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 recent inflation report and his thoughts about the remaining months of 2025. The September CPI saw prices tick up by 0.3% during the month, and meant that annual inflation in the United States sat at 3% for the highest level since January. Quoting his discussions with executives of consumer goods firms, Cramer tied the data with a ‘year of magical investing:’
“Look, when you listen to Mr. Moeller from Procter & Gamble, what is the main theme of it? It’s not necessarily the growth. Which is fine, it’s that the tariffs didn’t cost that much. I had Richard Tobin on from Dover, it’s a real diversified company, tariffs didn’t cost that much. These are things that are working and then you’ve got the President on Truth Social saying, congratulating himself on GM and Ford doing so well because of the tariffs. So suddenly you’ve got this, remember this is my year of magical investing. You just keep getting these things that work in favor of the bulls and then you see some people come on and they’re incredibly bearish but they don’t have the horses.”
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 October 24th.
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 427.7% since May 2014, beating its benchmark by 264 percentage points (see more details here).
10. Walmart Inc (NYSE:WMT)
Number of Hedge Fund Holders In Q2 2025: 105
Walmart Inc (NYSE:WMT) is one of Cramer’s top stocks in the retail space. He favors the firm due to its scale and ability to keep prices down. The CNBC TV host has gone as far as to suggest that Walmart Inc (NYSE:WMT), along with Costco and Amazon, might become one of the handful of dominant players in the market. In this episode, he discussed the firm after commenting on Target and its recent layoff announcement. Cramer asserted that Walmart Inc (NYSE:WMT) continues to take market share and remarked that the retailer’s strong performance meant that inflation might not significantly rise:
“Walmart. . .continue[s] to take share. They’re doing quite well. I think that, my take is that, as long as they’re doing well, costs can be held. Because that’s where people shop in this country.”
In his morning appearance on October 14th, Cramer commented on Walmart Inc (NYSE:WMT)’s partnership with OpenAI and termed it a reason to buy the stock:
“Walmart announces a partnership with OpenAI to introduce a shopping cart on ChatGPT. This is in addition to what we know from Etsy. This is a direct attack on Amazon. And there isn’t a vertical that OpenAI doesn’t want to go after. And this is a good example of why, every time we want to say, pie in the sky, Walmart, you want to own Walmart today because of this announcement with OpenAI and ChatGPT!”
9. Costco Wholesale Corporation (NASDAQ:COST)
Number of Hedge Fund Holders In Q2 2025: 91
Along with Walmart, Costco Wholesale Corporation (NASDAQ:COST) continues to be Cramer’s top stock in the retail space due to the firm’s scale and low prices. In multiple appearances throughout this year, the CNBC TV host has asserted that Costco Wholesale Corporation (NASDAQ:COST) actively bargains with companies to ensure that consumers get the lowest prices. He has also discussed the firm’s tussle with Lululemon and used it as an example of Costco Wholesale Corporation (NASDAQ:COST) simply launching its own brands of products if it believes that prices are too high. These factors have led him to conclude that Costco can be one of the few mega players in the retail industry. In this appearance, he remarked that the firm continues to take market share after Target announced a surprising layoff:
“Costco continue[s] to take share. They’re doing quite well. I think that, my take is that, as long as they’re doing well, costs can be held. Because that’s where people shop in this country.”
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