We recently published a list of Jim Cramer Recently Put These 10 Stocks Under Spotlight. In this article, we are going to take a look at where Intel (NASDAQ:INTC) stands against other stocks that Jim Cramer discussed recently.
On Monday, Jim Cramer, host of Mad Money, shared his thoughts on how the government’s approach to tariffs could play a crucial role in sustaining the stock market rally. Cramer expressed satisfaction with the current direction of policy.
“There’s what happened two weeks ago, two Thursdays ago, more accurately when the stock market official went into correction mode. Until the market broke down like that, I think the president was perfectly willing to hammer anybody just to get his way.”
READ ALSO: Jim Cramer Recently Talked About These 5 Subscription Stocks and 8 Stocks on Jim Cramer’s Radar
“I don’t think he (President Donald Trump) wants to punish good American companies that make things here.”
Cramer explained that he no longer thinks the president wants to harm American companies that manufacture goods domestically. He suggested that the shift in attitude is a relatively new development, and it may signal a more nuanced approach going forward. He noted that with the market’s recovery, it is possible that the conversation around protectionist tariffs will surface once again, but the context might have changed.
Cramer speculated that when the market entered correction mode, President Trump may have been influenced by the pleas from various observers about the damaging effects on stocks of good American companies.
“Here’s the bottom line: At the end of the day, America’s the only country on earth that’s played fair on trade. Everybody else breaks the rules to protect their domestic businesses. That’s hollowed out our industrial heartland. And that dynamic can only change if our government takes a more carrot-and-stick approach. Assuming Trump doesn’t go overboard, that might just be what we’ve got and it means stocks can finally stage a real rally again.”
Our Methodology
For this article, we compiled a list of 10 stocks that were discussed by Jim Cramer during the episode of Mad Money aired on March 24. We listed the stocks in ascending order of their hedge fund sentiment as of the fourth quarter of 2024, which was taken from Insider Monkey’s database of over 1,000 hedge funds.
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).
A technician soldering components for a semiconductor board.
Intel Corporation (NASDAQ:INTC)
Number of Hedge Fund Holders: 83
When a caller mentioned that Intel Corporation (NASDAQ:INTC) could be an interesting turnaround story and highlighted that 70% of the company’s chip foundry business takes place within the US, Cramer said:
“Lip-Bu Tan is real. Now he can’t turn it around instantly because the balance sheet’s not good, but my money is indeed on Intel. Hey, by the way, AMD’s starting to get a couple contracts there, but Lip-Bu Tan is an amazing man. He’s an incredible CEO and he will do incredible things. And those who know me know that I have been quick to criticize Intel’s CEOs who I didn’t think were up to this. This man is up to it.”
Intel (NASDAQ:INTC) designs and manufactures computing products, including processors, memory, and AI solutions.
Overall, INTC ranks 4th on our list of stocks that Jim Cramer discussed recently. While we acknowledge the potential of INTC 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. If you are looking for an AI stock that is more promising than INTC but that trades at less than 5 times its earnings, check out our report about the 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.
