On Tuesday, April 1st, the host of Mad Money opened the show by focusing on President Trump’s tariffs and the economic risks ahead of ‘Liberation Day’. While Cramer expressed sympathy for the President’s goals, he warned viewers that the consequences could be severe for both consumers and the broader economy:
“Now as someone who’s been a huge critic of unrestrained free trade, I am very sympathetic to what President Trump is trying to accomplish with these tariffs. Every other country on earth tries to protect its own domestic industries except America which has spent decades letting foreign competitors steamroll our guys in exchange for cheaper stuff. President Trump is justifiably furious about this he wants to do something about it but solving the problem is going to hurt. We don’t know how much our prices will go up for just about everything, but we do know those tariffs will be used as an excuse to raise prices across the board. It’s been very hard to get a sense of the overall damage.”
But despite understanding the motivation behind the policy, Cramer was blunt about the scale of economic disruption that a proposed 20% tariff on all imports would cause:
“Speaking as someone who’s not a fan of free trade I have to be honest here, a 20% across the board tariff on almost all imports that would be horrendous for the economy. That’s a 20% increase on everything we buy from overseas and we import a huge amount of foreign goods in America, and those goods are cheap because that’s the deal. There’s plenty of competition from these companies but with the exception of the auto industry and those that contribute to it -mainly steel – it doesn’t matter anymore. The truth is the jobs that are meant to be protected by tariffs were automated out of existence a long time ago.”
Cramer mentioned that even the industries that stand to benefit in theory, like autos and steel, aren’t necessarily helping the average American:
“The tariffs aren’t protecting us from anything because we barely make anything anymore. The horses left the barn ages ago. Ford and GM will be able to make more money by raising prices but who does that help besides their shareholders and union members? What’s good for General Motors is not necessarily good for America anymore. All people know is that cars will be more expensive; they don’t care about who makes them.”
He also criticized the administration’s execution, calling out the lack of clarity and coordination behind the policy rollout and questioning whether any American companies will actually be spared from the impact:
“I wish the White House were more serious about making the tariffs work. Our country’s been crushed by foreign imports that are typically made by cheap labor and often subsidized so they destroy our jobs. But the jobs are gone. We had almost a million seamstresses in this country four decades ago now we have almost none; they aren’t bringing back those jobs. Sure, some companies thought they’d be buying immunity by building new factories here, but there’s nothing on paper that suggests that the president will spare them. Is there really no sanctuary?”
Wrapping up the opening segment, Cramer reminded viewers that while many Americans may support a “tough-on-trade” agenda, their real fear is inflation; and it’s inflation that the tariffs will likely exacerbate:
“Finally, most Americans are worried about inflation; not tariffs. That’s what got Trump elected for heaven’s sake. As much as I rail against the devil’s bargain that gave our country the cheap stuff at the cost of domestic jobs, cheap stuff is what America wanted. […] Here’s the bottom line when the book is written on this moment I think we’ll question what we were liberated from on Liberation Day and again I think Trump is totally justified in cracking down on our trading partners but that doesn’t mean it will be good for the economy.”
Our Methodology
For this article, we compiled a list of 17 stocks that were discussed by Jim Cramer during the episode of Mad Money aired on April 1. We listed the stocks in the order that Cramer mentioned them. We also provided hedge fund sentiment for each stock 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).
17. American Express Company (NYSE:AXP)
Number of Hedge Fund Holders: 71
The first caller of the show asked Jim Cramer about his thoughts on American Express Company (NYSE:AXP) and whether it seemed like a buy, hold, or sell, to which Cramer replied with:
“Yes, you do [buy more American Express] because Steve Squeri is incredible. I think it’s one of the great franchises of all time and I’ve studied it for 150 years. I think these guys… this is one of America’s great companies.”
American Express remains a dominant force in premium credit card services, thanks to its loyal and growing customer base. The company has been aggressively expanding into younger demographics, and its strong brand equity continues to drive long-term earnings growth.
