In this piece, we will look at the stocks Jim Cramer discussed.
In his latest appearance on CNBC’s Squawk on the Street, Jim Cramer discussed the latest news surrounding the TikTok deal that saw Treasury Secretary Scott Bessent share that the US and China had agreed to a “framework” for it. Cramer started by discussing TikTok’s popularity:
“This is the one. This is the one everybody’s on. And, I think the President’s interesting when he said about But TikTok is a dominant force. You know you got reels, which had Zuckerberg, and that’s working.”
Then, after co-host David Faber commented that TikTok is seen as the future media platform, Cramer replied:
“Well that’s about the attention span time. I mean my daughter had a, she looked at a chair and she told a story about the chair and. . .it got nine and a half million views. And I’m like, she said nothing.”
Finally, the CNBC TV host also wondered about the political views of the potential buyers:
“You want this piece of business. I wonder what the politics are of the buyers. Because you want this piece, you want this thing. I mean you mentioned Bobby Kotick, I mean like I don’t know, Bobby Kotick’s a rich guy. Oracle one time I thought would do. that.”
Since Cramer often refers to himself as a “dollar sign represented by a man,” it was unsurprising that he advised viewers to buy the stock of the entity acquiring TikTok:
“But from our point of view, you say, I mean whoever buys it, you wanna buy their stock. Because you can take this thing to the limit. We don’t really know how much it can make. But one thing we do know is that’s the best targeted in the world. I mean if you’re one of these consumer products companies, this is the best way to reach some other than to be Amazon and Google. Maybe better than Amazon and Google.”
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 15th.
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. Eaton Corporation plc (NYSE:ETN)
Number of Hedge Fund Holders In Q2 2025: 74
Eaton Corporation plc (NYSE:ETN) is a power management products provider with exposure to the data center industry. Cramer has sporadically discussed the firm this year, and he disclosed in early September that his charitable trust owns the shares. He believes that the data center boom in the US is the biggest construction boom in America since the Second World War. For Eaton Corporation plc (NYSE:ETN), this means that the firm is benefiting from large orders. European data center builders ABB and Legrand are also important for the firm, believes the CNBC TV host. This time, he discussed Eaton Corporation plc (NYSE:ETN) in the context of President Trump’s announcement that firms will release earnings just twice a year. Cramer remarked on how a quarterly cycle affects the firm:
“I mean look, Eaton today, upgraded by Melius, okay. Now Eaton does electrical transformation. They have, they’re building a new plant. They have to make more capacity. The plant doesn’t come on time. Next thing you know, everyone downgrades Eaton.”
9. Under Armour, Inc. (NYSE:UA)
Number of Hedge Fund Holders In Q2 2025: 37
Under Armour, Inc. (NYSE:UA) was the second firm Cramer mentioned as part of his discussion of Trump’s announcement that US firms will report earnings twice a year pending the SEC’s approval. He discussed that a quarterly earnings cycle carries the potential to limit long-term thinking and planning at businesses. Cramer also outlined that firms with long-term initiatives often suffer as investors and analysts are focused on quarterly performance. As for Under Armour, Inc. (NYSE:UA), he discussed the firm earlier this year and commented that its CEO made a risky call by stating that the firm would improve its business. Here are his latest thoughts about Under Armour, Inc. (NYSE:UA):
“I’m watching Under Armour today, getting downgraded. Why? Because the 90 days, the turn is not going to happen this quarter. The notion of something this quarter is how we think. And it’s how money managers think.”
Back in May 2024, Cramer was a fan of Under Armour, Inc. (NYSE:UA) and CEO Kevin Plank:
“I am a huge supporter of Kevin Plank. I am not a huge supporter of the stock — and the reason is because there is nothing more competitive than that industry. I bet you if Kevin had chosen another industry, he’d be crushing it. But you’re up against Nike, you’re up against HOKA, you’re up against New Balance. These are just serious competitors, and you’ve got to be on your game every second.”
