Jim Cramer Shared Latest Take On Mega Quantum Computing Investment & Discussed These 13 Stocks

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In a recent tweet, CNBC’s Jim Cramer once again discussed the conflict in Iran and its impact on the stock market. With earnings season in full flow, Cramer remarked that the S&P was not moving in accordance with earnings. Instead, the prospects of a peace deal seemed to be affecting the market more:

“S&P futures not taking into account earnings, all about oil and oil turns when Iran says getting close to a deal…”

Our Methodology

For this article, we compiled a list of stocks that Jim Cramer discussed during the episode of Squawk on the Street aired on May 21st and tweeted about. We listed the stocks in the order that Cramer mentioned them. We also provided hedge fund sentiment for each stock as of the fourth quarter of 2025, which was taken from Insider Monkey’s database of 1,000 hedge funds.

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13. The Goldman Sachs Group, Inc. (NYSE:GS)

Number of Hedge Fund Holdings in Q4 2025: 78

Investment bank The Goldman Sachs Group, Inc. (NYSE:GS)’s shares are up by 61% over the past year and by 9% year-to-date. Citi discussed the firm on May 8th as it raised the share price target to $930 from $765 and kept a Neutral rating on the stock. The coverage came as part of a readjustment for the broader banking sector. Earlier, on April 14th, Bank of America cut the share price target to $1,050 from $1,100 and kept a Buy rating. BofA remarked that The Goldman Sachs Group, Inc. (NYSE:GS) suffered from excessive investor optimism following its first-quarter earnings, as a solid set of results failed to satiate investor appetite. The earnings saw the firm post $17.55 in earnings per share, which beat analyst estimates of $16.49. In a tweet, Cramer discussed The Goldman Sachs Group, Inc. (NYSE:GS)’s role in AvalonBay’s merger with Equity Residential:

“Goldman Sachs gets the Avalon Bay side of the huge merger of equals with Equity Residential . These are monster fees for Goldman, yet it is at 17 times earnings? ridiculously low. Time for a market multiple…”

12. Alphabet Inc (NASDAQ:GOOGL)

Number of Hedge Fund Holdings in Q4 2025: 288

Technology giant Alphabet Inc (NASDAQ:GOOGL) is one of Jim Cramer’s favorite stocks in the sector. The shares are up by 121% over the past year and by 21% year-to-date. TD Cowen discussed the firm on May 13th. It kept a Buy rating on Alphabet Inc (NASDAQ:GOOGL)’s shares and reiterated a $450 share price target. It discussed the technology company’s Waymo autonomous driving business and remarked that passenger journeys had grown by 92% in March 2026 to indicate growing momentum in the business. Two days later, Bank of America reiterated a $430 share price target and a Buy rating for Alphabet Inc (NASDAQ:GOOGL)’s shares. The financial firm outlined that the technology company should announce a wide range of AI-related announcements at its upcoming developer event. As for Cramer, he has repeatedly praised Alphabet Inc (NASDAQ:GOOGL)’s quantum computing and AI initiatives over the course of the past several months. In a tweet, he commented on the updates by the firm at its I/O developer event:

“If you doubt the power of the new Google release, go read the report of Ben Reitzes from Melius on Google and agentics. Alphabet remains crucial position in charitable trust”

11. The Home Depot, Inc. (NYSE:HD)

Number of Hedge Fund Holdings in Q4 2025: 98

Home improvement retailer The Home Depot, Inc. (NYSE:HD)’s shares are down by 15% over the past year and by 9.5% year-to-date. TD Cowen discussed the firm on May 20th as it reduced the share price target from $450 to $375 and kept a Buy rating on the stock. The financial firm remarked that The Home Depot, Inc. (NYSE:HD)’s first-quarter earnings results had demonstrated the firm’s ability to execute well despite operating in a tough environment. RBC Capital also cut the share price target on the same day. It reduced the target to $340 from $377 and kept a Sector Perform rating. As part of its coverage, the bank remarked that The Home Depot, Inc. (NYSE:HD)’s cost and demand environment appeared to be worsening. Likewise, Morgan Stanley reduced the share price target to $400 from $420 and kept an Overweight rating on the shares following the earnings, as it reduced future earnings estimates. Cramer briefly discussed The Home Depot, Inc. (NYSE:HD) along with other retailers in a tweet:

“Target over done; TJX stay the course…. HD will hold”