Bretton Capital Management, an investment management company, published a Q4 2024 investor letter. Here is what the fund said:
“American Express Company (NYSE:AXP) was our best performing stock last year, returning 60%, which was on top of 2023’s 29%. Its premium credit cards are more popular than ever, and its moderately affluent customer base continues to spend. American Express did especially well signing up younger cardholders, a great sign that its growth can be sustained for years to come. The combination of healthy revenue growth and tight expense control led to an earnings-per-share growth of 25%.”
16. Amazon.com, Inc. (NASDAQ:AMZN)
Number of Hedge Fund Holders: 339
When asked by a caller about the potential impact of tariffs on Amazon.com, Inc. (NASDAQ:AMZN) and how it might affect the company’s growth strategy, Jim Cramer said the following:
“Here’s my thinking: I think that the ones who can survive are the strongest and the biggest, and that’s what it’s coming to. This is Amazon, it’s from $242 down to $192. What can I say other than (pushes button saying “buy buy buy!)”
Despite margin pressure from rising shipping and fulfillment costs, Amazon continues to thrive thanks to its cloud unit AWS and its dominant e-commerce platform. Its scale gives it pricing power that many competitors can’t match.
Backing Jim Cramer’s bullish sentiment, Balyasny Asset Management significantly increased its stake in Amazon by over 1,000% in Q4 2024, making it the top stock in the firm’s portfolio with a $769.3 million equity position. The company posted 11% revenue growth to $638 billion, with AWS leading the charge, growing 19% year-over-year in Q4 2024. The company’s proprietary AI chips and focus on automation helped expand its operating margin and fuel a 90% surge in GAAP net income. Its rapid expansion of same-day delivery infrastructure and a booming advertising segment, which is now generating an annual run rate of $69 billion, show Amazon’s relentless pursuit of operational and strategic dominance.
Ray Dalio’s Bridgewater Associates also lists Amazon.com, Inc. (NASDAQ:AMZN) as a top holding with a stake worth over $200 million. Dalio’s confidence stems from Amazon’s end-to-end AI integration, which enhances demand forecasting, inventory optimization, and digital marketing. The company’s custom AI chips offer clients a more affordable alternative to Nvidia’s GPUs, positioning AWS as a go-to solution for businesses deploying generative AI applications. While Amazon’s 12% stock gain in 2024 lagged behind some tech peers, its structural advantages in logistics, cloud, and advertising make it a durable long-term play.
15. Alphabet Inc. (NASDAQ:GOOGL)
Number of Hedge Fund Holders: 234
A concerned caller asked Jim why he did not consider Alphabet Inc. (NASDAQ:GOOGL) a buy anymore. Here’s what Cramer replied with:
“I’ve left Google now. I didn’t leave it at the right price, I know that, but I left it because I don’t use Google other than for like the most simple historical [queries], because there’s other ones. I won’t go to Grok to find whether Hoover was president; I still use google for that. I just find myself using so many other things that I know I can’t be alone, and that’s what I worry about. I know YouTube’s doing well, though.”
Oakmark Equity and Income Fund stated the following regarding Alphabet Inc. (NASDAQ:GOOGL) in its Q4 2024 investor letter:
“Alphabet Inc. (NASDAQ:GOOGL) was the top contributor during the quarter. Despite ongoing litigation with the Department of Justice in its antitrust case, the U.S.-headquartered interactive media and services company’s stock price rose after posting solid third-quarter earnings. In the Search division, the company generated low-teens year-over-year revenue growth and management highlighted that they’re seeing strong user engagement with their new AI Overviews feature. The biggest upside surprise came from the Cloud division, where revenue growth accelerated to 35% and margins reached a record of 17%. This performance was driven by client demand for AI Infrastructure and Generative AI Solutions as well as core Google Cloud Platform (GCP) products. We continue to believe Alphabet is a collection of great businesses that can unlock further value over the long term through its world-class AI capabilities.”
