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 commented on the recent earnings season and how companies were continuing to surprise. Cramer believes that President Trump is quite popular among business leaders who have learned to work with him. The CNBC TV host mentioned a conversation with investment bank Morgan Stanley’s CEO as evidence:
“It was such a tour de force that you think to yourself, is something happening in Corporate America that is where everyone’s being unleashed? But what there really is is just there’s some companies whose price-to-earnings multiples are too low. That are just delivering amazing numbers and I go back to something that Ted Pick was talking about in his amazing conference call. From, he is the CEO of Morgan Stanley and I think he’s a very, very smart man. He is talking about the boardroom’s adjusted to Trump. Boardroom’s adjusted to these things. And adjusted in a fashion that is quite extraordinary. They’re ready. And I think that the other day I said the institutions on Wall Street aren’t ready. They don’t seem to realize that the CEOs have figured Trump out and for the most part I know this is something that there’ll be people who hate Trump won’t want me to say, for the most part they’re really happy.”
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 17th.
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. GE Aerospace (NYSE:GE)
Number of Hedge Fund Holders In Q1 2025: 104
GE Aerospace (NYSE:GE) is one of the largest aircraft engine companies in the world. It’s also one of Cramer’s top stocks in the current tariff-driven stock market as he believes that the US can leverage the firm’s products to secure favorable trade deals. His latest comments about GE Aerospace (NYSE:GE) revolved around the firm’s latest earnings report and were optimistic despite the stock closing the day 2.2% lower:
“Yeah, we’ve had two quarters now that are really kind of are shockingly great. This GE number today, we spoke to Larry Culp, the CEO, he’s not even done. There’s much more. And yet, Phil and I, Phil LeBow’s the best in the business, are going back and forth about how amazing and we can’t believe how amazing it is.
“I asked about artificial intelligence in GE and yeah sure there’s some and Larry’s going to tell you there’s some, there’s artificial intelligence in J&J and there’s some.
“One of the things that Larry said, very carefully, to fill the interview, was that look the President understands planes. And when I spoke to Larry, just look, Jim you have to understand it’s a different world.
“You know you’re talking to Larry, I don’t know it’s like 5:50 am, and I say look, I had all my questions, and they’re all worthless. Because I’m looking at a quarter that is so insane. And I said, I know this flight deck I thought that was all for show. It’s probably really working. And so the only question I have is can you really find the people to do all the things that you need and will you have to use robots? And he says no, there’ll be a lot of artificial intelligence. . .the backlogs we’re talking about.
“[On GE setting the target of $8.40 EPS for 2028]Well he does have free cash flow anlaysis, you’re not supposed to be able to give a 2028, I mean I told him this, why are you risking it? Why are you bothering to put out a 28?. . He says, because I have a business, Jim. And I say but that’s so optimistic, he goes because we are optimistic. That’s the kind of train of thought that I’m try to get my arm around. I am so used to everyone saying that well I’m circumspect, there’s uncertainty, no. He’s not circumspect, and there isn’t any uncertainty. Because the demand is so unbelievable.
“Culp is telling people, look, that China needs us. Now the only other people that kind of feel that way are the people who work at NVIDIA. China needs us. We are discovering things that China needs from us. And they need GE. And they need service.”
9. Marriott International, Inc. (NASDAQ:MAR)
Number of Hedge Fund Holders In Q1 2025: 60
Marriott International, Inc. (NASDAQ:MAR) is one of the largest hotel chains in the world. Its shares have lost 1% year-to-date and are down by 10.8% since their peak in February. The stock has struggled due to worries about consumer sentiment and a slowdown in travel spending. Cramer’s previous comments about Marriott International, Inc. (NASDAQ:MAR) have speculated that a part of the reason that the firm’s shares have lost ground is because of self fulfilling prophecy in the travel market. This time, he linked GE Aerospace’s backlog with Marriott International, Inc. (NASDAQ:MAR) raising its full-year guide in May to wonder whether the travel industry was coming back:
“The backlogs we’re talking about, it’s just that such a bull market in travel and flight that makes me say like you knowraising numbers Marriott raising. . .”
Previously, Cramer commented on Marriott International, Inc. (NASDAQ:MAR)’s share price drop:
“Well, I know that there’s a lot of questions about going out to dinner and going out to dinner, the restaurants that charge too much, not good. The travel boom. Many people feel is over. . .if it’s the airlines. . .Marriott has started to come down. This group is rolling over, but it’s a little self-fulfilling in the sense that you know David, once you get, one of them down, people just say I’m getting out all of them.”
