Jim Cramer Talked About 16 Stocks Like Micron and Dell, Along With the AI Infrastructure Spending
In this article, we will look at the stocks Jim Cramer discussed during his recent rally discussion in several AI-related stocks.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Renaissance Technologies Jim Simons | 2,936,288 | $77,371,189 | +3% | 0.12% |
| 2. | Alpine Associates Robert Emil Zoellner | 1,181,300 | $31,127,255 | 1.84% | |
| 3. | Citadel Investment Group Ken Griffin | 941,298 | $24,803,202 | +17% | 0% |
| 4. | Marshall Wace LLP Paul Marshall And Ian Wace | 917,072 | $24,164,847 | 0.02% | |
| 5. | 859,000 | $22,634,650 | -57% | 0% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $26.00 | 5,000 | $130,000.00 | 90,667 | 2026-06-12 | Filing | |
| $26.20 | 6,000 | $157,200.00 | 95,667 | 2026-06-12 | Filing | |
| $25.41 | 15,000 | $381,100.50 | 101,667 | 2026-06-04 | Filing | |
| $25.09 | 15,000 | $376,300.50 | 116,667 | 2026-06-02 | Filing | |
| $24.63 | 20,000 | $492,626.00 | 131,667 | 2026-06-01 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 30,748 | $799,448 | 0.08% | |
| 2. | 11,149 | $289,886 | 0.08% | |
| 3. | 10,040 | $261,040 | 0.12% | |
| 4. | 8,000 | $208,000 | 0.02% | |
| 5. | 1,764 | $45,864 | 0% |