Jim Cramer Discusses Surging Value of Intel and AMD CPUs

Intel Corporation (NASDAQ:INTC) was one of the stocks on Jim Cramer’s radar as he highlighted AI winners to buy for 2026. Cramer highlighted the shortage in the company’s products, as he stated:

And then there are the new agents that do things that are powered by CPUs from AMD, Arm Holdings, Intel. Hence why the latter’s stock can’t seem to stop at all and these, all these CPUs, they didn’t seem to be worth anything, they’re gold. None of them saw this new compute economy coming except for NVIDIA, so all are short on product. They don’t have enough. Everything I just mentioned, there’s not enough supply. We don’t have enough compute. We don’t have enough components that would let us make more. It’s a gigantic shortage.

Intel Corporation (NASDAQ:INTC) designs and manufactures processors, chips, memory, and related hardware. Additionally, it provides software, optimization solutions, and AI-enabled platforms. Cramer mentioned the stock during the April 27 episode and commented:

Can the AI-related data center stocks keep winning? Let’s talk short-term and long-term. Last week, we had an explosion of buying related to an incredibly exciting story that is Intel. Today, many of the stocks that were deemed copycats of Intel were pancaked. I think you’re getting a real good chance to buy those, and I don’t want to get ahead of myself. That said, I believe the companies that are involved in the CPU complex will do very well for the rest of the year. Mainly, that’s Intel and AMD. But don’t forget, Arm Holdings, really down badly today.

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