In this piece, we will look at the stocks Jim Cramer recently discussed.
In a recent appearance on CNBC’s Squawk on the Street, Jim Cramer discussed selling activity and criticized those making the trades. The flagship S&P 500 index had closed 1.1% lower on December 17th, while the NASDAQ 100 and NASDAQ Composite had closed 1.9% and 1.8% lower. Cramer commented that the sellers, after driving down the market, had taken a break. The markets had struggled on the back of several factors, such as a jump in unemployment and fears of an AI bubble. Along with commenting on the behavior of sellers, Cramer also discussed their ability to beat benchmark indexes due to the strength in the Magnificent 7 stocks:
“The sellers aren’t here. The sellers take a break. They’ve done what they have to do and they let things go up. They don’t offer stock because of what’s left. . .And a lot of these guys have trouble beating benchmarks, and they’ve been having trouble beating benchmarks because so much are Mag 7. And, so, they walk away. And I remember like, there used to be like what was known as markups and you’d come in and you’d buy stuff, illegal, and I saw this stuff happen, it was like ridiculous. But what I do know, is that you don’t even do it now, because any big fund that’s offering stock right now is just an idiot. Just let it go higher, by consensus, it will.”
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 December 22nd. We also provided hedge fund sentiment for each stock as of the third quarter of 2025, which was taken from Insider Monkey’s database of 978 hedge funds.
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10. Janus Henderson Group plc (NYSE:JHG)
Number of Hedge Fund Holdings: 28
Janus Henderson Group plc (NYSE:JHG) made the news earlier this week after it was revealed that hedge fund Trian Fund Management and venture capital firm General Catalyst had agreed to buy the firm for a $7.4 billion price tag. The announcement came after the asset manager received an offer from the due in October, where they offered to acquire a stake in it for $46 per share. After the announcement, Janus Henderson Group plc (NYSE:JHG)’s shares closed 3.1% higher. After the announcement, Evercore ISI lowered its share price target for the firm to $49 from $50 and kept an In Line rating. The financial firm remained skeptical about the multiple offered for Janus Henderson Group plc (NYSE:JHG) as it noted that the asset manager had experienced strong and consistent quarterly growth. Cramer discussed the deal as well and commented on the growth:
“Yeah it looks like that Nelson Peltz and the group are buying Janus. Now this is a, it’s 47, doesn’t look like a premium, but you go back to October when people first talking about, you got a nice premium. What matters here is this is democratization play, but people don’t want to be, from what I can tell, people don’t want to be public anymore. They want to make dramatic changes to be able to, for, get individuals to be able to be in lots of things that they’re not allowed in. But you will not know it right now if you are in Janus. Janus has had a whole bunch of quarters from being up, I remember all the quarters they weren’t being up. So this is a very significant move from the point of view of, I think it’s a trend. I think this is the first. I think people don’t want to be public. I think they can’t make the moves they want to make. A lot of companies have to change the way they do business. If they are going to advance. And I think that’s what Janus has to do. Nelson will be in there helping. Janus people are going to be continuing to run the company. I brig it out just because this is the kind of deal I expect to see more and more of. It’s one where you just say, you know, being public, you can’t get the job done because you’re going to miss too many quarters.
“When I look at this I just say, you can’t really get AI in there and try to change the whole makeup of a company publicly, cause you’ll miss quarter after quarter after quarter. Janus doesn’t miss quarters. So I think it’s a great move. . .the Janus people continue to be able to run it. I just want people to keep in mind that it doesn’t change what’s going on at Janus. It does say that they’re going to go toward democratization, being able to be in everything.”
9. Cintas Corporation (NASDAQ:CTAS)
Number of Hedge Fund Holdings: 61
Cintas Corporation (NASDAQ:CTAS) is a specialty business service firm that deals primarily in uniforms. The firm was at the center of media attention earlier this week after it announced its intent to acquire uniform company UniFirst for a $5.2 billion price tag. The offer was the third such attempt by Cintas Corporation (NASDAQ:CTAS). The previous two offers had come in January when it had launched a $5.3 billion hostile takeover attempt. Back then, Cintas Corporation (NASDAQ:CTAS) had revealed that it had first approached UniFirst for an acquisition offer in 2022 and then attempted to initiate discussions again in November 2024. The January bid had seen Cintas make a $275 per share offer for UniFirst. RBC Capital kept a $206 share price target and a Sector Perform rating for Cintas Corporation (NASDAQ:CTAS)’s shares on December 23rd. The firm pointed out that the uniform company can maintain double-digit earnings growth margins of up to 35%. Cramer briefly discussed the deal and commented that it was part of a growing trend in dealmaking under the Trump Administration:
“Look we have Cintas today, going back, taking another bite, at UniFirst. These are uniform companies getting together. This is what I expect. Is it going to be wild west? No I think it’s going to be really exciting.”
