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.”
8. Vertiv Holdings Co (NYSE:VRT)
Number of Hedge Fund Holders In Q2 2025: 104
Vertiv Holdings Co (NYSE:VRT) continues to be one of Cramer’s top stocks in the data center space. In this appearance, he shared how the firm’s air conditioning systems have positioned it in the industry:
“Well Vertiv was just, I mean 16% growth. I had the CEO of Vertiv on, remember Dave Cote is the chairman, but Albertazzi. And he’s just talking, here we with an all time high, that is one of the, that story is incredible. Now people have to realize, when you go into the data center, it’s really hot. And then it’s freezing. And the freezing is because they use these machines called Liebert air conditioners. I first saw them in biotech companies. That is the gold standard, is Liebert. And Liebert, which was the division of Emerson was sold ultimately to a SPAC, which then became Vertiv. This was the first SPAC. And it was a Goldman SPAC. They knew what they were doing. I went to hear the guy speak, and the stock was like at 35, because look this thing, the data center, this could be good for us. Good call.”
7. Tesla, Inc. (NASDAQ:TSLA)
Number of Hedge Fund Holders In Q2 2025: 115
Tesla, Inc. (NASDAQ:TSLA)’s latest earnings report saw Cramer once again assert that investors need to evaluate the firm in the context of robotics and other emerging technologies as opposed to vehicle deliveries. Tesla, Inc. (NASDAQ:TSLA)’s earnings report that came out last week saw the firm’s $28 billion revenue beat analyst estimates of $26.4 billion. However, its profit per share of $0.50 fell short of the estimate of $0.55. Here is what Cramer said about Tesla, Inc. (NASDAQ:TSLA) after the earnings and the earnings call:
“A lot of people don’t listen to the call. The call was so brilliant and all people wanted to talk about was the car sales? They spent more time talking about the articulation of the hand.
“Well he’s talking about 20 million robots. Look, I think that, if you’re really going to say listen sales of Germany trump the 20 million robots, forget it. By the way, one of the most elegant moments was when he endorsed Jensen Huang again. NVIDIA, which has been stalled at the 180 to 182 level, continues to come up as somebody that Jensen Huang is the visionary.”
6. Newmont Corporation (NYSE:NEM)
Number of Hedge Fund Holders In Q2 2025: 66
Newmont Corporation (NYSE:NEM) became a part of the discussion as Cramer and co-host Carl Quintanilla discussed gold prices. When discussing gold miners, Cramer has repeatedly praised Agnico Eagle. In this appearance, he commented on Newmont Corporation (NYSE:NEM)’s latest earnings report and again stressed that Agnico Eagle was the right stock to play gold prices. Newmont Corporation (NYSE:NEM)’s third-quarter earnings report last week saw it warn that fourth-quarter free cash flow would be weak due to spending. Cramer didn’t hold back when commenting on the earnings report:
“Now people are saying, listen, Newmont’s down bad. Well Newmont’s all in sustained, costs, is much higher than Agnico. And in this quarter was even worse. Now I like the Newmont guys in general, but their free cash flow was down 8% primarily due to a decrease in net cash provided by operating activities as a result of unfavorable working capital impact. Meaning, in other words, we screwed up. Okay so forget them. I think that you wanna go with Agnico. They are really on fire. What a great company.”
5. The Boston Beer Company, Inc. (NYSE:SAM)
Number of Hedge Fund Holders In Q2 2025: 39
At the start of the year, Cramer regularly discussed the beer market as he commented that beer was losing favor with younger people. As a result, he was surprised by The Boston Beer Company, Inc. (NYSE:SAM)’s latest earnings report. The firm reported its third quarter earnings report last week which saw it post $4.25 in adjusted earnings per share to beat analyst estimates of $3.33. The Boston Beer Company, Inc. (NYSE:SAM) also raised its midpoint full-year earnings per share guidance to $8.80 from an earlier $8.13. Cramer felt that there was a need to look deeper into the firm’s financials due to weakness in the beer market:
“Beer’s so weak I don’t know how they did it. Because Molson was just terrible, Constellation, awful. The only drink that is actually growing right now are agave spirits, those are good. This was quite an outlier. I don’t know how they did this. It begs more examination because beer’s doing terribly in this country.
“It was very good. I know it was very good. I mean this has been an outlier. They’ve been bad for a long time and I think I have to open the books again on this one. Because, wow, if you’re a beer company, whoa, it’s bad.”
