We recently released a list Jim Cramer talks about Elon Musk and discusses these 11 stocks. In this article, we will explore ServiceNow, Inc. (NYSE:NOW) is positioned with other stocks recently discussed by Jim Cramer.
Jim Cramer commented on a recent appearance at Squawk on CNBC Street that he believes Elon Musk’s government efficiency department or threshold will target wasteful government spending. Musk shared in his latest earnings call for his car company that he will soon step back and return to manage his business. The news has caused the company's stock to soar 10% since its report, and the media report has since pointed to his disagreement with Treasury Secretary Scott Bessent.
Kramer commented:
“I started thinking, I think Medicaid is immune, look, do I hope it’s immune? I don’t want to get any immunity. I always hope Doge is where the real money is, uh, Medicaid, and could hurt a bunch of companies.
He also mentioned that companies continue to face uncertainty when it comes to the impact of tariffs. Cramer recalled the recent conversation and outlined it: "I was talking to someone today and he said, look, we do business in China. How do you think we deal with tariffs, 200% tariffs? I said no, that's an embargo, that's not a tariff. You don't understand.
The CNBC host also stressed that the market might open in the green that day because "the president didn't say anything annoying. He wasn't vicious. He wasn't called the name."
Kramer also commented on Vice President Vance's visit to India and wondered if the United States could increase coal exports to the country to reduce the trade deficit. "I know India needs coal. We have coal," Kramer said, adding: "We are Saudi Arabian coal. Not non-move, which is a little too dirty."
An industry with high hopes enters 2025, but has been staggering since then, and it is data centers. Data centers form the backbone of AI computing, and these stocks have struggled since the DeepSeek sell-off in January. According to Kramer:
“Oh my god, data center, oh, remember, data center is this growth industry.
When asked what investors need to realize that data centers are still a growth industry, this is what he said:
"You have to see the capital expenditure figure and realize that there is no rejection of capital expenditure. That's what will happen because I still think there is a huge, huge opportunity to be the first search."
To make a list of stocks Jim Cramer talks about, we list the stocks he mentioned on CNBC Off-Road Street, which aired April 22.
For these stocks, we also mentioned the number of hedge fund investors. Why are we interested in stocks that hedge funds to accumulate? The reason is simple: Our research shows that we can beat the market by mimicking the top stocks of the best hedge funds. Our strategy for quarterly newsletters selects 14 small and large stocks every quarter, returning 373.4% since May 2014, beating its benchmark by 218 percentage points (See more details here).
Number of hedge fund holders 2024:110
ServiceNow, Inc. (NYSE:NOW) is a Software Services (SaaS) company that enables businesses to manage their daily operations. Its stock fell to a second time as guidance and economic problems caused headwinds in 2025. However, after the company's Q1 profit per share estimated at $4.04, analysts estimate it was $3.83, ServiceNow, Inc. (NYSE:NOW) shares grew 8% in after-sales transactions and increased their full-year subscription revenue guide to $12.64 billion, and raised $12.68 billion from $12.68 billion and $1.263.5 billion from $1.263.35 billion. What Cramer said before the result:
"For example, there are three notes on ServiceNow today, and are about to be reported. This may have been involved. And, some federal contracts may be at risk... So there are a lot of negative chats for lovers' stocks. ServiceNow. McDmont. Will McDmont, tomorrow is a stock of love."
Overall, now Ranked sixth On the list of stocks recently discussed by Jim Cramer. While we acknowledge the potential of an investment right now, our belief is to believe that certain AI stocks offer higher returns and do this in a shorter time frame. AI stocks have risen since the beginning of 2025, while popular AI stocks have lost about 25%. If you are looking for more promising AI stocks than you are now, but their earnings are trading at less than 5 times the price, check out our report Cheapest AI stocks.
Read the next article: Buy 20 Best AI Stocks Now and According to the billionaire, there are now 30 best stocks.
Disclosure: None. This article was originally published in Internal monkey.