8. UniFirst Corporation (NYSE:UNF)
Number of Hedge Fund Holdings: 31
UniFirst Corporation (NYSE:UNF) is a uniform company facing another bid to be acquired by Cintas. On December 22nd, Cintas announced that it had made a $5.2 billion offer to acquire the firm. It is the third such offer of its kind, and it sees a per-share purchase price of $275. The per-share price is unchanged from January, when Cintas had made a $5.3 billion bid for UniFirst Corporation (NYSE:UNF). The previous two offers had seen a bid in 2022 and another in January, which UniFirst Corporation (NYSE:UNF) had rejected. The shares responded well to the deal as they jumped by 30% after the announcement. However, when compared to the January offer, the latest bid came in a changed environment. On November 25th, Engine Capital, which holds a 3.2% stake in UniFirst Corporation (NYSE:UNF) urged the firm’s board to explore a sale. Engine Capital added that the gap between the uniform company and its peer and rival Cintas had only grown since UniFirst Corporation (NYSE:UNF)’s former CEO, Ron Croatti, passed eight years ago. Cramer commented on the deal in the context of broader markets’ activity:
“Look we have Cintas today, going back, taking another bite, at UniFirst. These are uniform companies getting together. This is what I expect. Is it going to be wild west? No I think it’s going to be really exciting.”
7. Paramount Skydance Corporation (NASDAQ:PSKY)
Number of Hedge Fund Holdings: 37
Paramount Skydance Corporation (NASDAQ:PSKY) is currently at the center of attention when it comes to the media industry. The firm is currently locked in a red-hot bidding war to acquire Warner Bros. Discovery and shake up the entertainment landscape. Paramount Skydance Corporation (NASDAQ:PSKY) started the process in September, when, under the leadership of Oracle billionaire Larry Ellison, it gradually increased its offer of $19 per share to $22 per share and then to $23.50 per share. After Netflix and Comcast joined the foray, Paramount Skydance Corporation (NASDAQ:PSKY) further bumped the offer up to $25.50 per share. A fresh report from The New York Post suggests that the firm is now considering suing Warner Bros. Discovery’s board over the handling of the bidding process. While Warner wants Paramount Skydance Corporation (NASDAQ:PSKY) to increase its offer to $30 per share, the firm is incensed that Warner has rejected six offers so far. As for Cramer, he discussed the deal in the context of the number of people who might have to lose their jobs and discussed the affair with his co-host, David Faber:
“Job formation of the Paramount bid, versus the Netflix bid, how many people have to be trimmed in the Paramount bid versus nobody in the Netflix bid for Warner Brothers. Discovery.”
6. Meta Platforms, Inc. (NASDAQ:META)
Number of Hedge Fund Holdings: 273
Meta Platforms, Inc. (NASDAQ:META)’s shares are up by 10.7% year-to-date after having dipped by 11% in late October. The stock had its worst day in three years after the firm released its fiscal third-quarter earnings report. While the results saw Meta Platforms, Inc. (NASDAQ:META)’s $51.24 billion in revenue and $7.25 in earnings per share beat analyst estimates, investors were caught off guard by the firm’s capital expenditure guidance. As part of the earnings, management outlined that the firm would spend between $70 billion and $72 billion in 2025, the low end of which was higher than the previous guidance of $66 billion. Cramer had defended the stock after the earnings as he asserted that Meta Platforms, Inc. (NASDAQ:META) was positioning itself to protect against OpenAI’s potential entry into the social media ecosystem. On December 19th, Wedbush cut the firm’s share price target to $880 from $920 and kept an Outperform rating as it commented on margin contraction in 2026. For his part, Cramer continues to be an ardent believer in Meta Platforms, Inc. (NASDAQ:META)’s CEO, Mark Zuckerberg:
“I think they can tackle all comers. I think that if you look at Meta, a lot of people feel that Mark Zuckerberg’s fallen behind. I never like to bet against him.”