4. Uber Technologies Inc. (NYSE:UBER)
Number of Hedge Fund Holders In Q2 2025: 152
Cramer briefly discussed ride-sharing services provider Uber Technologies Inc. (NYSE:UBER) and its CEO, Dara Khosrowshahi. The firm has been investing aggressively in the autonomous ridesharing market recently. Uber Technologies Inc. (NYSE:UBER) partnered with Flytrex last month as part of a play in the drone delivery market, and it partnered up with Nebius earlier this month as part of a $375 million strategic investment in autonomous driving firm Avride. Cramer believes that the Uber Technologies Inc. (NYSE:UBER) CEO is doing a great job. He went as far as to suggest that it could become a trillion-dollar company in the future:
“Look I think Dara’s doing a remarkable job. I think Uber is what I call an up stock. Reddit is an up stock. DoorDash an up stock. It’s that period, I talk about these in How to Make Money In Any Market, and my thesis is, that the best companies that came public during the 2019, 2020, companies, they are the likely next trillion dollar companies. They are doing so well.”
This appearance wasn’t the first time the CNBC TV host has expressed optimism about Uber Technologies Inc. (NYSE:UBER). For instance, in the July 30th airing of Mad Money, he remarked:
“Okay, stock’s up, stock’s up 45%. I got so many, I got a lot of stocks that are down. Those are the ones that gotta wake up. I think Uber’s going to $200. I just say you go buy more here. That’s the only solution that I see.”
3. Best Buy Co., Inc. (NYSE:BBY)
Number of Hedge Fund Holders In Q2 2025: 44
Cramer discussed Best Buy Co., Inc. (NYSE:BBY) late during the show and tied it in with Intel’s latest earnings report. During the earnings, Intel CFO David Zinsner had outlined that Intel was facing a CPU shortage. Cramer tied the remarks to Best Buy Co., Inc. (NYSE:BBY)’s role as an electronics retailer. He wondered whether a new cycle for video games could help the stock:
“The one that has been sneaking up and is a combination of maybe a new cycle for gaming, Take-Two Interactive and computers, is Best Buy. Left for dead not that long ago. That’s where you go for the PC refresh. Corie Barry, let’s get her on the show. I think she has good things to say. That stock’s coming back.
“[On BBY being a big holiday proxy] Yes it is. . .and the last quarter was not good. But maybe it’s coming together. She was counting on a PC refresh and you are getting it. That was one of the underlying themes of that great Intel call.”
2. Palantir Technologies Inc. (NASDAQ:PLTR)
Number of Hedge Fund Holders In Q2 2025: 78
When discussing analytics firm Palantir Technologies Inc. (NASDAQ:PLTR), Cramer commented on its share price and role in the defense contractor ecosystem:
“[On whether PLTR could muscle through 190] Yes I can and how about this Axios piece, very interesting. About how Alex Karp and how he got to be all MAGA. I am a big believer. I said at 50, Palantir goes to hundred. I said at 100, it goes to 150. When it got to 150, I said it goes to 200. Now I have a source in the company involved with defense who came up to me, and Salesforce, and said, secretly, they like me.
“Right. I went home I told my wife, I said Palantir likes me. She goes what’s Palantir. I said well that’s pretty much saying it all. But these guys are involved. Now I have to tell you, that RTX lost a particular contest against them. The rap against Palantir is maybe they can’t scale when it comes to hardware. When I saw that Ortberg gave them the contract for Boeing on how to organize things. That’s very good. I continue to hear people just saying, because I bring them in, I save money. I mean I’m not hearing that for anybody else. Bring them in, save money. Alex Karp, there are other people there, and they are doing some great stuff in terms of trying to get the Defense Department to spend less money. And get, and become more lethal.”
1. Wynn Resorts, Limited (NASDAQ:WYNN)
Number of Hedge Fund Holders In Q2 2025:
Cramer frequently discusses casino and hospitality company Wynn Resorts, Limited (NASDAQ:WYNN) in his morning show. Most of the time, he mentions the firm’s CEO, Craig Billings, and praises him. This time, he discussed Wynn Resorts, Limited (NASDAQ:WYNN)’s Taylor Sheridan Stakehouse:
“Yeah, Wynn is the one you want to buy there. Because they’ve got a new hotel coming and Wynn is amazingly well run. Do you know, can I just take a moment and talk about this. We talk about Taylor Swift. Maybe we should be talking about Taylor Sheridan. This guy’s on a roll. I mean he starts with, well before that [the Yellowstone opening] he was in Sicario. But, there’s a great steakhouse that I went to, Taylor Sheridan steakhouse in Wynn. This guy’s become, a business. Very much a business. And I appreciate, I wish we could get him on. Ryan Reynolds, these people, Taylor Swift, these people are like countries, they are like nation state actors.”
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