Jim Cramer Took A Side On Biggest AI Debate & Discussed These 13 Stocks

8. Texas Instruments Incorporated (NASDAQ:TXN)

Number of Hedge Fund Holdings in Q4 2025: 78

Texas Instruments Incorporated (NASDAQ:TXN) makes and sells power management, connectivity, and other chips. Its shares are up by 60% over the past year and by 68% year-to-date. Truist discussed the firm on April 23rd as it raised the share price target to $278 from $225 and kept a Hold rating on the stock. The bank commented that Texas Instruments Incorporated (NASDAQ:TXN)’s fiscal first quarter results and the second quarter guidance were excellent. Truist added that the firm had benefited from demand from industrial users as well data centers and AI infrastructure. Cramer discussed Texas Instruments Incorporated (NASDAQ:TXN)’s exposure to the internet of things industry:

“ADI is, that’s, industrial. . . Texas Instruments and ADI are the ones that, internet of things. . .”

ClearBridge Large Cap Growth Strategy discussed Texas Instruments Incorporated (NASDAQ:TXN) in its Q1 2026 investor letter:

“We continue to be optimistic on trends in the semiconductor sector and added a new position during the quarter in Texas Instruments Incorporated (NASDAQ:TXN), a company focused on analog semiconductor devices and embedded processing. The company sells products with long life cycles to a diversified customer base and has a unique free cash flow story. While the company’s cash flow has been depressed by sluggish demand and elevated capex, we believe cash flow can inflect meaningfully as both of those trends reverse. We also view Texas Instruments as well positioned for an improving manufacturing outlook as 30%–40% of its customer base is in industrials.”