14. GoDaddy Inc. (NYSE:GDDY)
Number of Hedge Fund Holders: 52
The host of Mad Money had GoDaddy Inc. (NYSE:GDDY)’s CEO on the show to celebrate the company’s 10-year IPO anniversary and explore its pullback after a strong 2023 performance. Cramer was broadly supportive of the stock’s long-term value:
“Take GoDaddy, that’s the internet domain registry and web hosting company that’s become a major small business facilitator. The stock had a surprise breakout last year, rallying more than 85% after years of sideways trading. Now the stock’s pulled back hard since mid-February—hardly alone… [Bullish implication throughout the interview].”
“I’ve started so many businesses. I told my daughter the other day—she said, ‘What do I do?’ I said, ‘I don’t know anybody but GoDaddy.'”
“I don’t know whether I would have been as fortunate if it weren’t for [GoDaddy] because I didn’t have that skill set. I had other skill sets, but I didn’t have that. Because of [GoDaddy], I was able to find someone who said, ‘Listen, just put this in—I got to have this thing going.’ And that’s done. I’ve done it five times.”
GoDaddy continues to evolve beyond domain registration, offering integrated AI-powered website building, ecommerce tools, and business services that support millions of small businesses globally.
13. Adobe Inc. (NASDAQ:ADBE)
Number of Hedge Fund Holders: 117
Jim Cramer called out Adobe Inc. (NASDAQ:ADBE) as one of the major enterprise software names that’s been hit hard recently, expressing his own concerns over competition from generative AI. He said:
“Adobe, what a great company. Its stock is down almost 35% from its high set last year […] Adobe has come up with a few AI tools of its own headlined by Adobe Firefly – it’s a Lamborghini, wow! It’s a really impressive technology. But the problem is OpenAI can also do these things too. So is Adobe being hurt or helped by AI? It’s really hard to say. […] I’m not sure I’d stick my neck out for Adobe with its generative AI threats.”
Adobe is investing heavily in generative AI across its Creative Cloud suite, but faces competition from newer AI-native tools. However, its massive install base and enterprise subscriptions give it a solid revenue moat.
Guinness Global Innovators stated the following regarding Adobe Inc. (NASDAQ:ADBE) in its Q4 2024 investor letter:
“Adobe Inc. (NASDAQ:ADBE) faced challenges this year, ending as the Fund’s worst-performing stock (-25.5% USD). Investor concerns about Adobe’s AI strategy and underwhelming earnings reports played a key role in performance over the year. Adobe started the year with optimism surrounding its generative AI innovations and the company seemed poised to capitalize on the surging demand for creative and marketing automation tools. Its AI-driven platform, Firefly, launched in March 2023, quickly gained traction, generating over 16 billion creative outputs and setting adoption records. However, despite this strength, Adobe’s stock has underperformed, as earnings reports over the year have appeared softer than initially expected from investors. The market reaction however was not caused by scepticism about Adobe’s AI products and tools, but rather driven by concerns on the ability to monetise these quickly. The creative design market has seen intensifying competition with competitors like OpenAI, Canva and even startups introducing generative AI content tools such as text-to-video tools. Adobe’s strategy has appeared to be focused on prioritising widespread adoption over immediate monetization, echoing its successful strategy with PDF in previous years. While larger enterprises have adopted and appreciate Adobe’s ‘commercially safe’ tools compared to peers, Adobe sees a large opportunity amongst those that were not traditionally users of the Adobe’s tools, whether enterprise employees or non-enterprise customers and have thus chosen to drive proliferation of their tools in these ‘untapped’ consumers and delay monetisation. Whilst some AI tools have missed revenue expectations through the year, the increased proliferation and the increasing costs of creating content should improve Adobe’s prospects of monetisation into FY25. Further, despite these short-term challenges, Adobe has a track record of high-quality attributes and long-term growth prospects. Its extensive distribution network, and loyal customer base provide it with a durable competitive edge. The company’s subscription-based model, which accounts for over 90% of its revenue, ensures stable cash flows and high margins. Finally, its brand equity as the industry standard in creative and document solutions supports ongoing market leadership, allowing us to remain confident in Adobe’s ability to navigate current challenges and deliver sustained value over time.”
