In this article, we will discuss: Jim Cramer’s Biggest Winners to Buy: Top 5 AI & Other Stocks He Got Right in 2026. For more stocks, you can head to Jim Cramer’s Biggest Winners to Buy: Top 20 AI & Other Stocks He Got Right in 2026.
5. Teradyne Inc. (NASDAQ:TER)
Number of Hedge Fund Holdings in Q3 2025: 58
Number of Hedge Fund Holdings in Q1 2026: 80
Performance Since Cramer’s Remarks: 61.92%
Date/Month of Cramer’s Remarks: January 6th, 2026
Teradyne Inc. (NASDAQ:TER) is a semiconductor testing and industrial technology products provider. Its shares are up by 307% over the past year and by 77% year-to-date. While the stock is up by a respectable 61% since Cramer discussed it in January, its journey has been volatile. For instance, Teradyne Inc. (NASDAQ:TER)’s shares closed 19.4% lower on April 29th. On the 28th, the firm reported its earnings for its fiscal first quarter. The results saw it beat analyst earnings per share estimates. However, Teradyne Inc. (NASDAQ:TER) also guided second quarter revenue to sit between $1.15 billion and $1.25. billion and its earnings to sit between $1.86 and $2.15 per share. Both these figures marked a drop over the Q1 results. Between June 30th and July 2nd, the stock closed 23.7% lower. Here is what Cramer said about Teradyne Inc. (NASDAQ:TER) in January:
“You know what… this is a tough one. The stock is capturing too much enthusiasm, but I’ve got to tell you, it is one hell of a company. It is really, really great and I would not step away from it. Would I buy it up here? I don’t know, if it pulls back, I’m still a buyer… It’s that good a company.”
4. Vertiv Holdings Co (NYSE:VRT)
Number of Hedge Fund Holdings in Q3 2025: 102
Number of Hedge Fund Holdings in Q1 2026: 96
Performance Since Cramer’s Remarks: 72.77%
Date/Month of Cramer’s Remarks: January 5th, 2026
Vertiv Holdings Co (NYSE:VRT) is an electric equipment and products provider that caters to the needs of the data center industry. The shares are up by 138% over the past year and by 71% year-to-date. May 2026 was a key month for the stock as it dropped by 14.9% between May 15th and May 20th. On June 3rd, Vertiv Holdings Co (NYSE:VRT) declared a $0.0625 dividend per share. Its shares closed 24.5% higher on February 11th after the firm posted its fourth quarter earnings. The results saw Vertiv Holdings Co (NYSE:VRT) post $2.88 billion in revenue to meet analyst estimates and $1.14 in earnings per share to miss $1.30 in estimates. However, the firm’s $8.2 billion in orders received were more than double the $3.4 billion in estimates. Here’s what Cramer said about Vertiv Holdings Co (NYSE:VRT) in January in his morning appearance:
“Do you know that this fundraise is probably the most important thing that’s going to happen in the first quarter? Because it means. . .you can buy Vertiv, it means you can buy NVIDIA.”
Hardman Johnston Large Cap Equity Strategy discussed Vertiv Holdings Co (NYSE:VRT) in its Q1 2026 investor letter:
“The best contributors were led by Vertiv Holdings Co (NYSE:VRT), Advanced Energy Industries, Inc., and Curtiss Wright Corporation. All three saw customer order growth adding to already strong backlogs in their respective fields of computing infrastructure, and aerospace/nuclear power. We continue to monitor their business closely for cracks in the foundation but remain confident that they are essential to customers and the prospects for growth are solid.”
