Jim Cramer’s Opinion on 5 Stocks: Arm, Quanta Services, and Others

3. Teradyne, Inc. (NASDAQ:TER)

Teradyne, Inc. (NASDAQ:TER) was among the stocks Jim Cramer highlighted, as he discussed the massive AI infrastructure buildout. Cramer mentioned the stock during the episode and commented:

Then there’s Teradyne. Okay, now this is a little more arcane. This is, it’s up 12%. It’s not new. It’s been a tremendous performer during the data center build-out. It’s a semiconductor test and measurement play. The semiconductor’s a fragile thing. When you first start building a new line of chips, you gotta throw away a lot of them. No one can afford an error in a semiconductor, given how many are in a data center. That’s a lot of testing, but that’s narrow, okay, so I understand someone might say, Jim, that doesn’t do it for me.

Teradyne, Inc. (NASDAQ:TER) supplies automated test equipment for semiconductor devices across industries such as automotive, communications, consumer electronics, and computing. The company also provides collaborative robots, mobile robotics, test instrumentation, and wireless testing solutions for manufacturing and industrial applications.