12. Oracle Corporation (NYSE:ORCL)
Number of Hedge Fund Holders: 105
During the segment where Jim Cramer talked about struggling enterprise software businesses, Oracle Corporation (NYSE:ORCL) was also named. He pointed to weakening fundamentals and a cancelled federal contract as a red flag. He noted:
“Oracle and Salesforce peaked back in December; they’re now down almost 30% from their highs. […] The Department of Defence said it would cancel an Oracle contract to modernize the Pentagon’s HR system. There’s some hope that Oracle could recover the contract, but that could be roughly $100 million in annual recurring revenue down the drain. Sure, that’s a rounding error for Oracle, a company that’s expected to bring in more than $57 billion in revenue this year, but it’s a warning sign for the industry.”
While Oracle Corporation (NYSE:ORCL) remains a major player in enterprise software and cloud infrastructure, its exposure to government contracts and legacy systems could pose growth challenges due to changing IT budgets by the Department of Government Efficiency (DOGE).
Polen Capital stated the following regarding Oracle Corporation (NYSE:ORCL) in its Q4 2024 investor letter:
“We added to several existing positions in the quarter including Oracle […] Oracle was a recent addition to the portfolio last quarter, and results so far indicate an accelerating trajectory that we expect will continue for many years. The company’s OCI (Oracle Cloud Infrastructure) cloud infrastructure business enjoys large and durable advantages and is seeing much demand for normal cloud workloads with generative AI training and inference workloads as nice potential optionality on the upside.”
11. Salesforce, Inc. (NYSE:CRM)
Number of Hedge Fund Holders: 162
Salesforce, Inc. (NYSE:CRM) was highlighted as Cramer’s long-time favourite in the group, though he acknowledged the recent decline and guidance concerns. He explained:
“Salesforce reported a very solid quarter but then gave grim guidance for both the current quarter and the full year. The stock fell over 4% in response. It has recovered since then, much to my chagrin. Many of these enterprise software outlets had rolled out new generative AI tools. They were so exciting. For Salesforce, they launched this thing called agent force – I know you’ve probably seen the Matthew McConaughey ads. It’s a platform, and it helps their customers create autonomous AI agents to help with sales and customer service. They’ve even racked up some big contract wins for this thing, but it’s still very early and it’s not yet large enough to really move the needle.
I certainly haven’t liked seeing Salesforce come down a hundred bucks from its high—that’s been devastating for my charitable trust—but I also think a lot of the action here has become emotional, not thoughtful. […] Listen, I am worried too. I certainly haven’t liked seeing Salesforce come down a hundred bucks from its high, that’s been devastating for my charitable trust. I do think though that you should be getting more selective in this space. I am happy to stick with Salesforce, which I’ve been liking since 2008, one of the leaders when it comes to using AI to its advantage.”
Salesforce’s investments in AI through Einstein and its strategic acquisitions continue to strengthen its CRM platform, but recent cautious guidance has pressured investor confidence.
Parnassus Growth Equity Fund stated the following regarding Salesforce, Inc. (NYSE:CRM) in its Q4 2024 investor letter:
“Salesforce reported third-quarter results that exceeded analysts’ expectations, as the integration of AI technology across the customer relationship management software company’s product offerings has driven robust growth in new deals.”
This strong quarterly performance helped Salesforce rank among the fund’s top contributors for the period, highlighting the firm’s success in monetizing AI across its suite of enterprise solutions. Parnassus sees the company’s focus on innovation as a key driver of continued momentum in customer acquisition and revenue growth.
10. ServiceNow, Inc. (NYSE:NOW)
Number of Hedge Fund Holders: 110
The host of Mad Money mentioned ServiceNow, Inc. (NYSE:NOW) as one of the enterprise software businesses that are struggling lately. Here’s what he said:
“ServiceNow, that’s down 32% from its peak in January. I cannot remember that kind of decline. […] ServiceNow stood out with 13% of revenue coming from federal government business. […] I’m not sticking my neck out for ServiceNow with its sizable exposure to the federal government.”
Despite short-term headwinds, ServiceNow remains a leader in digital workflow automation, and its ongoing shift into AI-driven IT services could be a long-term catalyst.
