We recently published our article Top 10 Stocks Jim Cramer Is Watching Right Now, where we examined the broader themes shaping his latest market commentary amid heightened market volatility and shifting investor sentiment. In this article, we take a closer look at Snowflake Inc. (NYSE:SNOW) and why it has earned a spot among the companies currently drawing Cramer’s attention in today’s rapidly evolving market environment.

For anyone who has covered markets long enough to remember the dot-com implosion, the global financial crisis, and the cloud computing boom, one thing becomes unmistakably clear: Wall Street has a talent for overreaction. Earlier this week, that reflex was on full display after a research note ominously titled the “2028 Global Intelligence Crisis” painted a dystopian future in which artificial intelligence wipes out vast swaths of white-collar employment. The result was immediate. Software stocks sold off sharply, enterprise technology names buckled under pressure, and the AI stock narrative briefly shifted from unstoppable growth to existential threat.

Yet within days, the market began stabilizing, almost as if investors collectively remembered that technological revolutions rarely unfold in straight lines. Jim Cramer, the longtime host of Mad Money and a fixture in the financial media landscape for decades, weighed in with a perspective shaped by experience rather than panic. While acknowledging that certain enterprise software companies face real competitive pressure from generative AI, machine learning, and automation platforms, Cramer made a critical distinction: disruption does not automatically mean extinction. Some software companies may earn less. Some may compress on valuation. But wholesale eradication? That, in his view, remains far-fetched.

AI Is Not the Villain — It’s the Engine

The narrative that artificial intelligence will dismantle entire industries overnight has become a recurring theme in financial commentary. However, seasoned market observers understand that AI adoption, like every transformative technology before it, tends to redistribute value rather than destroy it entirely. NVIDIA’s recent “picture-perfect quarter,” as Cramer described it, reinforces the argument that AI is not a speculative bubble evaporating in real time but a revenue-generating force reshaping capital expenditure priorities across the globe. Enterprise AI spending continues to expand, cloud infrastructure budgets are adjusting to accommodate AI workloads, and data center investment remains robust.

The broader artificial intelligence market is projected to grow into the hundreds of billions of dollars in annual spending within this decade. AI software stocks, semiconductor companies, robotics automation providers, and enterprise cloud platforms are all competing for slices of that expanding opportunity set. The fear that firms like Anthropic or other large AI developers will eliminate traditional software players entirely overlooks a key reality: most enterprise software companies are actively integrating generative AI tools, AI-powered analytics, and automation capabilities into their existing platforms. In other words, adaptation is already underway.

This dynamic helps explain why price-to-earnings multiples across enterprise software have compressed. Investors are recalibrating growth assumptions, factoring in margin pressure and competitive risk. But multiple compression does not automatically equate to long-term structural decline. Often, it creates selective opportunity for investors who can differentiate between vulnerable business models and adaptable ones.

The Long View From 49,000 Dow Points

Cramer’s remark about having been on the right side of 49,000 Dow points since he first walked onto Wall Street was more than bravado. It underscored a philosophy rooted in decades of observing boom-and-bust cycles. Markets stumble, narratives shift, and research notes ignite temporary chaos. But earnings, cash flow, and innovation ultimately determine direction. The artificial intelligence revolution is not a theoretical exercise confined to academic labs. It is embedded in enterprise software platforms, customer relationship management systems, cybersecurity frameworks, supply chain optimization tools, and even industrial robotics.

Enterprise software stocks are indeed navigating a transition. AI integration demands investment. Business models must evolve. Some companies will thrive, others will lag, and valuation dispersion will likely widen. However, the suggestion that artificial intelligence will leave a wasteland of “white-collar unemployables” and hollow out the sector ignores how technology historically enhances productivity and creates new categories of demand.

For investors tracking AI growth stocks, enterprise software companies, semiconductor leaders, and automation platforms, the current volatility reflects recalibration rather than collapse. Speed bumps, as Cramer noted, are part of the journey. Markets can be fooled periodically, but structural technological adoption tends to reward disciplined capital over time.

