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Jim Cramer’s Hottest AI Stock Picks

In this article, we will discuss: Jim Cramer’s Hottest AI Stock Picks. For more stocks, you can head to Jim Cramer’s Hottest AI Stock Picks: Top 5 Stocks

In a recent tweet, CNBC’s Jim Cramer commented on a Morgan Stanley note about cybersecurity company CrowdStrike. The bank upgraded the shares to Overweight and added it to its Top Pick list. Some of the factors that Morgan Stanley pointed out included growing market share and a strong position in the AI market. The bank’s coverage came a little over a month after the firm’s shares had dipped by 10% after investors were spooked by the potential impact of Anthropic on the firm’s business. The CNBC TV host commented on the change in sentiment as he tweeted:

“Freed from the craziness that says Anthropic can destroy it. Anthropic can’t even compete with it and, at the same time, be the creator of agents. Huge liability”

Our Methodology

To make our list of Jim Cramer’s hottest AI stock picks, 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 were also mentioned. Finally, the number of investors as of the third quarter of 2025 were 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).

Jim Cramer’s Hottest AI Stock Picks

10. Cerence Inc. (NASDAQ:CRNC)

Number of Hedge Fund Holdings in Q3 2024: 10

Number of Hedge Fund Holdings in Q4 2025: 23

Performance Since Cramer’s Remarks: -48%

Date/Month of Cramer’s Remarks: February 4th, 2025

Cerence Inc. (NASDAQ:CRNC) is an AI software company that provides AI assistants for applications such as text-to-speech and natural language understanding. Its shares are down by 30% over the past year and by 48% since Cramer discussed it on his February 4th appearance of Mad Money. Since then, several factors, such as earnings reports, appear to have driven the stock’s performance. For instance, Cerence Inc. (NASDAQ:CRNC)’s shares closed 27.5% higher on November 20th after the firm reported its fourth-quarter earnings on the 19th. The results saw it post $60.6 million in revenue, which surpassed the high end of its $58 million guidance given during the third quarter earnings.  Yet, Cerence Inc. (NASDAQ:CRNC)’s stock closed 29% lower on February 5th 2025, after it reported its Q1 FY26 results on the 4th. In its first quarter, the firm posted a net loss of $5.2 million, which was sharper than its guidance that ranged between a $2.4 million loss and a $7.6 million profit. Cramer was quite optimistic about the stock in February, as he had remarked: “Let’s go with Cerence. You know why? I’ll tell you why. Because it’s down huge from $27 down to $12. I think you got a real interesting level. Let’s pull the trigger.” The CNBC TV host kept up the optimism in June and asserted that “Cerence is a winner.”

9. Salesforce, Inc. (NYSE:CRM)

Number of Hedge Fund Holdings in Q3 2024: 116

Number of Hedge Fund Holdings in Q4 2025: 115

Performance Since Cramer’s Remarks: -39%

Date/Month of Cramer’s Remarks: February 5th, 2025

Salesforce, Inc. (NYSE:CRM) is a software company that provides customer relationship management products and services. Its shares are down by 29% over the past year and by more than 39% since Cramer discussed the firm in his Mad Money appearance on February 5th. Most of the turmoil in Salesforce, Inc. (NYSE:CRM)’s shares has come in 2026 as they are down by 21% year-to-date. As per media reports and remarks by Cramer, most of the turmoil is due to the perceived impact of AI on the software industry. The CNBC TV host’s recent comments about Salesforce, Inc. (NYSE:CRM) have maintained that the firm’s Agentforce AI business continues to perform well. In February, the shares fell by 5% in extended trading after the firm guided that its full-year fiscal 2027 revenue would be between $45.8 billion and $46.2 billion, while analysts had penciled in $46.06 billion. In February 2025, Cramer had advocated buying the stock if it fell, as he remarked:

“I actually think it’s okay. There was a really terrific piece out by Morgan Stanley yesterday about what the clients are doing and how great it’s been, Agentforce has been for them. It’s such a winner that I smiled. I said, oh my god, Marc Benioff is gonna do so well. I think you just stay in the stock and if it gets hit, I would buy more. That’s how much I believe in their Agentforce. It’s terrific…”

8. Amazon.com Inc. (NASDAQ:AMZN)

Number of Hedge Fund Holdings in Q3 2024: 286

Number of Hedge Fund Holdings in Q4 2025: 381

Performance Since Cramer’s Remarks: -6.3%

Date/Month of Cramer’s Remarks: January 16th, 2025

eCommerce and cloud computing giant Amazon.com Inc. (NASDAQ:AMZN)’s shares are up by a modest 8% over the past year. Cramer discussed the firm on the episode of Mad Money aired on January 16th. Since then, Amazon.com Inc. (NASDAQ:AMZN)’s shares are down by 6.3%. According to media reports, a slowdown in the firm’s cloud computing business and higher AI capital expenditures are responsible for some of the movement. For instance, the stock dipped by 5% in February after the firm revealed that it could spend as much as $200 billion in capital expenditure in 2026. The announcement led DA Davidson to downgrade Amazon.com Inc. (NASDAQ:AMZN)’s shares to Neutral from Buy as it commented that the firm’s struggles with the AWS cloud computing business were making it invest heavily through capital expenditures in order to “catch up.” In August 2025, the stock had dipped by 8% in after-market trading following the firm’s second quarter earnings. Some notable metrics from the results were an 18% AWS revenue growth rate, which was lower than rivals’ figures, and an estimated $118 billion capital expenditure in the fiscal year. In his comments, Cramer had cautioned against looking at Amazon.com Inc. (NASDAQ:AMZN) on a quarterly basis:

“Amazon, I’ll tell you, this is a multi-year move. We’re not to look at it on a quarter-to-quarter basis. I think it’ll be higher long term. I’ve been behind it now for 20 years. I’m not changing my view.”

