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

In this article, we will look at Jim Cramer’s stock calls on Mad Money, as he highlighted the AI opportunities in neoclouds. The host of CNBC’s Mad Money said on Monday that investors should view the latest market rotation as a chance to buy shares of high-quality companies.

Nothing throws off home gamers like you than a rotation- those huge swings in stocks that seem to make no sense whatsoever… First, you have to understand that there are huge funds that make their decisions based on key pieces of data. These money managers have what’s known as a worldview, meaning a vision of what’s going to happen in the near future… The problem is the worldview can change on a dime. The biggest piece of data, at least for the stock market, is the monthly nonfarm labor report. We often see rotations based solely on that employment data.

READ ALSO Jim Cramer’s Comments on 25 Stocks Like Micron, Dell, and Playing the Recent Market Rotation and 21 Stocks on Jim Cramer’s Radar Like NVIDIA, Tesla and a Wave of Takeovers

Cramer said the latest labor report released on Thursday showed a significant slowdown in hiring. He explained that managers overseeing tens of billions of dollars may respond to weaker employment data by reducing exposure to companies that rely heavily on consumer spending. He added that instead, those investors may increase positions in areas such as technology, where many companies generate revenue from business customers rather than directly from consumers.

Here’s the bottom line: If you can spy a rotation and figure out what the theme might be, you can identify some incredible bargain stocks. I’m talking about J&J, PepsiCo, Starbucks, even Constellation Brands, and yes, TJX. They all took it on the chin today. I think this is a great place to do some buying because they’re all collateral damage from this indiscriminate sector rotation selling.

Our Methodology

For this article, we compiled a list of 22 stocks that were discussed by Jim Cramer during the episode of Mad Money aired on July 6. 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. Insider Monkey’s quarterly newsletter’s strategy selects 14 small-cap and large-cap stocks every quarter and has returned 599.2% since May 2014, beating its benchmark by 372 percentage points (see more details here).

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

22. CrowdStrike Holdings, Inc. (NASDAQ:CRWD)

CrowdStrike Holdings, Inc. (NASDAQ:CRWD) was among Jim Cramer’s stock calls on Mad Money, as he highlighted the AI opportunities in neoclouds. Cramer highlighted how AI-related worries affected the stock and noted its comeback. He stated:

A few months back, in the dead of winter, Anthropic let people know it was developing the best cybersecurity software, the best. I don’t know why everything that Anthropic says gets somehow turned into gospel. But the ensuing stories crushed two cybersecurity stocks I happen to like very much: Palo Alto Networks and CrowdStrike. Oh, it was brutal. So what did we do? We brought George Kurtz on the show, the CEO of CrowdStrike, several times to say that, point blank, Anthropic simply wouldn’t be able to offer a truly competing product; that it would be up to the cybersecurity companies to do it, that it would be up to CrowdStrike.

No one listened except perhaps the CNBC Investing Club… And the club caught nearly a double in CrowdStrike when people realized that not only would Anthropic not be able to offer a workable product, no insurer would insure any company that used an AI model and also provided cybersecurity for that model. Coverage will be denied. Anthropic will cause more cyber hacks than it will prevent unless it’s matched with a CrowdStrike or a Palo Alto Networks.

CrowdStrike Holdings, Inc. (NASDAQ:CRWD) provides cloud-based cybersecurity solutions. The company offers protection for endpoints, cloud systems, identities, and data.

21.  Preformed Line Products Company (NASDAQ:PLPC)

Preformed Line Products Company (NASDAQ:PLPC) was among Jim Cramer’s stock calls on Mad Money, as he highlighted the AI opportunities in neoclouds. Toward the end of the lightning round, when a caller asked about the stock, Cramer commented:

It has, you know… I mean, it’s in that same category, it’s a little, it’s a mini-Quanta Services. You have a winner there. I think it can continue to go higher, barring community saying no more data centers.

Preformed Line Products Company (NASDAQ:PLPC) manufactures hardware systems, solar mounting solutions, and EV foundations for building and maintaining overhead, ground, and underground networks. The company supplies these products and drone inspection services to energy utilities, communication providers, and field contractors. During the episode aired on September 5, 2025, a caller noted that the company’s stock seemed undervalued and inquired about why it was trading at a discount. The Mad Money host replied:

Oh, now, you know what, that’s still one more of multiple stocks that are involved in the construction of the data center, and those, because there’s so many of them, they’re starting to trade at a discount. Don’t freak out, the business is good.

It is worth noting that since the above comment was aired, the company’s share price is up by nearly 91.5%.

