We recently published a list of 10 Jim Cramer Stocks to Watch as US-China Prepare to Begin Talks. In this article, we are going to take a look at where BlackRock, Inc. (NYSE:BLK) stands against other stocks that Jim Cramer discussed.
The optimism over US-China trade talks is increasing as the US Treasury Secretary is set to meet China’s trade negotiator in Switzerland later this week.
In a latest program on CNBC, Jim Cramer expressed his renewed optimism for major tech stocks and said the negative market sentiment about these companies was weakened after the latest quarterly reports.
“Sometimes you forget why you ever liked something in the first place. Take the super stocks, the hyperscalers, the tech titans—I don’t care whatever you want to call them. These stocks all got lumped together because of their size, their gigantic market caps that dwarf the rest of the market, and then they lost their juice,” Cramer said. “It’s their scale, their smarts, their moats, their balance sheets, and their sensational products.”
Jim Cramer also talked about the latest data in company reports that shows the demand for data centers remains strong.
READ ALSO: 7 Best Stocks to Buy For Long-Term and 8 Cheap Jim Cramer Stocks to Invest In.
For this article, we picked 10 stocks Jim Cramer recently talked about during his programs on CNBC. With each stock, we mentioned the number of hedge fund investors. 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 373.4% since May 2014, beating its benchmark by 218 percentage points (see more details here).
BlackRock, Inc. (NYSE:BLK)
Number of Hedge Fund Investors: 37
Jim Cramer in a latest program on CNBC talked about BlackRock, Inc. (NYSE:BLK) and reiterated his long-term bullish case for the stock:
“Look, we own it for the Chartiable Trust. Candidly, we’re down on it and I don’t like that when we’re down on a stock, but we are. The stock has declined far more than I thought it would on what was a decent quarter. I agree with you, and I think it should be bought. That said, I’ve been wrong, but I think it should be bought. In long term, I think this would be a great position.”
Nightview Capital stated the following regarding BlackRock, Inc. (NYSE:BLK) in its Q4 2024 investor letter:
“Finance is transforming. Technology is democratizing access, reshaping wealth management, and enabling entirely new models of investing. From algorithmic trading to digital-first advisory platforms, the sector is evolving rapidly. Investors demand smarter, more sustainable options. The potential is significant, and we are focused on companies shaping how people save, invest, and transact in the years to come.
BlackRock, Inc. (NYSE:BLK): Core Opportunity: BlackRock leverages its scale and innovation to lead in asset management, ETFs, and financial technology.
Key Highlights: Massive Scale: AUM exceeds $10.6 trillion, supporting diverse revenue streams.
AI and Sustainability: Investments in AI, data centers, and energy transitions unlock trillions in opportunities.
Financial Strength: Operating income grew 12% YoY, with margin expansion of 160 basis points.
Investment Case: BlackRock’s consistent innovation, strategic partnerships, and shareholder returns position it as a leader in financial evolution. Its mix of growth and stability makes it an attractive long-term investment.”
Overall, BLK ranks 8th on our list of stocks that Jim Cramer discussed. While we acknowledge the potential of BLK, our conviction lies in the belief that under the radar AI stocks hold greater promise for delivering higher returns, and doing so within a shorter time frame. There is an AI stock that went up since the beginning of 2025, while popular AI stocks lost around 25%. If you are looking for an AI stock that is more promising than BLK but that trades at less than 5 times its earnings, check out our report about this cheapest AI stock.
READ NEXT: 20 Best AI Stocks To Buy Now and 30 Best Stocks to Buy Now According to Billionaires.
Disclosure: None. This article is originally published at Insider Monkey.
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