In this article, we will discuss: Jim Cramer’s Biggest Quantum Computing & Data Center Stock Hits. For more stocks, you can head to Jim Cramer’s Biggest Quantum Computing & Data Center Stock Hits: Top 5 Stocks.
While quantum computing stocks had quite a ride last year, CNBC’s Jim Cramer continued to advise caution when considering buying. However, while he primarily discussed individual stocks, the performance of exchange-traded funds (ETFs) is mostly in the green. Out of the VanEck Quantum Computing UCITS ETF, Defiance Quantum ETF, and WisdomTree Quantum Computing Fund, only the WisdomTree fund is down by 14% over the past year. The other two, on the other hand, are up by 21.8% and 38.9%, respectively. Advising viewers to “get the money and then you blow out of the stocks,” in late October, the CNBC TV host discussed some quantum computing stocks. “Get the money and blow out. Because the losses are overwhelming,” he added and outlined that competing with IBM and Alphabet was akin to bringing a “knife to a nuclear war fight.”
Our Methodology
To make our list of Jim Cramer’s quantum and data center stock hits we made a list of AI stocks that he was optimistic about in 2025. Then, their performance since the comments were made was calculated, and the stocks were ranked accordingly. Additionally, the number of hedge fund investors back then was also mentioned. Finally, the number of investors as of the third quarter of 2025 was also mentioned for additional context.
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).
11. Quantum Computing, Inc. (NASDAQ:QUBT)
Number of Hedge Fund Holdings in Q3 2024: 2
Number of Hedge Fund Holdings in Q4 2025: 11
Performance Since Cramer’s Remarks: -57%
Date/Month of Cramer’s Remarks: January 2nd, 2025
Quantum Computing, Inc. (NASDAQ:QUBT) is a computer hardware company that sells products such as an Entropy Quantum Computer and a sensor that uses quantum technology. Its shares are down by 14% over the past year and by 57% since Cramer discussed the firm in January 2025. Since then, the quantum computing sector has been dealt with a lot of blows to which Quantum Computing, Inc. (NASDAQ:QUBT) hasn’t been immune. For instance, the shares fell by 48% in January after Cramer’s comments due to investor reaction to NVIDIA CEO Jensen Huang’s comments about the quantum computing industry at the CES conference, Huang, widely considered to be one of the top authorities in the computer industry, had commented that he believed useful quantum computers were as much as 30 years in the future. Then, the stock closed 11.7% lower on March 20th after the firm reported its Q4 2024 earnings. However, Quantum Computing, Inc. (NASDAQ:QUBT)’s shares then surged by 11% in May after its first quarter earnings and would cross $24 in October before dipping below $8 this year. In his Mad Money appearance on January 2nd, Cramer remarked that he was concerned about the firm:
“I’m also concerned about a company called Quantum Computing, $2.4 billion, with $400,000 in revenues in the last 12 months and again, very big losses.”
10. IonQ, Inc. (NYSE:IONQ)
Number of Hedge Fund Holdings in Q1 2025: 28
Number of Hedge Fund Holdings in Q4 2025: 28
Performance Since Cramer’s Remarks: -17%
Date/Month of Cramer’s Remarks: May 27th, 2025
IonQ, Inc. (NYSE:IONQ) is an American firm that makes and sells quantum computers. The shares are up by 47% over the past year, but they are down by 17% since Cramer discussed the firm on Mad Money. Like other quantum computing stocks, IonQ, Inc. (NYSE:IONQ) also suffered a hefty blow in January after NVIDIA CEO Jensen Huang remarked that quantum computing systems were quite far out in the future. However, between March 7th to September 19th, the stock surged by 242%. During the time period, several notable events occurred. For instance, IonQ, Inc. (NYSE:IONQ)’s shares closed a whopping 36% higher on May 22nd after its CEO sat for an interview with Barron’s magazine and remarked that his firm plans to become the NVIDIA of the quantum computing industry. However, since their peak on October 13th, the shares are down by 59%. Amidst the gains and losses, Cramer warned that IonQ, Inc. (NYSE:IONQ) was too expensive in April:
“Oh my god, it’s so high and it’s losing so much money, but it’s quantum. If I offer you a considered explanation of why I think that stock’s too expensive, most people ignore it, so all I’m going to say is it’s too speculative for me. I don’t know what else to say.”
9. Rigetti Computing Inc. (NASDAQ:RGTI)
Number of Hedge Fund Holdings in Q3 2024: 7
Number of Hedge Fund Holdings in Q4 2025: 26
Performance Since Cramer’s Remarks: -16%
Date/Month of Cramer’s Remarks: January 12th, 2025
Rigetti Computing Inc. (NASDAQ:RGTI) is a quantum computing processor company that makes and sells quantum processing units (QPUs). Its shares are up by 57% over the past year, but they are down by 16% since Cramer’s comments. Rigetti Computing Inc. (NASDAQ:RGTI)’s stock dipped by 53% between January 3rd and January 10th after NVIDIA CEO Jensen Huang commented that, in his opinion, quantum computing’s practical applications could be decades out in the future. However, between January 10th and October 17th, Rigetti Computing Inc. (NASDAQ:RGTI)’s stock surged by a massive 419%. Several factors drove the meteoric surge in price. For instance, the firm announced on September 30th that it had received purchase orders for two Novera quantum computers. The announcement came after Rigetti Computing Inc. (NASDAQ:RGTI) had announced in August that it had made its 36-qubit system, Cepheus-1-36Q, available on its cloud platform. However, the stock has been on a downward trend since November, and here is what Cramer had said in his Mad Money appearance:
“But then for example, when I look at Rigetti Computing, it’s a $5.6 billion company, professes to be a leader in quantum computers and superconducting equipment, I grow concerned. Rigetti is a multiple-year money loser with just $11.9 million in revenues in the last 12 months.
