In this article, we will discuss: Jim Cramer’s Latest Thoughts On Cisco, NVIDIA & Other AI Stocks . For more stocks, you can head to Jim Cramer’s Latest Thoughts On Cisco, NVIDIA & Other AI Stocks: Top 5 Stocks.
In a fresh tweet, CNBC’s Jim Cramer continued to discuss the conflict in Iran in relation to the stock market and oil prices. Ever since the conflict started, Cramer has asserted on multiple occasions that, instead of oil prices, stocks, such as those of oil giant Chevron, are a better barometer of investor sentiment. True to form, Chevron’s shares closed 4% lower on April 8th after the ceasefire between the US and Iran was announced. In his latest tweet, Cramer remarked that both oil and futures indicated what President Trump’s options about the conflict might be:
“Oil and S&P futures signaling same thing: Trump now has the go-ahead to do what he wants with Iran…Right on top of the excess of yesterday’s big ipo….”
Our Methodology
For this article, we compiled a list of stocks that Jim Cramer discussed during the episode of Squawk on the Street aired on May 14th. We listed the stocks in the order that Cramer mentioned them. We also provided hedge fund sentiment for each stock as of the fourth quarter of 2025, which was taken from Insider Monkey’s database of 1,000 hedge funds.
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).
10. FedEx Corporation (NYSE:FDX)
Number of Hedge Fund Holdings in Q4 2025: 68
Logistics giant FedEx Corporation (NYSE:FDX)’s shares are up by 62% over the past year and by 28% year-to-date. JPMorgan raised the firm’s share price target on March 10th. The bank hiked the target to $424 from $294 and kept a Neutral rating on the stock. It remarked that it had updated FedEx Corporation (NYSE:FDX)’s operating model ahead of the firm’s Q1 earnings report. The report saw the company post $24 billion in revenue and $5.25 in adjusted earnings to beat analyst estimates of $23.43 billion and $4.09. Cramer also discussed FedEx Corporation (NYSE:FDX) in a tweet after the earnings as he remarked:
“I thought the FDX story was real good. They are crushing the competition and really putting up some fabulous numbers”
RS Large Cap Value Strategy commented on FedEx Corporation (NYSE:FDX) in its Q1 2026 investor letter:
“FedEx Corporation (NYSE:FDX) is a globally recognized brand operating a logistics network that delivers packages and freight to individuals and businesses worldwide. We originally initiated a position in FedEx as the company shifted its compensation metrics to focus more heavily on Return on Invested Capital (ROIC). This strategic pivot signaled the potential for improved returns driven by expanded margins and lower capital intensity. Recently, the company’s successful execution of this strategy has contributed to the stock’s outperformance. Additionally, FedEx is approaching the completion of the spin-off of its freight trucking business, a move that will allow both the Express Delivery and Freight segments to optimize their respective paths toward higher ROIC. We continue to hold FedEx, as we believe internal cost savings and disciplined pricing will drive further margin expansion. We expect incremental free cash flow to continue accruing to shareholders through ongoing share repurchases.”
9. NVIDIA Corporation (NASDAQ:NVDA)
Number of Hedge Fund Holdings in Q4 2025: 264
AI GPU giant NVIDIA Corporation (NASDAQ:NVDA) is in the news these days as its CEO Jensen Huang visits China with President Trump. Over the past month, the stock is up by 16%. Wells Fargo discussed the firm on May 12th as it raised the share price target to $315 from 265 and kept an Overweight rating on the stock. The bank outlined that NVIDIA Corporation (NASDAQ:NVDA)’s shares are quite cheap as they are a buy at less than 20 times price to earnings. Cramer discussed the discussions between the US and China and his take on the firm’s valuation and whether it’s better to let the Chinese have NVIDIA Corporation (NASDAQ:NVDA)’s chips:
“Yeah okay so there’s nothing new here. The US is in favor of selling, it’s Xi who has blocked it and he’s done it a little bit sub rosa. But no one’s ordered any chips. And I think people have to understand, you actually think they’re actually doing a lot of business with China, they’re not, there’s actually 53 billion dollars worth of business that may or may not go his way, it was great that he got picked up in Alaska, and I think it’s really important for our country. Look, the big debate is, would it be better to have control of everyone worldwide use NVIDIA, or if you let China not have it, they’ll just fund all these other companies that are therefore in the space race against us.
“Well Jensen is, he says listen, if you’re patriotic, you’re gonna want to make it so that everybody writes on our chips and make us all powerful. Look I agree with him for what that’s worth, but, I’m an acolyte. I do think that people should recognize, that of all the things that the Chinese want, it is Jensen’s chips. Because they don’t have them.
“What happened ultimately, is that became cheaper, than AMD. But it’s a faster grower. And it’s a good cop, and when you look at it, you say, how did NVDIA get so cheap?. . .what’s happened in the last three months is that people sold it, they just sold it, and sold it, and sold it. So now there’s actually some people who. don’t own it.”
Weitz Investment Large Cap Equity Fund discussed NVIDIA Corporation (NASDAQ:NVDA) in its Q1 2026 investor letter:
“One takeaway from our ongoing portfolio analysis was that we did not have enough exposure to “what could go right?” stocks. Over the years, our team has done extensive work on companies with exceptional or plainly improving business trends. Along the way, we have tried to follow Mr. Buffett’s advice not to “pay a very high price for a cheery consensus” for their stocks. And, in many cases, we have been left in the dust. The “March Madness” market turmoil gave us a chance to own five new “on deck” companies at reasonable-to-good prices across a range of scenarios.