10. NVIDIA Corporation (NASDAQ:NVDA)

Number of Hedge Fund Holdings in Q4 2025: 264

The day this show was aired was a crucial one for AI GPU giant NVIDIA Corporation (NASDAQ:NVDA) as it had just reported its latest earnings. The results, which covered its first quarter of fiscal 2027, saw the firm post $81.6 billion in revenue, $53.53 billion in operating income and $58.32 billion in net income. NVIDIA Corporation (NASDAQ:NVDA)’s revenue set another record, and it also raised its quarterly dividend per share to 25 cents. Ahead of the quarter, Cramer had stressed the need for management to discuss custom AI chips. After the results, he added that NVIDIA Corporation (NASDAQ:NVDA) needed to beef up its dividend and emulate Apple’s approach:

“Well look, the stock was up a little bit, before the new, Iranian news, trading off that, trading off the bonds, trading off anything other than NVIDIA was talking about last night. The stock, that there were ten firms I saw that already [inaudible] targets. So I don’t know who’s selling because you really don’t have a sell pace. When I spoke to them later in the night they told me, don’t forget, this rally started at 180 goes all up the way to 225 and come back. But, what I loved about it, this company needed to outrun the spend. We all were so afraid that everyone, all these big companies, hyperscalers, were out of money. It shouldn’t impact NVIDIA, which then broke out their earnings. Hyperscaler, non hyperscaler. Non hyperscaler’s really, really good. David, this is a company that is more control obssessed than people. think. even to the point where Anthropic, Amazon, need more chips, they go to Elon. And say, listen, we’ll pay you a fortune each month if you let us have the latest and the greatest.

“Now of course, people will say, you know what, I don’t need that. I will go buy Arm Holdings, Cause it’s Arm CPUs. The stock’s looking up 12, Rene Haas doing kind of like a tag along there. But yes, he’s certainly got the right agreement with Jensen. David, can I tell you, when I look at this, I’m getting a different vibe, about Trainium, and the TPU, about the Amazon semis and about the Alphabet semis. I don’t know if they depreciate a little quicker, a little harder [inaudible], they don’t really hang in there like the NVIDIA ones, which, NVIDIA’s like fine line, just go up. . .they’re the one that you’re worried about, that’s the one. Those are worrisome, they just, they don’t hold their value. . .because they’re not as proprietary, and they’re not as universal. There’s a universality of what NVIDIA is offering.

“They have to immediately get into the idea that they do the progression that Luca Maestri did at Apple. You just had to continue to raise the dividend, continue the buyback, and suddenly you have a company whose earnings was much slower, and you had a rocketship. And they understand that.”

Here’s what Cramer had said about NVIDIA Corporation (NASDAQ:NVDA) in his morning appearance before the earnings report:

“Yeah I’m not sure how much to rely on that because the narrative. . .reset by Jensen. And I think what he has to do is say that the total addressable market twice what people thought. And the thicket that he has to manage, Amazon and Alphabet. These are huge customers. They both on their conference call, do the, yeah NVIDIA’s important, we would never break up, but it’s our own chips, our own chips, our own chips. Andy Jassy, 50 billion dollar chip business. So what matters is, how much can he craft the story away from them, maybe using Anthropic, maybe using OpenAI, maybe using Meta, maybe using Elon. But David, you know that if he just goes in and doesn’t address the fact that these other guys are gunning for him, then I think [inaudible].

“. . .the fact is, Jensen is the best in the world, and if you bring yourself down, where you have to basically play defense, instead of offense, then I think people get confused. . .he’s gotta address the CPU issue, with Groq. And I think he can say, also, that people are misunderstanding the importance of these two hyperscalers. And that he can live without them. . .just has to say, listen, I love them, they’re great, but we’ve got so many people that want our chips. And the Vera Rubin’s sold out, next year. . .”

9. Intuit Inc. (NASDAQ:INTU)

Number of Hedge Fund Holdings in Q4 2025: 91

Intuit Inc. (NASDAQ:INTU) is a financial services software provider. Its shares are down by 57% over the past year and by 49% year-to-date. The firm has been in the news lately following its fiscal third quarter earnings, which were accompanied by the announcement of a 17% workforce reduction. The results saw Intuit Inc. (NASDAQ:INTU) miss analyst revenue estimates but increase its 2026 revenue guidance. The shares had closed a painful 20% lower on May 21st, after Cramer had cited hope in the firm. Here’s what he said after Intuit Inc. (NASDAQ:INTU)’s shares fell:

“I felt it was an overeaction. One of the reasons why, the 17% that’s fine, he’s just trying to get the headcount right. They did make an acquisition I do not like, which was Mail Chimp. And that has been bad, but that has been acknowledged. What really people worried about is that there was the tick down in Turbo Tax, from eight to seven percent, and he described exactly why that was. Which is that, some people, lower income people, who dropped out of it basically, 50,000 dollars and under. David, you’re looking at a company that actually is a small businessperson’s best friend, you want to go to an accountant, accountant’s too expensive, you give them Quick Books, they get investigated by the government, it’s fine, because it says, ah guy uses Intuit. . .I think that this stock, it’s not going to bounce back today because this is the type of thing where people are just saying, I want nothing to do with it, it is enterprise software, but it isn’t David, it’s actually a very good tool. . .”

