Jim Cramer Talked About These 14 Stocks & Discussed AI And Layoffs

12. Celestica Inc. (NYSE:CLS)

Number of Hedge Fund Holders In Q2 2025: 63

Celestica Inc. (NYSE:CLS) provides contract manufacturing, supply chain, and other services to businesses. Cramer discussed the firm’s role in the AI ecosystem and its investor presentation in New York City the day before. He cited Celestica Inc. (NYSE:CLS)’s partnership with Broadcom to point out that thinking about AI demand as “zero sum” was ill-advised:

“Let me give you an unknown company that gave you a presentation in New York yesterday. A Toronto company called Celestica. Now Celestica is making a lot of the product for Broadcom. They’re preferred partner for Broadcom. And these are all converging. Carl, we’re beginning to see, what I always felt could occur, which is multiple players. It’s just too big for Jensen. And don’t freak out every time someone else comes up with something new. And Celestica is one of the most unbelievable stories, it’s up 280 percent, 270. When you see these stories, people tend to say, you know what, oh my god it’s zero sum. It’s Lisa Su, not Jensen Huang. It’s Hock Tan not Lisa Su. We’re looking at it all wrong. There’s room for everybody.”