In this article, we will discuss: Jim Cramer Made A Big Prediction About OpenAI & Discussed These 20 Stocks. For more stocks, you can head to Jim Cramer Made A Big Prediction About OpenAI & Discussed These 5 Stocks.
With media reports about artificial intelligence giant OpenAI making rounds once again, CNBC’s Jim Cramer couldn’t help discussing the firm. Recently, a report from The Wall Street Journal claimed that OpenAI had missed revenue and user targets. Following the report, technology stocks dipped and some, such as the Japanese conglomerate Softbank, lost up to 10%. Cramer commented on OpenAI in a recent tweet and shared that the firm might become less important to the AI ecosystem in the future:
“While it is true that we need to care tremendously about every second of OpenAi’s curious existence can i also say that things are moving so fast in this industry that there will be MANY important clients and that OpenAi’s importance to the “movement” will be minimized more rapidly than people realize”
Our Methodology
For this article, we compiled a list of stocks that Jim Cramer discussed during the episode of Squawk on the Street aired on April 24th and tweeted about. We listed the stocks in the order that Cramer mentioned them. We also provided hedge fund sentiment for each stock as of the fourth quarter of 2025, which was taken from Insider Monkey’s database of 1,000 hedge funds.
Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter’s strategy selects 14 small-cap and large-cap stocks every quarter and has returned 498.7% since May 2014, beating its benchmark by 303 percentage points (see more details here).
20. Seagate Technology Holdings (NASDAQ:STX)
Number of Hedge Fund Holdings in Q4 2025: 74
Memory and data storage products manufacturer Seagate Technology Holdings (NASDAQ:STX)’s shares are up by 609% over the past year and by 101% year-to-date. Bank of America discussed the firm on April 20th as it raised the share price target to $605 from $450 and kept a Buy rating on the shares. In its coverage, BofA discussed the strength in data center revenue and outlined that it could help the firm offset weakness in other markets. Cramer has discussed Seagate Technology Holdings (NASDAQ:STX) several times over the past couple of months. The CNBC TV host believes that the firm, along with other computer storage hardware manufacturers, has benefited from an unexpected shortage in its industry. Seagate Technology Holdings (NASDAQ:STX) reported its earnings on the 28th, and the shares were up by as much as 17% in premarket trading on the 29th. Cramer tweeted about the earnings call:
“Smart moment on the Seagate call where they are asked to talk about use cases that use a lot of memory and can spiral into gigantic data sets: the process of FAQs”
19. Nucor Corporation (NYSE:NUE)
Number of Hedge Fund Holdings in Q4 2025: 44
Nucor Corporation (NYSE:NUE) is one of the largest steel manufacturers in the US. While Cramer regularly discussed the firm in 2025, it seems to have slipped off his radar in 2026. In 2025, the CNBC TV host often commented on Nucor Corporation (NYSE:NUE) in the context of Japanese firm Nippon acquiring US Steel and Chinese steel hurting US manufacturers. Nucor Corporation (NYSE:NUE)’s shares are up by 89% over the past year and 32% year-to-date. JPMorgan discussed the firm on April 14th, as it raised the share price target to $212 from $198 and kept an Overweight rating on the stock. The coverage came after Goldman Sachs had discussed Nucor Corporation (NYSE:NUE)’s stock on April 1st. The bank had set a Buy rating and a $210 share price target and remarked that the steel company could benefit from steel tariffs and a growth in private non-residential construction. This time around, Cramer tweeted about Nucor Corporation (NYSE:NUE) in the context of the data center industry:
“Crazy as it sounds Nucor might be the best of the undiscovered data center plays!”
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.”
17. NVIDIA Corporation (NASDAQ:NVDA)
Number of Hedge Fund Holdings in Q4 2025: 264
AI GPU giant NVIDIA Corporation (NASDAQ:NVDA)’s shares have performed well lately, as they are up by 29% over the past month. The performance has vindicated Cramer, who maintained throughout the year that the shares had to go higher and the reasons behind their weakness were incomprehensible. Bernstein discussed the firm on April 17th as it reiterated an Outperform rating and a $300 share price target. The financial firm had set the rating and the target after NVIDIA Corporation (NASDAQ:NVDA) had reported its fourth quarter earnings in February. In this appearance, Cramer discussed the firm after Intel’s earnings report and discussed that the GPU company could benefit from a CPU shortage that Intel’s CEO had commented on:
“NVIDIA’s not up, and a lot of people feel that’s because everybody has to spend a lot on CPUs they thought [inaudible] the money for GPUs. That’s exactly the opposite of what Lip-Bu is saying, which is that the amount of demand for everything is just far in excess of what he thought and what anyone thought.”