Sands Capital Select Growth Fund stated the following regarding ServiceNow, Inc. (NYSE:NOW) in its Q4 2024 investor letter:
“ServiceNow, Inc. (NYSE:NOW) shares advanced following its third-quarter business results, which revealed impressive execution at scale across the company’s product suite.
The business exceeded both top- and bottom-line expectations, with subscription revenue growing 22 percent in constant currency and adjusted operating margins expanding to 31 percent. Momentum continues in its Pro+ generative artificial intelligence (AI) product, which we estimate is generating nearly $100 million—a roughly 200 percent increase relative to the prior quarter. Outside of AI, momentum was broad across products and customer segments.
Over our five-year horizon, we expect ServiceNow to sustain over 20 percent top-line growth with incremental upside from continued progress in its AI-enabled products. We view its durable growth fueled by a broad product suite, paired with AI-related upside, as favorable relative to peers that trade at comparable valuations with weaker platform opportunities.”
9. The Trade Desk, Inc. (NASDAQ:TTD)
Number of Hedge Fund Holders: 63
A caller asked Jim Cramer whether The Trade Desk, Inc. (NASDAQ:TTD) was worth buying after the stock had been under pressure. Here are Cramer’s thoughts:
“I kept thinking that Jeff Green is going to make a comeback. He’s got a new system he’s pushing in. And I’m going to say this. I’m going to go there. I think at $57, I’m going to go all-in that Jeff Green’s got these problems fixed. I am out there. I want Jeff to come on the show, but I am saying at this level, I am with Jeff Green. I am with Trade Desk.”
As a leading player in programmatic advertising, The Trade Desk is poised to benefit from the shift away from third-party cookies and increasing adoption of CTV (Connected TV) ad solutions.
Rowan Street Capital stated the following regarding The Trade Desk, Inc. (NASDAQ:TTD) in its 2024 year-end investor letter:
“The Trade Desk has been our most successful investment to date. March 2025 will mark five years since we opportunistically initiated our position at a cost basis of $17.40 (split-adjusted). Since then, TTD has appreciated more than sevenfold, delivering an annualized return of approximately 54%.”
8. Palantir Technologies Inc. (NASDAQ:PLTR)
Number of Hedge Fund Holders: 64
A caller asked Cramer about his thoughts on Palantir Technologies Inc. (NASDAQ:PLTR) and whether they should worry about the amount of revenue that was coming through federal contracts, to which Cramer replied with:
“You buy [Palantir]. I’ll tell you why. I think they’re actually the paragon and paradigm of what the DOGE Boys want to see. I think they are fantastic at what they do. I know that Alex Karp and I will never really play pickleball together but I will say this, he runs a good company, and he’s from Philly.”
Ithaka Group stated the following regarding Palantir Technologies Inc. (NASDAQ:PLTR) in its Q4 2024 investor letter:
“From the front-lines of warzones to Fortune 500 enterprises, Palantir Technologies builds software to address high-level action items, respond to defense and security concerns, and improve organizational efficiency. […] The stock’s meteoric rise in the quarter was due to a strong earnings report that beat Street expectations as well as investor excitement with regard to the company’s ability to further monetize its AI product across its growing customer base.”
Ithaka noted Palantir as one of the top five contributors to portfolio performance in Q4 2024, with the stock soaring over 100% during the period. The fund highlighted the company’s dual exposure to government contracts (~55% of revenue) and a rapidly expanding commercial customer base (~45%), both of which are embracing Palantir’s AI and data analytics platforms. The letter underscored growing investor confidence in the scalability and monetization potential of Palantir’s generative AI solutions.
7. Sportradar Group AG (NASDAQ:SRAD)
Number of Hedge Fund Holders: 31
Jim Cramer was happy to revisit Sportradar Group AG (NASDAQ:SRAD), a stock a viewer first brought to his attention last year. Pleased with the company’s progress, he invited the CEO onto the show to discuss the business in more detail. Here are his comments from the segment:
“Regular viewers know that I’m a big believer in online sports betting plays like DraftKings […] We spent a lot of time talking about the soft stuff, but the numbers here are really pretty great. […] I want to thank our viewer that came to us with this because holy cow, this one’s a gem.”
