Mad Money’s Latest Recap: Jim Cramer’s Strategy for Market Sell-Offs and 16 Stocks Mentioned

7. Arm Holdings plc (NASDAQ:ARM)

Arm Holdings plc (NASDAQ:ARM) is included in Mad Money’s latest recap as Jim Cramer outlined his strategy for market sell-offs. Cramer highlighted the company’s new first in-house CPU for the data center, as he remarked:

We got this huge development last week from Arm Holdings. I’m so glad we can go back and talk about it. This is one of the most important companies in the semiconductor industry. For most of its history, Arm developed key chip architecture, and then it licensed it to various semiconductor makers. They make a little bit of money per, but last week, they unveiled their first in-house CPU for the data center, especially for agentic AI workloads. The stock initially roared on the news, although it’s now given back some, but what hasn’t, including a 5% pullback today, but it’s still up 25% year to date. That’s very unusual for tech now. Arm believes its new chip business could reach $15 billion in annual sales within five years, I think it could be in excess of that, with Meta as the first major customer already. In short, this is no longer just a story about collecting royalties from chip makers that use their technology. The company wants a larger piece of the pie.

Arm Holdings plc (NASDAQ:ARM) designs and licenses CPU architectures, system IP, and software used across automotive, computing, consumer, and IoT applications.