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.”
8. BlackRock, Inc. (NYSE:BLK)
Number of Hedge Fund Holders In Q1 2025: 67
BlackRock, Inc. (NYSE:BLK), the world’s largest asset manager, has seen its shares gain 9.9% year-to-date. The firm has benefited from a growth in mergers and market activity after record-high interest rates eased. Cramer’s previous remarks about BlackRock, Inc. (NYSE:BLK) have remarked that the firm’s $12 trillion in assets under management can enable it to set up a sizable position for itself in the stablecoin market. This time, Cramer shared the responses he had received after speculating BlackRock, Inc. (NYSE:BLK)’s position in the stablecoin market:
“I mean I said that maybe there’s a possibility that. .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.”
Previously, Cramer discussed BlackRock, Inc. (NYSE:BLK) after its earnings:
“Oh, then BlackRock comes out. Now I’ve championed BlackRock since $600, but it’s what have you done for me lately game. I hear it was at $1,111. I look at the headlines, and they seem solid, but there’s a seemingly disappointing line about inflows… When I saw the stock up 20, I knew whoever was excited about how BlackRock beat the quarter was a dead man walking. Why? Well, because this is an inflow story, and those moronic quick draws would lose money, but I had no idea they’d lose almost 90 points.
When the stock opened, it was a charnel house. And even as I liked the direction that the business is going, it didn’t matter. Brutal from my perspective because we own BlackRock for the Charitable Trust, and I failed people because I didn’t tell them to sell. Suddenly, my era of good feeling stemming from NVIDIA seemed like a distant memory. Sure, it turns out that a big account left the firm, knocking down the inflows. No solace whatsoever that my sponsorship came much lower. BlackRock misses. I stink…
Now I’m quite confident that both stocks are going higher eventually, but now they have to shake out all the weak hands before that happens, and that takes time. You have to build a whole new shareholder base. The companies might help. They might come on and tell us where the sellers were wrong… But in earnings season, there’s no such thing as do-overs. The fact is that if BlackRock or Wells Fargo had reported quarters that were in keeping with what was expected, they wouldn’t necessarily be higher today, but they certainly wouldn’t have ruined earnings season for me.”
7. MP Materials Corp. (NYSE:MP)
Number of Hedge Fund Holders In Q1 2025: 29
MP Materials Corp. (NYSE:MP) is a rare earth metal company whose shares have been among the best performers on the market in 2025. The stock is up by 273% year-to-date, primarily on the back of a 103.6% gain since early July. MP Materials Corp. (NYSE:MP)’s shares have benefited from the US government’s push into rare earth metals after the metals became a thorny issue in trade discussions with China. However, Cramer recently remarked that MP Materials Corp. (NYSE:MP) isn’t as big as everyone’s making it out to be. This time, he discussed the response he’d received for his remarks:
“I’ve got more, I don’t know what you’re talking about emails since like, it’s like so many it’s great. Because every time I don’t know what I’m talking about, I know what I’m talking about. MP Materials, you don’t even understand the deal. Well you just tripled, your stock just tripled. I understand the deal. You oughta figure out the deal. You know rare earth. I know rare stock. That’s what I know. Yeah, it’s not up enough and it’s going to be up even more. No. You just hit it out of the. . .park. . .ring the register and have a quarter of your position and move on.”
Here are Cramer’s controversial remarks about MP Materials Corp. (NYSE:MP):
“MP’s not as big as everyone’s trying to make it out to be. But it’s just so, the Defense Department’s in there, Apple’s in there, they’re gonna get what, look I remember the days when everyone owned Moly. Molycorp. Because that was the predecessor. I remember when Lee Cooper called me and said listen. . .you’ve got to buy MP Materials because of the whole Moly thing. I said Moly lost billions. He goes yes, so did MP. And that’s what’s happening. We need more than just that strip. We need more than that part of California. But I’m sure that we’re gonna do it. It’s a different world. We’ve got such religion again.”
6. Dow Inc. (NYSE:DOW)
Number of Hedge Fund Holders In Q1 2025: 43
Dow Inc. (NYSE:DOW) is one of the biggest chemical companies in the world. Its shares have lost 36.3% year-to-date as the firm has struggled from macroeconomic concerns, a sluggish industry, and weak earnings reports. Dow Inc. (NYSE:DOW) stock fell by 17.5% after it missed analyst sales estimates for its third quarter guidance. After the earnings, Cramer outlined that the firm was suffering from a very unusual negative cycle. This time, he shared a discussion he had with Dow Inc. (NYSE:DOW)’s CEO:
“I don’t know why they’re looking for three cuts. Honest to god. The economy’s fabulous. It’s fabulous. The only company that’s not doing well was Dow. It’s only gonna miss the numbers.