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Our Methodology

In this context, examining the specific stocks Cramer discussed becomes less about sensationalism and more about analysis. Our approach to compiling the top 10 stocks Jim Cramer is watching right now was straightforward. We reviewed the February 25 episode of Mad Money, identified the companies mentioned in sequence, and evaluated them within the broader AI and enterprise software landscape. The objective was not merely to track commentary but to contextualize it within current market conditions, including AI-driven revenue growth, valuation compression, earnings resilience, and strategic positioning.

As artificial intelligence continues reshaping enterprise operations, the real question is not whether AI will disrupt software companies, but which firms are positioned to integrate, monetize, and scale within the new paradigm. Investors searching for AI stocks to buy, undervalued software stocks, or companies adapting successfully to machine learning and generative AI trends must look beyond headlines. The panic of one week can become the opportunity of the next.

In markets, as history repeatedly demonstrates, fear often travels faster than fundamentals. But fundamentals, in the long run, tend to win.

Top 10 Stocks Jim Cramer Is Watching Right Now

6. NVIDIA Corporation (NASDAQ:NVDA)

NVIDIA Corporation (NASDAQ:NVDA) achieved the 6th spot in our list of the top 10 stocks Jim Cramer is watching right now. The company remains the undisputed cornerstone of the artificial intelligence revolution, and even after recent volatility around the $180 level, the company’s latest earnings report reinforced why many on Wall Street continue to view it as the most important stock in the AI era. Following a decisive top and bottom line beat and roughly 75% year-over-year growth in its data center segment, NVIDIA once again demonstrated that demand for AI chips and accelerated computing infrastructure remains exceptionally strong. Better-than-expected guidance for the current quarter further validated the durability of its growth trajectory, signaling that hyperscaler and enterprise AI spending is not slowing in any meaningful way.

Notably, Jim Cramer recently emphasized NVIDIA’s central role in the broader economy, calling it “the most important company in the universe” and reiterating that investors should own NVIDIA rather than trade it. In his post-earnings commentary, Cramer highlighted the company’s powerful data center growth, strong margin guidance despite concerns about memory shortages, and off-the-charts demand from hyperscalers building massive AI clusters. While skeptics periodically argue that the AI trade is peaking, Cramer’s stance underscores a broader institutional view: NVIDIA is not a short-term momentum story, but the foundational infrastructure provider powering generative AI, large language models, and enterprise AI transformation.

Fundamentally, NVIDIA’s leadership extends well beyond headline revenue growth. Its CUDA software ecosystem, AI platforms, and advanced GPUs create a deeply entrenched competitive moat that competitors struggle to replicate. As companies across healthcare, finance, automotive, robotics, and cloud computing integrate artificial intelligence into core operations, NVIDIA’s accelerated computing architecture has become the default backbone of AI training and inference workloads. Importantly, margin resilience in the face of supply chain noise reflects pricing power and scale advantages that reinforce long-term profitability.

The broader bull thesis for NVDA stock rests on structural secular tailwinds rather than cyclical hype. Artificial intelligence is driving one of the largest capital expenditure cycles in modern tech history, and NVIDIA sits at the center of that spending wave. Its ultra-fast AI chips enable machines to reason, automate, and execute complex tasks at dramatically lower cost, catalyzing new business models and expanding global productivity. As sovereign AI initiatives, cloud AI services, robotics platforms, and autonomous systems scale worldwide, NVIDIA’s role as the bedrock of the fourth industrial revolution becomes increasingly difficult to overstate.

For long-term investors seeking exposure to high-growth AI stocks, NVIDIA represents a rare blend of explosive revenue expansion, operating leverage, ecosystem dominance, and visionary leadership. Short-term pullbacks may invite debate, but as Cramer’s commentary suggests, the more durable strategy may be ownership rather than timing. In a market defined by artificial intelligence, accelerated computing, and digital transformation, NVIDIA continues to define the standard.

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Disclosure: No material interests to disclose. This article was originally published on Global Market Bulletin.