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Jim Cramer on Moderna: “One of the Hottest Stocks in the Market This Year”

Moderna, Inc. (NASDAQ:MRNA) is one of the stocks in focus on Jim Cramer’s game plan. Cramer finished his game plan with the stock, as he commented:

Finally, Friday, we’re going to hear from Moderna, one of the hottest stocks in the market this year, as people are buzzing about their personal cancer vaccines. All I can say is I hope they happen because you know what? We’ve been expecting these for, well, how about since the time it came public seven years ago?

Moderna, Inc. (NASDAQ:MRNA) makes mRNA medicines and vaccines to protect against illnesses like the flu, COVID-19, and some other viruses. The company also works on treatments for cancer and rare diseases. During the February 2 episode, Cramer mentioned the company, highlighting it as the second-best S&P performer for January. He stated:

Next, let’s go back to the second-best performer in the S&P for January, and that’s Moderna. That was up nearly 50%, and this was… a wild ride. After practically printing money during the pandemic thanks to its COVID vaccine, Moderna plunged 95% from its peak in 2021 to its lows last November, really gaffed a lot of people. But over the past couple of months, the stock’s found new life, nearly doubling from its lows. Now, the move started after a very positive investor day event in November, where Moderna said it would return to revenue growth in 2026 for the first time since 2021. Big deal.

I also think that Wall Street has seen what Health and Human Services Secretary, RFK Jr., wants to do to the vaccine industry, and maybe it’s just not as frightening as people thought. And Moderna might finally deliver those personalized cancer vaccines that they told me about a very long time ago. That said, Moderna remains deeply unprofitable. It’s likely to remain that way for years to come. Even though the stock’s on the mend, there are many pharma and biotech names that I like better. I’ve been looking at Regeneron over the weekend. That’s really made a nice comeback.

While we acknowledge the risk and potential of MRNA 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 MRNA 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.

Disclosure: None. This article is originally published at Insider Monkey.

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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