Jim Cramer Talked About 5 Stocks Like NVIDIA and FedEx, Along With the AI Infrastructure Spending

In this article, we will look at “Jim Cramer Talked About 5 Stocks Like NVIDIA and FedEx, Along With the AI Infrastructure Spending”. Please visit Jim Cramer Talked About 16 Stocks Like Micron and Dell, Along With the AI Infrastructure Spending, if you’d like to see the extended list and methodology behind it.

5. Bloom Energy Corporation (NYSE:BE)

Bloom Energy Corporation (NYSE:BE) was among the stocks Jim Cramer talked about as he discussed the recent rally in several AI-related stocks. Mentioning that they own shares of both ExxonMobil and Diamondback Energy, a caller asked whether they ought to sell half their positions in those stocks and get into BE. Cramer replied:

I actually like that idea very much. Now, I know Bloom has moved up a lot, but I am a huge believer in Bloom because remember, this is that non-combustible fuel… obviously, we’re going to be less worried about the environmental damage. I think that situation makes a lot of sense, and you should do it, maybe even as soon as tomorrow.

Bloom Energy Corporation (NYSE:BE) develops and sells solid-oxide fuel cell systems that convert natural gas, biogas, or hydrogen into electricity without combustion. When a caller inquired about the stock during the May 8 episode, Cramer responded:

Listen to me… you should buy it, okay?… You want to be in this Bloom Energy. This is non-combustible power. You know how hard it is to find that? All the data centers are going crazy for it.