“I was speaking with Jim Fitterling last week, very rough call, from Dow. Business is just terrible in some industries. But not as many as you would think.”
Here’s what Cramer said about Dow Inc. (NYSE:DOW) after its earnings report:
“But then, Dow Chemicals, just, Dow, no longer Dow Chemicals. The chemicals are bad. The plastic is bad. So Jim Fitterling had to cut the dividend. I had said that this could happen. I didn’t want it. But it’s lower for longer, for three years, it’s a very unusual negative cycle. And I’ve got to tell you, for all the good news we hear about the industrial economy, it’s not helping.
“[On why the industry is struggling] China dumping. The pricing, the first month was good, but then on Liberation Day, pricing fell apart. There’s no coming back. It’s really a shame because Jim Fitterling is a good CEO, but wow.”
5. General Motors Company (NYSE:GM)
Number of Hedge Fund Holders In Q1 2025: 79
General Motors Company (NYSE:GM) created quite a bit of a buzz in the markets after its latest earnings report, which saw the shares dip by 8% only to recover the losses soon. The stock dipped after management outlined a massive $11.1 billion profit hit from tariffs on Mexican goods. In his previous comments about the firm, Cramer has discussed how General Motors Company (NYSE:GM) is more vulnerable than rival and peer Ford when it comes to tariffs. However, with the shares having recovered all of their post-earnings losses, Cramer wondered whether things were bad at all:
“GM went from 49 to 53 last week. If it’s so bad. How bad is it? Are we supposed to go to 58?”
Here’s what Cramer said about General Motors Company (NYSE:GM)’s exposure to tariffs earlier:
“Yeah, GM, look they obviously have a, they obviously have a tariff problem, it’s much bigger than a lot of people think. The theme of this quarter is that you have to have a tariff problem, then you make it smaller. RTX did that. It was like wow, we thought it was going to be like 800, it was going to be like 500. So when you see something that seems like a very large number, it’s entirely possible that people say well wait a second, that’s not so good. I’d like to point out that there was a lot that was good. And I think that Mary Barra is doing a very, very fine job. Because the only thing, added cost, but they’re selling! And I think that those who wanna sell the stock, go ahead. I think that this is just another good quarter despite the tariff. I think they can handle that.
“They’re gonna have a lot more that I think can go their way. Uh, when I was speaking to Cleveland Cliffs yesterday, to Lorenzo Goncalves. . I mean he’s just talking about this is the beginning of a lot of different things. Very in flux. GM has. .has much, much exposure. Versus Ford. . . Because everyone in the industry knows that there’s a lot of companies ship a lot of stuff. Get to Allison Motor, down there in Mexico, it comes back. GM, David, it’s like back and forth with the car. . .that is not what they want.”
4. Novo Nordisk A/S (NYSE:NVO)
Number of Hedge Fund Holders In Q1 2025: 60
Novo Nordisk A/S (NYSE:NVO) came up during the show in the context of trade discussions between the US and Europe and potential tariffs on the pharmaceutical sector. For context, Novo Nordisk A/S (NYSE:NVO) is among the few firms in the world that can compete with Eli Lilly in the weight loss drug market. Cramer’s previous remarks about the firm have wondered why Novo Nordisk A/S (NYSE:NVO) has lost the lead in the weight loss drug market despite introducing the product first. This time, he discussed the dynamics of the market:
“[If market should start thinking about sectoral tariffs after Trump’s latest remarks] I mean when I heard it first I said okay, so they put a tariff on Novo Nordisk. It’s really good for Eli Lilly. Now that’s not necessarily what we’re talking about but remember this price differential right now. . CVS, Eli Lilly versus Novo. So for Wegovy versus Zepbound. Be interesting to see what happens, I think it’s very bullish for Eli Lilly.
“Novo’s trying to move here fast.”
Here’s what Cramer said earlier about Novo Nordisk A/S (NYSE:NVO) and tariffs:
“I want you to know I don’t want Novo Nordisk… and the reason that is because if there’s going to be talk about tariffs on foreign drugs versus Eli Lilly, Novo is going to have an even less of an edge on this thing. So I say Novo, we don’t need the bottom finish. It’s not for me.”
3. CVS Health Corporation (NYSE:CVS)
Number of Hedge Fund Holders In Q1 2025: 73
CVS Health Corporation (NYSE:CVS) is one of the largest pharmaceutical retailers in America. The shares have gained 36% year-to-date as the firm has enjoyed tailwinds from the struggles of its rival Walgreens. CVS Health Corporation (NYSE:CVS) has also benefited from robust earnings performance and the decision to exit its Obamacare direct sales business. Cramer’s previous comments have praised CVS Health Corporation (NYSE:CVS)’s performance in its core drug store business. This time, he pointed to the role the firm plays in the weight loss drug market:
“[If market should start thinking about sectoral tariffs after Trump’s latest remarks]I mean when I heard it first I said okay, so they put a tariff on Novo Nordisk. It’s really good for Eli Lilly. Now that’s not necessarily what we’re talking about but remember this price differential right now. . CVS, Eli Lilly versus Novo. So for Wegovy versus Zepbound.”
