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 the latest inflation report. The CPI figures for November were released last week, and they were the first to hit the wires after the government shutdown prevented earlier releases. These inflation figures were a welcome surprise, as while estimates had expected prices to rise by 3.1% in November, the data showed they rose by 2.7% instead.
Within the data, another surprise came in the form of figures for shelter. As per the details, shelter climbed by 0.2% between September and November, which was slower than the 0.3% average increase in 2025. Cramer provided color to the data as he mentioned recent comments by homebuilding giant Lennar. On December 17th, as part of its third quarter earnings, Lennar had revealed that it had cut the average price of its homes by 10% to $386,000 from the $430,000 figure in the year-ago quarter.
Cramer discussed the home prices and shared details about car prices as well:
“You go to Gemini, you put in home prices, Lennar, and you’ll see way back, all the way back to 2019, before there was inflation, you know, but this is the fifth 40% inflation in housing, David. Done. Okay, then you look at Carmax, you look at cars, 8% decline, done. Then you connect the dots with this CPI and we are almost all the way back to Liberation Day and the direction is amazing.”
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 December 18th, and in his tweets. We also provided hedge fund sentiment for each stock as of the third quarter of 2025, which was taken from Insider Monkey’s database of 978 hedge funds.
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 427.7% since May 2014, beating its benchmark by 264 percentage points (see more details here).
10. Darden Restaurants, Inc. (NYSE:DRI)
Number of Hedge Fund Holdings: 31
Darden Restaurants, Inc. (NYSE:DRI) is an American full-service restaurant company that operates brands such as Olive Garden. The firm reported its second fiscal quarter earnings on Thursday and posted $3.1 billion in revenue and $2.08 in adjusted earnings per share. While Darden Restaurants, Inc. (NYSE:DRI)’s revenue beat analyst revenue estimates of $3.07 billion, its earnings missed estimates of $2.10. After the earnings, BTIG reiterated a Buy rating and a $225 share price target for the firm on December 19th. Stepehens also reiterated an Equal Weight rating on the same day, which followed the firm’s coverage on December 11th. On the 11th, it cut the share price target to $205 from $215. As part of its coverage, the firm commented that Darden Restaurants, Inc. (NYSE:DRI) was experiencing weaker trends at Olive Garden, but added that comparable sales at LongHorn Steakhouse appeared to be stable despite volatility in beef prices. During its earnings call, the firm’s CFO commented that high beef prices were affecting its margins. Cramer also discussed Darden Restaurants, Inc. (NYSE:DRI) in the context of meat prices and pointed to the role of chicken in the results:
“The reason why Darden did better than we thought, okay, is because, that’s about, salad. Chicken. . .he’s like he’s been to OG. . .OG is Olive Garden. . .that’s chicken.”
9. Micron Technology, Inc. (NASDAQ:MU)
Number of Hedge Fund Holdings: 105
Cramer discussed memory semiconductor firm Micron Technology, Inc. (NASDAQ:MU) after the firm’s fiscal first quarter earnings report on Wednesday. The solid set of results saw the firm report $13.64 billion in revenue and $4.78 in adjusted earnings per share. Both of these beat analyst estimates of 12.84 billion and $3.95. Cramer was quite hyped about Micron Technology, Inc. (NASDAQ:MU) ahead of its earnings. He tweeted before the release and wondered whether the firm could “re-ignite the year of Magical Investing?” or if it was a short squeeze instead. After the earnings, the CNBC TV host called the results refreshing and commented that “companies are actually paying Micron instead of Micron paying them to take their chips.”
Micron Technology, Inc. (NASDAQ:MU)’s results also saw Rosenblatt increase the firm’s share price target to $500 from $300 and keep a Buy rating on the shares. As part of its coverage, the financial firm cited that memory price strength and lower costs drove the performance. Discussing Micron Technology, Inc. (NASDAQ:MU) after the earnings, Cramer discussed coverage by Bank of America, JPMorgan, and Morgan Stanley, among others. BofA pointed out that the memory company had a strong balance sheet and would benefit from an extended supercycle. Cramer also mentioned a memory supercycle discussed by Wells Fargo:
“There are gating factors, and one of the gating factors is Micron. Because they are able to, Sanjay’s got, you know he’s got the latest, but it’s really just what he’s saying. But it’s really amazing, which is remember, AI demand acceleration, execution helped drive record quarter. In the quarter, he says, look we are able only to meet 50% to two-thirds of demand from customers. Their price is going up.
“. . .now here’s what the street is saying. Bank of America, stronger for longer, upgrade to Buy. JPMorgan, AI driven memory remains strong, outsized beat and raise. Morgan Stanley, Micron EPS guidance 75% above consensus. And then here’s what David never wants to hear, UBS, as good as it gets and then Wells Fargo, memory supercycle.
“Sanjay has a high bandwidth memory component, that is perfect for the data center.”