Nightview Capital discussed NVIDIA Corporation (NASDAQ:NVDA) in its Q1 2026 investor letter:
“The AI efficiency selloff in NVIDIA Corporation (NASDAQ:NVDA) earlier this year gave us an opportunity to add to our position. Our view: the demand for AI compute is not declining; the efficiency of that compute is improving. These are not contradictory trends. Jevons’ Paradox is real and relevant here — as the cost per unit of AI output falls, the total demand for AI output rises. More compute gets consumed, not less. NVIDIA’s H100 and Blackwell architectures remain the preferred infrastructure for training and inference at scale. The company’s software ecosystem, from CUDA, cuDNN, to the broader developer platform, represents a switching cost that is rarely fully appreciated in market discussions.”
16. Arm Holdings plc (NASDAQ:ARM)
Number of Hedge Fund Holdings in Q4 2025: 33
British design house Arm Holdings plc (NASDAQ:ARM)’s shares have been on a tear lately. They are up by a strong 45% over the past month and have performed well since chip manufacturer Intel reported its latest earnings. Susquehanna discussed Arm Holdings plc (NASDAQ:ARM)’s shares on April 16th as it raised the share price target to $220 from $170 and kept a Positive rating on the stock. The financial firm discussed the company in the context of the CPU market and outlined that it expected weakness in the smartphone royalty business to be offset by the CPU sector. Goldman Sachs had raised Arm Holdings plc (NASDAQ:ARM)’s share price target to $125 from $110 on April 8th and kept a Sell rating. The bank had remarked that the company’s position in several growth segments of the semiconductor market appeared to be favorable. Cramer also discussed Arm Holdings plc (NASDAQ:ARM)’s CPU business and added the perspective of humanoid robots:
“Here’s one not up enough, Arm. Arm’s doing massive CPU, both the royalty but more importantly their own silicon, they’re using Samsung. And I think Arm’s going to be sold through. I think Arm’s numbers are going to be gigantic. ASICs.
“Okay let’s take a logical thing, the humanoid robot that you get from Musk, okay. It’s insane how many CPUs it’s going to need. We just didn’t think. So you need all the CPUs that AMD has, all the CPUs, and I’m really emphasizing Arm because it’s not up enough, my charitable trust owns it. But it’s just not up enough.”
15. CrowdStrike Holdings Inc. (NASDAQ:CRWD)
Number of Hedge Fund Holdings in Q4 2025: 67
Cybersecurity software provider CrowdStrike Holdings Inc. (NASDAQ:CRWD)’s shares are up by 5.5% over the past year and flat year-to-date. Baird discussed the firm on April 8th as it maintained a Hold rating and a $460 share price target. The coverage followed Benchmark’s commentary on the stock on April 1st. In it, the financial firm initiated coverage of CrowdStrike Holdings Inc. (NASDAQ:CRWD)’s stock. It set a Buy rating and a $500 share price target. Benchmark remarked that the company was a top pick in its sector due to profitable growth, defense against AI encroachment, and consistent financial performance. Cramer has also been optimistic about CrowdStrike Holdings Inc. (NASDAQ:CRWD) for quite some time. Throughout 2025, the CNBC TV host maintained that the cybersecurity sector was preferable during the ongoing disruption of software by AI. According to Cramer, cybersecurity companies benefit from a growth in data usage demand and threats to the US. In this appearance, he discussed CrowdStrike Holdings Inc. (NASDAQ:CRWD) in the context of agentic AI:
“I mean this is George Kurtz’s dilemma, at CrowdStrike, where you just tell the, you tell the agents, hey get through our cybersecurity, get through it. And then they conspire to get through it. I mean David. . .”
