Jim Cramer Discusses Mattel (MAT) – Focus On Grok, Hasbro Leading

Jim Cramer’s Insights on Stocks: A Look at Mattel, Inc. (NASDAQ:MAT)

Overview of Jim Cramer’s Stock Commentary

Jim Cramer, the famous host of CNBC’s "Mad Money," has been vocal about various stocks in recent weeks. One topic of discussion has been the performance of stocks after a notable market shift due to advancements in artificial intelligence (AI). In a recent episode, Cramer reviewed the effects of DeepSeek, a Chinese AI company that disrupted market sentiments last January by suggesting it could train high-quality generative AI models with significantly reduced costs compared to its American counterparts.

Impact of DeepSeek on the Market

Cramer recalled January 23rd as a key date, marking the announcement of DeepSeek’s capabilities, which caused widespread unease across AI-related stocks. Initially, NVIDIA experienced a rapid decline in stock price over just two trading sessions. This turmoil quickly spread to companies connected to data center infrastructure, dragging down the broader Nasdaq index.

However, subsequent developments suggested a restoration of stability. NVIDIA announced ambitious plans to build $500 billion worth of AI infrastructure in the United States over the next four years. Despite overcoming the initial shock, the company faced setbacks, including a ban imposed by the U.S. government on selling AI chips to China, which led to a $5.5 billion write-down. Despite these challenges, Cramer noted that NVIDIA’s core business remained solid.

Notable Quote: Cramer mentioned, “Even with the trade war, the AI infrastructure theme seems totally back on track."

Spotlight on Mattel, Inc. (NASDAQ:MAT)

When a viewer posed a question about Mattel, Cramer expressed his support for the company but also mentioned that Hasbro is currently leading the toy market with a successful card game product. He advised viewers interested in understanding Hasbro’s edge to explore platforms like Grok for detailed insights.

What Mattel Offers

Mattel is known for producing a diverse array of toys and games for children and collectors alike. Their portfolio includes:

Dolls
Vehicle toys
Preschool items
Licensed franchises from popular media

Cramer’s View on Hedge Fund Sentiments

In the rankings of stocks discussed by Cramer, Mattel came in at 7th place. Although it shows potential as an investment, Cramer indicated that AI stocks might offer better returns in a shorter time frame. He pointed out that some AI stocks have performed well since early 2025, whereas many well-known AI stocks experienced a downturn of around 25%.

For investors looking to explore options beyond Mattel, there is a highlighted report featuring an AI stock trading at less than five times its earnings, which may have more promise for substantial gains.

Hedge Fund Trends in Stock Investments

Cramer’s insights are rooted in the practice of analyzing hedge fund activities. Insider Monkey’s database, which tracks over 1,000 hedge funds, reveals that 30 hedge funds currently hold shares in Mattel. This interest can often indicate the potential strength of a stock, as hedge funds tend to conduct extensive research before making investment decisions.

Cramer’s discussion provides a solid foundation for understanding how Mattel fits within the larger context of market trends and the evolving landscape of AI investments. By following the strategies of top hedge funds, individual investors may improve their chances of achieving better market performance.