Jim Cramer Says He Likes Fair Isaac But Won't Touch It Over AI Disruption Fears

Industry
โดย Insider Monkey·Read original
Summary · why it matters

Jim Cramer told a Mad Money caller that he likes Fair Isaac Corporation but will not invest in the stock because of persistent fears that artificial intelligence could disrupt the company. Cramer said he is not going to get in the crosshairs of companies that might get hurt by AI, calling it too painful. He acknowledged that FICO is not as easily disrupted as the market thinks, but noted that every time the stock lifts, people sell it, comparing the dynamic to Intuit, Workday, and ServiceNow. Cramer said he cannot stop the flood of thoughts that Anthropic is going to destroy the company, so he is not going to get into that hornet's nest even though he likes the company.

Impact on stocks 4

Artificial Intelligence · 2 stocks
Fair Isaac Corporation
FICO
▼ NegativeTechnologyrelevance

Jim Cramer expresses fear that AI could disrupt Fair Isaac, and he avoids the stock due to AI disruption concerns.

Cloud & Digital Infrastructure · 2 stocks

Off-coverage companies 1

AnthropicPrivate± Mixed
relevance