Jim Cramer’s Thoughts on 16 Stocks: Arista, Taiwan Semi, and Big Tech’s AI Spending
In this article, we will look at the stocks that Jim Cramer highlighted as he discussed Big Tech’s AI spending.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Pzena Investment Management Richard S. Pzena | 13,773,053 | $989,180,667 | -12% | 3.21% |
| 2. | Polaris Capital Management Bernard Horn | 517,700 | $37,181,214 | -2% | 3.04% |
| 3. | Fisher Asset Management Ken Fisher | 88,392 | $6,348,353 | -5% | 0% |
| 4. | Leucadia National Ian Cumming And Joseph Steinberg | 22,042 | $1,583,056 | -60% | 0.01% |
| 5. | Arjuna Capital Farnum Brown And Adam Seitchik | 21,433 | $1,539,319 | +3% | 0.39% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $53.70 | 24 | $1,288.80 | 24 | 2025-01-23 | Filing | |
| $56.85 | 35 | $1,989.75 | 85 | 2024-10-23 | Filing | |
| $62.24 | 10 | $622.40 | 50 | 2024-10-02 | Filing | |
| $56.47 | 35 | $1,976.45 | 40 | 2024-09-09 | Filing | |
| $63.70 | 1,570 | $100,009.00 | 12,007 | 2025-06-05 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $71.02 | 7,500 | $532,650.00 | 22,156 | 2025-08-20 | Filing | |
| $66.67 | 150,000 | $10,000,710.00 | 8,196,799 | 2025-05-06 | Filing | |
| $67.99 | 96,999 | $6,595,272.41 | 8,346,799 | 2025-05-05 | Filing | |
| $67.37 | 1,226,933 | $82,654,672.72 | 8,443,798 | 2025-05-05 | Filing | |
| $69.66 | 373,776 | $26,035,591.55 | 9,670,731 | 2025-05-02 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 82,650,076 | $5,935,928,458 | 0.15% | |
| 2. | 25,997,348 | $1,867,129,533 | 0.1% | |
| 3. | 12,239,666 | $879,053,606 | 4.04% | |
| 4. | 9,515,723 | $683,419,227 | 0.16% | |
| 5. | 9,030,161 | $648,546,169 | 0.12% |