Jim Cramer Made A Big Prediction About OpenAI & Discussed These 20 Stocks

18. Intel Corporation (NASDAQ:INTC)

Number of Hedge Fund Holdings in Q4 2025: 96

Chip manufacturing giant Intel Corporation (NASDAQ:INTC) has been one of Cramer’s top stocks ever since its CEO, Lip-Bu Tan, took over. The CNBC TV host continued to praise the executive throughout 2025 and maintained that he had the right skillset to turn Intel Corporation (NASDAQ:INTC) around. The shares are up by a whopping 315% over the past year and by an unbelievable 105% over the past month. They closed a whopping 23.6% higher on April 24th after Intel Corporation (NASDAQ:INTC) reported its earnings on the 23rd. Cramer discussed the earnings and commented on how analysts will have to shift their opinion on the stock.

“Okay so most of the analysts on this read either had a Hold or a Sell on Intel. So you’re going to see multiple days when this stock goes up as they all have to capitulate.

“When I spoke to Lip-Bu, first of all, he’s a man of tremendous humility, and did not say I did a great job, whatever. He just said look, we’re executing better, we can execute much better than this. He did point out that what really took everyone by surprise, was the number of CPUs you need, per agent, so to speak. They thought that it was going to be eight GPUs to one CPUs. Then it was gonna be eight GPUs to five. And now it’s a one to one relationship. So he said the number you need is so far in excess that everybody who has CPUs is going to make a lot of money. . .and what I also liked what he said was, you haven’t seen me do packaging yet. This packaging of chips that everybody likes. Cause that’s really his strength, it’s packaging. That’s how he saved Cadence.

“Now this is kind of like when Intel, when it turned out that the 386 was good, but the 486 was better and then the Pentium was better and then you’d have these step functions, where it’d be like, wow, I thought that Intel was worth 20. Now it’s worth 40.”

TCW Relative Value Large Cap Fund discussed Intel Corporation (NASDAQ:INTC) in its fourth quarter 2025 investor letter:

“The best performing stocks in the quarter were Alphabet†, Intel Corporation (NASDAQ:INTC) (INTC; 2.69%**), and Merck & Co (MRK; 2.70%**). Intel rose early in the quarter after the company announced a partnership with NVIDIA to bolster its ability to develop custom chips for data centers and personal computers.”