CEO Carsten Koerl appeared on the show to share how Sportradar collects data from over one million live sporting events annually and serves major leagues around the globe, except the NFL. Koerl highlighted tennis, soccer, and basketball as the company’s top data-generating sports, and emphasized Sportradar’s expanded MLB partnership and growth in international markets like Taiwan, Korea, and Japan. He also stressed the company’s vital role in sports integrity, noting Sportradar helped uncover over 100 suspicious betting cases last year. With 27% compound annual growth in EBITDA and $350 million in cash, the CEO outlined a clear path to $1 billion in liquidity over the next three years which will position Sportradar as not just a key player in sports tech, but a steadily rising powerhouse in global betting infrastructure.
6. Whirlpool Corporation (NYSE:WHR)
Number of Hedge Fund Holders: 25
During the lightning round, a caller asked about Whirlpool Corporation (NYSE:WHR), and Cramer was blunt in his response, expressing disappointment in the stock’s performance:
“I don’t understand why – it never goes anywhere, I thought this guy would come in, I thought it’d be well-run – it’s not happening. I’m going to say I don’t like it. I think you should own the stock of Home Depot—that’s the one to buy right here right now.”
Whirlpool Corporation (NYSE:WHR) is one of the world’s largest manufacturers and marketers of home appliances, offering a wide range of products including refrigerators, washers, dryers, and cooking appliances under brands like Whirlpool, Maytag, KitchenAid, and Amana. The company operates globally, but its U.S. manufacturing footprint has long been a central pillar of its identity.
In April 2025, Whirlpool announced the layoff of approximately 650 workers, that is nearly one-third of its workforce, at its unionized Amana, Iowa manufacturing facility, due to weak consumer demand for refrigeration products. This follows earlier white-collar job cuts across its HR, Finance, Procurement, and IT departments. Nevertheless, Whirlpool’s CEO Marc Bitzer reaffirmed the company’s operational discipline, noting that Whirlpool achieved $300 million in cost savings in 2024 and plans to cut an additional $200 million in 2025.
5. Alibaba Group Holding Ltd. (NYSE:BABA)
Number of Hedge Fund Holders: 107
A caller during the lightning round asked whether looking into China was risky. Jim Cramer gave his green light but specifically recommended Alibaba Group Holding Ltd. (NYSE:BABA), saying:
“The Chinese market is in bull market mode. The only one that I’ve supported the whole way is Alibaba. But I give you my blessing on this because right now it is the place to be and that is the right sector.”
Baron Emerging Markets Fund shared the following commentary on Alibaba Group Holding Limited (NYSE:BABA) in its Q4 2024 investor letter:
“Alibaba Group Holding Limited is the largest retailer and e-commerce company in China. Alibaba operates shopping platforms Taobao and Tmall as well as businesses in logistics, local services, digital media, and cloud. Shares fell on continued weakness in core domestic commerce growth. Quarterly results were roughly in line with expectations, with relative strength in profitability, but the timing for acceleration in core gross merchandise value is still unclear. We retain conviction that Alibaba is well positioned to benefit from China’s ongoing growth in online commerce and cloud in China, though competitive market concerns remain.”
4. Rio Tinto Group (NYSE:RIO)
Number of Hedge Fund Holders: 39
A caller pitched Rio Tinto Group (NYSE:RIO) as a play on global electrification, and Cramer, clearly entertained and impressed by the analysis, gave his support:
“RTZ! That’s what they call the people included in it. Called RTZ, because we are so much cooler than everybody else. I like your call!”
Rio Tinto Group (NYSE:RIO) is a global mining powerhouse with a diversified portfolio spanning iron ore, aluminum, copper, and increasingly, lithium. The company recently completed its acquisition of Arcadium Lithium, in order to expand its operations in the battery materials market. In parallel, Rio Tinto announced a $1.8 billion investment to expand its Brockman iron ore operations in Western Australia’s Pilbara region, underlining its long-term confidence in iron ore demand. The company has also resumed shipments from its East Intercourse Island facility at Dampier Port, boosting its logistics capacity after earlier disruptions. In a meaningful push toward sustainability, Rio Tinto signed a landmark solar and battery energy agreement with Edify Energy for its Gladstone operations. With $8.4 billion in taxes and royalties paid in 2024, the company not only remains a vital economic contributor in its operating regions but also demonstrates transparency and a forward-looking growth strategy that blends traditional mining strength with green energy initiatives.
