In this article, we will discuss: Jim Cramer’s Hottest AI Stock Picks: Top 5 Stocks. For more stocks, you can head to Jim Cramer’s Hottest AI Stock Picks.
5. NVIDIA Corporation (NASDAQ:NVDA)
Number of Hedge Fund Holdings in Q3 2024: 193
Number of Hedge Fund Holdings in Q4 2025: 264
Performance Since Cramer’s Remarks: 26.8%
Date/Month of Cramer’s Remarks: January 3rd, 2025
AI giant NVIDIA Corporation (NASDAQ:NVDA) is the most valuable company in the world, courtesy of its $4.5 trillion in market capitalization. Over the past year, the stock is up by 53%, and since Cramer’s comments in January, it is up by 26.8%. However, soon after Cramer discussed the stock, NVIDIA Corporation (NASDAQ:NVDA) went through one of the worst periods in its history after the stock cratered during last year’s DeepSeek selloff as investors fretted about the demand for the firm’s AI GPUs. Yet, since April 2025, the shares have been on a bullish run as they are up by more than 94%. In November, NVIDIA Corporation (NASDAQ:NVDA)’s stock jumped by 6% in extended trading following the firm’s fiscal third quarter earnings report. The results saw it post a 62% annual jump in quarterly sales while its fourth quarter guidance of $65 billion beat analyst estimates of $61.2 billion. However, NVIDIA Corporation (NASDAQ:NVDA)’s shares dipped by 4% in February due to what media reports attributed to a lack of shareholder returns due to continued investment. In January last year, Cramer had wondered whether the stock could go to an all-time high:
“Customers want cheaper chips. Amazon’s trying to make them. That said, if Jensen can give his customers a four times return on investment, that’s what he’s gonna talk about and show us on Monday night: actual cases of how that can be accomplished. I doubt Amazon or anyone else could compete with that and maybe Nvidia actually goes to a new all-time high.”
4. Arista Networks, Inc. (NYSE:ANET)
Number of Hedge Fund Holdings in Q4 2024: 78
Number of Hedge Fund Holdings in Q4 2025: 91
Performance Since Cramer’s Remarks: 37.7%
Date/Month of Cramer’s Remarks: February 19th, 2025
Arista Networks, Inc. (NYSE:ANET) is a computer hardware company that offers products such as data center switches, routers, and networking services to AI infrastructure companies. Its shares are up by 59% over the past year and by 37% since Cramer discussed them in his morning appearance on February 19th. Arista Networks, Inc. (NYSE:ANET) has been one of the CNBC TV host’s favorite stocks as he has repeatedly praised its CEO over the past year. Since he commented, the stock has mostly been on an upward trajectory except on some occasions. For instance, Arista Networks, Inc. (NYSE:ANET)’s shares closed 8.6% lower on November 5th, the day after the firm reported its third-quarter earnings report. The shares dipped even though the firm’s $2.31 billion in revenue and $0.75 in EPS beat analyst estimates of $2.27 billion and $0.71. They also dipped in February after NVIDIA and Meta announced a network switch deal. However, Arista Networks, Inc. (NYSE:ANET) rose in the same month after the firm’s fourth quarter earnings revenue of $2.49 billion and adjusted earnings of $0.82 beat analyst estimates. In his 2025 remarks, Cramer lavished praise on Arista Networks, Inc. (NYSE:ANET) and its CEO:
“This company is graded at a level of, it’s unbelievable. There’s, she’s held to a standard that is ridiculous, and in the end, she just delivers, and delivers, and delivers. Watch her tonight, I’ve known Jayshree for years. She is a hitter and you bet against her, you know what kind of letter I send? The invitation to your funeral.”
