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 a 15% across-the-board tariff on European products as part of the US trade deal with the EU. Cramer disagreed with the notion that the consumer will suffer from higher prices due to the tariffs:
“It’s just kind of a weird number where it looks to me that, that people are not eating it. The manufacturer’s taking it and just saying, listen our profit margins are going to be down. Which is very bullish for the stock market because we don’t want the consumer to be weaker. Now there is a lot of ideological writing about this, which is the consumer’s really going to suffer. I’m not buying them.”
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 28th.
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. The Boeing Company (NYSE:BA)
Number of Hedge Fund Holders In Q1 2025: 96
The Boeing Company (NYSE:BA) is a well-known firm that has managed to turn a leaf in 2025. The firm’s shares have gained 33.8% year-to-date as the firm has managed to resume its aircraft deliveries and overcome its production woes. Cramer’s recent remarks about The Boeing Company (NYSE:BA) have wondered when CEO Kelly Ortberg would announce that the US government has decided to remove restrictions on its aircraft production volume. This time, he shared the deliverables for The Boeing Company (NYSE:BA) to improve its performance:
“[On machinists turning down offer to raise wage] That is, I mean that’s gonna wreck what I think was going to be a pristine conference call. That’s the only fly in the ointment. Everything’s going Boeing’s way. Ortberg doing a fantastic job. David, this rally off of when he did the financing, maybe one of the finest rallies I can recall.”
“The main thing is to be able to raise the deliveries. And if they can raise deliveries, because they have proven that they know how to make planes, that’s where the cash is going come in and we’re gonna end up paying higher for the stock. I think the machinist thing surprised me.
“Look, Kelly’s not a. . .he’s a very serious businessman. He’s not going to say, we’re fine. He’s going to say, okay, I got, you know, this is to be decided.”
9. Apple Inc. (NASDAQ:AAPL)
Number of Hedge Fund Holders In Q1 2025: 159
Apple Inc. (NASDAQ:AAPL), the world’s largest technology company, has seen little love from Wall Street in 2025. The firm’s shares have lost 13% year-to-date as investors remain skeptical about its relationship with the Trump administration, sales in China, and artificial intelligence initiatives. In his previous remarks about Apple Inc. (NASDAQ:AAPL), Cramer has advised the firm to spend more to manufacture products in the US in order to curry favor with the Trump administration. Here’s what he said during this particular show:
“But I come and I say, when you look at the week, other than Apple, it may be strong.
“I mean look, Apple’s the one that’s on the red hot griddle because, again today, people are saying, they’re gonna have to talk about how Google with the check might not come. That they get to be the reserve for that. People are talking about the Epic decision. People are talking about a slow down in service. People are talking about a gap, in new hardware. Lack of AI strategy and yet the stock is not at 190, 180, where a lot of the bears thought it was going to go.”
Previously, Cramer discussed the key components of Apple Inc. (NASDAQ:AAPL)’s current investing hypothesis:
“After the close, Thursday, we have two more members of the Magnificent Seven when Apple and Amazon report. Now, both stocks have been going up steadily. They could be, well, look, it could be like Alphabet, which rallied consistently into the marvelous print, then kept going up. Apple, I’m not sure. While I say own it, don’t trade it, and I’m unwavering about that, I’m expecting an unexciting quarter and a slowdown in growth from services revenue stream. Not good.
I’m also worried about whether they can still receive 20 billion from Google in exchange for making it the default search provider, something a judge seems eager to put an end to. There’s something to be said about commenting on the decision by a lower court that said Google’s monopolist, which could really hurt Apple as well as litigation related to Epic, a video game company that’s fighting Apple’s current policy where they take a 30% cut of any transaction done within an app you download from their App Store. Epic wants to bypass that. I don’t know if that seems right.”
