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Jim Cramer is Bullish on These 10 Stocks

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Investors are closely watching the artificial intelligence trade amid mounting concerns over massive spending on AI infrastructure, the sustainability of growth and whether companies can generate sufficient returns on their investments. The debate over whether these investments will pay off has intensified as major technology companies pour billions into data centers. Microsoft is among the companies facing pressure to demonstrate returns on its AI investments, as we discussed in our recent detailed analysis.

CNBC’s Jim Cramer remains bullish on the long-term potential of AI but has warned that the industry is losing public confidence as questions grow over its impact on jobs, electricity costs and society.

During a recent episode of CNBC’s Mad Money, Cramer said the narrative surrounding AI had changed dramatically. While technology executives were once praised for creating jobs and investing billions of dollars in new infrastructure, they now face criticism over rising electricity bills, resource consumption and the potential displacement of workers. He also took aim at Anthropic and OpenAI for highlighting the potentially dangerous consequences of their technologies, warning that such messaging could undermine investor and public confidence. Cramer has remained positive on certain AI-related stocks despite these concerns. We recently covered why Cramer and a billionaire investor remain bullish on Meta despite its massive AI spending. Read our full analysis.

“The culture has turned against these people,” Cramer said, referring to the AI industry’s leading figures. “I’m not a doomer. You know, I’m constructive on AI, but the companies have to start telling better stories.” He called on AI companies to demonstrate tangible productivity improvements and explain how their products benefit businesses and consumers rather than allowing fears about the technology to dominate the discussion.

Cramer on Anthropic IPO

Cramer’s comments have gained renewed relevance following Anthropic’s IPO filing on Monday. Discussing the filing during his latest CNBC program, Cramer drew attention to the company’s expanding computing capacity and improving operating margins. He also linked the discussion to Elon Musk’s recent comments about rapidly expanding computing resources, raising questions about how many companies will ultimately be able to compete as the AI industry scales. The discussion comes as major technology companies race to expand their computing infrastructure, with Amazon’s AI investments and cloud growth providing another example of the enormous spending required to compete in the sector. We recently examined whether investors should buy Cramer and Ken Fisher’s top AI stock pick ahead of earnings. Read our latest coverage.

Methodology

To find the stocks, we reviewed Jim Cramer’s recent posts on X and his comments on CNBC, and picked 10 stocks he sounded positive about. We ranked them in ascending order by the number of hedge fund investors at the end of the second quarter of 2026, according to Insider Monkey’s database of 1,006 hedge funds.

#10 V.F. Corporation (NYSE:VFC)

Number of Hedge Fund Investors: 43

V.F. Corporation owns outdoor and lifestyle brands, including The North Face, Vans and Timberland. Jim Cramer wrote in an Oct. 13 X post, “VF ready to roll,” citing a Piper teen survey. During a May episode of Mad Money, he said “VF should be up, not down,” and that the Vans brand is no longer taking the beating it had been.

43 hedge funds held V.F. Corporation at the end of the second quarter, up from 42 in the first quarter. Cramer has talked about the turnaround at VF before. Click to see what he said.

V.F. Corporation is showing signs of a turnaround as its two major brands, The North Face and Timberland, return to growth. The company has also sold Supreme and Dickies to focus on its core brands. Bulls believe stronger sales at The North Face and Timberland, combined with cost reductions, could drive earnings growth.

However, Vans remains a major weakness. Management expects the brand’s revenue to decline by a mid-single-digit percentage in fiscal 2027, although the decline could slow in the second half. Weak demand and the costs of reviving Vans could hurt profitability. VFC also carries a below-investment-grade BB credit rating and has a history of dividend cuts. If Vans fails to recover, the company could struggle to meet its margin targets despite improving performance at its other brands.

#9 Akamai Technologies, Inc. (NASDAQ:AKAM)

Number of Hedge Fund Investors: 62

Akamai runs a global network of servers that speeds up and protects internet traffic, and it is building smaller data centers to run AI models closer to users. Jim Cramer said during an Oct. 1 episode of Mad Money that Akamai is the one content delivery stock he would buy. “I think you can buy that stock right here, right now because it’s cheap,” he said, pointing to a price of less than 16 times that year’s earnings estimates.

He said that at that valuation, buyers are “basically getting” Akamai’s seven-year computing deal with Anthropic, announced Sept. 24, “for free,” and he called the partnership gigantic. The stock gave back its gains after the news, which Cramer called a buying opportunity. 62 hedge funds held Akamai at the end of the second quarter, down from 74 in the first quarter.

Cramer isn’t the only one who likes Akamai. Recently, Raymond James upgraded Akamai Technologies to Strong Buy from Outperform and kept its $170 price target. The upgrade came after last week’s “AI is Dead” trade, which grew out of credit risks and fears of higher rates. Raymond James thinks the selloff hit Akamai harder than most because of its deal with Anthropic, which will boost Akamai’s revenue but needs a large capital commitment. Investors worry about the cost of that capital against the return on it, and about whether AI firms like Anthropic can stay funded to meet their obligations. The pullback gives long-term investors a compelling entry point into Akamai Technologies, Raymond James said in a note.

#8 General Motors Company (NYSE:GM)

Number of Hedge Fund Investors: 75

“I like this GM story very much!!” Jim Cramer wrote in an Oct. 12 X post. He has been positive on the automaker all year. During an April episode of Mad Money, he told a viewer who asked about electric vehicles to “invest in Mary Barra,” whom he called an amazing CEO. He said investors can buy the stock and not worry about whether GM goes electric, because she will handle that.

75 hedge funds held General Motors at the end of the second quarter, down from 77 in the first quarter. Cramer has compared GM with Ford before. Click to see the comparison.

General Motors Company (NYSE) has a strong competitive advantage in the highly profitable North American pickup truck market, where its Chevrolet Silverado and GMC Sierra models together command a 42% share. Bulls argue that the upcoming generation of these trucks, featuring updated designs and more powerful engines, could support higher selling prices and stronger profit margins. The company’s massive $20 billion share repurchase authorization is another potential catalyst, as reducing outstanding shares could boost earnings per share and support the stock price.

However, the bear case centers on rising costs and long-term competitive pressures. Higher prices for steel, copper, logistics, and other components are squeezing profitability, while efforts to shift more production and supply chains to the United States could add significant expenses. Temporary factory shutdowns during the transition to new pickup models could also weigh on near-term earnings. Longer term, growing competition from Chinese automakers and challenges in expanding GM’s electric vehicle business raise questions about its competitive position.

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