20. Nextpower Inc. (NASDAQ:NXT)

Nextpower Inc. (NASDAQ:NXT) was among Jim Cramer’s stock calls on Mad Money, as he highlighted the AI opportunities in neoclouds. Answering a caller’s query about the stock, Cramer said:

I think I’ve lost the right to be able to say anything about that because that’s Shug’s company, Dan Shugar, and we made money on it, but you know what? We left it way too soon. That man is a miracle worker. I like that company very much. But again, I lost the right to say that because we sold it so low.

Nextpower Inc. (NASDAQ:NXT) provides solar tracker technologies and energy management software for solar projects. The company develops specialized hardware for difficult terrain and weather conditions and offers digital tools to monitor and improve power production. During the February 4 episode, a caller asked whether they should add to their position in the stock or hold. Cramer responded:

Alright, that’s… Dan Shugar… We actually owned it for the trust. We sold it too soon. He is a moneymaker. Just go buy it. That’s how good he is. Just go buy it. I love that guy.

19. Butterfly Network, Inc. (NYSE:BFLY)

Butterfly Network, Inc. (NYSE:BFLY) was among Jim Cramer’s stock calls on Mad Money, as he highlighted the AI opportunities in neoclouds. Inquiring about the stock, a caller asked whether they should hang on to their position. Cramer remarked:

Okay, Butterfly, I was surprised it ever fell. I was very surprised it ever fell down… I thought it was a very interesting spec from day one. It doesn’t make any money, but at $8, you can buy some. You can buy some a little bit lower. But it is a very promising company.

Butterfly Network, Inc. (NYSE:BFLY) makes and sells handheld ultrasound devices that enable whole-body imaging through a single probe connected to smartphones and computers. A caller asked about the stock during the February 6 episode, and Cramer responded:

It’s a very competitive market, and I don’t want to be in that part of the medical device group. Even GE Healthcare reported a pretty good number, and it went up for about 10 seconds, and then it went right back down. Too hard for this guy, just too hard.

18. Chewy, Inc. (NYSE:CHWY)

Chewy, Inc. (NYSE:CHWY) was among Jim Cramer’s stock calls on Mad Money, as he highlighted the AI opportunities in neoclouds. Starting the lightning round, a caller inquired about the stock, and Cramer replied:

It’s down so much, but I gotta tell you, every time I say it goes down too much and then it bounces, it goes right back down. I think we have to say Chewy, too hard to own.

Chewy, Inc. (NYSE:CHWY) runs an online marketplace for pet food, supplies, medications, and health products, along with a range of pet services. Cramer mentioned the stock during the June 5 episode and commented:

Are people skimping on their pets? That’s supposed to never happen, right? I mean, I know when I interviewed Kevin Hassett, he’s the director of the National Economic Council, Hassett was, I think, he was really excited that everyone’s doing so well in the country. That’s great… Although I took issue with the idea that it was everyone. But when I talk to the retailers, they sound much more bleak, including Petco… Petco missed the quarter pretty badly. Maybe Chewy misses when it reports. That stock is so cheap. I don’t know.

17. IREN Limited (NASDAQ:IREN)

IREN Limited (NASDAQ:IREN) was among Jim Cramer’s stock calls on Mad Money, as he highlighted the AI opportunities in neoclouds. Cramer mentioned the stock and its peers during the episode, as he remarked:

How about the small operators? You hear their names all the time. These are more like hybrids between neoclouds and specialized real estate co-location services. This bucket includes former cryptocurrency miners and raw power companies. They’re not always selling a complete cloud services suite. This group can still generate strong returns, and some are strong takeover targets too… Here I want you to think IREN, Hut 8, Cipher Digital, TeraWulf… Bitdeer Technologies, Core Scientific.

These companies are more like actual landlords of compute than full-stack AI clouds. Now, look, there are promising ones here. IREN’s more of a hybrid, supplying the real estate power and shell while also running workloads. It’s an NVIDIA strategic partner too, and it’s growing like a weed. Keep in mind, if you have spare compute, someone like Anthropic will eagerly snap it up. Just today, TeraWulf signed a 20-year $19 billion deal with Anthropic, which sent their stock up nearly 5%.

IREN Limited (NASDAQ:IREN) operates a vertically integrated data center business. The company manages computing hardware and infrastructure while also engaging in Bitcoin mining.

