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 shared how Canada and China had harmed US industries. A large portion of President Trump’s rhetoric surrounding tariffs has covered trade imbalances against America and the harm to industries. According to Cramer, Canada and China have harmed US aluminum and rare earth industries:
I mean Canada really does flood our country with some things. They wiped out our aluminum industry. Our aluminum industry was dirty, we let them have it, their’s is cleaner. Hydro. The Chinese destroyed our rare earth because they kept the prices down. I mean this is what just happened. And, I think the President needs to be a little more explanatory about why these things happen so that people don’t think that we’re just saying, that Canada, who’s a great ally, you know.
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 July 28th.
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. T-Mobile US, Inc. (NASDAQ:TMUS)
Number of Hedge Fund Holders In Q1 2025: 75
T-Mobile US, Inc. (NASDAQ:TMUS) is one of three major American telecommunications carriers. When compared to its peers, it is Cramer’s favored stock in the sector. T-Mobile US, Inc. (NASDAQ:TMUS)’s shares have gained 8.7% year-to-date and jumped by 5.8% in July after the firm’s latest earnings report. Investors piled into the stock as the results saw the firm report robust subscriber figures, such as 830,000 postpaid additions, which smashed analyst estimates of 700,300 out of the park. Cramer discussed the quarter:
“Sievert’s quarter, T-Mobile, the exact opposite of Charter. It was a beautiful quarter. I like Mike, he’s very boisterous, But that was just, right out of the park. That was 450, right in the centerfield. Fantastic work by Mike, and a lot of it was share, but fixed wireless is just. . .it’s unlimited.”
Here are Cramer’s previous thoughts about T-Mobile US, Inc. (NASDAQ:TMUS):
“That was a nice quarter.
“The EBIDTA is incredible. Plus six percent.
“How about that 5G broadband customer additions? Oh my.
“These guys are so good at what they do. And in the face of I don’t know who’s losing share.”
9. Microsoft Corporation (NASDAQ:MSFT)
Number of Hedge Fund Holders In Q1 2025: 285
Software giant Microsoft Corporation (NASDAQ:MSFT) has had quite a time on the stock market in 2025. Its shares have gained 22.4% year-to-date as the firm has successfully managed to demonstrate the profitability of its AI and cloud businesses to investors. Microsoft Corporation (NASDAQ:MSFT) was under a bit of fire lately after its SharePoint service was hacked earlier this month. Cramer discussed the event and wondered whether taking a hard stance against Microsoft Corporation (NASDAQ:MSFT) could spell trouble. This time around, he discussed the firm in the context of a memo from CEO Satya Nadella discussing AI-led efficiency-driven layoffs and whether it would normalize the narrative of Silicon Valley laying off workers to streamline business:
“[On Nadella’s memo about layoffs] I’ve got to tell you, Nadella is, he is the fist with the velvet glove. He’s so tough. I mean. You know people talk about Zuckerberg being tough, Zuckerberg’s like giving out contracts that, you know, it’s like Boilla, he’s like giving out Bonilla contracts. He’s giving lifetime contracts.”
Here are Cramer’s previous comments about Microsoft Corporation (NASDAQ:MSFT):
“But I do say when I read that [Microsoft SharePoint attack] my first thought was, come one Microsoft, will you cut it out? Will you get your. . software better? Partner again with Crowdstrike or something. This is embarrassing.”
8. Foot Locker Inc (NYSE:FL)
Number of Hedge Fund Holders In Q1 2025: 26
Foot Locker Inc (NYSE:FL) is an American footwear and apparel retailer. Its shares have gained 16.8% year-to-date despite the broader sluggishness in the retail industry. The stock is up primarily due to a massive 85% jump in May. Foot Locker Inc (NYSE:FL)’s shares soared after DICK’S Sporting Goods announced that it would acquire the firm. As a result, the stock’s movement in the future should revolve primarily around this deal. Cramer discussed Foot Locker Inc (NYSE:FL) in the context of its deal with Nike and the deal:
“. . .I think that the Footlocker buy by Dick’s is an acknowledgement that Footlocker’s getting the right Nikes.”
Here are Cramer’s previous thoughts about Foot Locker Inc (NYSE:FL) in April:
“Foot Locker reported a terrific quarter, much better than expected, as CEO Mary Dillon’s turnaround plan takes hold, aided by Nike’s attempts to repair its relationship with actual shoe stores. Nobody cared too much under the previous CEO. Nike didn’t really care for Foot Locker; they wanted more of an emphasis on direct-to-consumer. It was stupid, and that didn’t work out. But Elliott Hill, the new CEO, is working very closely with Foot Locker. It’s a new Foot Locker. But people were way too gloomy to even notice the same-store sales improvement this morning. That doesn’t make sense. I think it’s a genuine winner. I can go on, and yes, despite all these positives, the stock only gained 89 cents because things are being valued incorrectly.”
