Jim Cramer’s 22 Stock Calls Including Meta, NVIDIA, and AI Opportunities in the Neocloud Space

15. Nebius Group N.V. (NASDAQ:NBIS)

Nebius Group N.V. (NASDAQ:NBIS) was among Jim Cramer’s stock calls on Mad Money, as he highlighted the AI opportunities in neoclouds. Cramer highlighted the company’s deals with the mega-cap companies, as he commented:

Next up is Nebius. It also has the Jensen Huang seal of approval, as NVIDIA took a $2 billion stake in this March. Its revenue’s also set to ramp even more aggressively than CoreWeave’s. Nebius… Meta signed… a five-year deal worth up to $27 billion, including $12 billion of dedicated capacity and up to $15 billion of additional capacity with delivery starting in 2027. It also has Microsoft as a major customer… The stock’s been a juggernaut, too, up more than 150% year to date. While it’s gotten a bit more expensive on some metrics, the growth is incredible, and the biggest question now remains execution.

Nebius Group N.V. (NASDAQ:NBIS) provides AI-focused infrastructure, including GPU-based cloud platforms and tools that support the development of advanced models. A caller asked for Cramer’s advice on the stock during the June 9 episode, and he responded:

Okay, until this market turned ugly, Nebius was one of my favorite stocks. Now, I gotta pull back because the facts of this entire market have changed. It’s no longer got the right coloration to be able to speculate on Nebius. Let that… come down, and then we’ll take a look. Let it come down.