16. Space Exploration Technologies Corp. (NASDAQ:SPCX)

Space Exploration Technologies Corp. (NASDAQ:SPCX) was among Jim Cramer’s stock calls on Mad Money, as he highlighted the AI opportunities in neoclouds. Cramer mentioned the company during the episode and said:

SpaceX is now in the same business as well, and it’s allowing them to totally change the economics of their XAI business. Normal neocloud contracts average somewhere between 12 to 15 billion per gigawatt. But when you look at the SpaceX deals with Anthropic and Google… three or four times that. Jeez, that’s a lot of money. Of course, most of the neoclouds can’t play that game. They need long-term offtake agreements to finance their building. But SpaceX, Meta, and Oracle have deep enough pockets to make this happen.

Space Exploration Technologies Corp. (NASDAQ:SPCX) manufactures and launches reusable spacecraft for orbital payloads and government missions, and provides satellite-based broadband internet. Additionally, it operates an artificial intelligence platform comprising computational infrastructure, user applications, and the X information network.

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.

14. CoreWeave, Inc. (NASDAQ:CRWV)

CoreWeave, Inc. (NASDAQ:CRWV) was among Jim Cramer’s stock calls on Mad Money, as he highlighted the AI opportunities in neoclouds. Cramer called the company “best in the business,” as he stated:

Now, next is CoreWeave. It’s a pure-play neocloud firm. I talk about it quite a bit. CoreWeave’s arguably the best in the business with a strong, diverse client base for its massive warehouses full of servers. Now, the stock came public in March of last year, $40 a share, in a sea of pessimism. The stock shot up above $180 last June and since dropped back to the $80s, more recently dinged by the Meta news. These things are all wild traders.

CoreWeave ended the first quarter of 2026 with a backlog of just under $100 billion, giving an incredible level of visibility into the future business. The expected revenue ramp is aggressive, from just below $13 billion this year to just under $25 billion in 2027 to more than $40 billion in 2028. Earnings are expected to reach $3.36 per share in 2028, $6.9… in 2029. Not bad if those estimates come true, and a big swing from the losses the company currently generates.

And CoreWeave’s currently cheaper than the last price where NVIDIA invested in it. Intriguing. The key question here, like with Oracle, is whether CoreWeave’s backlog can convert into profitable revenue… I think it’s one of the stronger players in the neocloud space. Many people feel it has got to start thinking about at least generating some profit.

CoreWeave, Inc. (NASDAQ:CRWV) runs a cloud platform designed to power and scale GenAI workloads with high-performance compute, storage, networking, and managed services.

13. Oracle Corporation (NYSE:ORCL)

Oracle Corporation (NYSE:ORCL) was among Jim Cramer’s stock calls on Mad Money, as he highlighted the AI opportunities in neoclouds. Cramer highlighted the future valuation of the company according to some analysts, as he said:

The business is now getting crowded, which is why tonight I want to explain the differences between the major neocloud outfits. You hear about them all the time; let’s learn about them. The first bucket is the major players. We can skip over the old guard hyperscalers: AWS, Google, Microsoft, because we’re already familiar with them. I mentioned that Meta Platforms is wisely using its spend to go well beyond that current usage. I regard that as found money. So let’s go straight to the new AI age hyperscalers like Oracle, like CoreWeave, like Nebius, and maybe a few other private companies.

Now, we know Oracle’s been getting killed lately, but it has the biggest market cap in this group. It’s one of the only companies that can raise the type of capital needed to capitalize on this new type of market for premium short-term AI scale rentals. It’s a very expensive proposition. As my colleague David Faber said this morning on Squawk on the Street, some analysts are expecting Oracle can earn more than $15 per share in 2029, nearly $20 per share in 2030. Now, if the company can hit those numbers, that means it’s now trading at just over seven times 2030 earnings. Jeez, that’s cheap… My head picked up when I heard those numbers.

Now, maybe founder and chairman Larry Ellison can take advantage of the compute shortage and sign a premium deal with Anthropic like Elon Musk did, sending his stock soaring. Even though Oracle stock is now back below where it was when we learned about its massive OpenAI deal last September, it’s tough to bet against these guys. Big opportunity, but Oracle also has the most to lose in terms of market cap even after the hideous decline.

Oracle Corporation (NYSE:ORCL) provides cloud and on-premises software, databases, and IT infrastructure to help businesses manage operations.

12. NVIDIA Corporation (NASDAQ:NVDA)

NVIDIA Corporation (NASDAQ:NVDA) was among Jim Cramer’s stock calls on Mad Money, as he highlighted the AI opportunities in neoclouds. Cramer highlighted the company CEO’s strategy, as he commented:

… Neoclouds, these are outfits with only one priority: Get the AI factory online and make the GPUs usable. They exist to deliver reliable compute faster than the competition. Honestly, this whole edifice exists because of NVIDIA, one of the major reasons why I stick with the stock. They’ve been major backers of the big neoclouds because they want to stave off a long-term competitive threat from the hyperscalers themselves. Google, Amazon, Microsoft- those have all developed their own chips to compete with NVIDIA.

