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Jim Cramer’s 12 Stock Calls: GE Vernova, Arm, and Vertiv

In this article, we will look at Jim Cramer’s stock calls as he suggested that many red-hot stocks can keep making investors money. The host of CNBC’s Mad Money said on Wednesday that in a fast-moving market, investors need the discipline to pay up for high-quality stocks or risk being left behind.

I missed it. Sorry, I missed it. Next. Tonight, we are going full-scale self-remonstration, 100% flagellation, a bonfire of second-guessing, the cultural revolution as brought to you by Jim Cramer… Tonight… I want to walk you through something that is driving me crazy. It’s these animal-spirited stocks, the ones that are just, they’re making me nuts because my Trust doesn’t own them.

READ ALSO Jim Cramer’s 17 Stock Calls: Applied Materials and CoreWeave and Jim Cramer’s 16 Stock Calls, Including NVIDIA, Coterra, and Honeywell

Cramer noted that these names are hard to ignore because they move higher in steady increments, rising little by little without losing momentum. He pointed out that many of these companies are tied to data centers and the ongoing buildout of artificial intelligence, which continues to attract heavy investor interest. Among the 16 stocks that he discussed, he highlighted names like Dell, CoreWeave, Vertiv, Coherent, and Lumentum.

But here’s the bottom line: If you want to buy these so-called red-hot stocks, don’t be hesitant about it. As long as the bond market stays stable and you stay diversified, I think the red-hots can keep making you money. But you gotta do this, you gotta divide by 10, and maybe then it will make a lot more sense.

Our Methodology

For this article, we compiled a list of 12 stocks that were discussed by Jim Cramer during the episode of Mad Money aired on April 22. We listed the stocks in the order that Cramer mentioned them.

Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter’s strategy selects 14 small-cap and large-cap stocks every quarter and has returned 498.7% since May 2014, beating its benchmark by 303 percentage points (see more details here).

Jim Cramer’s 12 Stock Calls: GE Vernova, Arm, and Vertiv

12. GE Vernova Inc. (NYSE:GEV)

GE Vernova Inc. (NYSE:GEV) was among Jim Cramer’s stock calls as he suggested that many red-hot stocks can keep making investors money. Cramer mentioned that he was bullish on the stock during the Investing Club’s recent meeting, as he said:

We had a one for the ages quarter from GE Vernova… Here’s some irony… GE Vernova’s market cap just passed namesake GE itself, the aerospace company, $303 billion versus $289 billion. That’s nothing short of unbelievable. How did GE Vernova get to such exalted heights? How about being the venerable, unique player providing power to the data centers and the utilities that are all struggling to meet demand from the data centers? With these results, GE Vernova said the company already had more data center orders in the first quarter than it had in the entirety of 2025. And it’s got a backlog so full that it’s almost impossible to get a new turbine… for the next two years. Given the sequential cost savings they seem to find each quarter, I’m confident that you’ll see much better and better margins ahead.

When you see that GE Vernova has 100 gigawatts worth of gas power business…. You know what? That’s enough to power a hundred million homes. Then you can understand why I told viewers of our… Investing Club… that this quarter was one for the ages. We rate stocks by the number for the Club, with one meaning buy, two meaning hold, three meaning sell. We usually downgrade stocks… after this kind of serious move… But I said this morning that we can’t take it from one to a two. It’s just too… good…

By the way, GE Vernova is the only serious nuclear energy builder, and it’s putting up the first new plant in ages in Ontario. So far, so good. It’s also going to start building nuclear reactors for the Tennessee Valley Authority… Remember, the rest of them that you’re trying to buy, they tend to be science projects. Now, GE Vernova has wind too, which used to be the fastest growing business, but now is a drag on the earnings. It can’t interfere with the greatness here, though, and that’s what you should be thinking about. How long can this last? I think it’s just beginning.

GE Vernova Inc. (NYSE:GEV) provides products and services for generating, converting, storing, and managing electricity, including gas, nuclear, hydro, and wind technologies. On April 17, whilst presenting his game plan, Cramer remarked:

Wednesday is pure dynamite. The Charitable Trust… owns the stock of Boeing and GE Vernova, and both could be huge movers… GE Vernova builds turbine engines that have been in high demand for data centers. It’s entirely sold out in the near term. So you’d be buying it on the promise of firm orders in the out-years, and I think you’re going to get them. I hope they talk about the nuclear program, and I hope… they raise the price.

