Jim Cramer Picks 5 Stocks to Buy as AI Trade Revives Across 32-Stock Portfolio

2 articles · Updated · CNBC · Aug 13

At CNBC Investing Club’s August meeting, Jim Cramer singled out Nvidia, Micron, Intel, Amazon and FedEx as his five favorite buys, arguing the AI trade has regained momentum.
Nvidia led the list ahead of its Aug. 26 earnings, while Micron and Intel were pitched as longer-term AI chip plays—Micron on tight memory supply and Intel despite a $20 billion secondary offering.
Amazon made the cut because Cramer sees AI demand already translating into profits, and FedEx because he expects holiday share gains over UPS and stronger higher-margin B2B shipping tied to U.S. reindustrialization.
Beyond the top five, Cramer stayed constructive on AI-linked names including Broadcom, GE Vernova, Eaton, Corning, CrowdStrike and Palo Alto Networks, but was more cautious on Apple after Tim Cook’s planned CEO exit and on laggards such as Salesforce.
The review also revisited recent exits from Nike and Honeywell Aerospace, framing the stock picks as part of a broader portfolio reset around AI, industrial and selective defensive themes.