Cramer's Lightning Round: Don't buy UPS
SoundHound AI: "...I would be a little careful."
Modine: "Modine's got a lot of good things going...I think Dover is a better play for you than Modine."
Entergy: "ETR's had such a run, I know it can go higher...I'm going to say right here [don't buy! don't buy]."
Click here to download Jim Cramer's Guide to Investing at no cost to help you build long-term wealth and invest smarter.Disclaimer The CNBC Investing Club Charitable Trust owns shares of Dover.
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3 Brilliant AI Stocks to Buy Before July Ends
Key Points Arm Holdings' goal of controlling 50% of the data center processor design market seemed crazy earlier this year. Now it doesn't. The use of new materials in the simplest of technologies can make a world of difference in terms of performance. Voice-based artificial intelligence tech is finally getting traction, largely thanks to SoundHound AI's years of developmental work and savvy acquisitions. 10 stocks we like better than Arm Holdings › Artificial intelligence mania is still going strong, readily rekindling bullish interest in many of the industry's stocks while continuing to lift others. Investors understand that most of these tickers are already well overvalued. But investors also know these stocks' potential upside is just too promising to worry (much) about valuations just yet. Sometimes you just have to hold your nose and dive in. To this end, while there are certainly far more AI stocks to consider adding to your portfolio, if you can stomach the risk and volatility, there's some urgency to the idea of stepping into one or more of three of the industry's lower-profile names. Here's a closer look at each one of the three in question. Arm Holdings In its early days when modern artificial intelligence was more of an experiment than a commercialized business, power consumption wasn't a concern. Data centers were small enough for their operating costs to not really matter. Developers simply wanted to see if they could make the idea work. And it does. Now that the AI industry entered its full commercialization phase, though, data center operators are shocked at the sheer size of their utility bills. The U.S. Department of Energy reports that data centers consumed 4.4% of the United States' total electricity production in 2023, for perspective, and is expected to be as much as 12% by 2028. The DOE also explains (in more practical and tangible terms) that the typical data center consumes between 10 and 50 times the amount of power needed by an equally sized ordinary office building. Enter Arm Holdings (NASDAQ: ARM). You may know Arm Holdings as a semiconductor stock, and from a certain perspective, it is. It doesn't actually make chips, though. Rather, it designs them and then licenses its designs to other manufacturers and developers that specifically need its power-efficient IP. The A18 processor found in Apple's newest AI-capable iPhones are Arm-based chips, for example, is manufactured by Taiwan Semiconductor Manufacturing. It's not just about preserving smartphones' battery life. Arm's processing architecture can offer power efficiency to automobiles, laptops, and yes, even data centers, where its processors are using up to 60% less electricity than comparable conventional processing chips. Its share of this market is still in the single digits. But with its chips' efficiency now being touted by partner Amazon Web Services, Arm's goal of controlling 50% of the global data center market by the end of this year doesn't exactly seem far-fetched. These won't all necessarily be artificial intelligence data centers. But certainly some of them will be. Arm stock may look and feel overpriced and overvalued here. And perhaps it is. Yet with shares still trading where they were a year ago, at least for the time being the window of opportunity is open to interested investors. Navitas Semiconductor Navitas Semiconductor's (NASDAQ: NVTS) growth strategy is simple enough -- take an older technology and make it better, and better suited for more modern applications. In this case the technology in question is the silicon found in all modern computerized electronics, as well as many simple motorized tools and heavy that requires electricity to function, including power grids, solar power equipment, and data center power supplies. Navitas Semiconductor's silicon carbide replaces ordinary silicon with something that's not only more durable, but can more cost-effectively handle the higher power loads that equipment like electric vehicles, the aforementioned solar power systems, and data centers require or produce. The company's gallium nitride power integrated circuitry, on the other hand, allows for the compact combination of multiple microcircuits that might normally require more than one discrete component being embedded into a single circuit board, reducing its energy consumption. That's why this tech is well suited for smaller electronics like smartphone chargers or televisions, or even smartphones now that they're starting to handle generative AI duties from the devices themselves. It's not the easiest stock to own, for the record. These are relatively new technologies, and while they're drawing interest (including from AI titan Nvidia), they