Jim Cramer resets AI stock ‘buy’ list for rest of 2025

CNBC’s "Mad Money" host Jim Cramer isn’t beating around the bush with his revamped AI buy list.

In a market that’s overflowing with a ton of hype, his latest AI stock picks underscore a disciplined twist with speculation.

Instead of chasing the flashy start-ups or profitless plays, Cramer handpicks four established tech giants in Apple (AAPL), Nvidia (NVDA), Broadcom (AVGO), and Dell (DELL) that efficiently blend real earnings power along with superb long-term AI potential.

It’s a classic Cramer move, where instead of dismissing risk, he’s redefining it, urging investors to bet on businesses that are already shaping the AI revolution.After a volatile summer for chips, Jim Cramer narrows his AI favorites list.Image source: Galai/Getty Images

Why listen to Jim Cramer?

Jim Cramer’s influence is massive, with him leveraging a daily TV megaphone and decades of market experience.

He was the former hedge fund manager (Cramer Berkowitz) and cofounder of TheStreet (1996), giving early credibility with the investing world. Since 2005, he has hosted CNBC’s “Mad Money,” where he looks to turn stock ideas into digestible, high-energy playbooks for investors.

Related: Top analyst drops jaw-dropping price target on Nvidia stock

He's also been a big proponent of Big Tech for years, having coined the term FANG (later FAANG), and has notably been early/bullish on names such as Amazon, Apple, and Nvidia.

Love him or not, his takes can move attention — and sometimes money — fast.

Cramer’s case for "wise speculation" in AI investing

Before discussing his favorite AI picks, Jim Cramer clearly laid out the mindset behind his choices, which he calls “wise speculation.”

It’s a philosophy sitting between market fear and blind optimism. Cramer argues that it’s best to take risks, with stocks tied to real products, solid earnings, and capable leadership.

Related: Bank of America reconsiders Alphabet stock price target after earnings

He believes investors need to think strategically, avoiding high-flying stocks with no profits to support their prices.

With that in mind, he’s backing companies that have already proven their place in the AI future.

Examples of big AI startups and businesses that flamed out in the past few years:

• Embark Trucks (AI-driven trucking hits the brakes): Once a SPAC-era star in autonomous trucking, Embark was sold off to Applied Intuition for nearly $71 million following heavy layoffs and dwindling cash reserves.

• Babylon Health (AI triage meets financial reality): The digital-health unicorn that promised algorithmic doctors filed Chapter 7 after its rescue deal collapsed.

• Cruise (GM) (robotaxi reboot after an AI crash): A 2023 accident with one of its driverless cars compelled GM’s Cruise to halt U.S. operations. Cutting-edge AI, but a hard lesson in regulation.

Four familiar names powering the AI future

Cramer’s AI favorites are household names backed by real earnings, healthy client bases,  and leadership that’s built for the long haul.

Apple and Nvidia lead the charge

Cramer didn’t hold back when quizzed over which AI-linked company investors should own forever;  his answer was Apple.

He doubled down on his faith in the Cupertino giant, saying its brand equity and loyal customer base make it “a stock to own, not trade.” He joked about the “endless haters” who continue doubting Apple, as it continues delivering “the most beloved products on earth.”

The numbers back him up.

In its latest quarterly showing, Apple posted sales of $102.5 billion, ahead of estimates,  while earnings per share surged 13% to $1.85. The iPhone 17 lineup was front and center, along with support from its dependable and high-margin Services division.

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Then there’s Nvidia, the undisputed giant of the AI space and, as Cramer calls it, “an incredible stock.”

He praised CEO Jensen Huang for his dynamic leadership, joking that he even named his rescue dog “Nvidia” back in 2017.

It’s expected to post its Q3 earnings within the next couple of weeks, and Wall Street’s expecting Q3 sales to jump 56% to $54.6 billion and EPS to rise 53% to $1.24. Cramer sees Nvidia as perhaps the ultimate example of innovation meeting execution.

Broadcom and Dell as smart hardware bets

Cramer’s hardware favorites reflect a classic playbook where he’s sticking with strength, not speculation.

He pointed to Broadcom as the business that’s built to efficiently weather market shifts, praising its incredible, disciplined management and consistent growth. Though plenty of semiconductor startups come and go, Cramer said he’d still “take Broadcom over the smaller names any day.”

Broadcom experiences steady demand across networking, along with custom chips, giving it a clear edge in the AI buildout.

He is also bullish on Dell Technologies, noting it has quietly become an AI infrastructure powerhouse. Robust sales of AI-optimized servers along with improved bottom-line targets continue turning heads on Wall Street, and Cramer’s among them.

He even went so far as to say he’d “sell Super Micro and buy Dell,” framing it as a shift from volatility to value.

Related: Warren Buffett’s Berkshire takes $6 billion out of the stock market

This story was originally reported by TheStreet on Nov 6, 2025, where it first appeared in the Investing section. Add TheStreet as a Preferred Source by clicking here.

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