On Monday, Jim Cramer, host of Mad Money, spoke about the race in artificial intelligence.
“I know that I am a believer. Ever since Jensen Huang, the CEO of NVIDIA, told me about the possibilities of accelerated computing and artificial intelligence [in], I don’t know, 2018, I thought that there could be some sort of revolution going here. Jensen told me I was thinking too small.”
READ ALSO: 16 Stocks Jim Cramer Recently Talked About and Jim Cramer’s Game Plan For This Week: 7 Stocks in Focus.
Cramer commented that Huang explained that it was the beginning of the fourth industrial revolution. Initially, Cramer admitted he thought it “seemed a little bit hyperbolic.” He went on to say that the first industrial revolution was powered by the steam engine and mechanized production. The second emerged with electricity and mass manufacturing, and the third was the last five decades of “digital technology, automated production, electronics, telecom, the PC, and the internet.”
“And now is the fourth industrial revolution, the era of artificial intelligence and machines that reason. That is the next iteration, machines that we’d rather deal with than humans, machines that will either be our assistants or our enemies if you believe Hollywood. I see no reason to disagree with Jensen Huang. His predictions have been right the whole time. He predicted AI would be seismic and his company would be at the heart of it.”
Our Methodology
For this article, we compiled a list of 17 stocks that were discussed by Jim Cramer during the episode of Mad Money aired on October 6. We listed the stocks in the order that Cramer mentioned them. We also provided hedge fund sentiment for each stock as of the second quarter of 2025, which was taken from Insider Monkey’s database of over 900 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 17 Stocks Under the Spotlight
17. Shake Shack Inc. (NYSE:SHAK)
Number of Hedge Fund Holders: 34
Shake Shack Inc. (NYSE:SHAK) is one of the stocks Jim Cramer put under the spotlight. Cramer discussed the company in light of the current state of the consumers. He commented:
“Today, we got a lot of research about how the consumer’s in terrible shape. I saw notes about how Shake Shack and Papa John’s may be too expensive for some people. I’ve been a big fan of Shake Shack stock. I was surprised to learn that customers are being hurt by the price of beef in a softer economy.”
Shake Shack Inc. (NYSE:SHAK) operates and licenses a chain of restaurants serving burgers, chicken, hot dogs, fries, shakes, frozen custard, and beverages. Cramer discussed the stock during the August 4 episode and said:
“During earnings season, when a stock comes in maybe too hot, even a good quarter might not be enough to prevent it from pulling back. Take Shake Shack, iconic burger chain. Last Thursday morning, the company reported a pretty clean top and bottom line beat with its highest restaurant level margins in six years, which is what I care about. Yet some people thought there was a fly in the ointment. Shake’s same-store sales grew at just 1.8%. Analysts were looking for 2.2%. Give me a break.
That’s hardly the end of the world, but given that the stock was up 60% from where it was trading when they reported the previous quarter, clearly expectations were high and there wasn’t much margin for error there. We had to be careful, but that’s why the stock plunged almost 15% on Thursday and fell another 7% on Friday before rebounding more than 3% today.”
16. USA Rare Earth, Inc. (NASDAQ:USAR)
Number of Hedge Fund Holders: 13
USA Rare Earth, Inc. (NASDAQ:USAR) is one of the stocks Jim Cramer put under the spotlight. A caller sought Cramer’s opinion on the stock during the lightning round, and he stated:
“Okay, now we did a piece last week on rare earth companies, and we said that they’re all speculative, but we recognize that the president, at any given moment, could take a stake. I am going to say that this fits that pattern, and we are not going to fight you to take it. Now, it’s not like I’m just saying you can buy any one of these. I am saying that there’s White House talk, Trump stake, that’s what we’re concerned about. You can play that. Remember, that’s what you’re doing. You’re not playing the earnings… You know there aren’t any.”
USA Rare Earth, Inc. (NASDAQ:USAR) focuses on mining, processing, and supplying rare earth elements and critical minerals such as neodymium, dysprosium, and lithium.
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