7. NIKE, Inc. (NYSE:NKE)
Number of Hedge Fund Holders In Q1 2025: 81
NIKE, Inc. (NYSE:NKE) is an athletic apparel and footwear retailer currently in the midst of a long-drawn turnaround effort. The firm’s shares have gained 6% year-to-date, primarily on the back of a 28% gain that started in late June. NIKE, Inc. (NYSE:NKE)’s shares soared after the firm’s fiscal Q4 earnings report saw it report $0.14 in EPS and $11.10 billion in revenue to beat analyst estimates of $0.13 and $10.72 billion. Cramer’s previous comments about NIKE, Inc. (NYSE:NKE) have discussed the turnaround and speculated that the firm would have to cut prices. This time, he stressed that the firm needs another layoff to streamline operations:
“I know. I was expecting, I was thinking that Nike would have another layoff. I think that they’re still too bloated. . . ..I think that the Footlocker buy by Dick’s is an acknowledgement that Footlocker’s getting the right Nikes. I think, but I think they needed another cut. I think they have too many people. That’s out there. I just think it’s still a little too early. I think that industry clustered around Nike, and that Nike no longer seems to have that athletic edge that they once had.”
6. DICK’S Sporting Goods, Inc. (NYSE:DKS)
Number of Hedge Fund Holders In Q1 2025: 44
DICK’S Sporting Goods, Inc. (NYSE:DKS) is a well-known American sporting goods retailer. The shares have lost 5% year-to-date as the retail sector has struggled, but would have been down more had it not been for a 20% gain since the firm announced that it would acquire Foot Locker in late June. Cramer’s previous remarks about DICK’S Sporting Goods, Inc. (NYSE:DKS) have hypothesized that it ‘might’ be worth buying the stock after its gains following the Foot Locker announcement. This time, he maintained that the shoe retailer’s access to Nike was a key driving factor behind the deal:
“. . .I think that the Footlocker buy by Dick’s is an acknowledgement that Footlocker’s getting the right Nikes.”
Here are Cramer’s previous thoughts about DICK’S Sporting Goods, Inc. (NYSE:DKS):
“The retail rally’s a little more difficult. You might want to shoot the moon and buy DICK’s Sporting Goods, betting that Nike could, that Nike turn could benefit them now that they’re acquiring Foot Locker, but the stock just ran up 30 points on that news.”
5. Advanced Micro Devices, Inc. (NASDAQ:AMD)
Number of Hedge Fund Holders In Q1 2025: 97
Advanced Micro Devices, Inc. (NASDAQ:AMD) is a CPU and GPU designer. Its shares have performed well in the year’s second half and are up by 49% year-to-date. While the stock had initially lagged due to NVIDIA’s indisputable lead in the AI race, analysts have increasingly started to opine that Advanced Micro Devices, Inc. (NASDAQ:AMD) can catch up with its larger rival and gain market share with its AI accelerators. Cramer attributed the stock’s recent performance to AI bullishness:
“It’s the AI-related chips that are on fire today. You . . got AMD. Because, AI is just moving along. . . .Let’s again speak of the stock market rather than Sweden’s gonna do, what’s happening in Sweden. The stock market is reacting incredibly positively to stuff and there are people who don’t want to react to it or think that somehow those points aren’t valuable. I think they’re crazy. We’re having a good rally.”
Here are Cramer’s earlier thoughts about Advanced Micro Devices, Inc. (NASDAQ:AMD):
“I don’t know, but it’s going in the right direction. I mean, they obviously have now good GPUs. There’s a GPU shortage everywhere. Stock’s had a real big run off the bottom. I do think it could have a pullback, but I do think that she’s [CEO Lisa Su] got what it takes to be able to take that stock much higher.”
4. Marvell Technology, Inc. (NASDAQ:MRVL)
Number of Hedge Fund Holders In Q1 2025: 73
Marvell Technology, Inc. (NASDAQ:MRVL) is an American chip designer that makes and sells systems-on-chips, signal processors, and other products. The shares have lost 32% year-to-date, primarily on the back of weak earnings reports that have failed to signal sizable AI-related tailwinds to investors. Cramer’s previous remarks about Marvell Technology, Inc. (NASDAQ:MRVL) dismissed the poor share price performance and commented that the stock should have gone higher instead. This time, he discussed the stock’s performance in the context of broader AI-led market gains:
“It’s the AI-related chips that are on fire today. . . .you have Marvell. . .Because, AI is just moving along. . . .That’s a giant company. Let’s again speak of the stock market rather than Sweden’s gonna do, what’s happening in Sweden. The stock market is reacting incredibly positively to stuff and there are people who don’t want to react to it or think that somehow those points aren’t valuable. I think they’re crazy. We’re having a good rally.”