They all want to reduce their dependence on Jensen Huang’s chips. And Jensen naturally doesn’t want a world where all AI compute is controlled by three cloud giants that are actively trying to build their own custom chips. That’s why NVIDIA’s helped create this new customer class, investing in the likes of CoreWeave and Nebius. Jensen wants an ecosystem that runs through NVIDIA, and that’s why he helped this entire industry develop.

NVIDIA Corporation (NASDAQ:NVDA) develops accelerated computing and AI platforms, GPUs for gaming and professional use, cloud services, robotics and embedded systems, and automotive technologies.

11. Meta Platforms, Inc. (NASDAQ:META)

Meta Platforms, Inc. (NASDAQ:META) was among Jim Cramer’s stock calls on Mad Money, as he highlighted the AI opportunities in neoclouds. Cramer highlighted the company’s entry into the neocloud space, as he remarked:

Last week, we learned that Meta Platforms might pivot some of its AI business and join the ranks of the neoclouds. These are companies that basically sell computing power externally, not just use it for themselves. Now, that is great news for shareholders because Meta needs to monetize more of that investment. Now, Meta is similar to the major cloud infrastructure plays like Amazon Web Services, Google Cloud, and Microsoft Azure…

All of these neocloud stocks got crushed last week when they heard that Meta wants to get in on the action. Meta’s been one of the industry’s biggest clients; now, it wants to become a competitor. The bears ran wild in response, arguing that we’ve built too many of these data centers, and it’s the dot-com collapse all over again. How many times have you heard that?

But I think Meta is just doing the smart thing. They’ve spent fortunes building out data center capacity, so they might as well rent out at least some of that compute to generate a return on investment in the process. The fact that they can rent out compute at a huge premium tells you that there’s a shortage of data center capacity- not too much, a shortage. Others agree. The stock is now up about $50 since the announcement.

Meta Platforms, Inc. (NASDAQ:META) develops technologies and applications that connect people through social networking and messaging. The company’s portfolio includes Facebook, Instagram, WhatsApp, Messenger, Threads, and virtual and augmented reality products.

10. The Goldman Sachs Group, Inc. (NYSE:GS)

The Goldman Sachs Group, Inc. (NYSE:GS) was among Jim Cramer’s stock calls on Mad Money, as he highlighted the AI opportunities in neoclouds. When a caller inquired about the stock, Cramer remarked:

I think that, at 17 times earnings, I know this sounds strange… But you know what? It may actually be just as cheap when I recommended it at $100 when I looked at the earnings. This company could easily go to $1,700 without a problem and still not be expensive. I want you to hold on to that tiger just as we’re doing for my Charitable Trust, which has been involved in it for a very long time.

The Goldman Sachs Group, Inc. (NYSE:GS) provides financial services, including investment banking, asset and wealth management, and banking solutions. During the June 17 episode, Cramer highlighted positive catalysts for the company, as he commented:

Right now, the bond and stock issuance, it’s just stupendous… It feels like everybody needs to borrow. I mean, NVIDIA, with one of the best balance sheets in the country, just raised $25 billion in the debt market. Banks profit immensely from these bond issues, and they have almost no risk whatsoever. IPO is a fantastic source of profit, too. And they make a fortune from takeovers at a time when we’ve seen $1.2 trillion in public and private mergers in the first five months of the year.

That’s like so much more than the last year. The advisory fees from these transactions are insane. Goldman Sachs and Morgan Stanley are crushing it in these categories. Plus, the big hyperscalers may have to keep raising money just to compete against each other. That means more business for the investment banks, just a fountain of profits.

9. Solstice Advanced Materials, Inc. (NASDAQ:SOLS)

Solstice Advanced Materials, Inc. (NASDAQ:SOLS) was among Jim Cramer’s stock calls on Mad Money, as he highlighted the AI opportunities in neoclouds. Cramer highlighted the company’s latest acquisition plans, as he said:

In early May, we had two different specialty chemical companies on the show: Solstice Advanced Materials, which had recently spun off by Honeywell, and Element Solutions, which came public via a SPAC merger roughly a decade ago. Both of them have exposure to some really hot themes like semiconductors, data centers, and, as we just learned, they’re merging. Solstice is acquiring Element Solutions in a cash and stock deal valued at roughly $14.5 billion.

