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 America’s latest trade deal with the European Union. He commented on the energy deal between the US and EU, through which Brussels has pledged to buy a whopping $750 billion of US oil and gas. Cramer outlined that the deal presumes that the war in Ukraine will end:
“Yeah I mean look it just presumes that the war is going to end. It presumes that they’re going to have a steady stream of natural gas. It presumes that we are going to be, their supplier and they’re on the hook to us. You do not get these moves in the newsrooms. . .unless they now have a market that’s going to be insensitive. Maybe they get long term contracts as opposed to the piecemeal South Korea, piecemeal China. So it’s very bullish. . .you know David, here’s what I think. We dodged a trade war. And it’s good to dodge a trade war.”
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. Circle Internet Group (NYSE:CRCL)
Number of Hedge Fund Holders In Q1 2025: N/A
Circle Internet Group (NYSE:CRCL) is a firm that has gained traction among investors due to its stablecoin holdings. Stablecoins are quite hot in the digital payments industry, and Circle Internet Group (NYSE:CRCL)’s shares have gained 127% year-to-date as they have experienced tailwinds from promising legislation in Congress. However, recently, Cramer has wondered whether Circle Internet Group (NYSE:CRCL)’s advantage in the stablecoin industry might be competitive enough to deter rival entrants. This time, he discussed how suggesting the lack of a competitive advantage led him to receive unsavory emails:
“Well like the guys from Circle, I mean I said that maybe there’s a possibility that JPMorgan and Blackrock could do a stablecoin. And you know you get the usual emails which is like you don’t know what you’re talking about, it’s going to be much bigger.”
Here’s what Cramer said earlier about Circle Internet Group (NYSE:CRCL)’s lead in the stablecoin industry:
“But I question, whether Circle is going to be proprietary? Because anyone can set up a stablecoin.
“I don’t think so [whether they have anything special.” There’s nothing proprietary about what they have. And that’s my point.”
9. JPMorgan Chase & Co. (NYSE:JPM)
Number of Hedge Fund Holders In Q1 2025: 129
JPMorgan Chase & Co. (NYSE:JPM), the world’s biggest private bank, isn’t discussed frequently by Cramer in his morning show. Most of his comments surround the firm’s CEO, Jamie Dimon. Cramer believes the JPMorgan Chase & Co. (NYSE:JPM) CEO could be more upbeat in his statements. His previous comments about the bank saw Cramer outline that a rally in the shares could mean that business expansion might follow in the US. This time, he discussed whether JPMorgan Chase & Co. (NYSE:JPM) might enter the stabelcoin market:
“I mean I said that maybe there’s a possibility that JPMorgan. . could do a stablecoin. And you know you get the usual emails which is like you don’t know what you’re talking about, it’s going to be much bigger.”
Cramer discussed JPMorgan Chase & Co. (NYSE:JPM) in detail after the bank’s earnings report. Here’s what he said:
“JPMorgan, the biggest bank on earth, hey, by the way, three times bigger than the next, I mean that’s kind of crazy, isn’t it, reported on Tuesday morning, delivering a clean top and bottom line beat, loan and loss provisions were lower than expected, although their net interest income came in a tad light. CEO Jamie Dimon proclaimed that, ‘Each of the lines of business performed well.’ Though technically the two largest segments, consumer and community banking, and the commercial and investment… beat expectations handily, while the smaller asset and wealth management business was basically in line with expectations. Nothing wrong with that.
At the same time, JPMorgan raised its full-year net interest income forecast by $1 billion. Also raised its expense guidance by $500 million… Jamie Dimon had good things to say about the US economy taking up the big beautiful budget bill, but also throwing some cold water… citing risks from tariffs, trade uncertainty, and the budget deficit, fed independence.
What else? JPMorgan just announced a $50 billion buyback last month after the stress test results were released, and they could do more, but would rather not if the stock gets too high… Yeah, look, the shares dropped two bucks yesterday, but there was nothing really wrong here at all. It was another good, solid quarter from the industry leader, JPMorgan.”
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