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 Marriott International Inc. (NASDAQ:MAR) 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

4. Marriott International Inc. (NASDAQ:MAR)

Marriott International Inc. (NASDAQ: MAR), recently trading near $342.58, continues to demonstrate why it remains a cornerstone travel stock in a resilient global tourism cycle. Despite a modest pullback, the company has advanced meaningfully since late October, supported by a strong quarterly earnings report and constructive commentary from management reinforcing demand stability across both leisure and business travel. Television host Jim Cramer has publicly reiterated his bullish stance, stating that he likes Marriott for travel and believes the travel bull market remains intact, emphasizing that macro noise, including government shutdown concerns, has not materially derailed the company’s momentum.

Marriott International, the world’s largest hotel operator by room count, benefits from a powerful asset-light business model built on franchising and management contracts, which drive high-margin fee revenue and robust free cash flow. Its diversified portfolio spans luxury, premium, select-service, and extended-stay brands, giving it exposure to multiple demand segments across geographies. The company’s loyalty ecosystem, Marriott Bonvoy, further strengthens pricing power and occupancy resilience by deepening customer engagement and repeat bookings, a key differentiator in the competitive hospitality industry.

Recent earnings highlighted sustained RevPAR growth and disciplined cost management, while the company’s CFO underscored that leisure travel demand has held up exactly as expected throughout the year. Although temporary disruptions such as government shutdown headlines created some business travel noise, management expressed confidence in underlying demand trends. This stability, combined with Marriott’s global scale and development pipeline, positions MAR to capitalize on continued international travel recovery and corporate travel normalization.

From a valuation and capital allocation perspective, Marriott’s strong balance sheet, consistent share repurchases, and dividend growth reinforce its profile as a high-quality consumer discretionary stock. As travel demand remains structurally supported by pent-up consumer spending, experiential consumption trends, and global mobility normalization, Marriott stands out as a premium hospitality investment. Cramer’s endorsement reflects the broader narrative that the travel bull market is alive, and Marriott, with its brand strength, operating leverage, and global footprint, remains class-leading within the hotel and leisure sector. For investors seeking exposure to durable travel growth, brand dominance, and cash-generative asset-light economics, Marriott International represents a compelling long-term holding within the travel and hospitality industry.

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