In this article, will take a look at the Top 10 Stocks Jim Cramer Is Watching Right Now.

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

10. Snowflake Inc. (NYSE:SNOW)

Snowflake Inc. (NYSE:SNOW) ranks 10th in our list of the top 10 stocks Jim Cramer is watching right now. The company presents a compelling bullish thesis at a time when enterprise software stocks are being indiscriminately repriced on fears that artificial intelligence will compress margins across the sector. Trading around $166 and still down roughly 40% from its early November highs, Snowflake stock reflects a narrative clouded more by sentiment than by structural deterioration. Yet beneath the volatility lies a cloud-based data platform that is increasingly central to the AI ecosystem. As Jim Cramer recently noted, Snowflake is less a traditional seat-based enterprise software vendor and more an infrastructure backbone for data management, analytics, and artificial intelligence workloads. Its consumption-based pricing model, which charges customers based on usage rather than per user, arguably aligns it more directly with AI-driven expansion rather than cannibalization, positioning it to benefit as enterprises scale machine learning, generative AI, and advanced analytics initiatives.

Snowflake’s Data Cloud enables organizations to consolidate disparate data sets into a unified, secure environment where they can run analytics, build data applications, share datasets across ecosystems, and deploy AI models. In the current artificial intelligence arms race, data infrastructure is not optional; it is foundational. AI tools from firms such as OpenAI and Anthropic require vast volumes of structured and unstructured data, governance controls, and scalable compute access. Snowflake’s recent high-profile partnerships with both Anthropic and OpenAI reinforce its relevance as a neutral, cloud-agnostic data layer powering enterprise AI adoption. While broader market anxiety has pressured valuation multiples across AI software stocks, Snowflake’s platform is arguably becoming more essential as businesses seek to operationalize AI, not less.

Financially, Snowflake’s latest earnings report included a strong annual product revenue forecast that underscored durable demand for its cloud data platform. Although the stock initially rallied in after-hours trading before surrendering gains amid sector-wide skepticism, the underlying fundamentals suggest resilience. The company continues to expand its customer base, grow large enterprise accounts, and increase workload intensity within existing clients, a key driver under its consumption-based revenue model. As enterprises accelerate digital transformation, invest in cloud computing, and integrate AI-powered analytics into core workflows, Snowflake’s recurring revenue visibility and high-margin software profile position it as a long-term beneficiary of secular AI and data infrastructure growth trends.

The market’s concern that artificial intelligence will erode enterprise software economics may prove misplaced in Snowflake’s case. Rather than competing directly with generative AI applications, Snowflake enables them. Its platform sits at the intersection of cloud data warehousing, data engineering, and AI model deployment, making it a strategic enabler within the broader AI stock landscape. If investor focus shifts from short-term multiple compression to long-term infrastructure indispensability, Snowflake could re-rate as a premium AI infrastructure play rather than a vulnerable software name. In a market prone to overreaction, Snowflake’s role as a core data and analytics engine for artificial intelligence may ultimately matter more than the noise surrounding near-term sentiment.

9. Arista Networks Inc (NYSE:ANET)

Arista Networks Inc. (NYSE: ANET), recently trading near $131.03, remains one of the clearest infrastructure winners of the artificial intelligence and data center expansion cycle. The networking equipment leader delivered a decisive earnings beat, topping both revenue and earnings expectations while raising full-year guidance, reinforcing its status as a core AI stock powering hyperscale cloud architecture. Despite the strong quarter, the stock gave back its initial post-earnings pop, a dynamic that television host Jim Cramer highlighted as a rare opportunity, describing the results as a “terrific quarter for free” and calling Arista “a beast that’s going higher” under the leadership of CEO Jayshree Ullal.

Arista Networks has become the default Ethernet backbone for major hyperscalers, connecting massive clusters of GPUs and AI servers that drive large language models, cloud computing workloads, and accelerated data processing. As AI infrastructure spending accelerates globally, high-speed, low-latency networking has become mission-critical, positioning Arista at the center of the AI data center buildout. Its cloud-based networking solutions, advanced switching platforms, and software-driven Extensible Operating System (EOS) create a tightly integrated ecosystem that delivers scalability, automation, and operational efficiency for both cloud giants and enterprise customers.

The investment thesis rests on structural demand rather than cyclical recovery. Hyperscalers continue expanding AI clusters, increasing rack density, and deploying next-generation networking fabrics to handle unprecedented data traffic. Arista’s combination of premium hardware, recurring software revenue, and high-margin support services supports durable cash flow generation and operating leverage. Management’s decision to raise guidance in the latest quarter signals strong order visibility and sustained demand for AI-driven networking infrastructure.

From a valuation standpoint, the recent consolidation following a strong earnings beat suggests that short-term market volatility may be masking long-term earnings power. With elevated capital expenditures across cloud providers and accelerating adoption of AI workloads, Arista Networks stands out as a profitable, scale-driven AI infrastructure play. As Cramer emphasized, the company’s execution and leadership under Jayshree Ullal reinforce the narrative that ANET is not merely riding the AI wave but helping architect it. For investors seeking exposure to the backbone of artificial intelligence rather than just semiconductor headlines, Arista Networks offers a compelling blend of growth, profitability, and strategic positioning within the rapidly expanding data center and cloud networking market.

8. Visa Inc. (NYSE:V)

Visa Inc. bagged the 8th spot in our list of the top 10 stocks Jim Cramer is watching right now. The company remains one of the most durable large-cap growth stocks in the financial markets, even as periodic waves of skepticism create temporary pullbacks in V stock. Trading around $318 per share, Visa continues to dominate the global digital payments ecosystem, processing billions of transactions annually across credit, debit, and prepaid cards. Despite a recent negative piece suggesting potential trouble for the payments giant, prominent market commentator Jim Cramer pushed back firmly, emphasizing that both Visa and its closest peer are “terrific growth companies” that periodically fall out of favor with the stock market. His view was clear: when sentiment turns cautious on a structurally strong franchise like Visa, long-term investors should see opportunity rather than panic.

Cramer noted that while payment stocks can appear cyclical in how they are “loved” or “not loved” by Wall Street, their underlying business models are far more resilient. Visa’s asset-light network model does not take on direct credit risk like traditional lenders; instead, it monetizes global payment volume through transaction fees, cross-border activity, and value-added services. That distinction is critical. Unlike banks or credit card issuers such as Capital One, which operate within credit cycles and trade at lower earnings multiples, Visa benefits from scalable revenue growth tied to the structural expansion of electronic payments, e-commerce, and digital wallet adoption.

Following a recent update with the company, Cramer described Visa as “doing incredibly well,” reinforcing the narrative that operational performance remains strong even when headlines turn cautious. Visa’s high-margin business model, powerful network effects, and global brand dominance continue to generate robust free cash flow and consistent earnings per share growth. As cash displacement accelerates globally and emerging markets expand financial inclusion, Visa’s total addressable market in digital transactions continues to widen, supporting a long runway for revenue and profit expansion.

For investors focused on blue-chip fintech stocks, Visa represents exposure to secular growth trends including cross-border payments, embedded finance, fraud prevention technology, and real-time digital transactions. While short-term valuation compression may occur during broader market rotations, the long-term thesis remains anchored in predictable cash flows, high return on invested capital, and scalable global infrastructure. In periods when Visa stock is temporarily “not loved,” as Cramer suggests, history indicates those moments have often provided compelling entry points into one of the most dominant payment technology platforms in the world.

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