14. The Procter & Gamble Company (NYSE:PG)
Number of Hedge Fund Holdings in Q4 2025: 90
Consumer goods giant The Procter & Gamble Company (NYSE:PG)’s shares are down by 9.9% over the past year and are up by 3.3% year-to-date. UBS discussed the firm on April 27th as it raised the share price target to $172 from $166 and kept a Buy rating on the stock. As part of its coverage, the bank discussed The Procter & Gamble Company (NYSE:PG)’s income statement and remarked that while the bottom line could experience headwinds from cost pressures, it was optimistic about top-line performance. Deutsche Bank also recently discussed The Procter & Gamble Company (NYSE:PG)’s stock. It adjusted the share price target to $163 from $162 kept a Buy rating. The coverage followed the third quarter earnings, and Deutsche also discussed The Procter & Gamble Company (NYSE:PG)’s momentum despite cost pressures. Naturally, growth was also on Cramer’s mind:
“Well I think the organic growth [inaudible] back to the old Procter than I came to expect. I think that beauty’s okay, grooming not so good, fabric and home very good, baby feminine very good. I think that this is a return to the days where you and I would say, wow, how do they do it, and they source better than everybody else, you know they have a bad tariff situation, headwind tariff, headwind commodity. Tailwind dollar, but Europe was very good and China even showed some good numbers. This may be the old Proctor, David.
“Proctor was the best of that group, and Colgate was the second. Maybe Proctor can return to that. It had been a laggard. This is very important, David. Proctor is a 300 billion dollar company. We talk about tech companies that are so much bigger than this. I don’t even know what to say. Are these all asterisks?”
13. Conagra Brands, Inc. (NYSE:CAG)
Number of Hedge Fund Holdings in Q4 2025: 40
Conagra Brands, Inc. (NYSE:CAG) is one of the biggest packaged foods companies in America. Its shares are down by 42% over the past year and by 17.5% year-to-date. Cramer regularly discussed Conagra Brands, Inc. (NYSE:CAG) and other packaged food firms in 2025. Back then, the CNBC TV host commented on them in the context of a weak market as consumers were pressured by inflation. He asserted on multiple occasions that big players in the sector might have to merge in order to overcome the headwinds that they were facing. BTIG discussed Conagra Brands, Inc. (NYSE:CAG)’s stock on April 13th as it initiated coverage to set a Neutral rating without a price target. According to BTIG, the food company can benefit from the growing trend of healthy food and snacks. However, it added that Conagra Brands, Inc. (NYSE:CAG) might suffer from a large brand portfolio. A couple of days earlier, BNP Paribas had downgraded the shares as it cut the rating to Neutral from Outperform and reduced the price target to $16 from $19. In his latest remarks about Conagra Brands, Inc. (NYSE:CAG), Cramer maintained that the industry has to consolidate:
“By the way Proctor is 3% yield, 2.99% yield, a lot of the packaged goods companies, people don’t trust the yields anymore. Conagra, because they think they’re too high. You know, General Mills, we have to see some combinations.”
12. General Mills, Inc. (NYSE:GIS)
Number of Hedge Fund Holdings in Q4 2025: 47
Food products firm General Mills, Inc. (NYSE:GIS)’s stock is down by 39% over the past year and by 24.6% year-to-date. BTIG initiated coverage on April 13th, as it set a Neutral rating without a price target. Some factors that the financial firm discussed were General Mills, Inc. (NYSE:GIS)’s balance sheet, pressure on the firm’s growth fundamentals, and uncertainty about the future. However, BTIG added that the firm could experience upside from potential growth. Wells Fargo had trimmed General Mills, Inc. (NYSE:GIS)’s share price target to $33 from $35 on April 8th as part of its broader coverage of the industry. As for Cramer, he reiterated his long-held belief about the need for consolidation in the food industry. The CNBC TV host had continuously expressed this desire throughout 2025, and despite a year having passed, he has held on to the opinion:
“By the way Proctor is 3% yield, 2.99% yield, a lot of the packaged goods companies, people don’t trust the yields anymore. Conagra, because they think they’re too high. You know, General Mills, we have to see some combinations.”