aren't producing consistent least not yet. Navitas is also still unprofitable, adding to the stock's volatility. The company's making forward progress toward profitability, though, as the need for its solutions becomes increasingly inevitable. Following this year's likely sizable revenue setback compared to an unusual revenue surge in the same quarter of 2024, analysts are looking for top-line growth of 51% next year and another 39% improvement the year after that. The market should continue rewarding the promise of this progress, even if only erratically. SoundHound AI Finally, add SoundHound AI (NASDAQ: SOUN) to your list of brilliant AI stocks to consider before July comes to a close. In its infancy, computerized voice-recognition wasn't great. It could distinguish spoken words and sounds from a narrow range of established options, allowing it to handle basic self-service phone calls. But that was about it. SoundHound AI helped usher in the next generation of voice-based artificial intelligence technology. By melding this voice recognition with deeper machine-learning that allows for a contextual and even predictive understanding of spoken words, this company's solutions are suited for work like fast-food order-taking, conversational customer service, onboard assistance in automobiles, and consumer electronics that don't just take commands, but understand requests that may be unusually voiced. There's been no shortage of drama here, nor volatility for the stock. For instance, earlier this month Piper Sandler's James Fish affirmed his long-term optimism on SoundHound's tech, but questioned whether or not the company would be able to easily navigate the near-term transition to a subscription-based revenue model as well as yet another acquisition integration. The corresponding downgrade comes just two months after Piper Sandler initiated coverage of the company's stock at an overweight rating, serving as a microcosm of the pushing and pulling that SoundHound and SoundHound shares have experienced since it became publicly traded back in 2022. The fact is, however, SoundHound AI's future has never been more promising than it is right now. Several product/platform developments are finally getting traction, boosted by multiple acquisitions that the market didn't always cheer. Next year's projected revenue growth of 27% is a hint of what should be the long-term norm here now that it's got all the technological prices of its puzzle put together. In this vein, an outlook from industry research outfit suggests that the global voice-based AI customer service agent business is poised to grow at an average annual rate of 35% through 2033, while the bigger conversational AI market will grow at a solid pace of 24% per year through 2035. SoundHound's positioned to capture at least its fair share of this the stock's recent bullishness suggests investors are finally catching on to. Should you buy stock in Arm Holdings right now? Before you buy stock in Arm Holdings, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the for investors to buy now… and Arm Holdings wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $636,774!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $1,064,942!* Now, it's worth noting Stock Advisor's total average return is 1,040% — a market-crushing outperformance compared to 182% for the S&P 500. Don't miss out on the latest top 10 list, available when you join Stock Advisor. 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Jim Cramer While Discussing Johnson & Johnson: 'It's Still Too Early to Buy the Momentum Stocks'
Johnson & Johnson (NYSE:JNJ) is one of the stocks that Jim Cramer recently commented on. Cramer discussed the stock in light of its latest quarter and analyst sentiment around it. He said: 'Sometimes you get these days where it feels like the market has returned to some semblance of what you're used to when things get shaky. I mean, these are the days when J&J will reign supreme… My guess is that there'll be maybe two or even maybe three days where interest rates are lower. This was day one, and you have to wait as the food and drug analysts come out from under the table and start bragging loudly about their flock and about how it's time to buy. That's what those guys always do… Which analysts are going to resist going out positive on J&J, which has moved up every day seemingly since the last quarter, maybe since they announced that quarter. Maybe the food analysts can talk up mergers… They're reasonable presumptions, and they'll preclude a serious tech rally or a speculative surge. Hear what I said, preclude. It's still too early to buy the momentum stocks.' Trong Nguyen / Johnson & Johnson (NYSE:JNJ) develops and sells a wide range of healthcare products, including prescription treatments for major diseases and advanced medical technologies. While we acknowledge the potential of JNJ as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 30 Stocks That Should Double in 3 Years and 11 Hidden AI Stocks to Buy Right Now. Disclosure: None. This article is originally published at Insider Monkey. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
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Jim Cramer on Goldman Sachs: 'I'm a Believer'
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