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Jim Cramer on Boeing: “It’s The Right Stock, Right Time”

The Boeing Company (NYSE:BA) is one of the stocks on Jim Cramer’s radar. Noting the company’s “record orders the last few months,” a caller asked why the stock has been declining. Cramer replied:

Okay, I think it’s going down because of the travel and leisure… possibly the end of the bull market. A lot of people worry… that there won’t be a lot of plane orders because of what’s going on in the Middle East. I think that’s shortsighted. I think that’s wrong. I think Boeing should be bought, plain and simple. Big position in my Trust. It’s the right stock, right time.

The Boeing Company (NYSE:BA) designs and builds commercial aircraft, defense systems, satellites, and space technologies, and provides related support and service solutions. Cramer mentioned the stock during the January 27 episode and said:

On the other hand, though, the defense contractors saw their bottom lines crimped by the president’s efficiency crackdown. He’s demanding quicker results for the Pentagon. Boeing had to take a hit on a big tanker contract where the government wants… more timely product. As CEO, Kelly Ortberg pointed out, “As you know, the Department of War is super focused on us, first of all, making investments to support growth, and also ensuring that we’re delivering on time. And so we took that decision, albeit a big gulp, to have to take a charge here on the tanker program.”

Ouch. It killed the stock. It was down. It would’ve been up big if it weren’t for the charge, but so what? It wasn’t. At the same time, though, Ortberg did credit the president for a hefty increase in Boeing’s backlog. Still, the charge brought out the sellers. Some are just too tired of the company’s missteps. Now, it is a big position for our Charitable Trust. We told club members at our morning meeting… “Stick with the program.”

While we acknowledge the risk and potential of BA as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than BA and that has 10,000% upside potential, check out our report about this cheapest AI stock.

READ NEXT: 30 Stocks That Should Double in 3 Years and 11 Hidden AI Stocks to Buy Right Now.

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The $250 Trillion AI Hype is Real. A few years from now, you’ll probably wish you’d bought this stock.

When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard.

Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences.

At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000.

Do the math. According to Musk, this technology could be worth $250 trillion by 2040.

Put another way, that’s roughly equal to:

  • 175 Teslas
  • 107 Amazons
  • 140 Metas
  • 84 Googles
  • 65 Microsofts
  • And 55 Nvidias

And here’s the wild part — this $250 trillion wave isn’t tied to one company, but to an entire ecosystem of AI innovators set to reshape the global economy.

It’s a leap so massive, it could reshape how businesses, governments, and consumers operate worldwide.

Even if that $250 trillion figure sounds ambitious, major firms like PwC and McKinsey still see AI unlocking multi-trillion-dollar potential.

How could anything be worth that much?

The answer lies in a breakthrough so powerful it’s redefining how humanity works, learns, and creates.

And this breakthrough has already set off a frenzy among hedge funds and Wall Street’s top investors.

What most investors don’t realize is that one under-owned company holds the key to this $250 trillion revolution.

In fact, Verge argues this company’s supercheap AI technology should concern rivals.

Before I reveal the details, let’s talk about how some of the richest people on the planet are positioning themselves.

  • Bill Gates sees artificial intelligence as the “biggest technological advance in my lifetime,” more transformative than the internet or personal computer, capable of improving healthcare, education, and addressing climate change.
  • Larry Ellison — through Oracle, is spending billions on Nvidia chips and partnering with Cohere to embed generative AI across Oracle’s cloud and apps.
  • Warren Buffett — not known for tech hype — says this breakthrough could have a ‘hugely beneficial social impact.

When billionaires from Silicon Valley to Wall Street line up behind the same idea — you know it’s worth paying attention to.

Even as we admire what Tesla, Nvidia, Alphabet, and Microsoft have built, we believe an even greater opportunity lies elsewhere…

But the real story isn’t Nvidia — it’s a much smaller company quietly improving the critical technology that makes this entire revolution possible.

And judging by what I’m hearing from both Silicon Valley insiders and Wall Street veterans…

This prediction might not be bold at all:

A few years from now, you’ll wish you’d owned this stock.

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