On Monday’s episode of Mad Money, host Jim Cramer made it clear that he believes artificial intelligence remains a powerful force in the business world, especially among the largest technology companies.
READ ALSO: Jim Cramer’s Game Plan: 12 Stocks in Focus and Jim Cramer Talked About These 13 Stocks.
Cramer directly addressed the fatigue some investors may be feeling toward AI and acknowledged the skepticism while insisting it is premature and misguided. He mentioned, “But we can’t afford to get sick of the artificial intelligence story.” According to him, despite some in the market reacting as if the excitement around AI has passed, the reality is quite the opposite.
He argued that the major tech companies are deeply immersed in AI development and deployment. Cramer was critical of those dismissing AI as hype and mentioned that such an attitude could result in missing out on significant opportunities.
“The bottom line: The four biggest names in tech, and all businesses honestly, are wrestling with AI every day. And you want to be bored with it? You want your eyes to roll? Oh, be my guest. But I think you’ll miss on a lot of gains that will be taken by those who refuse to write off this technology as some sort of scam, including the big four that I just tapped tonight.”
Our Methodology
For this article, we compiled a list of 14 stocks that were discussed by Jim Cramer during the episode of Mad Money aired on May 27. We listed the stocks in ascending order of their hedge fund sentiment as of the first quarter of 2025, which was taken from Insider Monkey’s database of 1,000 hedge funds.
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).
Jim Cramer Put These 14 Stocks Under the Microscope
14. Oklo Inc. (NYSE:OKLO)
Number of Hedge Fund Holders: 23
A caller asked what Cramer thinks of Oklo Inc. (NYSE:OKLO) during the lightning round. Here’s what Mad Money’s host had to say:
“Oklo’s got technology, it no doubt has technology. It is literally 5 years behind GE Vernova, 5 years, and I think that I don’t have the time for that when I can just go buy GE Vernova.”
Oklo (NYSE:OKLO) designs and builds nuclear fission power plants aimed at producing dependable energy on a commercial scale. The company also works on recycling spent nuclear fuel through specialized services connected to its core operations. Earlier in April, Cramer said:
“Well, I’m a great believer in nuclear power, but that does not make me want to own any of the stocks that are involved in it right now, given the fact that it’s going to be so many years before we actually build it. So I’m gonna have to say [sell, sell, sell] Oklo.”
13. Centrus Energy Corp. (NYSE:LEU)
Number of Hedge Fund Holders: 23
During the lightning round, a caller asked about Centrus Energy Corp. (NYSE:LEU), and Cramer remarked:
“What a horse. Okay, nuclear power… people just believe nuclear power, no matter what. Now, I think that’s fine, but I suggest that you calm down and you buy GE Vernova, which has been such an up stock and also has nat gas.”
Centrus Energy (NYSE:LEU) provides nuclear fuel and related services as it offers enriched uranium products and technical support to customers in the nuclear power sector. On May 28, William Blair analyst Jed Dorsheimer began coverage of LEU with an Outperform rating and no stated price target.
As per the analyst, Centrus Energy (NYSE:LEU) is the only uranium enricher under U.S. ownership, which gives it an edge in both technology and national security. The firm mentioned that the company will gain a large share of the market as it shifts from acting as a broker of foreign nuclear fuel to becoming a direct producer and supplier of low-enriched and high-assay low-enriched uranium for the U.S. nuclear industry. William Blair believes the stock deserves a place in any energy-focused investment portfolio.
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