On Monday, Mad Money host Jim Cramer discussed the ongoing surge in artificial intelligence spending.
“When you read about how we have such an extreme concentration of market capitalization in barely more than a handful of companies, there’s a natural tendency to want to avoid them. Who wants to own stocks like the Magnificent Seven? They’ve had some huge runs. You can probably get something cheaper, right? But today, like so many other days, you just feel like such a chump when you deviate from these seven stocks.”
READ ALSO: Jim Cramer Had These 18 Stocks in This Week’s Game Plan and Jim Cramer Spoke About These 16 Stocks Recently.
Cramer said that as the year comes to a close, he does not expect much to change through 2026. He explained that in the final stretch of the year, winners tend to continue doing well because fund managers want to show investors they hold successful, high-profile companies in their portfolios. He said that when these stocks pull back, institutional investors who have fallen behind market averages are quick to buy in. He mentioned that they are the best investment options for the next two months whenever there is any weakness in their prices.
“Bottom line: When you look at the Magnificent Seven, what they have in common is not artificial intelligence, the data center, accelerated computing. It’s that they all have pure, fantastic worldwide growth, and that’s why professional money managers just can’t quit these stocks. At the end of the day, the executives who run the Mag Seven know what we want, and they just keep giving it to us. What more can we ask for?”
Our Methodology
For this article, we compiled a list of 12 stocks that were discussed by Jim Cramer during the episode of Mad Money aired on November 3. 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 427.7% since May 2014, beating its benchmark by 264 percentage points (see more details here).
Jim Cramer Recently Commented on These 12 Stocks
12. AbbVie Inc. (NYSE:ABBV)
Number of Hedge Fund Holders: 89
AbbVie Inc. (NYSE:ABBV) is one of the stocks Jim Cramer recently commented on. Cramer highlighted the possible change in spending habits of the rich while discussing the stock, as he said:
“AbbVie stock is still falling after management talked about slowing medical aesthetic sales. Botox for the face may have finally hit a wall, even though this business had been booming because so many people didn’t like their slacking faces after they lost so much weight taking the GLP-1s. I found the AbbVie call particularly jarring because the weaker numbers indicate that rich people aren’t spending to keep their faces wrinkle-free. Maybe you can be too thin after all.”
AbbVie Inc. (NYSE:ABBV) is a biopharmaceutical company focused on developing, manufacturing, and marketing medicines for autoimmune, oncology, neuroscience, eye care, and cosmetic conditions. Cramer discussed the company during the April 14 episode and said:
“Or how about one of my absolute favorites right here too, AbbVie. Now here’s a drug company with no patent cliff in sight whatsoever. Got tremendous franchises in neurology, oncology, immunology, and medical aesthetics, among others. Because of today’s vicious bond market-inspired selloff, this fine stock’s down a quick 10 points today or more than 5%, but it only yields 3.7%. With rates going higher, you have to wonder if AbbVie’s worth the risk, even as it’s among the safest, if not the safest stock in the group, because of these amazing franchises.
I think it makes a ton of sense to start a position in the stock right now, if only because of the amazing Skyrizi and Rinvoq immunology drugs, as well as BOTOX, which right now is sainted for those who get too many wrinkles as their skin sags from taking GLP-1s, those are the drugs that combat obesity and diabetes. I don’t know, tempting.”
It is worth noting that AbbVie Inc.’s (NYSE:ABBV) stock has gained over 18% since the above comment was aired.
11. The Walt Disney Company (NYSE:DIS)
Number of Hedge Fund Holders: 111
The Walt Disney Company (NYSE:DIS) is one of the stocks Jim Cramer recently commented on. Cramer mentioned the stock during the episode and remarked:
“I know Disney has powerful pricing power as its parks are full, but Wall Street doesn’t trust that their pricing can hold up either.”
The Walt Disney Company (NYSE:DIS) creates and distributes film, television, and streaming content and also operates theme parks, resorts, and live entertainment. In addition, the company licenses its intellectual property and sells branded merchandise. A caller asked for Cramer’s advice on whether they should sell their position during the October 28 episode, and Cramer responded:
“No, I said the same thing to Jeff Marks. You know, Jeff runs the Charitable Trust with me, and I was fed up. I just said, how long? How long? But the fact is there’s value there and someone’s going to bring out the value, and when it happens, I gotta be in Disney. I can’t just say, you know what, I am bored with the stock of Walt Disney Company. There’s value. I’m sticking with it.”
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