In this piece, we will look at the stocks Jim Cramer recently discussed.
In his recent appearance on CNBC’s Squawk on the Street, Jim Cramer discussed how the threat of fines, levies, or tariffs against American companies by European nations was being overlooked. Commenting on big tech firms Microsoft, Google, and others visiting the White House, he wondered whether President Trump would remind them about his efforts to protect them from Europe. Recalling a discussion with President Trump’s counselor, Peter Navarro, Cramer remarked:
“You know we had Peter Navarro on the show. And Peter Navarro talked to me about how, the trade rep basically, was saying, I’m gonna come on your show and I’m gonna talk about how we’re not gonna let European countries honeypot, turn our companies into honeypot. Nobody seemed to care, and I know that Peter was surprised that Wall Street didn’t care. I think he was surprised that the companies didn’t seem to care. I wouldn’t be surprised if the President said I’m in here, fighting to keep you from being hurt by Europe, what are you doing for me? What are you doing for our country? Because that’s not unusual.”
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 4th.
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. Kohl’s Corporation (NYSE:KSS)
Number of Hedge Fund Holders In Q2 2025: 31
Retailer Kohl’s Corporation (NYSE:KSS)’s shares have gained 17% year-to-date, courtesy of a 71% gain since mid-July. The stock rose after the firm’s second fiscal quarter earnings beat analyst estimates by a wide margin. While Wall Street had penciled in an EPS of $0.29, Kohl’s Corporation (NYSE:KSS) posted $0.56 in earnings, which was nearly double the expectations. Cramer’s previous comments about the firm have wondered whether Kohl’s Corporation (NYSE:KSS) got a free ride when it comes to avoiding expectations of tariffs impacting its business. Here are his recent thoughts about the firm:
“I will say that I think that when you have say, Kohl’s, getting Sephora in, that would reverse the decline of Kohl’s for a bit. Now Kohl’s did have a decent last quarter.”
Here’s what Cramer said about Kohl’s Corporation (NYSE:KSS) and tariffs:
“People perceive them as not having a, of eating some, but not all of the tariffs. Now everybody else had the same thing, but somehow they got hit with that idea and I thought it wasn’t right. Whereas Kohl’s, got, the free ride. The free ride.”
9. Texas Instruments Incorporated (NASDAQ:TXN)
Number of Hedge Fund Holders In Q2 2025: 68
Texas Instruments Incorporated (NASDAQ:TXN)’s shares opened 6% lower on Thursday after its CFO warned about a slowdown in the industry. Cramer discussed the firm’s business and drew parallels with NVIDIA:
“It’s conference season. That happens when you come back. It’s kind of like back to school. Citi has a global TMT conference, and I’ve got to tell you, Chris Danely, he’s a chip analyst, I’ve always really liked. He happened to have the CFO of Texas Instruments, on, Rafael Lizardi, who’s again one of the probably more revered CFOs. And he dropped a bomb. He said look, things did slow down after April Liberation, at least didn’t grow as they normally would, month to month to month, and boom, that’s all it took, that’s all it took, to have the stock down 12. People felt they’re doing well here. Analogues here are Analog Devices and ON Semi. This is industrial, uh, it’s the internet of things. People felt that they were really having some progress and they say well look we’re at the lower end of people thought we were going to do. It’s quite surprising the stock had been going up with the group. Now don’t confuse things, this is not NVIDIA, which is involving GPUs. This is traditional, basic industrial and people thought they were doing very well and apparently they’re not.”