This stock was at 66 cents four months ago. Now it’s at 20 bucks, up over 30% just today. Its big break occurred at the end of November when it sold 50 million shares at two bucks. The stock was off the races ever since then. Hey, it’s a quantum GameStop, okay?”
8. Hewlett Packard Enterprise Company (NYSE:HPE)
Number of Hedge Fund Holdings in Q3 2024: 64
Number of Hedge Fund Holdings in Q4 2025: 56
Performance Since Cramer’s Remarks: 3%
Date/Month of Cramer’s Remarks: January 28th, 2025
Hewlett Packard Enterprise Company (NYSE:HPE) is a computer equipment company that caters to the needs of the data center industry. The firm sells products such as servers, racks, and towers. Its shares are up by 36% over the past year and by 3% since Cramer discussed the firm in his morning appearance on Squawk on the Street. Like other AI and data center stocks, Hewlett Packard Enterprise Company (NYSE:HPE) also struggled in the first three months of November as they dipped by 18% during the first three weeks. According to media reports, this time period saw investors become cautious about AI stocks. However, the shares surged by 26% between November 20th and December 10th. Among some of the events that occurred during this time period was Hewlett Packard Enterprise Company (NYSE:HPE)’s fourth quarter earnings. In January, Cramer called the firm a winner:
“By the way, HPE is front and center with this issue about data centers. And everybody thinks that they’re a big loser. I have to think they’re a big winner. I think that that [inaudible] is terrific.”
7. International Business Machines Corporation (NYSE:IBM)
Number of Hedge Fund Holdings in Q1 2025: 57
Number of Hedge Fund Holdings in Q4 2025: 63
Performance Since Cramer’s Remarks: 8.5%
Date/Month of Cramer’s Remarks: August 13th, 2025
International Business Machines Corporation (NYSE:IBM) is one of the largest enterprise computing companies in the world. While Cramer is also a fan of its enterprise business, the firm is one of two quantum computing stocks that the CNBC TV host has regularly spoken in favor of. Throughout 2025, as stocks of firms such as Rigetti soared, Cramer cautioned against them and insisted that International Business Machines Corporation (NYSE:IBM) is a strong player in the quantum computing industry. Over the year, the shares are up by 2.7%, and since Cramer’s comments on Mad Money, they are up by 8.5%. However, February 2026 was a tough month for International Business Machines Corporation (NYSE:IBM) as the shares lost 25% between February 6th and February 23rd. In what is widely described as one of the worst selloffs in the company’s history, the stock tumbled after investors worried about the disruptive potential of Anthropic’s Claude AI, as per media reports. The selloff came roughly six months after Cramer advocated buying International Business Machines Corporation (NYSE:IBM) due to strong fundamentals:
“Okay, I didn’t think IBM’s quarter… was all that bad at all. I think you have a major opportunity down here because I think that we’re going to start talking about IBM and quantum. I think they have the lead in quantum, and I think quantum really does matter. They have a great software package. They’re doing so many things that are good.
Against that, let me tell you what’s really going on. The chart’s bad, and people are saying it’s a head and shoulders. Now, you and I both know there comes a time when you have to step in if the fundamentals are right, and I think we’re there, okay.”
6. Arista Networks, Inc. (NYSE:ANET)
Number of Hedge Fund Holdings in Q3 2024: 70
Number of Hedge Fund Holdings in Q4 2025: 91
Performance Since Cramer’s Remarks: 12.9%
Date/Month of Cramer’s Remarks: January 17th, 2025
Arista Networks, Inc. (NYSE:ANET) provides routers, switches, and other products and services to data centers. Its shares are up by 32% over the past year and by 12.9% since Cramer’s comments. Arista Networks, Inc. (NYSE:ANET) has been one of Cramer’s top stocks when it comes to the data center sector. Throughout 2025, the CNBC TV host repeatedly praised the firm’s CEO and advised viewers against going against the stock. In November, Arista Networks, Inc. (NYSE:ANET)’s shares closed 8.6% lower on November 5th following the firm’s third-quarter earnings report. In the quarter, the firm earned $2.31 billion in revenue and $0.75 in earnings per share to beat analyst estimates of $2.27 billion and $0.71. The shares, like other AI and data center stocks, struggled in November during a period characterized by uncertainty about AI stocks, according to media reports. Cramer was optimistic about Arista Networks, Inc. (NYSE:ANET) as early as January 2025:
“Then Arista, well you know Arista’s the one a lot of people feel, that’s Jayshree Ullal, Jayshree, that’s the plumbing for data centers. So that makes a lot of sense. Jayshree is a very compelling figure in terms of, even more than Broadcom, in the data center.”
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