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Jim Cramer Took A Side On Biggest AI Debate & Discussed These 5 Stocks

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In this article, we will discuss: Jim Cramer Took A Side On Biggest AI Debate & Discussed These 5 Stocks. For more stocks, you can head to Jim Cramer Took A Side On Biggest AI Debate & Discussed These 13 Stocks

5. Intuit Inc. (NASDAQ:INTU)

Number of Hedge Fund Holdings in Q4 2025: 91

Intuit Inc. (NASDAQ:INTU) is a productivity software provider. Its shares are down by 53% over the past year and by 51% year-to-date. May 21st was a tough day for the stock as it closed 20% lower. On the 20th at market close, the firm had announced that it was going to cut its workforce by a whopping 17%. For its fiscal third quarter earnings, Intuit Inc. (NASDAQ:INTU) reported $8.56 billion in revenue and $12.80 in earnings per share to miss analyst revenue estimates of $8.61 billion and beat the earnings estimates of $12.57. The results and the subsequent share price movement came after Cramer asserted that he had faith in Intuit Inc. (NASDAQ:INTU)’s CEO:

“Well I have Sasan Goodarzi tonight, and obviously there are many people who feel that you can beat him, using Anthropic. Perplexity put out a thing that basically says listen you don’t need them. I am glad there are some divisions that are weaker. But this man, he’s just not gonna take it down lying down. He’s got the best, the IRS when you use them, doesn’t like to audit you. . .this man has a good product.”

Eagle Capital Management discussed Intuit Inc. (NASDAQ:INTU) in its Q1 2026 investor letter:

“SAP, Workday, and Intuit are highly entrenched application software businesses. Intuit Inc. (NASDAQ:INTU) is a household name because of TurboTax, but its largest business and growth engine is QuickBooks, which operates as a functional monopoly in small business accounting software in the U.S. Software is lately controversial due to AI-driven disruption. AI is deflationary for engineering costs and will change many workflows in how software is used. The technology is widening the distribution of 5- to 10-year outcomes for these businesses. In some cases, the central tendency shifts lower; in others, it’s stable or even shifts upward. The entire space has sold off over the past year, and we believe the recovery will be more heterogeneous than the decline. Many businesses will be impaired, but a number will likely benefit.

We have positioned ourselves with companies that we expect to be comparatively resilient, that also have idiosyncratic earnings growth paths or call options. Intuit’s QuickBooks has singularly valuable distribution to small businesses and is weaving AI capabilities into its products to better serve this hard-to-reach customer. We expect EPS growth of around 20% for the group.”

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The $250 Trillion AI Hype is Real. A few years from now, you’ll probably wish you’d bought this stock.

Dr. Inan Dogan

Dr. Ian Dogan

Co-Founder and Research Director at Insider Monkey

When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard.

Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences.

At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000.

Do the math. According to Musk, this technology could be worth $250 trillion by 2040.

Put another way, that’s roughly equal to:

  • 175 Teslas
  • 107 Amazons
  • 140 Metas
  • 84 Googles
  • 65 Microsofts
  • And 55 Nvidias

And here’s the wild part — this $250 trillion wave isn’t tied to one company, but to an entire ecosystem of AI innovators set to reshape the global economy.

It’s a leap so massive, it could reshape how businesses, governments, and consumers operate worldwide.

Even if that $250 trillion figure sounds ambitious, major firms like PwC and McKinsey still see AI unlocking multi-trillion-dollar potential.

How could anything be worth that much?

The answer lies in a breakthrough so powerful it’s redefining how humanity works, learns, and creates.

And this breakthrough has already set off a frenzy among hedge funds and Wall Street’s top investors.

What most investors don’t realize is that one under-owned company holds the key to this $250 trillion revolution.

In fact, Verge argues this company’s supercheap AI technology should concern rivals.

Before I reveal the details, let’s talk about how some of the richest people on the planet are positioning themselves.

  • Bill Gates sees artificial intelligence as the “biggest technological advance in my lifetime,” more transformative than the internet or personal computer, capable of improving healthcare, education, and addressing climate change.
  • Larry Ellison — through Oracle, is spending billions on Nvidia chips and partnering with Cohere to embed generative AI across Oracle’s cloud and apps.
  • Warren Buffett — not known for tech hype — says this breakthrough could have a ‘hugely beneficial social impact.

When billionaires from Silicon Valley to Wall Street line up behind the same idea — you know it’s worth paying attention to.

Even as we admire what Tesla, Nvidia, Alphabet, and Microsoft have built, we believe an even greater opportunity lies elsewhere…

But the real story isn’t Nvidia — it’s a much smaller company quietly improving the critical technology that makes this entire revolution possible.

And judging by what I’m hearing from both Silicon Valley insiders and Wall Street veterans…

This prediction might not be bold at all:

A few years from now, you’ll wish you’d owned this stock.

The best part? You can discover everything about this company and its groundbreaking technology right now.

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Wall Street calls this $3 stock a “Melting Ice Cube.” They said the same thing about BTI before it returned 90%.

Dr. Inan Dogan

Dr. Ian Dogan

Co-Founder and Research Director at Insider Monkey

My name is Inan Dogan. I’m the co-founder and Research Director of Insider Monkey. I have an important message for you today.

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We looked under the cover and realized they were wrong.

We alerted our subscribers, and BTI returned 90% in just 16 months.

Now if you had invested just $10,000 in BTI in June 2024, you’d be sitting on $19,000 in October 2025.

Today, we have identified a nearly identical pattern in a digital-first giant trading at $3.

While the market panics over a surface-level revenue decline, our PhD-led research shows management has actually surgically cut $100 million in waste to focus on high-margin growth.

This pattern is a hallmark of our 16.5% annual return track record. The current opportunity offers a 400% upside potential—dwarfing even our 90% BTI return.

Get the ticker for our new “Underdog” pick and the full BTI case study for just 99 cents.

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