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.”
8. NVIDIA Corporation (NASDAQ:NVDA)
Number of Hedge Fund Holders In Q2 2025: 235
NVIDIA Corporation (NASDAQ:NVDA) is one of Jim Cramer’s favorite stocks. He believes the firm is heralding a new industrial revolution and can play a key role in the robotics industry as well. Given its status as the most valuable company in the world, NVIDIA Corporation (NASDAQ:NVDA) is often the focus of a myriad of reports daily. Some of these are negative, and they have made Cramer repeatedly comment that the “long knives” are out for NVIDIA. NVIDIA Corporation (NASDAQ:NVDA)’s shares were turbulent at trading start yesterday after China accused the firm of violating anti-monopoly laws:
“[On China ruling about NVIDIA’s monopolistic behavior] I know, five years I remember they left it open. Mellanox is a great company, let them expand the data centers, I totally get it. I think it’s interesting as Treasury Secretary Bessent says it, it’s poorly timed.
“No I don’t think that it’s coincidence to issue little statements, been kicking around for five years.”
As is the case for Apple, Cramer also believes that one should not be influenced too much by the daily movement in NVIDIA Corporation (NASDAQ:NVDA)’s shares either. For instance, he commented on September 8th:
“However, I got real bad news for those who are trading, not owning NVIDIA. The price performance of NVIDIA is so much better than any other company, including the one that’s our larger position, that we say we don’t care. I got another idea: why not own both? Today was the Citi analyst day to shine. Oh yeah, after four weeks down for NVIDIA, he really nailed it. Did I mention that he lowered his price target and then the stock actually finished up on the day but he did break ranks.”
7. Apple Inc. (NASDAQ:AAPL)
Number of Hedge Fund Holders In Q2 2025: 156
Apple Inc. (NASDAQ:AAPL)’s been a regular feature of Cramer’s morning and evening shows last week and this week. It’s been a jam-packed time for the firm as it launched the iPhone 17 lineup. Cramer also visited Apple Inc. (NASDAQ:AAPL) supplier Corning’s factory in Kentucky last week and was full of praise for the glass manufacturer’s ingenuity. He believes that Apple is a stock that has to be owned instead of being traded. This time, he discussed the FDA clearing Apple Inc. (NASDAQ:AAPL)’s Apple Watch for hypertension detection:
“[After Carl commented that the Apple Watch receiving FDA approval for hypertension shed light on earlier discussions of how much of a medical device it could be] I’m so glad that you mentioned that, because when it first came out, there was talk, there was a project at Stanford, there were a lot of doctors who were saying, if we could just get hypertension, then they kind of gave up. They just didn’t think it was possible. This just shows you, as something gains momentum and more and more people are going to get this, this is going to end up, I think being something that insurance companies are going to want. Because hypertension’s the biggest killer, silent killer. And I salute Tim. He came on Mad Money and at one point said listen, I want to be a healthcare company, that’s my legacy. David, this is very important use case.”
“Tim is talking directly about the Watch selling really well but it’s the 17 that I’m really excited about. I’m getting rid of mine. The trade-in is so unbelievably good, much better than what people, look it’s not going to cost anything. That’s one of. the great things, it’s not. When you figure out how much the trade in value, and you get the deal from the phone company, this Air, the Air, it’s like having a chocolate bar in your hand. You couldn’t even tell. It’s gorgeous. Battery life good. Oh and David, the new one, when you do selfie, like let’s say we did a selfie, okay. Like literally I could cut your head off you know, not on the new one, I’d get you. Because it works like that. Like Tim was taking a lot of selfies, no one gets cut out. I usually get cut out because I’m short. . .and that by the way, Tim thinks is going to be a huge selling point.
” and I believe Apple’s going to have the best AI [inaudible] when this is over, of anybody.
“Tonight is Apple night. A lot of people, with Tim Cook I think some of it is really revelatory. The stock, I think is correctly acting. It’s acting correctly today.”