In an earlier appearance, Cramer discussed CVS Health Corporation (NYSE:CVS)’s business performance:
“Now we’ve got some healthcare, some issues to talk about on Thursday, that’s right, and these are anything but common steady healthcare companies…. There’s CVS, which is under new management, put up some really good numbers, and it’s just, that’s in health insurance, but also it’s core drugstore business, which they’ve closed, all the under performers… As for CVS, the health insurers have taken it on the chin of late. UnitedHealth and Centene both missed expectations. I bet Aetna sticks it.”
2. Eli Lilly and Company (NYSE:LLY)
Number of Hedge Fund Holders In Q1 2025: 119
Eli Lilly and Company (NYSE:LLY) is one of Cramer’s top pharmaceutical stocks. While the firm’s weight loss drugs are one reason the CNBC TV host likes it, he’s also bullish on Eli Lilly and Company (NYSE:LLY) due to the firm’s robust drug pipeline and its plans to set up a robust manufacturing base in America. During this show, Cramer discussed how US tariffs on European pharmaceutical firms could help Eli Lilly and Company (NYSE:LLY) in the weight loss drug industry due to challenges for rival Novo Nordisk:
“[If market should start thinking about sectoral tariffs after Trump’s latest remarks] I mean when I heard it first I said okay, so they put a tariff on Novo Nordisk. It’s really good for Eli Lilly. Now that’s not necessarily what we’re talking about but remember this price differential right now. . CVS, Eli Lilly versus Novo. So for Wegovy versus Zepbound. Be interesting to see what happens, I think it’s very bullish for Eli Lilly.”
In an earlier appearance, Cramer discussed an Achilles Heel for Eli Lilly and Company (NYSE:LLY)’s weight loss drugs:
“What I’m thinking, as someone who owns Eli Lilly for the Charitable Trust and who wishes I owned PepsiCo, is that there might be a short-term peak in the use of these drugs (GLP-1s). The Achilles heel of these drugs is that they’re too effective. At some point, you lose enough weight, and you might think you can stop taking them… Whatever the case, if Eli Lilly is going to break out from this level, it needs breakthroughs in new areas, heart, brain, that it just doesn’t have right now, or there has to be some new data that shows something else positive that the GLP-1 drugs can do.
And of course, it’s got to start coming in pill form because people are tired of taking needles. I still like the stock of Eli Lilly. We have a huge gain in this one for the Charitable Trust. We’re going to hang on to it for now. But PepsiCo’s breakout, a lack of Lilly’s breakthroughs, and a reminder that at one point we were thinking of buying the airlines because of these GLP-1 drugs means that I no longer feel as certain about Lilly’s future without science that says these drugs do a lot more than just control diabetes and make you lose some weight.”
1. Intel Corporation (NASDAQ:INTC)
Number of Hedge Fund Holders In Q1 2025: 91
Chip manufacturer Intel Corporation (NASDAQ:INTC) just can’t seem to catch a break. The firm’s shares fell by a whopping 9% after its latest earnings report, which made analysts and investors wonder whether a multi-billion-dollar write-off for the leading-edge 18A chip manufacturing process was in play. Intel Corporation (NASDAQ:INTC) is currently in the midst of a tough turnaround under new CEO Lip-Bu Tan. Here’s what Cramer said about the firm:
“Okay so the quarter’s reported. And, the quarter really didn’t have anything. Lip-Bu Tan’s just gotten there. But there was a devastating critique of Gelsinger, of the previous regime. Now I think that sometimes you have to do this really important branch. This is something new. And that’s what he felt about Gelsinger. So one of the things that really, I think that if you’re thinking about the impact, the government gave them 8.5 billion dollars and they also loaned 11 billion. David, this is not coming together for the Biden administration. Meaning that, look, I’m sure Lip-Bu Tan’s going to pay, he’s the new CEO but it looks like they picked the wrong horse. And it says to people, particularly this government now, that you’ve got to be very careful when you have a government that is choosing who’s going to win. Because they chose a loser. And a big loser.
“Oh he’s terrific. He’s making a lot of changes and he’s, look it’s going to take so long, I mean the company was, the company I don’t say in tatters but there was a lot wrong with the company. And a lot of it was this decision of which he very, very brutally says was making an expansion where there should have been no expansion. Building a basically a giant facility hoping people would come. And he was so critical of that it was painful.”
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