In this article, we will discuss: Jim Cramer’s Biggest Quantum Computing & Data Center Stock Hits: Top 5 Stocks. For more stocks, you can head to Jim Cramer’s Biggest Quantum Computing & Data Center Stock Hits.
5. Alphabet Inc. (NASDAQ:GOOGL)
Number of Hedge Fund Holdings in Q3 2024: 202
Number of Hedge Fund Holdings in Q4 2025: 283
Performance Since Cramer’s Remarks: 58%
Date/Month of Cramer’s Remarks: January 15th, 2025
Technology giant Alphabet Inc. (NASDAQ:GOOGL) has a presence in search engine, cloud computing, video streaming, and other lucrative businesses. However, one aspect of the firm that caught Cramer’s attention is its quantum computing arm. Alphabet Inc. (NASDAQ:GOOGL) has made several quantum computing announcements, such as its Willow chip and its Quantum Echoes algorithm to speed up calculations. Over the year, the shares are up by 92%, while they are up by 58% since Cramer’s comments on Squawk on the Street. During this time period, one major catalyst came in November after Alphabet Inc. (NASDAQ:GOOGL)’s shares surged by 6% after Warren Buffett’s Berkshire Hathaway revealed that it had acquired a massive $4.93 billion stake in the firm. Cramer has admitted being wrong about advising viewers to sell Alphabet Inc. (NASDAQ:GOOGL) shares due to the firm’s tussles with the Justice Department. Other notable events that have occurred in 2025 include launching new AI products and performing well in the space. Here’s what Cramer said about Alphabet Inc. (NASDAQ:GOOGL) and quantum computing in January 2025:
“But the idea that this is quantum’s hour, they’re the only, well it’s easy to say it [inaudible], the problem is, is it commercial? And there isn’t anyone who thinks that the companies that are currently trading are commercial companies. If you wanna play it, go own, go own Google.”
4. CoreWeave, Inc. (NASDAQ:CRWV)
Number of Hedge Fund Holdings in Q1 2025: N/A
Number of Hedge Fund Holdings in Q4 2025: 58
Performance Since Cramer’s Remarks: 69.9%
Date/Month of Cramer’s Remarks: April 1st, 2025
CoreWeave, Inc. (NASDAQ:CRWV) is a key player in the data center ecosystem since it provides computing infrastructure to AI companies. It was one of the first public offerings in 2025, and Cramer defended the firm amidst jitters following the listing. CoreWeave, Inc. (NASDAQ:CRWV)’s shares are up by 109% since their listing in March. Since Cramer’s comments on Mad Money, the stock is up by 69%. During this period, the shares have had a roller coaster ride. Between April and late June, the stock surged by 395%. Notable events during this period include a $2 billion debt offering in May that led the stock to close 19% on May 21st. However, the shares closed 18% lower on February 27th following the firm’s fourth quarter earnings. Cramer was optimistic about CoreWeave, Inc. (NASDAQ:CRWV) in April, and the shares are up by quite a bit since then:
“Coreweave this is the star of the AI infrastructure firmament. “
Here’s the truth about CoreWeave. I talked to so many people about these guys when I was at GTC, the Nvidia Trade Fest, and at the Samsung Bureau for CNBC, and everybody loved them; everybody!
[…] Anyone in the data center world understood the Coreweave was the best at what it does. […] Nothing’s changed, nothing at all except the price […] Everyone needs to remember what happened here. The same stock they couldn’t give away last week is now roaring higher on absolutely no new news. I’ll back the view of every single person I met in the data center business, including random people at GTC booths who know this thing is real.”
3. D-Wave Quantum Inc. (NYSE:QBTS)
Number of Hedge Fund Holdings in Q3 2024: 6
Number of Hedge Fund Holdings in Q4 2025: 22
Performance Since Cramer’s Remarks: 86%
Date/Month of Cramer’s Remarks: January 2nd, 2025
D-Wave Quantum Inc. (NYSE:QBTS) is a quantum computing hardware and software company that provides computers and software services. Its shares are up by 59% over the past year and are up by 86% since Cramer discussed them in January on Mad Money. A major reason behind the stock’s performance since the CNBC TV host’s remarks is a 44% dip in November’s first three weeks. Back then, D-Wave Quantum Inc. (NYSE:QBTS) stock tumbled by 6% after the firm’s third-quarter earnings report was released on November 6th. The period was a tough one for quantum computing stocks in general, with media reports suggesting that weak earnings and risk aversion for emerging new technologies played a role behind the bearishness. While D-Wave Quantum Inc. (NYSE:QBTS)’s stock is down since October, it had nevertheless surged by 319% by mid-October:
“I am wary of D-Wave Quantum, a $2.2 billion company with $9 million in revenues over the last 12 months and very big losses.”
2. GE Vernova Inc. (NYSE:GEV)
Number of Hedge Fund Holdings in Q3 2024: 89
Number of Hedge Fund Holdings in Q4 2025: 115
Performance Since Cramer’s Remarks: 113%
Date/Month of Cramer’s Remarks: January 17th, 2025
GE Vernova Inc. (NYSE:GEV) is an industrial power generation equipment manufacturer with exposure to the data center industry due to its nuclear power generation equipment. It is one of Cramer’s top stocks in the nuclear sector. Throughout 2025, the CNBC TV host remarked that he preferred GE Vernova Inc. (NYSE:GEV) over others, such as Oklo, when it came to investing in nuclear power generation. One reason that drives his preference is a predictable delivery timeline for nuclear plants. Over the past year, GE Vernova Inc. (NYSE:GEV)’s shares are up by 169%, while they are up by 113% since Cramer’s comments on Mad Money on January 17th. The stock closed 15.6% higher on December 10th after the firm reported its fiscal third quarter earnings in December. The shares had also surged after GE Vernova Inc. (NYSE:GEV)’s second-quarter earnings in July. Here is what Cramer had said about the firm in January 2025:
“Wednesday we got some real firecrackers. The data center business is red hot and in order to fuel these warehouses full of servers and, you know, send the air conditioning in and all sorts of electricity, well, what do you gotta do? You need more power plants. That means they’re likely to place orders with nat-gas turbine maker GE Vernova, that’s another one of last year’s best performers. I don’t think it’s done.”
1. Vertiv Holdings Co (NYSE:VRT)
Number of Hedge Fund Holdings in Q4 2024: 92
Number of Hedge Fund Holdings in Q4 2025: 112
Performance Since Cramer’s Remarks: 186%
Date/Month of Cramer’s Remarks: May 2nd, 2025
Vertiv Holdings Co (NYSE:VRT) is an electrical equipment manufacturer that caters to the needs of the data center industry. Its shares are up by a whopping 215% over the past year and by a strong 186% since Cramer advised viewers to “stick” with it on Squawk on the Street. The shares surged by 7% in early October amidst a new deal with Hitachi and OpenAI. However, the biggest surge in Vertiv Holdings Co (NYSE:VRT)’s shares came in February 2026 when the stock closed a whopping 25% higher on the 11th. This jump came when the firm reported its fourth-quarter earnings. The results saw Vertiv Holdings Co (NYSE:VRT) post $0.95 to $1.01 in its first quarter earnings guidance while analysts had expected $0.85. The firm also posted $2.88 billion in fourth quarter revenue that marked a 22.7% annual growth, and its operating profit grew by 33% annually. Here’s what Cramer had said about Vertiv Holdings Co (NYSE:VRT) in May:
“And, if you want a data center play, stick to Vertiv or get out.”
While we acknowledge the potential of VRT to grow, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than VRT and that has 100x upside potential, check out our report about the cheapest AI stock.
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