11. Alphabet Inc. (NASDAQ:GOOGL)

Alphabet Inc. (NASDAQ:GOOGL) was among Jim Cramer’s stock calls as he suggested that many red-hot stocks can keep making investors money. When a caller inquired about the stock, Cramer said, “I think Alphabet’s going to $400. I think you… win on Alphabet.”

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. Cramer has been bullish on the company for a while now, and he explained why he has stuck with the stock on April 7, as he said:

Yesterday was Alphabet. I kept hearing that Google was doing badly, which would slow down the growth of Gemini. With Anthropic coming on strong, albeit for business, ChatGPT maintaining its success, you might have to abandon ship Alphabet. I just started buying it for the Charitable Trust. I thought it made no sense whatsoever. You get YouTube, Waymo, Search, Chrome, Gemini. So I didn’t dump it. I stayed in. It was a pretty bold thing to do. Now, it ramped up again, nearly 2%.

10. Arm Holdings plc (NASDAQ:ARM)

Arm Holdings plc (NASDAQ:ARM) was among Jim Cramer’s stock calls as he suggested that many red-hot stocks can keep making investors money. During the lightning round, a caller asked if the stock is a buy, sell, or hold. In response, Cramer said:

Yeah, we put this on the buy list a couple of days ago for the Charitable Trust, and the stock is up 21 today. I mean, this is the type of thing I’m talking about. You gotta be in… What can I say? I think Rene’s going to do a great job. He’s got a lot of business.

Arm Holdings plc (NASDAQ:ARM) designs and licenses CPU architectures, system IP, and software used across automotive, computing, consumer, and IoT applications. On March 30, Cramer expressed a positive sentiment toward the company’s “first in-house CPU for the data center,” as he said:

We got this huge development last week from Arm Holdings. I’m so glad we can go back and talk about it. This is one of the most important companies in the semiconductor industry. For most of its history, Arm developed key chip architecture, and then it licensed it to various semiconductor makers. They make a little bit of money per, but last week, they unveiled their first in-house CPU for the data center, especially for agentic AI workloads. The stock initially roared on the news, although it’s now given back some, but what hasn’t, including a 5% pullback today, but it’s still up 25% year to date. That’s very unusual for tech now. Arm believes its new chip business could reach $15 billion in annual sales within five years, I think it could be in excess of that, with Meta as the first major customer already. In short, this is no longer just a story about collecting royalties from chip makers that use their technology. The company wants a larger piece of the pie.

9. Vertiv Holdings Co (NYSE:VRT)

Vertiv Holdings Co (NYSE:VRT) was among Jim Cramer’s stock calls as he suggested that many red-hot stocks can keep making investors money. Cramer discussed the company’s recently reported quarterly results, highlighting the market’s response to the quarter, and said:

This morning, we got a great quarter again from Vertiv Holdings, which makes crucial power and cooling equipment for the data center, of course. Yet the stock actually got dinged a little. Look, I think that was purely because it came in too hot. Even after this pullback, the stock’s up 88% year to date. I hope you have some of these kinds of stocks.

Quarter was phenomenal. Vertiv delivered a 17-cent earnings beat off a dollar basis. That’s up 83% year over year. Revenue came in higher than expected. Their operating margin expanded by a staggering 430 basis points. Even better, management raised their full year sales and earnings forecast. They’re now talking about 29 to 31% organic revenue growth this year. Problem is the stock had already made a monster move higher, but Vertiv keeps making smart acquisitions to expand its place in the data center.

Vertiv Holdings Co (NYSE:VRT) designs, manufactures, and manages power and cooling systems for data centers and digital networks. The company also provides services to keep these systems running smoothly and efficiently.

8. Airbnb, Inc. (NASDAQ:ABNB)

Airbnb, Inc. (NASDAQ:ABNB) was among Jim Cramer’s stock calls as he suggested that many red-hot stocks can keep making investors money. A caller inquired about the stock, and Cramer replied:

Travel and leisure’s being challenged. But I gotta tell you, I read a Wells Fargo piece this morning that said we are finally at the inflection and the stock is about to turn up. I am going with Wells Fargo. I think it’s at the right level. I think it is going to do incredibly well, and this is a buy. And I did say in How to Make Money in Any Market, I made the point that Brian Chesky is real, okay? The guy, the CEO, he’s real. He has some ups and downs like the rest of us. But holy cow, I think he’s going to be good.