11. Caterpillar Inc. (NYSE:CAT)
Number of Hedge Fund Holdings in Q4 2025: 86
Caterpillar Inc. (NYSE:CAT)’s shares have been under analyst focus as April comes to an end. On the 24th, Bank of America discussed the firm as it raised the share price target to $930 from $825 and kept a Buy rating on the stock. BofA remarked that Caterpillar Inc. (NYSE:CAT) could benefit from its Power & Energy business in its fiscal year 2027 and face pressure from tariff-induced costs. On the 20th, Truist had raised the share price target to $920 from $786 and kept a Buy rating on the stock. Truist’s coverage was part of its re-evaluation of the broader industrial machinery sector, as it remarked that the first-quarter earnings could be good. Cramer holds the same opinion about Caterpillar Inc. (NYSE:CAT):
“CAT I think is going to have an excellent quarter. But what people have to recognize, and they have good oil and gas. But what people have to recognize is that if you string thousands of Caterpillar engines together, and you tie em to say EQT, which I have tonight, don’t get on the grid. Then what you can do is, you can power a data center. Put enough together you got a gigawatt. People want gigawatts. This is a gigawatt play.”
10. GE Vernova Inc. (NYSE:GEV)
Number of Hedge Fund Holdings in Q4 2025: 115
GE Vernova Inc. (NYSE:GEV) is one of Jim Cramer’s top nuclear power stocks. Its shares are up by 186% over the past year and by 56% year-to-date. Argus discussed the firm on April 27th, as it significantly raised the share price target to $1,300 from $800 and kept a Buy rating on the stock. One factor that it discussed about GE Vernova Inc. (NYSE:GEV) was the firm’s installed capacity, which Argus claims generates a whopping 30% of the world’s electricity. Argus also cited faith in the firm’s long-term growth prospects. Goldman Sachs raised GE Vernova Inc. (NYSE:GEV)’s share price target to $1,328 from $1,000 and kept a Buy rating on the shares. The firm’s quarterly performance was part of the coverage, with the bank praising operating income growth and the Power businesses’ performance. Cramer often praises GE Vernova Inc. (NYSE:GEV) when it comes to nuclear power, and this episode wasn’t an exception either:
“Now David, I don’t, and the reason why I don’t, is because GEV, Scott Strazik, told me, look, Jim, 2032 before any of these others, and these others don’t really have a way to do it. And you’ve got to be careful because of the Southern [Southern Company] overrun. . .but I would point out David that the technology is not there that small modular, unless you could use GE Vernova’s technology. And these others are all kind of just, science, science. And we act as if they are earnings, GEV’s going to be earnings but not for another four years.”
9. Meta Platforms, Inc. (NASDAQ:META)
Number of Hedge Fund Holdings in Q4 2025: 256
Cramer has continued to defend social media giant Meta Platforms, Inc. (NASDAQ:META) over the course of the past year. While the shares struggled in 2025’s second half, the CNBC TV host asserted that the firm’s massive capital expenditure was necessary since it had to defend its moat from OpenAI. UBS discussed Meta Platforms, Inc. (NASDAQ:META)’s stock on April 21st, as per The Fly. It raised the share price target to $908 from $872 and kept a Buy rating on the shares. Meta Platforms, Inc. (NASDAQ:META)’s earnings factored into the coverage, with UBS remarking that the firm could continue to revise earnings upwards. In this appearance, Cramer defended Meta Platforms, Inc. (NASDAQ:META)’s latest job cuts:
“For instance, Block was up 16.8% on February 27th, when they announced they were reducing its workforce from over ten thousand to under six thousand employees, letting go of four thousand people. Stock explodes, up 16. Meta goes down 2.3% yesterday, on Meta tells staff it will cut 10%, David, it’s a little bit interesting to see the reactions to the two different companies.
“I actually think that Meta is a buy off of this, because I think this guy is the year of living efficiently. It never stops.”
Polen Focus Growth Strategy discussed Meta Platforms, Inc. (NASDAQ:META) in its Q1 2026 investor letter:
“In addition, we also re-initiated a position in Meta Platforms, Inc. (NASDAQ:META), a name we previously owned in 2022. While we remain mindful of elevated data center capex and the uncertainty around its ultimate return without a comparable cloud business, we are encouraged by Meta’s strong execution in monetizing AI across its platforms. Advertising revenues are growing at approximately 25% despite already exceeding a $200bn annual run rate, supported by an unparalleled global reach of 3.2bn monthly and 2.2bn daily active users. Although margins are likely to face near term pressure from continued investment, we expect re-expansion as management balances growth and spending. With the stock trading at ~21x FY26 earnings after a prolonged period of sideways performance, we see an attractive valuation for a business capable of delivering mid-teens EPS growth, with additional upside potential if investment intensity moderates.”
