In this article, we will look at the stocks Jim Cramer discussed on Mad Money, highlighting several companies with market caps over a trillion dollars. The host of CNBC’s Mad Money spoke on Tuesday about several U.S.-based companies that now carry market capitalizations above $1 trillion. He also pointed out:
Now, I left out the foreign stocks, but let me mention them if you want to think about the whole world. I’ll help you realize something that’s controlling much of the move here. Now, Saudi Aramco goes number eight on the broader list, alright, but Taiwan Semi’s fifth. Samsung is number 11. SK Hynix is number 15. Taiwan Semi, Samsung, SK are all semiconductor plays like Micron, like NVIDIA, like Broadcom, even like Amazon and Alphabet.
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Cramer said Wall Street’s fascination with artificial intelligence is no longer limited to software companies and has increasingly shifted toward hardware makers as well. He also highlighted three major IPOs expected this year that could enter the trillion-dollar conversation almost immediately after going public, specifically naming SpaceX, Anthropic, and OpenAI.
What’s the real takeaway here? The bottom line is that we’re on the verge of a new era where I think the trillion-dollar club may be a heck of a lot easier to join than in the old days when the club excluded the riffraff. AI has changed the order of things. No, it’s not being the debased; it’s just becoming more inclusive as it should be.
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 May 26. We listed the stocks in the order that Cramer mentioned them.
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 498.7% since May 2014, beating its benchmark by 303 percentage points (see more details here).
Jim Cramer Talked About 17 Stocks Like Amazon and Meta and the Trillion Dollar Club
17. PulteGroup, Inc. (NYSE:PHM)
PulteGroup, Inc. (NYSE:PHM) was among the stocks Jim Cramer discussed on Mad Money, highlighting several companies with market caps over a trillion dollars. Toward the end of the lightning round, when a caller inquired about the stock, Cramer commented:
Okay, look, I like Toll because they have so many cash buyers. They have more than 20% cash buyers, and they don’t need a mortgage. Many of these people don’t need a mortgage, which is really incredible. That’s why I think that stock is the one to buy if you’re going to buy a home builder.
PulteGroup, Inc. (NYSE:PHM) builds and sells single-family detached and attached homes, including townhomes and condominiums, under several distinct brands. The company also handles land acquisition and residential development alongside its mortgage banking, title, and insurance services. Harbor Capital Advisors’ Mid Cap Value Fund stated the following regarding PulteGroup, Inc. (NYSE:PHM) in its Q4 2025 investor letter:
While several Fund holdings struggled — including PulteGroup, Inc. (NYSE:PHM) in the Consumer Discretionary sector. PulteGroup, in the homebuilding industry, struggled due to slowing orders and margin pressures despite a slight decrease in mortgage rates. We continue to hold PulteGroup in the Fund.
16. Flex Ltd. (NASDAQ:FLEX)
Flex Ltd. (NASDAQ:FLEX) was among the stocks Jim Cramer discussed on Mad Money, highlighting several companies with market caps over a trillion dollars. Responding to a caller’s question about the stock, Cramer said:
I look at Flex, and I think, jeez, these guys are so good. This is a perfect example of what could still go up another 50% without a problem. I’m not going to fight you on it. I say buy.
Flex Ltd. (NASDAQ:FLEX) provides manufacturing and supply chain solutions for industries including automotive, healthcare, and data centers. A caller inquired about the stock during the April 20 episode, and Cramer responded:
Oh, that thing is just a rocket ship. Again, you know, this is the problem…. it is just a monster. And everyone keeps raising the price target, raising the price target, and I begin to think, you know, it’s doing it without me. It’s doing it without me. It’s doing so many things that are great. They just bought a really terrific power company. What can I say? I just can’t recommend it here. It’s too high. It’s just too high. I don’t want to hurt people. Let it come in.
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