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 the latest jobs report, which saw the economy add 22,000 jobs in August, which was quite low when compared to expectations of 75,000. Cramer asserted that the economy was not in a recession despite the major warning flash:
“No look this is an economy, I want to take something off the table right now, this is not a recessionary economy, please don’t say that, we have really low, really low unemployment. But where the jobs are, I think when you look at the juxtaposition of say, billions being spent, maybe hundreds of billions on data centers. . .it doesn’t show up in any of these numbers. You don’t see any manufacturing, you don’t see any of the construction jobs. And then what you do see is that we realize, we forget about DOGE because we now think about him [Musk] as a pay package guy again. Not as what he was doing, but, we finally are starting to really see those federal layoffs. They’re so much more difficult to compute for people like us from the private sector.”
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 5th.
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. Martin Marietta Materials, Inc. (NYSE:MLM)
Number of Hedge Fund Holders In Q2 2025: 64
Martin Marietta Materials, Inc. (NYSE:MLM)’s shares have gained 22% year-to-date due to several factors, such as strong earnings reports, analyst coverage, and dividend raises. The shares have performed well despite the fact that the home building industry is continuing to struggle due to high interest rates. Cramer has started to discuss Martin Marietta Materials, Inc. (NYSE:MLM) frequently over the past couple of days. His previous comments have outlined that the firm is playing a key role in the US data center buildout, and he continued with this theme:
“Look I was with a, Howard Nye the other day. He is the CEO of the largest rocket company, aggregate company, uh Martin Marietta Materials. And they’re doing a huge amount of business, they’re putting a, they’re laying it down data centers. And then he starts, I said well how about infrastructure, and he goes, [inaudible] money’s still coming. I’m thinking, get the darn money out, we don’t want to have manufacturing to be in decline in this country. That’s something that nobody wants, Democrats or Republicans, and it’s not working the way I thought it would have.”
9. Palo Alto Networks, Inc. (NASDAQ:PANW)
Number of Hedge Fund Holders In Q2 2025: 77
Palo Alto Networks, Inc. (NASDAQ:PANW) is a cybersecurity company whose shares have gained 9.2% year-to-date. It is a stock in one of Cramer’s favorite sectors, i.e., cybersecurity. Palo Alto Networks, Inc. (NASDAQ:PANW)’s shares are on their road to recovery after they dipped by a major 17% in July after the firm announced a major acquisition of a cybersecurity company. Despite the hefty dip in Palo Alto Networks, Inc. (NASDAQ:PANW)’s shares, Cramer has defended the acquisition as he believes that it will help the firm expand its business. This time, he commented on the role cybersecurity companies can play to ensure agentic AI bots aren’t hacked:
“And now we know white collar, obviously white collar, I was listening to Nikesh Arora last night, from Palo Alto Networks. You know, there’s just every single week there’s a new better AI program that makes it so you don’t wanna hire. . .you just don’t wanna hire.
“[On how agentics could be hacked] Nikesh Arora’s I think the guy who’s thought, look, more about this, . . .and they recognize that these things are just kind of bots that you can program the way you want em. And that there’s whole countries that want to, crash the bots, our bots.”
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