On Monday, popular stock market analyst Jim Cramer shared his views on the stock market rebound. He pointed to NVIDIA Corporation (NASDAQ: NVDA) as a major player in the growing artificial intelligence (AI) sector. Speaking on CNBC’s Mad Money, Cramer said investor confidence is rising as trade policies and business strategies become clearer. He also mentioned positive talks between business leaders and former President Donald Trump. Cramer stressed that companies like NVIDIA are key to the future of American manufacturing and AI innovation. His remarks come as global investors continue to watch the AI market and U.S. trade developments.
Market Rebound Boosts Investor Confidence
Jim Cramer opened his Mad Money episode by discussing the day’s stock market activity. He noted that stocks bounced back due to growing hopes for stable global trade. According to Cramer, this optimism is linked to new trade policies and American companies investing more at home.
“Declaring victory while you’re still playing is a dangerous game unless you’re President Trump. Today felt a lot like a declared victory,” Cramer said. He pointed out that U.S. businesses are now more committed to building products locally, thanks to clear expectations set by policymakers.
Cramer’s Focus on U.S. Trade and Business Shifts
Cramer explained that many companies have changed how they operate. He said they now understand the need to cooperate with American trade policies if they want to access U.S. markets.
“They just gotta play ball with Trump and with our country,” Cramer added.
He believes this change is a result of President Trump’s strong push to bring manufacturing back to the U.S. through the use of tariffs. Cramer noted that the stock market has always recognized Trump’s focus on rebuilding American industries.
Tariff Deadline Sparks Company Concessions
Cramer highlighted two reasons behind the recent shift in corporate behavior. First, the April 2 tariff deadline was fast approaching at the time, which pressured foreign companies to make trade concessions. Second, he said that President Trump listened to American business leaders and wanted to support companies that hire and grow in the U.S.
“Trump doesn’t want to harm U.S. companies that hire here and expand here. He does want to harm those that don’t,” Cramer said.
NVIDIA’s Role in AI and U.S. Manufacturing
Cramer used NVIDIA Corporation (NASDAQ: NVDA) as an example of a company that is part of this changing business environment. He revealed that NVIDIA’s CEO, Jensen Huang, had positive discussions with President Trump.
“I’m told the behind-the-scenes meetings with the president are convivial and substantive,” Cramer shared. He added that executives found the president supportive and focused on helping their businesses succeed.
NVIDIA is known worldwide for its graphics processing units (GPUs) and innovations in computing, AI, and networking technologies. It has become one of the top companies driving AI and robotics growth.
Hedge Funds and Investor Sentiment on NVIDIA
According to data from Insider Monkey, 223 hedge funds held shares of NVIDIA at the end of the fourth quarter of 2024. This shows strong interest from institutional investors in the company’s growth potential.
During his Mad Money show, Cramer referenced recent analyst comments about NVIDIA. Analysts at Wedbush and Morgan Stanley had issued warnings and lowered price targets, but still called NVIDIA a top pick for AI and robotics growth.
“Well, you know what’s a highly diversified play on AI and robotics? It’s NVIDIA,” Cramer said. “You want AI? I’ll give you NVIDIA. You want self-drive? I’ll give you NVIDIA.”
Despite short-term market concerns, Cramer stressed that NVIDIA remains a solid choice for those interested in the future of AI.
Cramer’s Stock Picks and Market Strategy
NVIDIA ranked 7th on Cramer’s recent list of top stock picks. His list, based on his analysis during the March 24 episode of Mad Money, also included other companies that could benefit from changes in trade policies and market conditions.
The list is supported by hedge fund data that shows how top investors are placing their bets. According to Cramer and other market experts, following hedge fund investments can sometimes help retail investors outperform the market.
NVIDIA’s position in the AI and technology space continues to attract investor attention. Jim Cramer’s comments highlight how global trade talks and U.S. policies are shaping the business environment. As always, investors should follow market updates and conduct their own research before making investment decisions.
