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.”
8. Alphabet Inc. (NASDAQ:GOOGL)
Number of Hedge Fund Holders In Q1 2025: 227
Alphabet Inc. (NASDAQ:GOOGL) is a rare stock that Jim Cramer has been unbashed about being wrong about. The CNBC TV host has continuously lamented across multiple appearances that he exited the stock too early due to the firm’s trouble with the Justice Department. He was nothing but full of praise for Alphabet Inc. (NASDAQ:GOOGL) after the firm’s latest earnings report. The firm’s YouTube business in particular has caught Cramer’s eye. This time, briefly commented on Alphabet Inc. (NASDAQ:GOOGL)’s earnings and the market sentiment for the firm:
“And a lot of people feel that Google, which was not the best, has had a fantastic quarter. Had a fantastic quarter.
“[On a rather muted market response despite the quarter’s strength] Well no, I thought it was okay. Yeah. Look at the run in the stock.”
Cramer discussed Alphabet Inc. (NASDAQ:GOOGL) in detail after the firm’s latest earnings report. Here is what he said:
“Last night, I listened to Sundar Pichai, he’s the visionary CEO of Alphabet, talk about AI and how much it means to his company. I’ll just give you one quote here, ‘AI is positively impacting every part of the business, driving strong momentum. This quarter, Search delivered double-digit revenue growth.’ But then he goes on to say, ‘AI Overviews now has over 2 billion monthly users across more than 200 countries and territories and 40 languages.’
Now, if you don’t use Google, these AI Overview gives you the summary that appears at the top of the search pages. It’s a game-changer that makes people want to keep coming back to Google Search, even as many like me worry that Search may go the way of the dodo. I mean, why do you search, I figure, when you can just go right to one of the major chatbots, avoiding Google Search entirely? They’re not, they’re going there more than ever. Pichai explains they’re not mutually exclusive. It’s easy to just stick the AI results in there because, well, he’s got the leading global network of AI-optimized data centers.
In other words, he who spends the most money on AI wins. I am sure we’ll hear something similar next week from Meta and Microsoft and Amazon… So my take is that Google is upping its spending because the most accurate chatbot will be the winner, just like how Google Search won to begin with. The bots that are wrong too often will lose. And just like Google Search, if you win the AI race, you can end up with a near monopoly and hundreds of billions of dollars in profits.”
7. Schlumberger Limited (NYSE:SLB)
Number of Hedge Fund Holders In Q1 2025: 68
Schlumberger Limited (NYSE:SLB) is one of the biggest oil and gas equipment providers in the world. Its shares have lost 8% year-to-date as they have yet to recover from the devastating 24% dip in April after President Trump announced his Liberation Day tariffs. However, Schlumberger Limited (NYSE:SLB)’s shares have gained 4.5% over the past month as the firm has benefited from a robust second-quarter earnings report, which saw its $8.6 billion in revenue and $0.74 in earnings beat analyst estimates of $7.3 billion and $0.72.Cramer discussed Schlumberger Limited (NYSE:SLB) in the context of the oil industry and oil prices:
“But not as many as you would think. I mean, look, oil and gas, you would think that would be terrible with oil in the 60s, they’re doing pretty well. Well, Schlumberger [has] a hard time. . .But then, out of nowhere, you get this LNG deal. And you say, wow, I mean there’s an industry that’s got customers for the rest of its duration.”
Previously, Cramer was quite bearish on Schlumberger Limited (NYSE:SLB) as he advised a viewer to simply keep watching the stock:
“Keep watching, no pull trigger. Why? Because I do not like the oil stocks. I don’t need them, don’t want them.”
6. Halliburton Company (NYSE:HAL)
Number of Hedge Fund Holders In Q1 2025: 54
Halliburton Company (NYSE:HAL) is a mega oil and gas production equipment provider. The shares have lost 18% year-to-date, as, like its peer Schlumberger, the firm has yet to recover losses after President Trump’s April Liberation Day tariff announcements, which sent Halliburton Company (NYSE:HAL) down by 25%. In his earlier remarks about the firm, Cramer speculated that the stock could bottom at a 3.25% yield. The current yield is 2.99%. In this appearance, the CNBC TV host discussed Halliburton Company (NYSE:HAL) in the context of oil prices:
“But not as many as you would think. I mean, look, oil and gas, you would think that would be terrible with oil in the 60s, they’re doing pretty well. Well . .Halliburton [has had] a hard time. . . But then, out of nowhere, you get this LNG deal. And you say, wow, I mean there’s an industry that’s got customers for the rest of its duration.”
