Jim Cramer’s 5 Stocks: Intel, Apple, and the Market’s Biggest Threat

In this article, we will look at Jim Cramer’s 5 Stocks: Intel, Apple, and the Market’s Biggest Threat. Please visit Jim Cramer’s 23 Stocks: Arm, QXO, and the Market’s Biggest Threat, if you’d like to see the extended list and methodology behind it.

5. Dutch Bros Inc. (NYSE:BROS)

Dutch Bros Inc. (NYSE:BROS) was among the stocks Jim Cramer covered on Mad Money as he discussed the wave of IPOs being the market’s possible biggest threat. A caller asked whether it is a good time to enter the stock or if they should wait for the price to come down. Cramer replied:

For the Dutch Bros, I think it’s an excellent time to enter. I expect very good numbers. It does have a high price-to-earnings ratio, so you don’t want to buy all the stock at one time, but I think you’re right to start a position. I think that’s a good call.

Dutch Bros Inc. (NYSE:BROS) operates and franchises drive-thru coffee shops under brands including Dutch Bros, Dutch Bros Coffee, Dutch Bros Rebel, and Blue Rebel. Responding to a caller’s query about the stock on March 2, Cramer said:

Alright, now, this is really important. Dutch Bros has taken a hit, but I saw no substantive reason for the hit, none whatsoever. And I think Christine Barone is doing a fantastic job, and the stock is ultimately a buy, buy, buy.

4. Applied Materials, Inc. (NASDAQ:AMAT)

Applied Materials, Inc. (NASDAQ:AMAT) was among the stocks Jim Cramer covered on Mad Money as he discussed the wave of IPOs being the market’s possible biggest threat. Cramer mentioned the company during the episode and commented:

Throw in the four horsemen of Wednesday, and you could get a terrific opportunity to go back to an Intel if it goes down, or AMD or Arm Holdings, as well as Lam Research and Applied Materials. I regard those as the two best capital expenditure stocks. Obviously, I’m inclined to keep betting on AI. I am a disciple of Jensen Huang, the CEO of NVIDIA, who preaches the coming of the fourth industrial revolution.

Applied Materials, Inc. (NASDAQ:AMAT) provides equipment, software, and services that help manufacturers produce semiconductors and other electronic devices. When a caller asked if the stock is a “good buy” on April 20, Cramer remarked:

No, it’s not a good buy, it’s a great buy. Applied Materials, Lam Research, KLA, of those, I’m going to order them, Lam, AMAT, and KLA. They’re all good because they are, this the only way we can get the, alleviate the shortages that we’re seeing in semiconductors. Those guys are it. And they have the intellectual property. They are the strong ones. Glad you came to me with Applied Materials.

3. NVIDIA Corporation (NASDAQ:NVDA)

NVIDIA Corporation (NASDAQ:NVDA) was among the stocks Jim Cramer covered on Mad Money as he discussed the wave of IPOs being the market’s possible biggest threat. Expressing bullishness on the company, Cramer said:

One thing’s certain, though, seemingly out of nowhere, we’re seeing a tremendous level of interest in NVIDIA, which doesn’t even report this week. It’s enough to make you write off all the stories we’ve heard about how Amazon and Google have their own competing chips that will eat NVIDIA alive. Although I have to tell you, I think their competing chips are terrific. I saw this NVIDIA explosion start on Friday when the stock finished up more than eight bucks. I noticed there had been multiple sellers… and once they were cleaned out, this thing went up like a rocket ship. There was no stock supply, none. There were no sellers.

It happened again today. Lots of buyers, no sellers… So the buyers took the… stock all the way up to $216, up $8. What an incredible move for the biggest stock in this market. Now, NVIDIA’s been a late bloomer here in part because so many big accounts already owned it, but I guess enough firms didn’t that it could still have such a rapid jaunt. You know me, I say NVIDIA, don’t trade it, own it… I fully expect NVIDIA will be at the heart of all, of everything that comes in, and the long knives that have been out for it for so long, they’re gone.

