In this piece, we will look at the stocks Jim Cramer discussed.
In a recent appearance on CNBC’s Squawk on the Street, Jim Cramer discussed the idea of trillionaires in America. The conversation started after co-host David Faber discussed the rise in Oracle’s shares and the corresponding increase in the net worth of the firm’s founder, Larry Ellison. Cramer commented that “when we get to a trillion dollars there will be people who say, maybe we should distribute that money. Some candidate’s going to say, what Bernie Sanders from Vermont. . .”
The CNBC TV host then wondered what President Trump would think about trillionaires. Since the President frequently discusses American exceptionalism, Cramer’s comments seemingly implied that Trump might be open to having American trillionaires. “What if the President thinks it’s great?” wondered Cramer. “Like we should have more trillionaires. Let’s create more trillionaires,” he added.
However, Cramer also brought up guaranteed income after co-host Carl Quintanilla asked him point-blank whether he thought America should have more trillionaires:
“No I think we should be like Senator Moynihan. . .he was one my professors, which just says we should have a guaranteed income and it should go up. . .I thought that Moynihan was a genius.”
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 10th.
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. Oracle Corporation (NYSE:ORCL)
Number of Hedge Fund Holders In Q2 2025: 124
Oracle Corporation (NYSE:ORCL) was the talk of the town last week after its shares closed 36% higher on Wednesday. The jump came after the firm’s earnings report, and Cramer discussed CEO Safra Catz’s comments during the earnings call:
“[On Catz saying OCI would grow 77% to $18 billion this fiscal year and increase to $32 billion, $73 billion, $140 billion, and $144 billion over the following four years with most of these figures baked into the firm’s $455 billion remaining performance obligation figure] This is a masterful conference call from a very large cap stock. And I have not seen a move overnight in particular. We did have that main move, with NVIDIA, a couple of years ago, with NVIDIA, but this is not like that. David, this is one where I’m on the conference call and I’m saying, no, no, not true, can’t be, can’t be. Then look, the most you can say is look it’s entirely possible that some of it is one large customer that we know right.
“And how about the fact that it comes, with . . .where I think that there were a lot of shorts pressing Oracle because the last quarter was just only okay. But more importantly, there were a lot of people who were saying, hey listen, the data center, that’s over. Let’s move on. Mag 7 over, the Elite 8, over. This was a, and then no, completely wrong. Completely wrong. And I think this caught a lot of people looking a long way.
“Well I’m just saying that I think that some of the companies are questioning how big this really is. The RPO. Remaining performance obligations.
“[On free cash flow being negative which made David wonder about the margins] I think they’re near zero.”
“But Safra Catz has always been money, I’ve liked her for you know, the day I met her. I would never doubt her. They did have two quarters that didn’t work. But she said stick with it. Came on the show, dead right. Thank you Safra Catz, for making a lot of people millionaires.
“Now we’re going to be speaking to Vlad Tenev, later today. Of Robinhood. Have you ever seen overnight buying like this moving a large cap stock? It’s a new world!”
9. Broadcom Inc. (NASDAQ:AVGO)
Number of Hedge Fund Holders In Q2 2025: 156
Like Oracle, Broadcom Inc. (NASDAQ:AVGO)’s shares have also been on the AI investor radar in September. The stock is up by 15.6% over the past month, with media reports attributing the rise to the firm’s latest earnings report and a new $10 billion dollar custom AI chip contract. This contract is reportedly from OpenAI. Cramer has previously discussed whether Broadcom Inc. (NASDAQ:AVGO) and OpenAI might be working together. He pointed out the close relationship between NVIDIA and OpennAI, and when it comes to Broadcom Inc. (NASDAQ:AVGO)’s custom AI chips, the CNBC TV host has referred to trade articles mentioning that NVIDIA’s products are better. This time, he shared that after Oracle’s earnings report, he would have thought that Broadcom Inc. (NASDAQ:AVGO)’s shares would have gained as well:
“I would have thought that Broadcom which is in the mix would be up more.”
Here are Cramer’s previous comments about Broadcom Inc. (NASDAQ:AVGO) made on September 8th:
“Okay, let me tell you something, Broadcom is the biggest position for my Charitable Trust. Oh, we love it for the club. It’s a fantastic story of private-label chips.”
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