Over time, our investment team has built a deep knowledge base within the semiconductor industry. Three of our five new portfolio additions reside in the semiconductor value chain. The AI data center infrastructure buildout has been “the” theme of the past few years, and it is no stretch to say that ASML, Taiwan Semiconductor, and NVIDIA Corporation (NASDAQ:NVDA) have been three of the best companies in the world. NVIDIA has a linchpin position in the accelerated computing revolution, with a complete ecosystem fueled by an integrated hardware and software platform.” (Click here to read the full text)
8. Cisco Systems, Inc. (NASDAQ:CSCO)
Number of Hedge Fund Holdings in Q4 2025: 77
Networking equipment manufacturer Cisco Systems, Inc. (NASDAQ:CSCO)’s shares are up by 83% over the past year and by 55% year-to-date. Evercore ISI discussed the firm on May 4th as it raised the share price target to $110 from $100 and kept an Outperform rating on the stock. The firm outlined that Cisco Systems, Inc. (NASDAQ:CSCO)’s networking ASIC called Silicon One was capable of generating more than $12 billion in revenue over the next four years. Evercore added that the firm could benefit from an additional $15 billion in revenue from other segments and added that Cisco Systems, Inc. (NASDAQ:CSCO) might also experience tailwinds from back-end networking hyperscaler spending. Cramer, who interviewed the firm’s CEO, said the following as he started his discussion:
“Cisco shares really driving this market today, rallying incredibly sharply at the open. [inaudible] reported, well I don’t want to call it a record quarter, but it doesn’t make, [inaudible] as good as it is. . .Chuck, I’ve got to tell you, of all the quarters that I’ve known you forever, I know your predecessor and his predecessor, I think it’s the best quarter I’ve ever seen from Cisco. . .product orders up 35%, networking orders were up more than 50%!”
In a tweet, Cramer also compared Cisco Systems, Inc. (NASDAQ:CSCO) of the present to the one of the past:
“If you listen to last night’s Cisco conference call you will understand the allure the data center has for money managers. The superlatives so outweigh any negatives right now that it is hard to justify NOT owning data center stocks. Very different from 2000 and this company…”
7. Restaurant Brands International Inc. (NYSE:QSR)
Number of Hedge Fund Holdings in Q4 2025: 36
Restaurant Brands International Inc. (NYSE:QSR) is a fast food restaurant company known for its well-known brands, such as Tim Hortons and Burger King. Its shares are up by 9.4% over the past year and by 12.4% year-to-date. Amidst the macroeconomic tension ushered in by the Iran conflict, Bank of America was out with some rather interesting coverage about the firm recently, as it pointed out that spending in the Quick Service Restaurant sector appeared to accelerate when gasoline prices surged. The bank used it to argue that the spending trends indicate that Restaurant Brands International Inc. (NYSE:QSR) is functioning as a unique defensive stock in the current macroeconomic environment. On March 2nd, Truist raised the firm’s share price target to $87 from $83 kept a Buy rating on the shares. Cramer also discussed the firm and confirmed that it was performing well in the current environment:
“When it comes to fast food, it’s QSR that is doing the best, which is Burger King in a major turnaround”
6. Starbucks Corporation (NASDAQ:SBUX)
Number of Hedge Fund Holdings in Q4 2025: 59
Coffee retailer Starbucks Corporation (NASDAQ:SBUX)’s shares are up by 22% over the past year and by 27% year-to-date. Cramer has frequently discussed the firm over the past several months and commented on its CEO, Brian Niccol and his turnaround efforts. The CNBC TV host stuck with the Starbucks Corporation (NASDAQ:SBUX) CEO even as investors doubted him and the stock tumbled last year. Guggenheim raised the share price target to $95 from $90 and kept a Neutral rating on the shares on March 5th. As part of its coverage, the firm discussed the coffee retailer’s same-store sales growth estimates and its earnings projections for the next couple of years. Cramer discussed Starbucks Corporation (NASDAQ:SBUX)’s CEO and the firm’s turnaround efforts:
“And also Starbucks, because of the turnaround there, remember Brian Niccol.
“Well it’s there, I mean the main thing about Starbucks that people don’t realize, is that he did have the, that Brian Niccol had to deal with labor issues, and he solved the labor issues. But they hurt the gross margins. Now you’ve got gross margins getting because because of labor, and coffee is so inexpensive that the stock’s going to work here. He’s playing offense now, and when I spent a lot of time with Brian, what you realize is that he inherited a broken company.”
Polen Focus Growth Strategy discussed Starbucks Corporation (NASDAQ:SBUX) in its Q1 2026 investor letter:
“Starbucks Corporation (NASDAQ:SBUX) was the top performing absolute and relative contributor in Q1 amid positive signs that CEO Brian Nicol’s multi year turnaround strategy is beginning to bear fruit. Comparable store sales have ticked up, and the company is seeing improved results from stores that have undergone a revamp as part of the overall turnaround strategy. Our confidence in the new management team and their ability to execute a multi-pronged, sensible and achievable plan was a primary reason for reacquiring the company last year, in addition to the non-cyclical characteristics that the company possess which were on display amidst the volatility so far this year.”
While we acknowledge the potential of SBUX 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 SBUX and that has 100x upside potential, check out our report about the cheapest AI stock.
Click to continue reading and see Jim Cramer’s Latest Thoughts On Cisco, NVIDIA & Other AI Stocks: Top 5 Stocks.
Disclosure: None. Follow Insider Monkey on Google News.
My name is Inan Dogan. I’m the co-founder and Research Director of Insider Monkey. I have an important message for you today.