Latest news with #LightningRound
Yahoo
14-05-2025
- Business
- Yahoo
Jim Cramer on Arm Holdings (ARM): Wait for a ‘Bounce' and ‘Don't Sell It Here'
We recently published a list of . In this article, we are going to take a look at where Arm Holdings plc (NASDAQ:ARM) stands against other top buzzing stocks in May. The latest quarterly results from a couple of major technology companies have soothed concerns about AI demand that prevailed in the market following the launch of DeepSeek. Storm Uru, Manager at Liontrust Global Dividend Fund, said while talking to CNBC that the Satya Nadella-led tech giant's results were 'extraordinary.' '50% of that growth came from AI revenue, and that's an important marker for us going forward. Because after Deepseek about four months ago now, the debate really was around as digital intelligence gets smarter and as it gets cheaper, what is going to be the impact on demand. And what we found out last night was that demand is accelerating,' he said. David Grain, Founder & CEO of Grain Management, also believes AI demand could be strong amid a variety of factors. 'The advent of AI has created this explosion of demand for data centers and compute power, but the drivers of where it makes sense to actually build these data centers has a lot to do with the availability of reliable and high quantity of electricity. So I think there's definitely no slowdown in the demand side of the equation,' he said during an interview with CNBC. READ ALSO: 7 Best Stocks to Buy For Long-Term and 8 Cheap Jim Cramer Stocks to Invest In. For this article, we picked 10 stocks making moves these days. With each stock, we have mentioned the number of hedge fund investors. 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). Number of Hedge Fund Investors: 38 A caller recently asked Jim Cramer about Arm Holdings plc (NASDAQ:ARM) during the Lightning Round segment of his program on CNBC. Cramer recommended the stock to hold the stock and 'trim' when it bounces: 'I want you to stay in it, Rene Haas (CEO) is doing a great job. I think that this whole semiconductor group has been oversold. It will bounce, and when it bounces, you want to trim back because it is expensive. That's fine. Do not sell it here.' Overall, ARM ranks 7th on our list of top buzzing stocks in May. While we acknowledge the potential of ARM, our conviction lies in the belief that under the radar 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 ARM but that trades at less than 5 times its earnings, check out our report about this cheapest AI stock. READ NEXT: 20 Best AI Stocks To Buy Now and 30 Best Stocks to Buy Now According to Billionaires. Disclosure: None. This article is originally published at Insider Monkey.
Yahoo
28-04-2025
- Business
- Yahoo
Albemarle (ALB) Gets a Red Light from Jim Cramer
We recently published a list of . In this article, we are going to take a look at where Albemarle Corporation (NYSE:ALB) stands against other stocks on Jim Cramer's radar. Jim Cramer in a latest program on CNBC talked about the latest trends in the AI data center industry and said that based on reports from some of the leading companies, there is no slowdown in demand: 'Now that earning season is well underway, we've heard from a bunch of companies connected to the AI data center theme, and you know what? They've been putting up pretty darn good numbers. It's almost like there was never anything wrong with the AI infrastructure story in the first place.' Cramer then talked about several major AI companies and said that most top firms are seeing strong demand for data centers. He believes Satya Nadella-led tech giant slowed down its AI spend amid its 'breakup' with OpenAI. 'Wall Street's become very skeptical, and I don't think that's really changed. But looking at what we've seen so far this earning season, I'm feeling much more sanguine about the story, especially if we get some more trade war de-escalation from the White House and stocks stay as cheap as they are. And man, are they ever cheap.' READ ALSO: 7 Best Stocks to Buy For Long-Term and 8 Cheap Jim Cramer Stocks to Invest In For this article, we picked 10 stocks Jim Cramer recently talked about during his shows on CNBC. With each company, we have mentioned its latest hedge fund sentiment. 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). Number of Hedge Fund Investors: 35 Jim Cramer was recently asked about Albemarle Corporation (NYSE:ALB) during the Lightning Round segment of his program. Cramer recommended investors stay away from the stock. 'I can't go with it. I can't go. I'll tell you why I can't go with it—because in the end, we forgot about EVs. I mean, we're pretty sure we're going to be buying gas guzzlers. I want to stay away from that one, but so does everybody else. That's the only problem.' The London Company Large Cap Strategy stated the following regarding Albemarle Corporation (NYSE:ALB) in its Q2 2024 investor letter: 'Exited: Albemarle Corporation (NYSE:ALB) – Sold our remaining position in ALB after the stock triggered our soft stop loss review. We are concerned that weaker demand in the US for electric vehicles coupled with greater than expected supply of lithium reaching the market may lead to declining lithium prices. This will likely lead to lower cash flow generation in the years ahead, which weakens the downside protection case for the stock.' Overall, ALB ranks 9th on our list of stocks on Jim Cramer's radar. While we acknowledge the potential of ALB, our conviction lies in the belief that under the radar 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 ALB but that trades at less than 5 times its earnings, check out our report about this cheapest AI stock. READ NEXT: 20 Best AI Stocks To Buy Now and 30 Best Stocks to Buy Now According to Billionaires. Disclosure: None. This article is originally published at Insider Monkey. Sign in to access your portfolio
Yahoo
23-04-2025
- Business
- Yahoo
Jim Cramer Says He Still Loves Walt Disney (DIS) Stock
We recently published a list of . In this article, we are going to take a look at where The Walt Disney Company (NYSE:DIS) stands against other stocks that Jim Cramer discussed. Jim Cramer in a latest program on CNBC talked about President Donald Trump's attack on Federal Reserve Chair Jerome Powell and said he was expecting this to happen 'weeks ago.' Cramer said that he 'likes' Powell and thinks the central bank chief is now in a difficult situation. Cramer thinks it'd be 'illegal' for Trump to fire Powell. 'The Federal Reserve never cuts rates when inflation's out of control, which it very well could be once the tariffs are all in. I think the Fed chief wants to find out if that's going to happen. I like Powell, you know that. I think he's generally done a good job, a good public servant. Unfortunately, right now, he's stuck between a rock and a hard place. Now, history says he should be doing exactly what he's doing, but history is now in the eye of the beholder, and there's only one beholder in this whole country, and it ain't J. Powell.' Cramer said that tariffs will result in higher prices, and that will in turn make the central bank's job difficult because it cannot cut rates when prices are going up. READ ALSO: 7 Best Stocks to Buy For Long-Term and 8 Cheap Jim Cramer Stocks to Invest In. For this article, we picked 10 stocks Cramer was talking about in his recent programs. With each stock, we have mentioned the number of hedge fund investors. 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). Number of Hedge Fund Investors: 76 Answering a question about The Walt Disney Company (NYSE:DIS) during the Lightning Round segment of his program on CNBC, Jim Cramer said he 'loves' the stock. 'I love Disney over 100 I'm still buy, buy, buy Disney' Mar Vista Global Quality Strategy stated the following regarding The Walt Disney Company (NYSE:DIS) in its Q4 2024 investor letter: 'Over the past year, our investment in The Walt Disney Company (NYSE:DIS) unfolded as expected. With one of the most compelling combinations of global content and consumer brands, Disney's media business has finally reached a positive turning point. The company is successfully adapting its operations to address the ongoing transformation of the media industry. This progress has been reflected in its stock performance, closing the gap to its intrinsic value. Overall, DIS ranks 3rd on our list of stocks that Jim Cramer discussed. While we acknowledge the potential of DIS 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 DIS but that trades at less than 5 times its earnings, check out our report about this . READ NEXT: 20 Best AI Stocks To Buy Now and 30 Best Stocks to Buy Now According to Billionaires. Disclosure: None. This article is originally published at Insider Monkey.
