We recently compiled a list of the Jim Cramer Discusses These 9 Stocks & US AI GPU Advantages. In this article, we are going to take a look at where FMC Corporation (NYSE:FMC) stands against the other stocks.
In his latest appearance on CNBC’s Squawk on the Street, Jim Cramer spent nearly all of his show discussing stocks. As has been the case with most of his morning appearances in 2025, he discussed Wall Street’s favorite GPU stock in quite a bit of detail. While we’ve covered a lot of his remarks in our coverage of the stock in our next list, some points are worth mentioning in the introduction.
While Wall Street is focused on whether cloud and data center spending for the firm will materialize after China’s DeepSeek purportedly demonstrated lower training costs and by effect lower spending requirements, Cramer is focused on the firm’s Blackwell GPU.
For Cramer, while the Blackwell GPU is an impressive product, the timeline of its orders materializing is surprising. He commented on a recent share price target reduction by Citi to share that the only significant takeaway for him from the note concerned the orders. Before he read the note, Cramer kept “thinking that Blackwell, which is the next generation, is selling like mad.” However, reading the note surprised him as he learned that the first customer was only starting to receive the products. This leads Cramer to conclude that the money from the latest AI GPUs that the firm earns is “going to be much more forward and not now in front of us.”
Yet, he remains optimistic because the orders will materialize as Cramer believes “because obviously if you’re spending all this money you’re gonna get Blackwell.” The CNBC host then shifted the conversation to the importance of the Blackwell GPUs. After analyzing the GPU orders, “you say to yourself, why do you need Blackwell? Why do you need this incredibly important platform that has software?” he wondered.
The answer to this question, according to Cramer is because “you need it [Blackwell] for both inference and you need it for training,” even though according to him “There are people who said with DeepSeek you don’t.”
The GPU orders are particularly important when we analyze Cramer’s first remarks for the GPU stock after the DeepSeek stock market selloff. Orders are one key metric that Cramer believes investors should watch to confirm whether the damage done by the selloff is permanent. In a recent morning appearance, he outlined that “any [GPU] order pullback” is a key metric along with a potentially reduced focus on energy spending.
Our Methodology
To make our list of the stocks that Jim Cramer talked about, we listed down the stocks he mentioned during CNBC’s Squawk on the Street aired on February 5th.
For these stocks, we also mentioned the number of hedge fund investors. Why are we interested in the stocks that hedge funds invest in? 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 275% since May 2014, beating its benchmark by 150 percentage points. (see more details here).
FMC Corporation (NYSE:FMC)
Number of Hedge Fund Holders In Q3 2024: 41
FMC Corporation (NYSE:FMC) is an agricultural inputs company that sells insecticides, herbicides, and other associated products. Its shares closed 2024 22% lower as the firm struggled from a weak agricultural market beset with inventory problems. FMC Corporation (NYSE:FMC)’s shares were dealt a hefty blow in February when they dropped by a stunning 33% in one day following the firm’s fourth-quarter earnings. The results saw the firm’s midpoint 2025 earnings guidance of $3.48 miss analyst estimates of $4.36 by a wide margin. Here’s what Cramer said as FMC Corporation (NYSE:FMC)’s shares were falling:
“There’s a company called FMC. And that’s an agricultural company. It’s an old food machinery company, it’s based in Philadelphia. And the stock is down 35% today because they have inventory problems. Too much of the crop chemicals used for . . . corn, potatoes, and sorghum. I just remind that there certain industries that are in this economy that are seemed to just, I don’t know we have to stay close to ag[riculture]. That’s a very very bad number. And I’m kind of shocked because it’s a pretty reliable company. But the ag business maybe not as great as we think judging from the fact that they have a lot of insecticides, herbicides. So, stay close to ag.”
Overall FMC ranks 6th on our list of the stocks Jim Cramer recently discussed. While we acknowledge the potential of FMC as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter timeframe. If you are looking for an AI stock that is more promising than FMC but that trades at less than 5 times its earnings, check out our report about the cheapest AI stock.
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Disclosure: None. This article is originally published at Insider Monkey.