5. NVIDIA Corporation (NASDAQ:NVDA)
Number of Hedge Fund Holdings: 234
Cramer discussed AI GPU giant NVIDIA Corporation (NASDAQ:NVDA) in great detail after quite some time in this appearance. The tail end of 2025 hasn’t been kind to the shares, as they are down by 7.9% since the start of November. The past couple of months have seen reports of an AI bubble, and the strength of Google’s tensor processing units (TPU) chips make rounds in the media. Google’s chips are cheaper to use than NVIDIA Corporation (NASDAQ:NVDA)’s products. However, more recently, the stock has benefited after reports have suggested that the firm will be able to ship its H200 GPUs to China. These chips have been a thorny issue in 2025 after the Trump administration restricted their sale. Cramer discussed all of these factors when talking about NVIDIA Corporation (NASDAQ:NVDA):
“Right I did a piece this weekend for club members, Where I just said, NVIDIA has been disparaged, knocked down, viewed as being second class for the last three months. A lot of people felt, this deal couldn’t happen. A lot of people felt it wouldn’t even matter, wouldn’t be in volume. If they can get these numbers, very important, because these numbers are not in NVIDIA’s estimates. I think this is the first, we have GTC, the big conference coming up, I think this whole notion that NVIDIA is just a chip and it’s not as good as everybody else’s chips, forget it’s a platform, it’s a system, everybody wants it. And they can all claim they don’t want it. And I’m kind of sick of it, because everybody does want it. The Chinese want it. Because it’s far superior to anything else. And why write your programs on an inferior chip? Now I know, look I think Alphabet has great stuff, absolutely. I’ve been a little critical of Amazon, but they’ve got a great chip. But you want to be in NVIDIA’s Vera Rubin, the next generation. And they’re ready. And I just think we have to start talking again about the leapfrog. How much better Jensen Huang’s platforms, I don’t want to call them chips anymore, platforms are. And this is a good example. They don’t put some number out without orders. They don’t, because there’s only one time that I’ve seen them in the last decade where they got something wrong. And that was with, they didn’t know crypto was using one series of their chips and then crypto went away and they were long. . .one time, in the last, I don’t 15 years that they’ve got it wrong.
“I think that there’s a belief that the buildout can’t happen, the buildout can’t be as aggressive. I think there’s a belief that Google is better, that AMD is better. That Amazon is better. It’s all wrong. It’s all wrong and we have to stop making it so that there are four companies all in the scrub. There’s NVIDIA and then there’s everybody else. And you think the Chinese don’t want NVIDIA? I mean the Chinese want NVIDIA, why is it like this? Because I think that the whole narrative in the last four months has been that NVIDIA’s lost its edge. And it couldn’t be more wrong. And the idea that all these companies don’t need NVIDIA, they all need it, they can’t afford it, Jensen hasn’t cut price! Holy cow, and he’s got all the clients he wants! . . .I’m all aboard the love train.”
4. Agnico Eagle Mines Limited (NYSE:AEM)
Number of Hedge Fund Holdings: 52
Agnico Eagle Mines Limited (NYSE:AEM) is a Canadian gold and metals mining company. It is one of Cramer’s favorite stocks in the sector as he has positively discussed the firm several times in 2025. On December 10th, RBC Capital downgraded Agnico Eagle Mines Limited (NYSE:AEM)’s shares to Sector Perform from Outperform but raised the share price target to $205 from $185, The Fly reported. The financial firm commented that the gold miner needs heavier capital investment to achieve growth. It added that the spending could come at the expense of Agnico Eagle Mines Limited (NYSE:AEM)’s cash flow. However, Cramer believes that the miner is a great way to benefit from rising gold prices. He discussed Agnico Eagle Mines Limited (NYSE:AEM) operational safety and cost structure:
“You know I was thinking about the P/E multiple of NVIDIA and how it, has shrunk because people kind of don’t believe. . .if you want to buy gold, there’s two ways to buy gold, you can buy gold through Costco, I do that, as constantly as I can. And you can own Agnico Eagle Mines. I’m not allowed to own any individual stocks, but people have to understand, there’s, Agnico Eagle, and then there’s just everybody else. They drill and have mines and they’re low cost, in places that are safe. You’re not gonna find that people are, going to be you know going to be kidnapped in the great state of Nevada. And I just feel like people should understand, this is a Canadian company that is so well run, and has such low costs, that just stop it, if you don’t have a safety deposit box which is what you need for gold. . .buy this company.”