Here’s what he had said ahead of the dip:

“Well I have Sasan Goodarzi tonight, and obviously there are many people who feel that you can beat him, using Anthropic. Perplexity put out a thing that basically says listen you don’t need them. I am glad there are some divisions that are weaker. But this man, he’s just not gonna take it down lying down. He’s got the best, the IRS when you use them, doesn’t like to audit you. . .this man has a good product.”

8. Walmart Inc. (NASDAQ:WMT)

Number of Hedge Fund Holdings in Q4 2025: 114

Retail giant Walmart Inc. (NASDAQ:WMT)’s shares are up by 23% over the past year and 6.7% year-to-date. May has been a tough month for the stock as it closed 7.3% lower on the 21st. The dip came as Walmart Inc. (NASDAQ:WMT) reported its first-quarter fiscal year 2027 earnings. The results saw the firm post $177 billion in revenue and $0.66 cent in earnings per share to beat analyst revenue estimates and meet them for earnings. Yet, for its fiscal year earnings, Walmart Inc. (NASDAQ:WMT) guided a range of $2.75 to $2.85 while analysts had penciled in $2.91. RBC Capital lowered the share price target to $137 from $140 and kept an Outperform rating. The bank commented on the impact of fuel prices and costs and their flow through during the quarter. Cramer also commented on the fuel prices and shared additional context:

“Yeah look, I’m going to say to buy Walmart. I think that right now people are a little overreacting to their gasoline comment. Particularly because, let’s say the President comes out, and says, you know, comments, that we’re closer than ever, it’s almost over, we’re at the finish line, we’re five yards from the finish line. Meters, I don’t know. Then that stock, you’re going to say, oh what’s down that I can buy that would really help, even if gasoline takes a little while to get back. And the answer is you’d reach for that, number one. Number one. So why not buy that now, it’s derisked. . .”

7. Target Corporation (NYSE:TGT)

Number of Hedge Fund Holdings in Q4 2025: 58

Target Corporation (NYSE:TGT)’s share price target was raised by Roth Capital on May 22nd. The financial firm hiked the target to $114 from $88 and kept a Neutral rating on the stock. The financial firm remarked that Target Corporation (NYSE:TGT)’s latest financial report, which included a guidance raise and an earnings beat, also indicated that the firm’s SG&A expense growth had outpaced revenue upside and its latest results might be a one-time occurrence due to the favorable environment in the consumer discretionary sector. On the same day, Argus raised Target Corporation (NYSE:TGT)’s share price target to $150 from $145 and kept a Buy rating on the shares. As part of its coverage, Argus praised the firm’s dividend yield and its roadmap to increase market share. Cramer, however, believes that Target Corporation (NYSE:TGT) has been cautious and remarked that it was overdone in a tweet:

“Listen I think Target has been cautious, I think they’ve been too cautious. . .

“Target over done; TJX stay the course…. HD will hold”

6. International Business Machines Corporation (NYSE:IBM)

Number of Hedge Fund Holdings in Q4 2025: 63

International Business Machines Corporation (NYSE:IBM) is one of Jim Cramer’s favorite quantum computing and software stocks. RBC Capital lowered the firm’s share price target to $300 from $330 and kept an Outperform rating on the shares. The financial firm’s coverage came after International Business Machines Corporation (NYSE:IBM) Think conference, and it commented that the latest adjustment for the share price target came due to peer multiple compression. Cramer, for his part, continued to praise the company’s quantum computing operations:

“IBM I said was the buy, I can’t believe I got it right. . .

“I went from Jensen to Arvind Krishna, and I think Krishna has got some very interesting technology that’s been used in finance right now. He’s got the best quantum story of anyone public, he’s not a promotional gentleman, so you end up thinking what does it really matter? But he’s walked me through it and it’s going to be big.”

Carillon Eagle Growth & Income Fund discussed International Business Machines Corporation (NYSE:IBM) in its Q1 2026 investor letter:

“International Business Machines Corporation (NYSE:IBM) shares pulled back as a result of weaker than expected quarterly earnings. Revenue growth in the key software business did not meet elevated expectations. We believe that IBM is key in the AI marketplace, with good prospects for consistent growth over the next several years.”

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