7. MongoDB Inc. (NASDAQ:MDB)

Number of Hedge Fund Holdings in Q3 2024: 49

Number of Hedge Fund Holdings in Q4 2025: 99

Performance Since Cramer’s Remarks: -2.3%

Date/Month of Cramer’s Remarks: February 4th, 2025

MongoDB Inc. (NASDAQ:MDB) is a database platform provider that provides features such as text search, vector search, and more for developing AI applications. Its shares are up by 38% over the past year and are down by 2.3% since Cramer mentioned the firm in the February 4th airing of Mad Money. During this time period, MongoDB Inc. (NASDAQ:MDB)’s stock has experienced several highs and lows. For instance, the shares surged by 15% in December after the firm reported its fiscal third quarter earnings in December. The results saw MongoDB Inc. (NASDAQ:MDB) post $628 million in revenue and $1.32 in adjusted earnings per share to beat analyst estimates of $592 million and $0.80. However, more recently, the shares fell by a whopping 27% in March after the fourth quarter earnings. As part of the release, MongoDB Inc. (NASDAQ:MDB) commented that it expected to earn $2.44 to $2.62 in earnings per share and $2.24 billion to $2.28 billion in revenue in its fiscal year 2026. Analysts, on the other hand, expected the firm to rake in $3.34 and $2.32 billion. In February 2025, Cramer opined that viewers would be buying the shares at the right time but cautioned that any buying should be done as a trade and not as an investment. Between early February and late December, MongoDB Inc. (NASDAQ:MDB)’s shares jumped by 56%:

“Oh yeah, I… will say this… You’d be catching it at the right time. I think the analysts are all starting to upgrade the, the enterprise software again. I think it’s worth a stab, I really do. But it’s a trade, it’s not an investment.”

6. CrowdStrike Holdings, Inc. (NASDAQ:CRWD)

Number of Hedge Fund Holdings in Q3 2024: 74

Number of Hedge Fund Holdings in Q4 2025: 67

Performance Since Cramer’s Remarks: 13%

Date/Month of Cramer’s Remarks: January 2025

CrowdStrike Holdings, Inc. (NASDAQ:CRWD) is one of the largest cybersecurity companies in the world that uses AI as part of its business and also provides products to the AI industry. Since mid-January, the shares are up by 13%. CrowdStrike Holdings, Inc. (NASDAQ:CRWD) spent most of 2025 recovering from the effects of its global outage in 2024. Its shares dipped by 3% in August after the firm’s third quarter revenue forecast was lower than analyst estimates. Then, in December, CrowdStrike Holdings, Inc. (NASDAQ:CRWD)’s stock dipped once again, even though its third-quarter earnings saw the firm post forecasts that were higher than what analysts expected. Cramer has been quite optimistic about CrowdStrike Holdings, Inc. (NASDAQ:CRWD) and the cybersecurity sector, as he believes that growing national security threats and the surge in data use due to AI growth are tailwinds for the sector. In January, he predicted that the shares were going to perform well due to contracts and the recovery from the 2024 outage:

“I think CrowdStrike is going up big from here. I think that [the] cybersecurity business is terrific. I think that they are just now beginning to play offense after that glitch that occurred. I do think that this is the time to own CrowdStrike and to own what George Kurtz has built.”

Click to continue reading and see the Jim Cramer’s Hottest AI Stock Picks: Top 5 Stocks.

While we acknowledge the potential of CRWD 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 CRWD and that has 100x upside potential, check out our report about the cheapest AI stock.

READ NEXT: 33 Stocks That Should Double in 3 Years and 15 Stocks That Will Make You Rich in 10 Years.

Disclosure: None. Follow Insider Monkey on Google News.

The $250 Trillion AI Hype is Real. A few years from now, you’ll probably wish you’d bought this stock.

Dr. Inan Dogan

Dr. Ian Dogan

Co-Founder and Research Director at Insider Monkey

When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard.

Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences.

At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000.

Do the math. According to Musk, this technology could be worth $250 trillion by 2040.

Put another way, that’s roughly equal to:

  • 175 Teslas
  • 107 Amazons
  • 140 Metas
  • 84 Googles
  • 65 Microsofts
  • And 55 Nvidias

And here’s the wild part — this $250 trillion wave isn’t tied to one company, but to an entire ecosystem of AI innovators set to reshape the global economy.

It’s a leap so massive, it could reshape how businesses, governments, and consumers operate worldwide.

Even if that $250 trillion figure sounds ambitious, major firms like PwC and McKinsey still see AI unlocking multi-trillion-dollar potential.

How could anything be worth that much?

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In fact, Verge argues this company’s supercheap AI technology should concern rivals.

Before I reveal the details, let’s talk about how some of the richest people on the planet are positioning themselves.

  • Bill Gates sees artificial intelligence as the “biggest technological advance in my lifetime,” more transformative than the internet or personal computer, capable of improving healthcare, education, and addressing climate change.
  • Larry Ellison — through Oracle, is spending billions on Nvidia chips and partnering with Cohere to embed generative AI across Oracle’s cloud and apps.
  • Warren Buffett — not known for tech hype — says this breakthrough could have a ‘hugely beneficial social impact.

When billionaires from Silicon Valley to Wall Street line up behind the same idea — you know it’s worth paying attention to.

Even as we admire what Tesla, Nvidia, Alphabet, and Microsoft have built, we believe an even greater opportunity lies elsewhere…

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And judging by what I’m hearing from both Silicon Valley insiders and Wall Street veterans…

This prediction might not be bold at all:

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Dr. Inan Dogan

Dr. Ian Dogan

Co-Founder and Research Director at Insider Monkey

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