3. Fidus Investment Corporation (NASDAQ:FDUS)
Number of Hedge Fund Holders: 3
Fidus Investment Corporation (NASDAQ:FDUS) was mentioned during the lightning round by a caller seeking income and capital preservation. Cramer, however, advised against it due to uncertainty around its holdings:
“I have to tell you I am going to be against you on this. Why? Because I have no idea what this business development company owns, and if we get into a nasty tariff-incited downturn, then I think Fidus is going to be hurt. So I cannot give you my blessing on that, I am very sorry.”
Fidus Investment Corporation (NASDAQ:FDUS) specializes in providing tailored debt and equity financing to lower middle-market companies across the U.S., focusing on businesses with revenues between $10 million and $150 million. In March 2025, the company priced a $100 million public offering of 6.750% notes due 2030, reflecting its ongoing strategy to strengthen its capital structure and enhance financial flexibility. The proceeds are intended to repay a portion of its outstanding credit facility, but may also be recycled into new investments that align with its mission of generating both current income and capital appreciation.
2. Altria Group, Inc. (NYSE:MO)
Number of Hedge Fund Holders: 47
When a caller asked Jim Cramer about his stance on Altria Group, Inc. (NYSE:MO), the host was torn between the company’s strong performance and his personal reservations. Here’s what he said:
“Altria is troublesome for me because I’ve lost relatives to smoking. At the same time, there’s no denying they are one of the best-run companies in the world and they have actually made more money than almost any company in the world when they did the split with Altria and Philip Morris and Kraft Heinz, so you have a good one. I just don’t want to recommend it myself.”
Altria Group, Inc. (NYSE:MO) remains one of the world’s leading tobacco producers, backed by iconic brands and a steady track record of returning capital to shareholders. In Q4 2024, the company reported net revenue of $5.11 billion (excluding excise taxes), a modest 1.6% increase year-over-year, and delivered adjusted earnings per share of $1.29, slightly beating analyst expectations. Looking ahead, Altria projects 2025 EPS growth of 2% to 5%, with guidance ranging from $5.22 to $5.37. The company’s performance reflects both margin strength in its core tobacco business and disciplined financial management, even as it faces headwinds from regulatory scrutiny and illicit e-vapor product competition. Altria is also reinvesting savings from its Optimize & Accelerate initiative to support smoke-free innovation and long-term transformation. With a $1.16 billion stake, Arrowstreet Capital lists Altria as one of its top 10 holdings.
1. CoreWeave Inc. (NASDAQ:CRWV)
Number of Hedge Fund Holders: N/A
The host of Mad Money closed the episode by talking about last week’s hot IPO, which was CoreWeave Inc. (NASDAQ:CRWV). He talked about how the stock price tanked during its first trading day but attributed it to broad market weakness, and reminded his viewers that the fundamentals of the company remain strong and that the hype is still there for the company. Here’s what he said:
“Coreweave shares fell yesterday $3 or almost 7%, but then today the stock catches fire and soars almost 42% to $52 and change, because suddenly people believe in AI infrastructure again. Coreweave this is the star of the AI infrastructure firmament.
Here’s the truth about CoreWeave. I talked to so many people about these guys when I was at GTC, the Nvidia Trade Fest, and at the Samsung Bureau for CNBC, and everybody loved them; everybody!
[…] Anyone in the data center world understood the Coreweave was the best at what it does. […] Nothing’s changed, nothing at all except the price […] Everyone needs to remember what happened here. The same stock they couldn’t give away last week is now roaring higher on absolutely no new news. I’ll back the view of every single person I met in the data center business, including random people at GTC booths who know this thing is real.”
While we acknowledge the potential of CRWV 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 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 CRWV 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.
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