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 why Apple’s shares rose after President Trump announced his chip tariffs but exempted Apple from them due to the firm’s $600 billion US investment plan. Apple’s shares have gained 11.5% over the past five days as investors take a sigh of relief after the firm’s frictions with the Trump administration appeared to have resolved. Cramer commented on the share price movement and discussed the potential implications for Samsung:
“Which is one of the reasons why I think Apple stock has been roaring. Now it is been roaring on very light vibe, it was walked up between 210 and 219, it couldn’t get it to cross 220, on very little vibes. You want to be a little careful, because the stock could back off on that. But I do think that this is the beginning of American, let’s say, favoritism, versus a foreign company when it’s up in the air. And if I were Samsung, what I would do right now, I’m not gonna tell you that they have some stuff going, but I would say, look, we wanna outshine anyone. Because I think they could be the odd one out.”
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 August 7th.
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. Costco Wholesale Corporation (NASDAQ:COST)
Number of Hedge Fund Holders In Q1 2025: 93
Costco Wholesale Corporation (NASDAQ:COST) is one of the largest retailers in the US. The firm’s shares have gained a modest 8.9% year-to-date on the back of a 6.6% gain since late July. Costco Wholesale Corporation (NASDAQ:COST)’s stock is yet to recover from its 15% drop in March, which came after the firm warned that a third of its sales were from China and exposed it to tariff-induced headwinds. In his previous remarks about Costco Wholesale Corporation (NASDAQ:COST), Cramer has called the firm a great long-term play. Here are his recent thoughts about the firm:
“But look, Costco had good numbers. Now Costco you could say well wait a second, this is too early to see, but then you get some read through for the tariffs. People are still spending like mad. I think the notion of the consumer being hurt is just not playing, just not playing. I’ve not seen it.”
Earlier, Cramer discussed Costco Wholesale Corporation (NASDAQ:COST)’s valuation:
“Well, you know what, I am glad you called me on Costco. I was just, I was actually kind of mulling over this one with Jeff Marks, my colleague on the club, and I have to tell you, I am sick and tired of the stock going down. People feel 51 times earnings is too expensive. I think that’s wrong. I think they’re doing everything right. Every check indicates to me that it’s time to start buying some if you don’t have any, and if you have some, perhaps you should buy some more.”
9. Airbnb Inc (NASDAQ:ABNB)
Number of Hedge Fund Holders In Q1 2025: 66
Airbnb Inc (NASDAQ:ABNB)’s shares have lost 10% year-to-date after they dipped by 9% in August after the firm warned that its bookings would suffer during the second half of 2025 due to strong figures for 2025. Investors were also spooked by the fact that Airbnb Inc (NASDAQ:ABNB)’s CEO outlined during the earnings call that the firm would have to aggressively compete with hotels. Naturally, Cramer wasn’t impressed by the earnings call:
“That was a very negative conference call. And, it seems like they are not able to do what I just described with DoorDash. They’ve not been able to take a customer and have that customer do other things that would therefore be as lucrative. The US seemed a little bit weak, AirBnb, and that was disappointing.”
Before Airbnb Inc (NASDAQ:ABNB)’s earnings, Cramer was quite impressed with the firm. Here is what he said:
“But these . . .companies, along with . . .AirBnB, they came from a particular era of IPO. Of winners. And these are all ones I’d buy.”
