In a recent appearance on CNBC’s Squawk on the Street, Jim Cramer discussed the impact that Anthropic was having on the enterprise software market. Enterprise software stocks have struggled recently as investors have wondered about the impact of AI and its ability to allow businesses to self-develop software. Cramer discussed how Anthropic was affecting the business world:
“Well I mean I thought, in the end I thought what Anthropic did was make everybody more productive and everyone made more money. Because if they’re really able to come into those areas and decimate them, those are what at Goldman we used to call dead wood, they’re dead wood areas.”
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 February 6th and tweeted about. 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. Texas Roadhouse, Inc. (NASDAQ:TXRH)
Number of Hedge Fund Holdings: 37
Casual restaurant chain Texas Roadhouse, Inc. (NASDAQ:TXRH) is a stock that Jim Cramer frequently discusses. Recently, his remarks have centered on the firm’s exposure to beef prices. The CNBC TV host believes that Texas Roadhouse, Inc. (NASDAQ:TXRH) can experience tailwinds from a drop in beef prices. However, recently, Truist was out with a pessimistic take for the firm. The investment bank downgraded Texas Roadhouse, Inc. (NASDAQ:TXRH)’s shares to Hold from Buy and lowered the share price target to $188 from $206. Like Cramer, beef prices were also on the bank’s mind as it outlined that high prices could persist and hit the restaurant chain’s margins. However, while Truist downgraded to Hold, Cramer advised a Buy in response to news of President Trump signing an executive order to import more beef from Argentina. Through the order, the US will quadruple the amount of beef that it imports from Argentina in order to increase supply and lower the price:
“Buy Texas Roadhouse TXRH”
9. Walmart Inc. (NYSE:WMT)
Number of Hedge Fund Holdings: 104
Retail giant Walmart Inc. (NYSE:WMT)’s shares are up by 24% over the past year and by 12% year-to-date. Oppenheimer raised the firm’s share price target to $140 from $125 and kept an Outperform rating in February. The action came after UBS had bumped the target to $135 from $122 and kept a Buy rating. Tigress Financial had also raised the target to $135 from $130 and kept a Buy rating. The firm pointed out that Walmart Inc. (NYSE:WMT) was successfully integrating artificial intelligence and automation in its operations to grow revenue and improve customer experience. Cramer has consistently discussed Walmart Inc. (NYSE:WMT) over the past couple of months. One theme that the CNBC TV host has maintained throughout his comments is his belief that the retailer continues to keep low prices for Americans. In this episode, he discussed Walmart Inc. (NYSE:WMT) after co-host Carl Quintanilla pointed to the stock’s performance on Thursday:
“All great companies, this felt like, not 2023, when we had a comeback from COVID. Not 2016 when we had a comeback from the China problem. It felt like pre-FANG, it felt like pre FANG was invented. In 2013. Because those were so exciting and those pulled away. No, the companies that are pulling away are all household names. I say welcome back to traditional investing which is so much fun. We’re not looking at annual revenue. . .annual revenue rate, we’re not doing that. We’re not doing the Rule of 40, I mean as much as I like what Palantir is doing, I mean let’s give the due to some of these companies that are fantastic that we remember. I’m talking about great American companies, like a Walmart.”
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