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

10. Nucor Corporation (NYSE:NUE)

Number of Hedge Fund Holders In Q2 2025: 47

Nucor Corporation (NYSE:NUE) is one of the largest steel companies in America. Cramer has frequently discussed the firm in 2025, and most of his comments have surrounded Chinese steel flooding the US market to drive down prices. However, this time he commented that Nucor Corporation (NYSE:NUE) had positioned itself to benefit from the boom in AI data center construction by leveraging its scale to provide steel:

“I had Nucor on last night. Do you know that Nucor is the only company that can add scale, provide steel for the data centers? I mean I think a lot of people are saying, this whole thing is a colossal bubble. But then you talk to Leon Topalian. Leon Topalian is a steel person. And they can’t meet, well he said they can meet the demand, but oh my god, the next quarter they said they threw a little cold water on the quarter. But I just think that when you have these companies, and you don’t think of that, whether it be Caterpillar, whether it be Nucor, whether it be Cummins, whether it be Bloom Energy. The orders are there. I don’t know what to say. The orders are there.”