Airbnb, Inc. (NASDAQ:ABNB) operates a digital marketplace that connects hosts and guests, allowing users to book accommodations, experiences, and services via its platform, and it also offers gift cards. It is worth noting that while discussing the company during the episode aired on December 11, 2025, Cramer said:

Also, while Airbnb has been a very frustrating stock to me since it came public five years ago, stock’s now up more than 15% from its lows just three weeks ago. In theory, Airbnb makes sense for consumers traveling on a budget. But I’ve been burned so many times recommend[ing] the stock to you, and I still like it, I still like it, but I don’t feel like sticking my neck out at this very moment.

7. D.R. Horton, Inc. (NYSE:DHI)

D.R. Horton, Inc. (NYSE:DHI) was among Jim Cramer’s stock calls as he suggested that many red-hot stocks can keep making investors money. Cramer noted that the company’s recently reported earnings report contained a “mixed set of numbers” and said:

Let’s talk about the recent resurgence in housing after a long period where this whole industry was a black eye on the face of the stock market. Yesterday morning, we got results from D.R. Horton… No, on the surface, I get it, Horton reported a mixed set of numbers. But the stock still surged nearly 6% yesterday in response because there were some real positives underneath. And if we can get another rate cut from the incoming Fed chief, this entire industry could get a real boost. It almost always does when you get a rate cut… If you’re wondering why these results sent the stock up 6% yesterday, I still don’t blame you.

I mean, the truth is very simple. Horton’s forward-looking metrics were encouraging. Whether you’re talking in terms of units or dollars, Horton had much better than expected numbers across the board… Frankly, that consistent kind of talk was all the bulls needed. The home builders had gotten rolling when long-term interest rates peaked in late March. And this better-than-expected commentary from D.R. Horton allowed investors to feel even more confident placing bets on the stock…

Now, all that said, this comeback in D.R. Horton and the rest of the home builders is only sustainable if rates keep coming down. The group is hostage to the bond market and, to a lesser extent, the Federal Reserve. A flare-up with Iran and a spike in interest rates could cause this move to fall apart rather quickly. On the other hand, if we do see President Trump’s pick for Fed chairman, Kevin Warsh, confirmed… and he’s able to sway enough Open Market Committee members toward the lower rates camp, and I think he can with those who don’t like him saying they abstain, then this could just be the beginning of a fabulous next leg for Horton and the home builders.

But the bottom line: The report yesterday morning from D.R. Horton, while far from perfect, had enough good news to keep us interested in the home builders here. The biggest surprise was the resiliency of demand in the quarter. We didn’t get all that much relief on interest rates, but we still saw a surge of orders, and that bodes pretty well for Horton and its competitors in the future. Now, we just need some more cooperation from the bond market. Without that, I can’t justify getting too bullish. But for the time being, I gotta say, these numbers left me feeling pleasantly surprised and justified the move.

D.R. Horton, Inc. (NYSE:DHI) builds and sells single-family and multi-family homes across the U.S.

6. ServiceNow, Inc. (NYSE:NOW)

ServiceNow, Inc. (NYSE:NOW) was among Jim Cramer’s stock calls as he suggested that many red-hot stocks can keep making investors money. Cramer mentioned that the stock was hit recently after reporting its quarterly results because the report and guidance updates failed to get investors “excited.”

After the close, we got results from ServiceNow, the cloud software company that helps its customers automate all sorts of back-office jobs, including IT jobs. Now, this stock’s been crushed by AI displacement worries, falling from just under $240 at its peak last year down to $103 as of today’s close. And tonight, ServiceNow’s getting slammed again after the company delivered a set of results and guidance updates that frankly just weren’t good enough to get investors excited again, even as the company’s adamant that business is business as usual, with most benchmarks better than expected.

ServiceNow, Inc. (NYSE:NOW) provides a cloud platform that supports digital workflows through AI, automation, low-code tools, analytics, and a suite of IT, security, customer service, and employee experience products. When presenting his game plan on April 17, Cramer expressed that “good news” from the company “will move the stock higher.”

Alright, there’s been a ton of selling by shareholders in ServiceNow. Many former shareholders were worried that it’s now, it’s just too… [easy] for Anthropic to disrupt. Now, when you hear that, that’s the kiss of death, you can’t seem to return it. I think we’ll get a very solid number this time from Bill McDermott. The issue is, will it matter? I think good news will move the stock higher and not be ignored like it’s been for the past few quarters. But I’m sticking my neck out because that’s not been the case.

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Click to continue reading and see Jim Cramer’s 5 Stock Calls: Sandisk, Marvell, and AMD.

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