8. Corning Incorporated (NYSE:GLW)
Number of Hedge Fund Holdings in Q4 2025: 85
Glass manufacturer Corning Incorporated (NYSE:GLW) is one of Jim Cramer’s favorite data center stocks, as he believes that the firm’s aim to replace copper with glass in the large-scale computing facilities can be a game-changer. Additionally, the CNBC TV host also praised the firm’s close relationship with Apple last year as the latter invested in its factories. Bank of America discussed Corning Incorporated (NYSE:GLW)’s shares on April 20th. It raised the share price target to $186 from $155 and kept a Buy rating on the shares. BofA commented that it expects the glass company to deliver $9.49 in earnings per share in calendar year 2030. Similarly, Morgan Stanley also raised the share price target. It bumped the target to $140 fro $127 and kept an Equal Weight rating on the stock and commented that it did not expect enthusiasm for the sector to drop. Cramer continued to assert that Corning Incorporated (NYSE:GLW) will be a winner:
“I got to tell you, the winner will be glass, it’ll be fiber in the end, that’s Corning. Big position in my charitable trust.”
“Now fiber is going to take over, remember, that’s . . .Corning, also remember that Jensen took stakes in. . .I do think that Jensen’s buys that we should talk about.”
7. Lumentum Holdings Inc. (NASDAQ:LITE)
Number of Hedge Fund Holdings in Q4 2025: 97
Optical communication products manufacturer Lumentum Holdings Inc. (NASDAQ:LITE)’s shares are up by a whopping 1,375% over the past year and by 125% year-to-date. Northland discussed the firm on April 20th, as it raised the share price target to $1,000 from $775 and kept an Outperform rating on the stock. The financial firm outlined that Lumentum Holdings Inc. (NASDAQ:LITE) could benefit from a growth in demand for optical connectivity from artificial intelligence applications. Like Northland, JPMorgan and Morgan Stanley also recently increased the share price target. The former hiked it to $710 from $595 and kept an Equal Weight rating on the back of sustainable enthusiasm for the sector. The latter raised it to $950 from $565 and kept an Overweight rating and cited visibility across growth drivers. Like the banks, Cramer also believes in Lumentum Holdings Inc. (NASDAQ:LITE)’s potential:
“Now fiber is going to take over, remember, that’s Lumentum, David, Coherent, Corning, also remember that Jensen took stakes in. . .I do think that Jensen’s buys that we should talk about.”
6. Coherent Corp. (NYSE:COHR)
Number of Hedge Fund Holdings in Q4 2025: 109
Coherent Corp. (NYSE:COHR) is another optical communications products manufacturer. Like its peers, the firm has also performed well on the stock market. Its shares are up by 372% over the past year and 56.6% year-to-date. On March 18th, Stifel raised Coherent Corp. (NYSE:COHR)’s share price target to $275 from $235 and kept a Buy rating on the shares. The financial firm remarked that the technology company is slated to benefit from a growth in artificial intelligence spending. Similarly, Cramer also discussed Coherent Corp. (NYSE:COHR) as he commented on the potential for glass and fiber companies to benefit from the AI buildout and replace copper in data centers:
“Now fiber is going to take over, remember, that’s Lumentum, David, Coherent, Corning, also remember that Jensen took stakes in. . .I do think that Jensen’s buys that we should talk about.”
Artisan Mid Cap Fund discussed Coherent Corp. (NYSE:COHR) in its fourth quarter 2025 investor letter:
“Our top contributors in Q4 were Argenx, Coherent Corp. (NYSE:COHR) and Insmed. Coherent is a leading supplier of lasers and photonics solutions used across data center, industrial and communications applications. Recent earnings were solid, with results exceeding expectations and management highlighting strong demand for high-speed optical components supporting AI-driven data center growth, alongside improving margins. Management also expressed increased confidence in Coherent’s vertically integrated indium phosphide platform, which provides supply chain flexibility and a competitive advantage amid constrained industry capacity. Given the stock’s strong performance and valuation nearing the upper end of our assessed range, we trimmed the position during the quarter while maintaining conviction in the company’s longer term growth opportunities.”
While we acknowledge the potential of COHR 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 COHR and that has 100x upside potential, check out our report about the cheapest AI stock.
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