Here are Cramer’s earlier remarks about Halliburton Company (NYSE:HAL):
“No, I think Halliburton, look, it’s probably going to bottom at 3 and a quarter yield, but I can’t recommend it because it’s got, it’s domestic drilling, and oil’s come down so much in our country that I think that the president, as much as he went “drill, baby drill”, it’s not happening. It’s not happening. So I can’t encourage you there. I’m sorry, I feel terrible about that, but I can’t.”
5. Baker Hughes Company (NASDAQ:BKR)
Number of Hedge Fund Holders In Q1 2025: 67
Baker Hughes Company (NASDAQ:BKR) is an oil and gas production equipment provider. The firm’s shares have fared better than its peers in 2025 as they have gained 9% year-to-date. Baker Hughes Company (NASDAQ:BKR)’s stock has performed well, primarily due to a 16% jump in July. The shares rallied due to a robust second quarter earnings report, which saw the firm’s EPS of $0.63 beat analyst estimates of $0.56 while its $6.91 billion in revenue beat $6.63 billion in estimates. Cramer discussed the performance divergence between Baker Hughes Company (NASDAQ:BKR) and its oil and gas equipment providing peers:
“But not as many as you would think. I mean, look, oil and gas, you would think that would be terrible with oil in the 60s, they’re doing pretty well. Well, Schlumberger and Haliburton have a hard time. Baker Hughes actually had a good quarter. But then, out of nowhere, you get this LNG deal. And you say, wow, I mean there’s an industry that’s got customers for the rest of its duration.”
Artisan Partners mentioned Baker Hughes Company (NASDAQ:BKR) in its Q1 2025 investor letter. Here is what the fund said:
“During the quarter, we initiated new GardenSM positions in Baker Hughes Company (NASDAQ:BKR), Snowflake and Viking. As a leading oil and gas equipment and services provider, Baker Hughes generates 60% of its revenue from oilfield services and equipment. However, its expanding industrial and energy technology segment, driven by secular growth in liquefied natural gas (LNG), has been further diversifying its revenue stream. We believe Baker Hughes is well positioned for profitable growth from Europe’s increasing demand for US LNG and rising gas infrastructure investments to meet growing electricity demand. Additionally, the potential end of the US moratorium on LNG export permits under the new Trump administration could provide further tailwinds. The rising contribution of aftermarket service revenues should also help reduce the company’s cyclicality.”
4. NVIDIA Corporation (NASDAQ:NVDA)
Number of Hedge Fund Holders In Q1 2025: 212
Not a day goes by without Jim Cramer discussing Wall Street’s AI darling, NVIDIA Corporation (NASDAQ:NVDA). The firm is now the most valuable company in the world, primarily on the back of analyst and investor bullishness about the long-term demand for AI GPUs. 2025 has been a tricky year for NVIDIA Corporation (NASDAQ:NVDA) as the firm has navigated US sanctions on its products only to emerge victorious due to its CEO, Jensen Huang. In this show, Cramer discussed how he was experiencing pushback for praising the CEO:
“Okay, I’m getting a lot of pushback for my like of Jensen Huang, saying he’s really a globalist. It’s not what we want. I’m saying, if everything is based on his chips, we are a new kind of reserve currency. And it’s kind of exciting. . .new semiconductor, it’s another thing that we’re great at. That’s Jensen. And Jensen, see a lot of this is what it’s written on, what are they going to build on. . .and if you have to write on NVIDIA, David, instead of Huawei, the Chinese could end up being the pitiful, helpless giant.”
Here is what Cramer previously said about NVIDIA Corporation (NASDAQ:NVDA):
“When you hear about the spending, you should be thinking one thing: NVIDIA. You can’t be dominant in search unless you buy the latest and greatest chips from Jensen Huang, the CEO of NVIDIA. The naysayers tell us that spending’s a big waste of money, but if you listen to Jensen, he says his best hardware and software stacks can give you four times your money’s worth.
Given what Alphabet said last night, you know what? I think it probably works out to about four times now. NVIDIA is not a tax on the system. It’s an expander. It’s a force multiplier. That’s why it is so important for the US government to allow China to have a version of NVIDIA’s AI technology. You know, we tend to assume that China makes everything we want while needing nothing from us, aside from those NVIDIA semiconductors. That’s not really true… Here’s what I do know: The more new chips you have from NVIDIA, the less likely your AI will get things wrong.”
