In this article, we will discuss: Jim Cramer Made A Big Prediction About OpenAI & Discussed These 5 Stocks. For more stocks, you can head to Jim Cramer Made A Big Prediction About OpenAI & Discussed These 20 Stocks.
5. Amazon.com, Inc. (NASDAQ:AMZN)
Number of Hedge Fund Holdings in Q4 2025: 381
Amazon.com, Inc. (NASDAQ:AMZN)’s shares are up by 40% over the past year and by 14% year-to-date. Oppenheimer discussed the firm on April 24th, as per The Fly. It raised the target to $275 from $260 and kept an Outperform rating as it cited optimism about the firm and its AWS cloud computing business ahead of its first quarter earnings. Amazon.com, Inc. (NASDAQ:AMZN)’s first-quarter earnings saw the firm post 28% cloud computing growth to beat analyst estimates. The firm’s revenue and operating income also beat the estimates. Cramer discussed Amazon.com, Inc. (NASDAQ:AMZN)’s earnings call:
“Andy, some of us had been critical of Andy, and Andy was basically saying, listen we’ll be more thoughtful. I didn’t like his, the previous conference call, where he was very defensive. And I said, what do you have to be defensive about, you’re like the world’s best company. And that letter was so good. . .they’ve got their own chip, and Prime is doing well and international is doing well. And, there’s like, advertising. . .it’s fantastic. It’s finally moving.”
4. Advanced Micro Devices, Inc. (NASDAQ:AMD)
Number of Hedge Fund Holdings in Q4 2025: 132
Chip designer Advanced Micro Devices, Inc. (NASDAQ:AMD)’s shares are up by 56% year-to-date and by a strong 71% over the past month. Since the 23rd of April, when chip manufacturing giant Intel reported its latest earnings, they are up by 14%. Analysts from Roth, Barclays, and DA Davidson recently discussed the firm. DA Davidson bumped the rating to Buy from Neutral and raised the share price target to $375 and commented that Intel’s earnings had shown the potential of CPUs when it came to the artificial intelligence buildout. However, Barclays warned about the downside risks and outlined that Advanced Micro Devices, Inc. (NASDAQ:AMD) could experience a higher share loss. Roth outlined that greater expectations about the AI buildout were also impacting the firm. Cramer discussed the firm’s CEO:
“Remember Lisa Su, during this period where Intel was fallow, the so-called Gelsinger period. That’s when she made her move, Lisa Su, and just went all in. She also has good GPUs. They have supply, see they have supply. . . and that’s going to be huge because of what Elon Musk is doing. . .”
3. Tesla Inc. (NASDAQ:TSLA)
Number of Hedge Fund Holdings in Q4 2025: 137
Electric vehicle manufacturer Tesla Inc. (NASDAQ:TSLA)’s shares are up by 33% over the past year and are down 13.8% year-to-date. Canaccord Genuity discussed the firm on April 23rd as it raised the share price target to $450 from $420 and kept a buy rating on the stock. According to The Fly, the firm discussed Tesla Inc. (NASDAQ:TSLA)’s higher capital expenditure as part of its coverage. Cramer has commented on the firm several times over the past couple of months. Most of his remarks have focused on Tesla Inc. (NASDAQ:TSLA) CEO Elon Musk and his plan to transform the firm into an AI and robotics company as opposed to an electric vehicle manufacturer. The CNBC TV host agrees with the executives even though the shares continue to respond to vehicle delivery figures. In this appearance, Cramer recommended buying Tesla Inc. (NASDAQ:TSLA)’s shares:
“I would buy Tesla. . .oh no, he’s the big thinker. . .he’s real. . .who else is a big thinker, I guess Bezos. . .”
Baron Focused Growth Fund discussed Tesla, Inc. (NASDAQ:TSLA) in its Q1 2026 investor letter:
“Tesla, Inc. (NASDAQ:TSLA) designs, manufactures, and sells fully electric vehicles (EVs), solar products, and energy storage solutions, while developing advanced real-world AI technologies. Following robust gains in late 2025, shares fell as investors awaited progress on robotaxis and assessed the company’s sizable investments in manufacturing and AI. Operationally, Tesla delivered strong quarterly results amid a challenging EV environment. Automotive gross margins improved sequentially and beat expectations, the energy storage business maintained robust momentum with best-in-class margins, and battery cell production ramped. The company continues to advance its AI and autonomous driving initiatives at a rapid pace. Management anticipates meaningful robotaxi expansion in 2026 and continues to finalize the Optimus Gen 3 design and build out large-scale manufacturing capacity for humanoid robots. Tesla is also releasing major Full Self-Driving enhancements, scaling AI training compute, and deepening vertical integration in semiconductor design and production. These initiatives, while increasing near-term capital spending, underscore Tesla’s pivot toward becoming a leader in physical AI.”
2. Johnson & Johnson (NYSE:JNJ)
Number of Hedge Fund Holdings in Q4 2025: 104
Pharmaceutical giant Johnson & Johnson (NYSE:JNJ)’s shares are up by 47% over the past year and by 10% year-to-date. Guggenheim discussed the firm on April 20th, as it raised the share price target to $266 from $244 and kept a Buy rating on the shares. The shift came after Johnson & Johnson (NYSE:JNJ)’s first quarter earnings, as the financial firm commented that the pharma company could earn more from its psoriasis medicine Icotyde. Cramer has discussed the firm several times over the past couple of months. Most of the time, he has praised Johnson & Johnson (NYSE:JNJ)’s cancer portfolio, and in this appearance, he bemoaned the negativity surrounding healthcare stocks:
“Yeah, David, they’re hitting the pharma again, they’re killing healthcare. JNJ, one of the foremost companies of this country, 19 times earnings, down very badly. I don’t think it ends yet because this is a huge trade, out of healthcare, into semis and it’s really interesting because as you go out of a huge part of the market into a very concentrated area, tends not to act, tends not to be a good idea but people are doing it. I say look at the bargains in healthcare, some of the companies are going to come back and you’re going to regret that you sold them.”
1. CVS Health Corporation (NYSE:CVS)
Number of Hedge Fund Holdings in Q4 2025: 88
Pharmaceutical retailer CVS Health Corporation (NYSE:CVS) is one of Jim Cramer’s favorite stocks in the space. The shares are up by roughly 25% over the past year and by 4% year-to-date. Baird discussed CVS Health Corporation (NYSE:CVS) on April 15th, as it raised the share price target to $94 from $92 and kept an Outperform rating on the stock. UBS had reiterated a $97 share price target and a Buy rating on CVS Health Corporation (NYSE:CVS)’s shares on March 25th, as it discussed the pharma company’s insulin settlement with the FTC. Leernik also discussed the settlement while maintaining a $98 share price target and an Outperform rating on the stock. Cramer discussed CVS Health Corporation (NYSE:CVS)’s CEO and the weakness in healthcare stocks:
“I say look at the bargains in healthcare, some of the companies are going to come back and you’re going to regret that you sold them. CVS, such a good company, I would think about that now that Walgreens is radically pulling back and Rite Aid went away. Company sells at 10 times earnings with a really good CEO, David Joiner, I would put CVS on the list too, I mean these things are being thrown away, just thrown away.”
While we acknowledge the potential of CVS 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 CVS and that has 100x upside potential, check out our report about the cheapest AI stock.
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