8 Stocks Bill Ackman and Jim Cramer Are Bullish On

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Bill Ackman and Jim Cramer are two of the most closely followed names on Wall Street. Cramer’s stock picks already get plenty of coverage, and we just looked at five stocks he is…

Bill Ackman and Jim Cramer are two of the most closely followed names on Wall Street. Cramer's stock picks already get plenty of coverage, and we just looked at five stocks he is bullish on. See the five picks here.

Ackman founded Pershing Square Capital Management in 2004. From 2004 through early 2026, the firm returned 15.9% a year after fees, compared with 10.7% a year for the S&P 500.

Ackman has been vocal about AI. In its Q3 2026 investor letter, Pershing Square said Wall Street worries too much about what big tech spends on AI and gives too little credit to the revenue and profit that spending could bring. Read the letter here. His portfolio also overlaps with Nancy Pelosi's trading disclosures, and we covered the two stocks they both own. Click to see the overlap.

In an interview with CNBC earlier this month, Ackman said he does not see a repeat of the Roaring 1920s in the stock market. Earnings expectations have risen meaningfully this year, and stock valuations look low compared with the market's growth, he said. He sees more froth in private venture markets, where fear of missing out drives deals, but said much of it is justified. He called AI a global race for superintelligence and said the United States cannot afford to finish second.

In a separate interview with the Milken Institute, Ackman said the impact of AI will be the story of 2026, 2027 and probably 2028. He said the cost of intelligence is falling and called intelligence the most valuable asset in the world. He believes the AI spending boom is sustainable because big tech companies have the cash and credit to raise capital, and because the return on computing power is well above the cost of capital. He worries more about pure-play neocloud companies, which he compared to highly leveraged real estate developers. He sees no repeat of the 1999 internet bubble because AI companies such as Anthropic run profitable, fast-growing businesses, he said.

Below are the eight stocks that appear in both Ackman's…

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