In this piece, we will look at the stocks that Jim Cramer recently discussed.
In his latest appearance on CNBC’s Squawk on the Street, Jim Cramer discussed the weak market open and whether the bearish investor sentiment was related to the court ruling that President Trump’s tariffs were illegal. While the Trump administration has been allowed by the court to continue the tariffs until October 14th, Cramer believes that a broader insecurity in the public is also driving some stock market movement:
“Well I think the court decision makes people feel that anything it’s up in the year, maybe there are different countries that have horse trade, we want to get past the tariffs. We were hoping we can be past tariffs and just focus on the beautiful bill. We can, as long as we can and as long as there is something like, the President revokes Taiwan Semi, well Taiwan Semi is the building block for NVIDIA, the, insecurity that people have, when you speak to, I happened to have gone to a wedding for Ben Stoto, he’s my research director. Well the insecurity people have is just insane. I mean everyone wants to get out. It’s too expensive, who knows what’s going to happen. I want people to stay the course but you have to recognize that you’re going to take a hit here, you’re just going to.”
Our Methodology
To make our list of the stocks that Jim Cramer talked about, we listed down the stocks he mentioned during CNBC’s Squawk on the Street aired on September 2nd.
For these stocks, we also mentioned the number of hedge fund investors. Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter’s strategy selects 14 small-cap and large-cap stocks every quarter and has returned 373.4% since May 2014, beating its benchmark by 218 percentage points (see more details here).
10. NVIDIA Corporation (NASDAQ:NVDA)
Number of Hedge Fund Holders In Q2 2025: 235
NVIDIA Corporation (NASDAQ:NVDA)’s shares haven’t performed well since the firm reported its second quarter earnings last week. The stock is down by close to 6% since the earnings, as investors take a pause from their AI euphoria. However, Cramer has continued to defend the firm, and in these remarks, he dismissed reports claiming that the firm could face AI chip competition from Chinese companies:
“We know that NVIDIA’s weaker. We know that NVIDIA’s the bellwether, it’s now down a lot from where it came, from where it reported. I’m just saying don’t panic, don’t panic. This too shall pass but you’re going have to lose some money.
“And I think that NVIDIA is now dragging the, the long knives again. I mean how many times do I have to read that there’s some Chinese outfit that is catching up to NVIDIA. Go. Read. The. Transcript. It’s really hard to catch up with NVIDIA. They do a lot of things right. Others don’t.”
Cramer discussed NVIDIA Corporation (NASDAQ:NVDA) in detail after the firm’s earnings, and part of his remarks shared faith in the firm’s management:
“And as I said on Twitter, go ahead, sell it and go buy some T-Bills. Please, please buy T-Bills. I want you out of this darn stock.
“But I’m just trying to say, you’re either skeptical, that Collette Kress, one of the great CFOs, is not necessarily being as, you know is painting a very rosy picture of sales. Or you can say, as I do, as someone who, needless to say, liked the stock early, maintaining my faith in the company and I’m saying, own it, don’t trade it.”
9. Constellation Brands, Inc. (NYSE:STZ)
Number of Hedge Fund Holders In Q2 2025: 42
With the year’s third quarter heading to a close, Constellation Brands, Inc. (NYSE:STZ) has once again started to feature on Cramer’s morning show. As was the case early in the year, Cramer continues to believe that the firm is struggling in a weak beer market. Constellation Brands, Inc. (NYSE:STZ)’s shares have lost 32% year-to-date on these concerns. The latest dip came in August after the stock sank by 6.6% as the firm cut its fiscal year 2025 earnings per share guidance to $11.30 to $11.60, from an earlier $12.60 to $12.90, and added that beer sales could drop by as much as 4%. Cramer cited Constellation Brands, Inc. (NYSE:STZ) as an example of never thinking that things couldn’t get worse:
“Now I’m going to give you an example of Constellation Brands, STZ. There are a lot of people who thought, how much more negative could they be? Beers bad! Wine and spirits are bad. Hispanic numbers are bad. And then it comes out, and it’s horrendous! So I mean just when you think things couldn’t get worse!”
Here are the CNBC TV host’s previous comments about Constellation Brands, Inc. (NYSE:STZ):
“Okay, look, here’s a stock that’s been horrendous, I don’t know if we have a chart. . .oh, look at that. It’s been terrible, right here and I’m not saying they’re wrong. Bank of America goes to a Sell because they think numbers are gonna come down again. So we got to go over this.
“[After Faber sarcastically pointed out that BofA had downgraded to sell after 26% in year-to-date losses] Oh give them a break. Given them a break.
“Oh, talk about the substance. Good call. Alright here’s the problem, David. The metrics are going to go down, and these guys, these guys, they have a lot of leverage, but what’s most important is GLP-1s have cut beer. The Gen Z, whoever the [omitted] they are, in terms of their head, they’re healthy. I don’t know what that’s all about, they’re like healthy. That’s who has the stupid mocktails. I shouldn’t say stupid, sometimes they’re tasty.
“It’s the Hispanics, which have, are afraid because they’re afraid to be rounded up if they go to a liquor store. And that matters. Because they’re being deported and now at high levels. So, I mean I just think that you don’t wanna be there. You don’t wanna be there.”