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.

2. Apple Inc. (NASDAQ:AAPL)

Apple Inc. (NASDAQ:AAPL) was among the stocks Jim Cramer covered on Mad Money as he discussed the wave of IPOs being the market’s possible biggest threat. The company was mentioned during the episode, and Cramer said:

I’d love to hear that the hyperscalers who want to spend more are already getting a return… If they aren’t spending, they better have a plan for more compute. Or they can be like Apple, perhaps. Only, there’s only one Apple. They report Thursday. Thanks to its huge user base, Apple can lean on Google Search and Gemini chatbot in a seamless fashion. They don’t need to spend a ton of money.

Apple Inc. (NASDAQ:AAPL) manufactures and sells devices such as the iPhone, Mac, iPad, along with its line-up of wearables and accessories. The devices are supported by the company’s app ecosystem, AppleCare, and cloud tools. Presenting his game plan on April 24, Cramer said:

After the close, Apple reports. This is a solemn moment for those of us who think Tim Cook’s one of the greatest CEOs of all time. Tim’s handing the reins to John Ternus. He’ll become executive chairman effective September 1. What a run. I think Apple’s doing exceptionally well, and I think it’s got enough momentum to last through the end of the year. New phones, foldables, along with the very strong iPhone 17 line, should keep this thing going higher. I say own it, don’t trade it.

1. Intel Corporation (NASDAQ:INTC)

Intel Corporation (NASDAQ:INTC) was among the stocks Jim Cramer covered on Mad Money as he discussed the wave of IPOs being the market’s possible biggest threat. Noting that many stocks related to the company got crushed, Cramer said:

Can the AI-related data center stocks keep winning? Let’s talk short-term and long-term. Last week, we had an explosion of buying related to an incredibly exciting story that is Intel. Today, many of the stocks that were deemed copycats of Intel were pancaked. I think you’re getting a real good chance to buy those, and I don’t want to get ahead of myself. That said, I believe the companies that are involved in the CPU complex will do very well for the rest of the year. Mainly, that’s Intel and AMD. But don’t forget, Arm Holdings, really down badly today.

Intel Corporation (NASDAQ:INTC) designs and manufactures processors, chips, memory, and related hardware. Additionally, it provides software, optimization solutions, and AI-enabled platforms. On April 24, discussing the company’s recently reported quarter, Cramer said:

I’ve been very bullish on Intel ever since the new CEO, Lip-Bu Tan, came in to turn things around a little over a year ago. But even I didn’t expect this formerly iconic chipmaker to report such an outstanding quarter. Last night it did, though; it did the impossible, actually. It somehow lived up to the sky-high expectations that investors set for the business… It’s normally hard to impress Wall Street when your stock comes in that hot. But Intel’s numbers were so tremendous that they sent its share price up a stunning 24% today to a new all-time high, up 23.6%…

Not only did they blow the doors off the quarter, they issued incredibly strong guidance for the next three months… They delivered their biggest revenue beat in more than 5 years with 7% growth. Their margins expanded dramatically, too… All this comes down to something that I’ve mentioned a lot lately, the next leg of the AI revolution… The company’s proving so rapidly that it’s surprisingly been able to meet the demand that, well, that’s because Lip-Bu Tan is a great manufacturer. The latest server CPUs are seeing the fastest new product ramp in 5 years. That’s incredible.

Frankly, in just over a year since Tan took over, I think there’s been a profound cultural shift in Intel. When you listen to him on the conference call, Intel sounds like a company that is firing on all cylinders. Of course, it’s not just culture. Intel CFO David Zinsner, one of the absolute best in the business, explained that the surging demand for CPUs help with pricing, hence the much better than expected margins… The bottom line: Intel’s back. This story is better than it’s been at any time in the last 25 years, thanks to the rise of the agentic AI, which is why I expect a lot more upside long term. Short-term, though, I’m hoping for a better entry point. Today’s parabolic move says you missed it. But this market could go down in a heartbeat, and then you’re going to get another chance.

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