Here’s what Cramer said previously about Marvell Technology, Inc. (NASDAQ:MRVL):
“You know what? I think it should have gone up after that last quarter. I think Matt Murphy did a terrific job. I don’t really understand the sustained decline. I think that this stock could be ready to roll. Now, Texas Instruments reported… and again, gave weak guidance. Now they’re not exactly the same, but I will tell you that I think that you could see this stock down along with Texas Instruments because Texas Instruments was that bad.”
3. QUALCOMM Incorporated (NASDAQ:QCOM)
Number of Hedge Fund Holders In Q1 2025: 82
QUALCOMM Incorporated (NASDAQ:QCOM) is one of the biggest chip design companies in the world. The firm holds a commanding market share in the Android smartphone processor and GPU market. QUALCOMM Incorporated (NASDAQ:QCOM)’s shares depend to a large extent on Chinese smartphone performance and have gained a modest 6.3% year-to-date. In his remarks, Cramer discussed the firm’s shares in the context of the broader AI-led bullishness in semiconductor stocks:
“It’s the AI-related chips that are on fire today. . .Qualcomm. . .moving up again. . .Let’s again speak of the stock market rather than Sweden’s gonna do, what’s happening in Sweden. The stock market is reacting incredibly positively to stuff and there are people who don’t want to react to it or think that somehow those points aren’t valuable. I think they’re crazy. We’re having a good rally.”
Cramer previously discussed QUALCOMM Incorporated (NASDAQ:QCOM) in February after an interview given by the firm’s CEO:
“I did not find Qualcomm disconcerting because it was interviewed, he was interviewed with Jon Fortt and he’s a bit promotional but I do think he’s gotten what he needs.”
2. Broadcom Inc. (NASDAQ:AVGO)
Number of Hedge Fund Holders In Q1 2025: 158
While Cramer has stopped discussing Broadcom Inc. (NASDAQ:AVGO) in his recent morning appearances, it is still one of his favorite stocks in the chip sector. The firm has enjoyed investor attention in today’s AI-led market due to its ability to design chips that could help meet the shortage of NVIDIA’s AI GPUs. This time, he discussed Broadcom Inc. (NASDAQ:AVGO) CEO, Hock Tan, and the stock’s performance:
“It’s the AI-related chips that are on fire today. . .Broadcom’s moving up again. That’s a giant company. Let’s again speak of the stock market rather than Sweden’s gonna do, what’s happening in Sweden. The stock market is reacting incredibly positively to stuff and there are people who don’t want to react to it or think that somehow those points aren’t valuable. I think they’re crazy. We’re having a good rally.
“[On stock being up 92%] That’s Hock Tan. He’s doing a fantastic job. My charitable trust owns that because a lot of it is that we met Hock Tan, when I was in San Francisco. I think he’s not nearly as respected as he should be. He’s a tough guy. In that industry, a lot of tough guys.”
1. Texas Instruments Incorporated (NASDAQ:TXN)
Number of Hedge Fund Holders In Q1 2025: 66
Texas Instruments Incorporated (NASDAQ:TXN) is a semiconductor company with exposure to industrials and data center firms as it makes power management and other associated chips. Its shares have gained a modest 2.6% year-to-date but would have been higher had it not been for a major 13.3% drop in July after the firm’s latest earnings report. Cramer dismissed the fallout after the earnings as he stated that Texas Instruments Incorporated (NASDAQ:TXN) had struggled simply due to management’s modesty. He stuck with the theme in this appearance as well:
“Wolfe Research had a great call today. They took Texas Instruments from Hold to Buy. Last week, Texas Instruments had a downbeat quarter, and people therefore presumed that things were going to be bad. I don’t think that all. I think that they just don’t like to have hoopla. And I respect them, I think that their notion of not showing off on the conference call, I like.
“But Texas Instruments, they didn’t play the game, and I think it’s great that they don’t play the game.”
Here’s what Cramer said about Texas Instruments Incorporated (NASDAQ:TXN) after the firm’s earnings report:
“This is one where I tell people you’ve gotta listen to the conference call. Texas Instruments’ previous quarter. They got a little bullish. And I was like oh my god! They’re like, bullish. They’re never bullish. Okay? Well they reverted to their reserved faction and the analysts one after another, are you like not bullish as you were before? I mean did we get it wrong? Are you guys getting negative? And they just, Texas Instruments is a poker face outfit. And they basically said, listen, we’re not doing any better than we thought we were doing. I think the stock is way too low. This was about tone. It had a huge move, it had a huge. move. And that whole move was based on the fact the previous quarter, they seemed to be very optimistic. And now they’re back to the usual pessimistic ways. It’s all tone, it is. It’s all tone. And it bothers me because, I think there’s people at home who’re gonna sell the stock thinking there’s something’s wrong. No, they’re fine. But their auto tariff issues got mentioned. And when you mention tariffs, it means sell. Because what you’re supposed to say, hey not affecting us. Or we’re gonna cut the amount that we thought we were gonna be hurt by tariffs. So those are the two narratives. It’s either not affected or cutting the amount that we’re worried about. So Texan was a very tough call.”
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