Jim Cramer's 12 Core Stocks for 2025: Capitalizing on AI and Nuclear Power

Jim Cramer, the renowned investor and host of CNBC's "Mad Money," has revealed his list of 12 core stocks to own heading into 2025. These stocks span various sectors, offering investors a diversified portfolio with strong growth potential. This article explores Cramer's picks, focusing on the tech, energy, and healthcare sectors, and their alignment with broader market trends and economic indicators.

The artificial intelligence (AI) revolution is creating an unprecedented surge in energy demand, with data centers accounting for up to one-third of the anticipated increase in U.S. electricity demand from 2024 through 2026. Major tech companies are turning to nuclear power to meet their growing energy needs, signaling a nuclear renaissance. Cramer's picks reflect this trend, with a focus on companies capitalizing on the growing demand for clean energy.



1. Oklo, Inc. (OKLO) - A pioneer in small modular reactors (SMRs), Oklo is well-positioned to capitalize on the growing demand for clean energy from the tech industry. With OpenAI's Sam Altman as its chairman, the company's innovative fast fission power plants promise nuclear energy at scale, making it an attractive investment in the renewable energy sector.
2. NuScale Power Corp. (SMR) - NuScale develops modular light water reactor nuclear power plants, which offer enhanced safety features and operational flexibility. The company's stock has soared nearly 100% over the past month, reflecting investor confidence in its potential to meet the surging demand for reliable clean energy.
3. Constellation Energy Corp. (CEG) - As the largest nuclear operator in the U.S., Constellation has secured a groundbreaking 20-year agreement with Microsoft to restart a reactor at Three Mile Island. This strategic move positions the company as a natural partner for tech giants seeking stable, carbon-free power, making it an attractive investment in the energy sector.
4. Cameco Corporation (CCJ) - A leading uranium producer, Cameco is well-positioned to benefit from the increasing demand for nuclear power. With several projects in the pipeline, including Millennium, Yeelirrie, Kintyre, and Exploration, the company's shares have gained nearly 45% over the past month, reflecting investor confidence in its growth prospects.
5. Centrus Energy Corp. (LEU) - Centrus supplies enriched uranium fuel for commercial nuclear power plants in the U.S. and internationally. The company's recent contract award from the Department of Energy aims to expand its domestic commercial production, making it an attractive investment in the uranium sector.

These companies offer unique investment propositions, capitalizing on the growing demand for clean energy, particularly from the tech industry. By investing in these core stocks, investors can gain exposure to the renewable energy and nuclear power sectors, which are poised for significant growth in the coming years.



However, investors should be aware of the risks associated with these stocks, including market volatility and regulatory changes. The nuclear power sector, in particular, faces challenges related to public acceptance, safety concerns, and waste management. Additionally, the AI revolution's impact on energy demand may not be linear, and unforeseen technological advancements could alter the trajectory of growth in this sector.

In conclusion, Jim Cramer's 12 core stocks for 2025 offer a diversified mix of sectors, including tech, energy, and healthcare. These stocks align with broader market trends and economic indicators, reflecting the growing demand for clean energy, particularly from the tech industry. By investing in these core stocks, investors can gain exposure to the renewable energy and nuclear power sectors, which are poised for significant growth in the coming years. However, investors should be mindful of the risks associated with these stocks and maintain a balanced, analytical approach to investing.