We recently published a list of Jim Cramer’s Lightning Round: 8 Stocks in Focus. In this article, we are going to take a look at where Pfizer Inc. (NYSE:PFE) stands against other stocks that Jim Cramer discusses.
Jim Cramer, host of Mad Money, discussed on Monday how investor sentiment surrounding tech stocks has shifted over the past three months. He pointed out that not long ago, tech was seen as the leader of the market. However, that is no longer the case. Cramer noted that he had hoped for a thriving AI infrastructure space.
“Three months ago, I thought we could be in for all sorts of exciting new technology. We went out to that GTC conference with Jensen Huang, but so far this year AI has only evolved in the direction of lower stock prices.”
READ ALSO: Jim Cramer Looked At These 23 Stocks Recently and Jim Cramer Put These 16 Stocks Under a Microscope.
Despite the tech stocks getting hit, Cramer expressed that he has not abandoned his belief in the potential of AI infrastructure. He encouraged investors to focus on the strongest companies within the AI space, especially since prices have dropped significantly. He noted that it makes it less of a chase and more of an opportunity. Cramer also noted that while he had initially expected that enterprise software companies utilizing AI would perform well in 2025, it has not played out as he expected.
“I figured we’d see a group of enterprise software companies that harnessed AI tools to make big money this year. No, that didn’t happen at all. I’m not giving up hope but look at the enterprise software companies who seem to be leading the way in AI. They’ve become some of the worst performers in all of tech.”
Cramer also touched on the global trade situation and specifically addressed the impact of President Trump’s trade policies. He recalled that back in January, he was more focused on the tech-specific trade restrictions imposed by former President Biden, such as bans on advanced chip sales to China.
However, he noted that the situation has escalated into what looks like a full-scale trade war. Cramer said that while it appears that the U.S. might be emerging victorious in some ways, the cost could be high and he called it a “Pyrrhic victory”. He remarked that the current administration under President Trump does not appear in any hurry to reverse the trade limitations. He added:
“Given the new president’s attitude toward our trading partners, I bet he’ll double down before rolling this stuff back. He is more likely to ban the selling of any chips, even potato chips at this point.”
Our Methodology
For this article, we compiled a list of 8 stocks that were discussed by Jim Cramer during the episode of Mad Money aired on March 31. We listed the stocks in ascending order of their hedge fund sentiment as of the fourth quarter of 2024, which was taken from Insider Monkey’s database of over 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 373.4% since May 2014, beating its benchmark by 218 percentage points (see more details here).
A medical technician wearing protective gloves and a mask mixing a biopharmaceutical solution.
Pfizer Inc. (NYSE:PFE)
Number of Hedge Fund Holders: 92
A caller asked if Pfizer Inc. (NYSE:PFE) “is dead money” and Cramer replied:
“Is Pfizer dead money? I mean I think it’s been mummified. I don’t know. I mean it’s like, wow. Look at that thing. Close the casket… Alright, Pfizer is unfortunately dead money. Dr. Bourla’s a terrific guy… what can I say? He’s a terrific guy. He’s a terrific guy.”
Pfizer (NYSE:PFE) specializes in discovering, developing, producing, and distributing biopharmaceuticals. The company works in areas like cardiovascular health, infectious diseases, oncology, immunology, and vaccines. On February 19, Cramer said:
“[on Pfizer suffering from Trump’s pharma tariffs] Last night I had Jabil building Croatian plants, GLP. I think you have to kind of sort things out, in the end you want to do, you want to buy, you want to make it, for it, you want to make it in a country, for that country. And that’s where we’re going.
… I mean I know that we’re stunned by a lot of [inaudible] coming out of the White House. But a lot of it has happened before, a lot of it is a repetition and it’s been done to us. So I’m not saying that it isn’t a little bit odd the way it comes out. I am saying that every one of these at one time or another has occurred. Or has occurred to us. So I get it. I do think you have to make it there for there. Essentially Bourla didn’t mention that he offered to give the Chinese all the COVID vaccines they wanted. And they wouldn’t take it. I don’t know, I would have mentioned that in that interview.”
Overall, PFE ranks 5th on our list of stocks that Jim Cramer discusses. While we acknowledge the potential of PFE as an investment, our conviction lies in the belief that AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. There is an AI stock that went up since the beginning of 2025, while popular AI stocks lost around 25%. If you are looking for an AI stock that is more promising than PFE but that trades at less than 5 times its earnings, check out our report about the cheapest AI stock.
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Disclosure: None. This article is originally published at Insider Monkey.