3. Meta Platforms, Inc. (NASDAQ:META)
Number of Hedge Fund Holders In Q1 2025: 273
Meta Platforms, Inc. (NASDAQ:META)’s shares have gained 18.8% year-to-date as the firm has benefited from AI-bullishness, the strength of the digital advertising market, and cost-cutting initiatives. Cramer’s previous remarks about the firm have posited that it needs to step up its AI development efforts to catch up with rivals OpenAI, Google, and Musk’s xAI. He also believes that Meta Platforms, Inc. (NASDAQ:META) needs to improve its messaging about AI capital expenditures and explain how it will help improve product quality instead of building large-scale infrastructure. This time, he commented on whether Meta Platforms, Inc. (NASDAQ:META) would increase its capital expenditure once again:
“They have to because it turns out that what is needed is speed. That’s why by the way Jensen likes quantum. What’s needed is speed. And Carl, I go on all these all the time, and some of them are just so eager to please, they’ll say, I’ll say tell me how about that is quarter was, and they’ll like define how bad this is. I think a lot of this is, they don’t have the ability to be able to scrub as much as they like. And that’s the weakness with these systems. You need to go faster. If they go faster, they can include more. They need to make more deals. They just, they scrape the wrong stuff. Scrape The Journal. Jesus, scrape The Times.”
In his previous comments, Cramer discussed Meta Platforms, Inc. (NASDAQ:META)’s upcoming earnings:
“As I said earlier, this is a pivotal week, the kind of week where it feels like the biggest tech companies on earth are trying to work me to death. For instance, we’ve got Meta and Microsoft, two of the Magnificent Seven, reporting at the exact same time. Both stocks have been giving off signs of better-than-expected numbers. Call me a believer… Meta, that’s all about Mark Zuckerberg, and I think he’s crushing it with this Instagram advertising. Does he start charging for WhatsApp? Hey, what a windfall that would be.”
2. Amazon.com, Inc. (NASDAQ:AMZN)
Number of Hedge Fund Holders In Q1 2025: 328
Amazon.com, Inc. (NASDAQ:AMZN), the world’s largest eCommerce company, has seen its shares gain 5% year-to-date. Cramer’s previous remarks about the firm have posited that its Alexa Plus AI will be better than its predecessors. The CNBC TV host has also maintained that, based on his conversations with CEO Andy Jassy, Amazon.com, Inc. (NASDAQ:AMZN) is not raising prices amidst the ongoing tariff turmoil. This time, he answered a question about whether the firm would increase capital expenditure once again:
“They have to because it turns out that what is needed is speed. That’s why by the way Jensen likes quantum. What’s needed is speed. And Carl, I go on all these all the time, and some of them are just so eager to please, they’ll say, I’ll say tell me how about that is quarter was, and they’ll like define how bad this is. I think a lot of this is, they don’t have the ability to be able to scrub as much as they like. And that’s the weakness with these systems. You need to go faster. If they go faster, they can include more. They need to make more deals. They just, they scrape the wrong stuff. Scrape The Journal. Jesus, scrape The Times.”
Here’s what Cramer previously said about Amazon.com, Inc. (NASDAQ:AMZN):
“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…
How about Amazon? I’m a huge believer that, like Google, Amazon has a lot of things working for it, the online store, the web services business, advertising, hey, you know what, Alexa+. It’s been a long time since Amazon’s stock exploded higher on earnings, but it’s also been a long time since the company had something exciting to say. I expect a very solid quarter.”
1. Charter Communications, Inc. (NASDAQ:CHTR)
Number of Hedge Fund Holders In Q1 2025: 59
Charter Communications, Inc. (NASDAQ:CHTR) is one of the biggest broadband and cable services providers in America. The fact that its shares are down by 18% is unsurprising since traditional, linear media companies have continued to struggle in today’s digitally-driven market. However, Charter Communications, Inc. (NASDAQ:CHTR) might have fared much better had it not been for a disastrous 28% share price drop in July. The firm’s shares fell after the firm’s latest earnings report revealed that its internet customers continued to drop. Cramer discussed the earnings call:
“I mean when I read through the Charter conference call, there seemed to be a disbelief. They’re like don’t worry, everything is great. And they talked about all the things that are great. But the market thought that the quarter was awful. And, I think the market is the arbiter, not the management of Charter. They’re dreaming. They’re dreaming. I mean they’re in cable.”
Here’s what Charter Communications, Inc. (NASDAQ:CHTR)’s management said about its subscribers during the earnings call:
“Including residential and small business, we lost 117,000 Internet customers in the still seasonal second quarter, compared to a loss of about 100,000 in last year’s 2Q when adjusted to remove last year’s impact of about 50,000 ACP-related disconnects. When comparing this year’s second quarter Internet net adds versus last year’s 2Q, we have not adjusted our second quarter 2024 Internet net adds for the 50,000 ACP-related gross adds headwind we called out last year when comparing to 2023 as neither the second quarter of 2025, nor 2024 had the benefit of ACP-related gross additions.”
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