Jim Cramer Names 6 Stocks to Buy Now as CNBC Club Turns More Selective on AI

3 articles · Updated · CNBC · Sep 10

Six stocks topped Jim Cramer’s buy list at CNBC Investing Club’s September meeting: Kimberly-Clark, Bank of New York, Intel, Micron, Meta and FedEx.
AI selectivity drove the picks, with Cramer favoring cheaper or more defensive names while still backing select tech exposure such as Intel, Micron and Meta.
Micron traded at about 6 times fiscal 2027 earnings, Meta at roughly 19 times earnings and FedEx near 16 times, valuations Cramer argued still leave room for upside.
Beyond the six favorites, he kept Nvidia as an “own-it, don’t-trade” holding, trimmed Broadcom as his least-favored tech position and stayed constructive on power, cybersecurity and cloud names tied to AI demand.
The broader portfolio review also revisited lessons from the recent Corning exit and signaled a more disciplined approach to stock selection across semiconductors, retail, banks and industrials.