6. V.F. Corporation (NYSE:VFC)
Number of Hedge Fund Holders In Q2 2025: 43
V.F. Corporation (NYSE:VFC) is an American apparel company. The firm is currently in the midst of a turnaround effort, and it generated headlines yesterday after announcing that it would sell its Dickies business for a $600 million price tag. Cramer discussed V.F. Corporation (NYSE:VFC) in detail:
“One of my favorites, my favorite turnarounds, the turnarounds are hard, witness the negative note about Under Armour today, is what Bracken Darrell is trying to engineer at VF Corp. He missed, he didn’t do it last quarter, the quarter being again tough for CEOs. But he’s just sold Dickies which is a great brand. For 600 million bucks. Now this is gonna matter because the balance sheet had been a problem. So I think it gives new life to the buyback. To the buying of, he bought so much stock at the open market. Now we can talk about how much, that Musk bought, but in relation to the market, he buys like a billion dollars worth of stock over the last couple of quarters. Now I think that this is a buy, because, it shows me the brand’s maybe worth more than the people realize. And the people felt that Dickies was a tired brand. For a tired brand he got 600 million dollars. I think it’s very important.
“I think that Vans is still problematic, he will turn Vans, he’s a turnaround artist. I think that the first, first turn go around there was an analyst [inaudible] that was very harsh. I think that that’s behind them. I think that you can buy it, it’s not a fast turn because when you get this casual clothing line, you know how hard it is. . . but this turn is going to happen, I wanna to down there and see what’s going on. It’s that good. Because, look Vans is a storied name. I think it’s a very, very good company.
“As long as the balance sheet’s good, which is why I am so happy about the selling of Dickies for 600 million.”
5. Target Corporation (NYSE:TGT)
Number of Hedge Fund Holders In Q2 2025: 54
Cramer discussed Target Corporation (NYSE:TGT) in the context of turnarounds. The discussion on turnarounds started when he and co-host David Faber commented on V.F. Corporation. Cramer commented that he loves turnarounds even though they are hard to execute. For Target Corporation (NYSE:TGT), he mentioned a note that had outlined that the firm is opening larger stores. The firm is currently opening new stores in Arizona, California, Nebraska, Virginia, Texas, Florida, and South Carolina. The CNBC TV host has discussed Target Corporation (NYSE:TGT) several times in 2025. Most of his comments have discussed the firm in the context of Walmart and Costco and remarked that it had to lower prices. This time, he discussed Target Corporation (NYSE:TGT) and the difficulty in executing turnarounds:
“I think the right way to look at this is how hard. I mean I know that there is a note that I’ve been following on Target where Target’s announcing that it’s going to be making bigger stores. Everybody has to do something like Tapestry.”
Last month, Target Corporation (NYSE:TGT) made headlines after it announced that it would end its partnership with Ulta Beauty. Commenting on the development, Cramer remarked:
“I thought that was very significant because that had been something over and over again, Brian Cornell, CEO of Target, had been telling as a great relationship. I think that Ulta has been, if you look at the chart, incredibly strong stock.
“Target, the exact opposite [of being a strong stock].”
4. Tapestry, Inc. (NYSE:TPR)
Number of Hedge Fund Holders In Q2 2025: 67
Tapestry, Inc. (NYSE:TPR) is a high-end American accessories, footwear, and jewelry company. Cramer’s previous comments about the firm have raised the point that the firm offers consumers high-value products. Value in this sense, according to the CNBC host, does not mean low price but quality at a reasonable price. Cramer has also appreciated Tapestry, Inc. (NYSE:TPR)’s Coach brand by commenting that in hard times, you simply “eat” your competitors instead of trying to take them over. Tapestry, Inc. (NYSE:TPR) is currently executing a turnaround with its Kate Spade brand by simplifying its product lineup and attracting younger shoppers. During this episode, Cramer and co-host David Faber discussed turnarounds and Cramer used Tapestry, Inc. (NYSE:TPR) as an example for others, such as Target:
“Everybody has to do something like Tapestry. Everybody. My great friend Sarah Eisen did a terrific interview with Tapestry. And I think that turnarounds can happen. Turnarounds are real. They’re hard though.”
Here is what Cramer said abut Tapestry, Inc. (NYSE:TPR) on August 16th:
“[On shares being down due to impact from tariffs] Now there’s one where if you want to have a consumer price index problem, I didn’t that there’s was going to be as bad as it is. And that’s Coach. And you know, wow, I mean they didn’t signal that beforehand. It was kind of, quizzical.”
