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Jim Cramer Points to Fed Rate Cuts as a Potential Catalyst for Weyerhaeuser

Weyerhaeuser Company (NYSE:WY) is one of the stocks on Jim Cramer’s radar recently. Cramer noted the company’s investor meeting and the long-term forecast for 2030, as he remarked:

“Earlier today, we got an update from Weyerhaeuser, it’s the largest private owner of timberlands in North America, at its investor meeting, where management laid out an optimistic long-term forecast for 2030. Unfortunately, Weyerhaeuser’s largest business is wood products, and somehow it’s still joint at the hip with the American housing market, and that has not been a great place to be in 2025. I tell you that a lot, and that’s why the stock’s down nearly 18% for the year. But with the Fed putting through a 25 basis point rate cut yesterday, there’s a real chance mortgage rates might start coming down, which would really make the stock go higher.”

Weyerhaeuser Company (NYSE:WY) is one of the largest private owners of timberlands in the world, as it manages sustainable timberlands and produces wood products. In addition, it operates in real estate, energy, and resource solutions. Baron Real Estate Income Fund stated the following regarding Weyerhaeuser Company (NYSE:WY) in its second quarter 2025 investor letter:

“During the quarter, we decided to exit our position in Weyerhaeuser Company (NYSE:WY). While shares have continued to trade at a significant discount to NAV, a softer-than-expected residential housing market this year resulted in a weak demand environment, which ultimately weighed on lumber and other wood products prices. As we wrote in our prior quarterly letter, Weyerhaeuser typically tracks the price of lumber, so soft demand and lower wood products prices can have a negative impact on the business and on the stock. We plan to continue monitoring the business and will potentially re-engage at the appropriate time.”

While we acknowledge the risk and potential of WY 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 WY 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

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

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  • 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.

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