The market didn’t seem to love the transaction, though, as Solstice saw its stock plunge 15% today. Look, some of that’s just the arbitrage guys going to work. When there’s a stock-based transaction, they short the buyer, and they go long the target. I think this is a very smart deal, though, and this pullback may be giving you a terrific buying opportunity. I know we thought about it for our Trust today.

Solstice Advanced Materials, Inc. (NASDAQ:SOLS) is a specialty materials company that provides solutions for applications in refrigerants, semiconductor manufacturing, data center cooling, alternative energy, protective fibers, and healthcare packaging.

8. Costco Wholesale Corporation (NASDAQ:COST)

Costco Wholesale Corporation (NASDAQ:COST) was among Jim Cramer’s stock calls on Mad Money, as he highlighted the AI opportunities in neoclouds. Answering a caller’s query about the stock, Cramer said:

The way we have to look at Costco is very important. There are periods of what I regard as underperformance coupled with huge spurts up as it gets to where it should be. It’s at 46 times earnings. If it drops to 45 times earnings, you’re going to see a major move up. It got a little too expensive. I too have had this for my Charitable Trust, I don’t know, maybe since the Charitable Trust started.

Costco Wholesale Corporation (NASDAQ:COST) operates membership warehouses and provides groceries, fresh food, household goods, electronics, and more. In addition, the company offers various services through pharmacies, gas stations, optical centers, and e-commerce options. During the June 8 episode, a caller asked about the ideal entry point in the stock, and Cramer replied:

Okay… I think that you buy some here, it’s at 47 times earnings, and then you hope it goes to 45. Now, I know people say, what do you mean, buy some and then hope it goes lower, but that’s how I work. I want value just like I want value at a store. And I think if you start Costco and you let it come in a little, well, that’s the way to play it. The worst that happens is it flies right out, 974 to 1025, and you have to kick it out. Let’s do it that way so that we don’t get caught up at one level because nobody’s that good.

7. Deere & Company (NYSE:DE)

Deere & Company (NYSE:DE) was among Jim Cramer’s stock calls on Mad Money, as he highlighted the AI opportunities in neoclouds. When a caller inquired about the stock during the episode, Cramer commented:

Oh my god, alright, so I was talking to someone this weekend, and the guy said, “What do you like?” I said, “Deere.” He said, “Why?”… You know, Deere is just on fire. The stock is incredible, and it’s not done going higher. All they have to do is talk on their conference call, and they’ll knock it down, though. They have an incredible history of being way too conservative. I’m a champion even more than they are. Deere’s a good stock.

Deere & Company (NYSE:DE) manufactures farming, turf, construction, and forestry equipment, along with the parts and tools that support those machines. Madison Investments stated the following regarding Deere & Company (NYSE:DE) in its Q1 2026 investor letter:

The top five contributors for the quarter were Keysight Technologies, Analog Devices, Texas Instruments, Deere & Company (NYSE:DE), and PACCAR. Deere and PACCAR were also strong contributors in the quarter. While end market conditions remain subdued in agriculture equipment and commercial trucking, it appears that the worst of the recent downcycle is likely behind us. Furthermore, Deere and PACCAR stocks also benefited from investors favoring the “HALO trade” during the quarter. As a result, we modestly trimmed our holdings in both companies when valuations, in our view, began to incorporate a recovery in profits.

6. Booking Holdings Inc. (NASDAQ:BKNG)

Booking Holdings Inc. (NASDAQ:BKNG) was among Jim Cramer’s stock calls on Mad Money, as he highlighted the AI opportunities in neoclouds. Noting that it went through a stock split, a caller asked for Cramer’s thoughts on the stock. He replied:

Okay, now remember, this stock’s last quarter, Glenn Fogel’s a terrific CEO, this stock’s last quarter, it was not a blowout. And everyone’s gotten so used to Booking Holdings doing a blowout that they decided to sell the stock. I agree with you… I think it’s a buy.

Booking Holdings Inc. (NASDAQ:BKNG) operates travel and dining platforms that enable users to book accommodations, flights, car rentals, activities, and restaurant reservations. During the May 5 episode, a caller asked whether the stock was a buy at that time. Cramer responded:

I don’t think this war, I know this war is supposed to be a short war, I mean, short war, so far, you know, I don’t know how you can really gauge a short war because like war is inherently… ungaugable. So, no Booking… I mean, Booking and the hotels and the, certainly the cruise ships, we’re just not going to stick our necks out, right now. It’s just not worth it, not when we got the data center theme.

Click to continue reading and see Jim Cramer’s 5 Stock Calls Including Starbucks, TJX, and AI Opportunities in the Neocloud Space.

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