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.

4. FedEx Corporation (NYSE:FDX)

FedEx Corporation (NYSE:FDX) was among the stocks Jim Cramer talked about as he discussed the recent rally in several AI-related stocks. Cramer highlighted the company’s new spin-off, as he commented:

Today, the long awaited break up of FedEx finally arrived as FedEx Freight, their former, less than truckload business, began regular way trading on the New York Stock Exchange. That’s under the ticker… FDXF. I’ve said repeatedly that I like this move for FedEx, one of the newest positions in my Charitable Trust… Now, we’ve spent years marred in a prolonged freight recession, but in recent months, the whole group’s been making a nice move higher…

We think it’s a great opportunity. We think that there’s so many ways to rationalize… We want to have some leverage to a better economy, and I think that this can, that would be the cherry on top, so to speak… We think this is a keeper for those of you who bought FedEx with us. We like it.

FedEx Corporation (NYSE:FDX) provides transportation, shipping, and logistics services, e-commerce solutions, and supply chain management.

3. Bank of America Corporation (NYSE:BAC)

Bank of America Corporation (NYSE:BAC) was among the stocks Jim Cramer talked about as he discussed the recent rally in several AI-related stocks. A caller asked for Cramer’s thoughts on the company under CEO Brian Moynihan. He replied:

Alright, sells at 11 times earnings, 11 times earnings, which means I don’t know, frankly, there’s something that’s not that great happening there. But then again, Wells, which we own for the Charitable Trust, is 11 times earnings. These now are the cheapest stocks in the market, so someone must think they’re just value traps. I gotta speak to Bank of America and find out what… is going on.

Bank of America Corporation (NYSE:BAC) provides banking, investment, and financial services, including lending, wealth management, trading, and advisory solutions. During the April 28 episode, a caller sought Cramer’s advice on whether the stock was a buy or a sell, and he responded:

BofA is just a plain out buy. The stock, first of all, is down 4% for the year. That’s ridiculous in itself. Second, it sells at 12 times earnings, yet it’s incredibly well run. This is an example of why I say this market’s not dangerous. Bank of America’s way too cheap. It should be bought.

2. Alphabet Inc. (NASDAQ:GOOGL)

Alphabet Inc. (NASDAQ:GOOGL) was among the stocks Jim Cramer talked about as he discussed the recent rally in several AI-related stocks. Cramer mentioned the company raising money and its competition with others, as he remarked:

I saw that Amazon and Alphabet were pointedly absent among the winners. That’s right. Although Jensen did mention that Alphabet uses some of their most advanced products. Alphabet, by the way, announced, after the close, it’s going to raise an astounding $80 billion in equity with Berkshire Hathaway agreeing to buy $10 billion of that in a private placement deal. Amazon stock’s down, along with that, by the way. Jensen’s not mentioning much about Amazon and Alphabet is important because they have their own lines of chips, which Jensen continues to challenge, but neither feels the need to defend itself. That’s a debate I’ve thrust myself into, saying that you need to be in all three companies because the opportunity’s so great. That’s right. I’m not saying either/or; I like them all.

Alphabet Inc. (NASDAQ:GOOGL) provides technology-related products and services, including search, advertising, cloud computing, AI tools, and digital content platforms such as YouTube and Google Play.

1. NVIDIA Corporation (NASDAQ:NVDA)

NVIDIA Corporation (NASDAQ:NVDA) was among the stocks Jim Cramer talked about as he discussed the recent rally in several AI-related stocks. Cramer highlighted the recent COMPUTEX festival and the CEO’s keynote speech, as he stated:

What triggered the newfound optimism in this insanely positive tech session that made me feel like it’s not going to be boom-bust, it was a hugely important keynote speech by NVIDIA Jensen Huang at the COMPUTEX festival in Taiwan… The discussion started with the power of the Vera Rubin, which is NVIDIA’s latest supercomputing architect for the data center, shipping, and scale. Then he pivoted to talk about how their new product, this revolutionary new product, where they’ll have millions ready in the fall, it’s the RTX Spark super chip. That’s an ARM-based product for this PC that works best with the AI agents that Jensen sees proliferating all over the place. This is a CPU combined with a GPU in a single package… Then he talked about how he’s lowering the price of compute drastically so his partners will make more money… Now the personal computers using his ARM-based superchips will become far more powerful and creative than those based on the old architecture. And that’s why NVIDIA stock rallied 6% today, and Microsoft, who they’re working with on this, gained 2%.

NVIDIA Corporation (NASDAQ:NVDA) develops accelerated computing and AI platforms, GPUs for gaming and professional use, cloud services, robotics and embedded systems, and automotive technologies.

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