Jim Cramer Revealed His Big AI Investing Fear & Discussed These 5 Stocks

4. Apple Inc. (NASDAQ:AAPL)

Number of Hedge Fund Holdings in Q4 2025: 169

Even though consumer electronics giant Apple Inc. (NASDAQ:AAPL) has lost its place as the world’s most valuable company to NVIDIA, it nevertheless remains one of Cramer’s top stocks. The shares are up by 39% over the past year and by 9% year-to-date. Evercore ISI discussed the firm on May 7th as it reiterated an Outperform rating and a $330 share price target. It discussed Apple Inc. (NASDAQ:AAPL)  in detail and outlined that despite having a robust supply chain, trends in AI had reduced its leverage. Another note came from Wedbush, which raised the share price target to $400 from $350 and discussed the firm’s AI services. As per Wedbush, Apple Inc. (NASDAQ:AAPL) will be able to monetize AI services and generate as much as $15 billion in incremental revenue. Cramer discussed the Wedbush coverage and didn’t find it interesting:

“He’s talking about how it’s finally going, when they have their big developers conference you’re going to see, here it is, the AI time has come, price target to 400. Now I didn’t think there was anything here that much other than the fact that he likes Ternus.”