3. Broadcom Inc. (NASDAQ:AVGO)
Number of Hedge Fund Holdings in Q3 2024: 128
Number of Hedge Fund Holdings in Q4 2025: 202
Performance Since Cramer’s Remarks: 39.72%
Date/Month of Cramer’s Remarks: January 2nd, 2025
AI chip designer Broadcom Inc. (NASDAQ:AVGO) has shaped up to be one of the most important stocks in today’s AI era. Its shares are up by 67% over the past year and by 39% since Cramer discussed the firm in Mad Money aired on January 2nd. Several catalysts have driven the share price since then. For instance, Broadcom Inc. (NASDAQ:AVGO)’s shares closed 9.4% higher on September 5th after the firm reported its fiscal third quarter earnings report. Not only did the results see the firm’s $15.9 billion in revenue and $1.69 in adjusted earnings beat analyst estimates of $15.83 billion and $1.65, but it also disclosed that it had secured a $10 billion order from an undisclosed customer for AI chips. Throughout 2025 and in 2026, Cramer has been one of Broadcom Inc. (NASDAQ:AVGO) CEO Hock Tan’s biggest supporters. The CNBC TV host believes that Tan is one of the toughest executives in the industry and is capable of steering his firm in today’s competitive environment. As early as January last year, Cramer was advising viewers to get into Broadcom Inc. (NASDAQ:AVGO)’s stock:
“It’s very rare that you have a totally bankable exec [Tan] come on your show telling you exactly what will happen and then that executive delivers 100%. He’s greeted with disbelief, a giant upside surprise, and a gigantic move higher. He said it all. Plus, I think Broadcom’s in inning one of this turn. It’s not too late to get on board. This one, we have a nice slug for the Charitable Trust.”
2. Palantir Technologies Inc (NASDAQ:PLTR)
Number of Hedge Fund Holdings in Q3 2024: 43
Number of Hedge Fund Holdings in Q4 2025: 89
Performance Since Cramer’s Remarks: 85%
Date/Month of Cramer’s Remarks: February 5th, 2025
Palantir Technologies Inc (NASDAQ:PLTR) is one of the largest data analytics companies in the world. Its shares are up by 78% over the past year and by 85% since Cramer discussed the stock on Mad Money on February 18th. Since then, the CNBC TV host has commented on Palantir Technologies Inc (NASDAQ:PLTR) multiple times. His discussions have ranged from praising the firm’s share price performance to predicting that the stock would go higher, remarks about CEO Alex Karp, and the effect of US government efficiency drives and spending cuts on the firm. Since Cramer’s February comments, Palantir Technologies Inc (NASDAQ:PLTR)’s shares have mostly been on an upward trajectory. However, among the notable deviations was the performance in November when the stock closed 16% lower amidst market worries about software valuations. In February, Palantir Technologies Inc (NASDAQ:PLTR)’s shares closed 7% higher on February 3rd following the firm’s fourth quarter earnings report which saw it beat analyst revenue and earnings estimates. In February 2025, Cramer had advised viewers to carefully buy the stock:
“You hold it, you hold it and when it crops back down, you buy back the stock that you sold because this company is a winner. They have really smart people and a lot of good contracts. It’s the best data analysis company in the world, Palantir.”
1. KLA Corporation (NASDAQ:KLAC)
Number of Hedge Fund Holdings in Q3 2024: 58
Number of Hedge Fund Holdings in Q4 2025: 67
Performance Since Cramer’s Remarks: 91%
Date/Month of Cramer’s Remarks: February 18th, 2025
KLA Corporation (NASDAQ:KLAC) is exposed to the AI market through its ability to manufacture products that are used in semiconductor fabrication. The shares are up by 105% over the past year and by 91% since Cramer discussed the firm on February 18th. 2025 was a strong year for KLA Corporation (NASDAQ:KLAC)’s stock, with the only wrinkle in the performance coming in August when the stock closed 8.4% lower on August 15th. The shares dipped after peer firm Applied Materials guided a 15% profit dip in its fourth quarter. Similarly, KLA Corporation (NASDAQ:KLAC)’s shares dipped on August 30th as the US government levied more restrictions on chip equipment sales to China. However, the biggest dip came on January 30th after the stock closed 15% lower following the firm’s second quarter earnings report, which saw CFO Bren Higgins discuss longer equipment lead times and the impact of tariffs on profit. In February 2025, Cramer recommended KLA Corporation (NASDAQ:KLAC) as a long-term pick in a Mad Money appearance:
“We want this to be the stock you put away in the drawer. No drama, just steady growth.”
While we acknowledge the potential of KLAC 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 KLAC and that has 100x upside potential, check out our report about this cheapest AI stock.
READ NEXT: 20 Best AI Stocks To Buy Now and 30 Best Stocks to Buy Now According to Billionaires.
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