Bu Tan, has been there for one year and one month. It is a miracle.
Intel Corporation (NASDAQ:INTC) designs and manufactures processors, chips, memory, and related hardware. Additionally, it provides software, optimization solutions, and AI-enabled platforms. On April 20, Cramer mentioned the company and said:
Next, we got three more non-storage semiconductor stocks. Intel in first place, Intel up 59%. Monolithic Power Systems in seventh place, up 47%. AMD, eighth place, up 42%. The semis are all over this top 10 list, leading the way since the bottom, and Intel’s at the head of the pack. Isn’t that fantastic? Intel was America’s pre-eminent chipmaker for decades and fell on hard times for many years, mostly because of a lack of leadership. But now it’s making a major comeback under new CEO Lip-Bu Tan, who’s a remarkable man. After stabilizing the business, he obtained some major votes of confidence when the U.S. government and NVIDIA both took stakes in Intel last year. Both those parties are now looking at huge, huge gains in just seven or eight months’ time…
This latest run for Intel has been all about the realization that CPUs, not GPUs that NVIDIA makes, CPUs, their bread and butter, have become a key bottleneck for the AI data center buildout. As more companies embrace agentic AI, which does various autonomous tasks, they need more general-purpose computing horsepower. You get that from the central processing units, not the GPUs. And that’s why we also see AMD, the number two CPU producer, making the top 10, along with Monolithic Power Systems, which makes small energy-efficient power management systems in there as well.
For Intel specifically, though, the company’s reporting on Thursday night, and we’re torn on this one. On the one hand, the stock’s up so much we worry that there’s nothing the company says to justify its move. Remember what happened the last quarter? That’s what occurred. On the other hand, though, we think Intel’s move has happened so fast that many analysts and investors have missed it. They might be itching to get into the stock, especially if it retreats in reaction to a good result. I am surprised they didn’t come in today when it was down a couple.
3. Tesla, Inc. (NASDAQ:TSLA)
Tesla, Inc. (NASDAQ:TSLA) was among Jim Cramer’s latest stock calls, as he suggested investors balance portfolios with hot and cold stocks. Cramer mentioned that selling the stock is akin to selling the future, as he commented:
Look, Tesla reported, alright? I liked everything they said. And I’m not, you know, it’s not like I hang out with Elon Musk, but I will tell you that what he’s going to do with robots is revolutionary. You want to sell that stock? You’re selling robots. You’re selling full self-driving cars. You’re selling the future. But go ahead, sell the future. I’m not a seller of the future. I’m a buyer of the future.
Tesla, Inc. (NASDAQ:TSLA) designs and sells electric vehicles and also develops and installs solar energy and storage systems for residential, commercial, and industrial customers. In addition, the company is working on autonomous vehicles and robots. Presenting his game plan on April 17, Cramer said:
After the close, we get Tesla. Nobody wants to hear anymore about autos. They, we want to hear about self-driving cars. We want robots. We need information about the SpaceX IPO, different company, but you never know because it is Elon Musk. We want anything but cars. It’s so strange to be so tech-centered. But we aren’t interested in pigeonholing Tesla anymore as an auto company when there’s so many big things that it’s working on, huge things, next-generation things, artificial intelligence things.
2. Meta Platforms, Inc. (NASDAQ:META)
Meta Platforms, Inc. (NASDAQ:META) was among Jim Cramer’s latest stock calls, as he suggested investors balance portfolios with hot and cold stocks. Discussing the company’s recent announcement regarding layoffs, Cramer said:
At the same time, we got hit by big layoffs at Meta today, that came midday. But I think Mark Zuckerberg is being efficient. When the market heard Meta is firing 10% of its workforce, it read that as meaning that the business must be faltering. That’s completely untrue. That’s his style. But the pin action hurt a lot of stocks. They didn’t all recover. He’s efficient.
Meta Platforms, Inc. (NASDAQ:META) develops technologies and applications that connect people through social networking and messaging. The company’s portfolio includes Facebook, Instagram, WhatsApp, Messenger, Threads, and virtual and augmented reality products. Montaka Global Investments stated the following regarding Meta Platforms, Inc. (NASDAQ:META) in its Q1 2026 investor letter:
The strength of an investment opportunity depends on the price at which you can acquire current and future earnings power. We see many instances today of strong competitive advantages being offered by the market at highly-attractive prices. Based on Montaka’s internal assessments, here are several:
Meta Platforms, Inc. (NASDAQ:META) — Towards the end of March, Meta’s stock price hit US$526 per share, a level that implies an enterprise value (EV) multiple of less than 13x 2026 earnings before interest and tax (EBIT7). We assess this valuation multiple is far too low for a business growing revenues faster than 20% per annum and with competitive advantages as strong as Meta’s.
1. ServiceNow, Inc. (NYSE:NOW)
ServiceNow, Inc. (NYSE:NOW) was among Jim Cramer’s latest stock calls, as he suggested investors balance portfolios with hot and cold stocks. The company was mentioned during the episode of Mad Money, as Cramer said:
Last night, we had Bill McDermott, CEO of ServiceNow, on the show. Reported a perfectly good quarter, one that passed the August rule of 50, revenue growth rate plus profit margin equals more than 50. Very good sign for a cloud software play. There were huge signups. Many clients embraced their AI controller model, letting them automate their workflows and more. But here’s the problem: In an era where artificial intelligence can mimic very good software businesses, it’s hard for ServiceNow’s stock to get a decent valuation. Too many on Wall Street are terrified that this kind of company has no future. Hence, today’s staggering 17% decline for this stock.
ServiceNow, this stock is now down a ghastly 44% for the year, 44%. Plus, even though ServiceNow stock has already been pummeled, that doesn’t necessarily mean it’s gotten cheap. As Ben Reitzes at Melius tells us, lots of their employees get stock as compensation. If you were to treat that as real cash compensation, as you and I might, then even after today’s dramatic fall, $103 to $84 and change, stock sells at 37 times earnings, much more expensive than most of the S&P. Now, I’ve gone over everything that McDermott told us about half a dozen times.
Here’s my conclusion: ServiceNow’s doing exactly what it’s done for years, but it’s no longer going to be given that same price-to-earnings multiple because artificial intelligence is cheaper. And even if it doesn’t wipe them out, it could put pressure on pricing, and you don’t get a premium multiple if your company’s pricing is under pressure. The market’s changed. The buyers turned into sellers. Doesn’t mean ServiceNow isn’t a great company, it is. But institutional money managers who determine the prices that you see won’t pay up as much for that kind of greatness when it’s an enterprise software vulnerable to the great disruptors we talk about all the time.
ServiceNow, Inc. (NYSE:NOW) provides a cloud platform that supports digital workflows through AI, automation, low-code tools, analytics, and a suite of IT, security, customer service, and employee experience products.
While we acknowledge the potential of NOW 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 NOW and that has 100x upside potential, check out our report about the cheapest AI stock.
READ NEXT: 40 Most Popular Stocks Among Hedge Funds Heading Into 2026 and 15 Stocks That Will Make You Rich in 10 Years.
Disclosure: None. Insider Monkey focuses on uncovering the best investment ideas of hedge funds and insiders. Please subscribe to our free daily e-newsletter to get the latest investment ideas from hedge funds’ investor letters by entering your email address below.