3. KLA Corporation (NASDAQ:KLAC)
Number of Hedge Fund Holdings in Q3 2025: 61
Number of Hedge Fund Holdings in Q1 2026: 71
Performance Since Cramer’s Remarks: 74.16%
Date/Month of Cramer’s Remarks: January 5th, 2026
KLA Corporation (NASDAQ:KLAC) makes and sells equipment used in semiconductor production. Its shares are up by 158% over the past year and by 84% year-to-date. Since Cramer discussed the firm in January, the stock is up by 74%. June’s end and July’s start have been full of volatility for KLA Corporation (NASDAQ:KLAC)’s shares. They gained 21% between June 26th and 30th June and then dipped by 21% between June 30th and July 2nd. The recent dip came amidst a period of volatility for AI and semiconductor stocks, with some analysts, such as CNBC’s Jim Cramer, suggesting that the shares fell as investors became wary about massive amounts of hyperscaler capital expenditure with less-than-desired clarity about profitability. Here is what Cramer said about KLA Corporation (NASDAQ:KLAC) in January on Mad Money:
“Next, there’s KLA Corp. There’s a, it’s another semiconductor equipment company just like Lam Research, up 93% last year. This one’s all about the data center’s voracious demand for memory chips. Well, at this point, frankly, in the cycle, you have to expect companies like KLA to keep racking up big orders because there’s simply not enough production capacity to make all the chips we need.”
2. Palo Alto Networks, Inc. (NASDAQ:PANW)
Number of Hedge Fund Holdings in Q3 2025: 85
Number of Hedge Fund Holdings in Q1 2026: 87
Performance Since Cramer’s Remarks: 79.50%
Date/Month of Cramer’s Remarks: January 7th, 2026
Palo Alto Networks, Inc. (NASDAQ:PANW) is a cybersecurity services provider. Its shares are up by 72.8% over the past year and by 94% year-to-date. Cramer has been increasingly optimistic about the cybersecurity sector for more than a year. The CNBC TV host started 2025 by asserting that cybersecurity stocks would benefit from the growth in data usage from AI and threats to American cybersecurity infrastructure. However, one aspect that missed Cramer’s radar was the impact of AI on these companies’ operations. Anthropic’s AI models have generated headlines in 2026 due to their ability to discover software exploits. Palo Alto Networks, Inc. (NASDAQ:PANW)’s shares closed 6% lower on March 27th as the market worried about this impact. However, since June 10th, the stock is up by 32%, with media reports attributing the performance to the demand for sophisticated cybersecurity tools due to threats from AI. Here is what Cramer had said about Palo Alto Networks, Inc. (NASDAQ:PANW) in January:
“I think that Nikesh Arora does a great job. I slighted him too much. I said so many good things about CrowdStrike earlier. Palo Alto’s a terrific company is well off its high. I think it is a buy.”
Brown Advisory Large-Cap Growth Strategy discussed Palo Alto Networks, Inc. (NASDAQ:PANW) in its Q1 2026 investor letter:
“Palo Alto Networks, Inc. (NASDAQ:PANW) is a leader in cybersecurity and one of the largest pure-play vendors in the space. We initiated the position following a period of weakness driven by concerns around AI-driven disruption and the integration of recent acquisitions. We believe these concerns are overstated, as Palo Alto continues to successfully build a broad, integrated platform aligned with the growing trend toward vendor consolidation. With strong free cash flow generation and a track record of execution, we believe the company is well positioned to deliver durable growth as the cybersecurity landscape continues to evolve.”
1. Intel Corporation (NASDAQ:INTC)
Number of Hedge Fund Holdings in Q3 2025: 81
Number of Hedge Fund Holdings in Q1 2026: 112
Performance Since Cramer’s Remarks: 205%
Date/Month of Cramer’s Remarks: January 5th, 2026
Intel Corporation (NASDAQ:INTC) has been one of the hottest stocks of 2026. It’s also a stock that Cramer has been optimistic about for more than a year. The CNBC TV host shifted his opinion about the firm after its current CEO, Lip-Bu Tan, took over. Before Tan, the CNBC TV host asserted on multiple occasions that Intel Corporation (NASDAQ:INTC) needed to fix its balance sheet. With Tan now fixing the balance sheet and speeding up development of key technologies such as packaging, Cramer is nothing short of excited about Intel Corporation (NASDAQ:INTC). Here is what he said about the firm in January on Mad Money:
“Rounding out the Nasdaq-100 top 10 is the 84% gain from Intel. After years of underperformance, Intel’s showing signs of life under this terrific new CEO by the name of Lip-Bu Tan. And the stock’s had a major comeback in the back half of the year after the Trump administration invested almost $9 billion in the business and NVIDIA invested another $5 billion a month later. These cash injections help Intel clean up its balance sheet. It’ll take a long time to truly turn this company around, but I am confident it is indeed headed in the right direction.”
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