3. Oracle Corporation (NYSE:ORCL)
Number of Hedge Fund Holdings: 122
AI data center infrastructure provider Oracle Corporation (NYSE:ORCL)’s shares have struggled in 2025’s last few months. Since mid-October, they have lost 36.7%. The stock has struggled due to reports of a slowdown in data center construction and fears of an AI bubble. On December 15th, Phillip Securities lowered Oracle Corporation (NYSE:ORCL)’s share price target to $344 from $350 and kept a Buy rating on the shares. The financial firm explained that the data center company is now expected to spend as much as $60 billion in capital expenditure in 2026. Phillip Securities’ coverage came after RBC Capital had lowered Oracle Corporation (NYSE:ORCL)’s share price target to $250 from $310 and kept a Sector Perform rating on December 11th. The financial firm explained that the data center company continues to experience heavy capital expenditure and negative free cash flow. Cramer’s recent comments about Oracle Corporation (NYSE:ORCL) have pointed out the role that the bond market can play in the firm’s plans to spend heavily to build data centers. In this appearance, he commented that should OpenAI raise $100 billion, then Oracle Corporation (NYSE:ORCL)’s shares would find reasons to be bought:
“Look, if OpenAI does its deal and they raise a hundred billion dollars, this would make everything all the reasons why people were selling, would be reasons why you’d have to buy.”
2. CoreWeave, Inc. (NASDAQ:CRWV)
Number of Hedge Fund Holdings: 62
CoreWeave, Inc. (NASDAQ:CRWV)’s shares, like those of OpenAI’s, have seen friction over the past couple of months. Since late October, they have lost 45% amidst chatter in the market about sluggishness in data center buildout and an AI bubble. CoreWeave, Inc. (NASDAQ:CRWV)’s shares have seen analyst action as well in December. For instance, Citi resumed coverage with a Buy rating but cut the share price target to $135 from $192 on December 19th. Citi’s coverage followed Mizuho’s, which cut CoreWeave, Inc. (NASDAQ:CRWV)’s share price target to $92 from $120 on December 16th and kept a Neutral rating. Mizuho explained that the data center company might experience tailwinds from the software sector in the form of AI, data modernization, and other factors. For his part, Cramer has remained optimistic about CoreWeave, Inc. (NASDAQ:CRWV) despite the recent share price headwinds. In this appearance, he commented on the firm’s proximity to AI chip giant NVIDIA:
“People don’t understand Intrator. Intrator is the guy who NVIDIA calls when they want to have these sites managed, they want to build. There were some unfortunate things that happened, but they were tied up with Core Scientific. Everybody’s going to have trouble building these things, because you just can’t get the workforce. . . we don’t have enough people who don’t know what the heck they’re doing.”
1. Micron Technology Inc. (NASDAQ:MU)
Number of Hedge Fund Holdings: 105
Memory chip manufacturer Micron Technology Inc. (NASDAQ:MU) has shaped up to be one of the most important firms on the stock market in today’s AI-driven era of investing. Its importance stems from the fact that it is the only American company capable of manufacturing the advanced memory chips that are used by NVIDIA in its latest AI GPUs. On December 18th, Deutsche Bank raised Micron Technology Inc. (NASDAQ:MU)’s share price target to $300 from $280 and kept a Buy rating on the shares. The bank explained that the memory company’s latest earnings report demonstrated pricing strength and strong gross margins. In its earnings, Micron Technology Inc. (NASDAQ:MU) had posted more than 50% growth for both its revenue and earnings per share. In this appearance, Cramer discussed the firm’s CEO, Sanjay Mehrotra:
“I guess Micron, better late than never. Sanjay Mehrotra has done a remarkable job and the only thing that keeps us from talking about Sanjay Mehrotra is Sanjay Mehrotra. I mean, obviously, I got in touch with him, I said, you gotta come on. No. Why? Don’t want to, it’s not the right time. Not the right time? It’s like the best time in Micron’s history! But Sanjay Mehrotra is not a beat the chest guy. He’s just not.”
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