3. NIKE, Inc. (NYSE:NKE)
Number of Hedge Fund Holders In Q2 2025: 81
Recently, Cramer got rather sentimental about NIKE, Inc. (NYSE:NKE). In his detailed assessment of the firm on September 10th, the CNBC TV host shifted his tone about the firm. Before the appearance, Cramer had wondered whether the troubles faced by On Holdings meant that NIKE, Inc. (NYSE:NKE)’s turnaround might be struggling. However, on the 10th, he went as far as to say that now he’s wondering how much of the stock to buy for his charitable trust. Cramer was also willing to cry about NIKE, Inc. (NYSE:NKE), and as the conversation shifted to turnarounds in this show, it was only natural that the firm came up as well as Cramer discussed a key sales factor that had kept the firm down:
“I think Nike’s not stopping at a hundred. . .
Elliott Hill doing an incredible job at Nike. Incredible job. I got the new ones, switching after many, many years. They’re just so light, great. That brand is back. Look they were doing so much direct-to-consumer, and, talk about package that’s stolen on a lot of [inaudible], Nike. That’s unfortunate. You leave em out, it’s probably the most stolen product, you got to buy them at the stores, that’s why DICK’S was so, so smart to buy Foot Locker.”
2. Starbucks Corporation (NASDAQ:SBUX)
Number of Hedge Fund Holders In Q2 2025: 66
Starbucks Corporation (NASDAQ:SBUX) is another firm busy with a turnaround. Under the leadership of CEO Brian Niccol, the firm is seeking to improve its customer experience by improving its services and seating and providing customers with a unique experience to generate loyalty. While Starbucks Corporation (NASDAQ:SBUX)’s shares have dipped by 10% year-to-date, Cramer continues to have faith in the CEO. His previous comments about the coffee chain have pointed out that “many things” are going well at the firm. According to Cramer, these include “record numbers” and the flexibility to sell its China business. In his latest comments about Starbucks Corporation (NASDAQ:SBUX), he reiterated these factors and asserted that the market had misjudged the firm:
“. . .Starbucks goes much higher.
“This is, you want [inaudible] Starbucks is going down because coffee at the high end is a tiny amount. I think that China deal, the upcoming, let’s say, they have a lot of optionality in China. People are really misjudging it.
[On how he put all his hopes in the CEOs engineering the turnarounds] 100%. As long as the balance sheet’s good. .
“. . .David’s right, I do like the, I like the Starbucks because of Brian Niccol. I think he’s doing a terrific job.”
However, Cramer did recently wonder whether Starbucks Corporation (NASDAQ:SBUX) CEO Brian Niccol might be facing more problems than he had anticipated:
“I do want to ask you a question about the state of Starbucks. Do you think it’s possible when Brian came in he may not have realized how broken Starbucks really was?”
1. Chipotle Mexican Grill, Inc. (NYSE:CMG)
Number of Hedge Fund Holders In Q2 2025: 68
Chipotle Mexican Grill, Inc. (NYSE:CMG) has struggled in 2025. Its shares have lost 35% year-to-date as the firm has continually struggled with disappointing same-store sales. Cramer has discussed Chipotle Mexican Grill, Inc. (NYSE:CMG) several times this year. He believes that high prices are one reason behind the firm’s woes. In fact, Cramer has gone as far as to point to a specific price point that could be contributing to Chipotle Mexican Grill, Inc. (NYSE:CMG)’s woes. According to him, the fact that the firm’s meals are priced at $15 is pushing value-conscious customers away. Cramer believes that high prices, coupled with delivery prices, drive down the demand for its food. Due to its troubles, Chipotle Mexican Grill, Inc. (NYSE:CMG) is now looking to improve its business. Therefore, the firm made it into Cramer’s discussion as he discussed turnarounds with co-host David Faber and co-host Carl Quintanilla asked him whether food companies could also turn their fates around:
“Chipotle very difficult, I think that they’re way, way away.”
However, while Chipotle Mexican Grill, Inc. (NYSE:CMG)’s prices might be high, Cramer recently praised the firm for increasing its portion sizes in tandem with the price hikes:
“Like I had Scott Boatwright on last week, Chipotle. You know they had to raise price, but they made it larger. Now it still hurts, because it’s 28 dollars for a chicken burrito when you put in DoorDash, so that’s on the expensive side. But PepsiCo at least, which Chipotle you got more, they made the size bigger because they were criticized.”
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