In this article, we will look at Jim Cramer’s stock calls as he discussed the bullish AI investment thesis amid the Iran conflict. On Monday, the host of Mad Money spoke about oil prices, the broader market, and developments in technology.
From the stock market’s perspective, the most dangerous day in this entire war was when Israel struck an Iranian oil facility. That unleashed attacks on all the surrounding countries’ oil infrastructure. That cemented higher prices in our minds. But Trump has now decided to lay off Iran’s oil industry and even let them export their oil. He’s making a point that he isn’t going to attack Iran’s oil infrastructure. I’m not saying he won’t change his mind… But he seemed to be ready for whatever happens, including an end to the war. Traders seemed to welcome his swagger.
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Cramer also said the conversation is already moving toward the next phase of artificial intelligence, citing NVIDIA’s upcoming Vera Rubin chip. He said the new generation could enable AI agents to reason at levels comparable to those of humans and, in some instances, even surpass human capabilities. He emphasized that once tensions tied to Iran begin to ease, attention will return to fundamentals such as earnings and sales, which ultimately drive stock prices. He described NVIDIA as the most profitable company he has ever seen and pointed out that its stock is still trading at $183.
I know a lot of you aren’t willing to think past the war, I get that, but if you’re going to manage your own money, I’m urging you to look further into the future… When this market can look past Iran, it’s going to buy AI and everything in it because this is the future. You just can’t see it because so many things are going wrong in the world, but it’s only when things go wrong that the bargains surface. Here’s the bottom line: Stop, listen, and learn. The opportunities are all around me.
Our Methodology
For this article, we compiled a list of 6 stocks that were discussed by Jim Cramer during the episode of Mad Money aired on March 16. 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. 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).
Jim Cramer’s Bullish AI Investment Thesis Amid Iran Conflict: 6 Stocks in Focus
6. ServiceNow, Inc. (NYSE:NOW)
ServiceNow, Inc. (NYSE:NOW) is one of Jim Cramer’s latest stock calls as he discussed the bullish AI investment thesis amid the Iran conflict. Toward the end of the lightning round, a caller inquired about the stock, and here’s what Cramer had to say in response:
Well, I have to tell you, I’m never going to bet against Bill McDermott, certainly not down here. But I don’t know if it’s long-term, but I do think that the company represents actual value at these prices.
ServiceNow, Inc. (NYSE:NOW) provides a cloud platform that supports digital workflows through AI, automation, low-code tools, analytics, and a suite of IT, security, customer service, and employee experience products. While discussing potential undervalued software buys during the February 6 episode, Cramer mentioned the company and said:
ServiceNow, which we had on the show last week, is also starting to look good, down over 50% from its high. They’re expected to grow earnings by 19% this year. And though you’d have to still pay a slight premium with the stock selling for nearly 24 times this year’s numbers, that’s down from nearly 70 times forward earnings at the end of 2024. ServiceNow also announced a big buyback last week, including a $2 billion accelerated buyback. So you have to assume that they’ll be right there buying along with you.
5. Zeta Global Holdings Corp. (NYSE:ZETA)
Zeta Global Holdings Corp. (NYSE:ZETA) is one of Jim Cramer’s latest stock calls as he discussed the bullish AI investment thesis amid the Iran conflict. Answering a caller’s query about the stock during the lightning round, Cramer said:
Oh, Zeta Global, oh, man. That’s right in the crosshairs of what nobody likes right now. I’m not willing to go there. I would say that Salesforce did well in that bond offering, though.
Zeta Global Holdings Corp. (NYSE:ZETA) provides a cloud-based platform that helps businesses manage consumer relationships through data intelligence and marketing automation. The company uses AI-powered tools and messaging services to analyze behavioral signals and deliver targeted advertising. We recently discussed the company’s latest earnings report. You can read about it here.
