In this piece, we will look at the stocks that Jim Cramer recently discussed.
In his latest appearance on CNBC’s Squawk on the Street, Jim Cramer discussed President Trump’s decision to fire Federal Reserve Governor Lisa Cook and her lawsuit against him. Cook sued the President yesterday and claimed that he had no authority to fire her. Cramer discussed the affair as CNBC’s Steve Liesman broke the news of her lawsuit and narrated the filing. He remarked that in the end, the affair would head to the Supreme Court:
“Well look I do think it’s going to come down to the Supreme Court. I think Justice Roberts is going to have to make a decision. This is, this is not something that’s going to be settled by District Court. I wonder if the Supreme Court chooses not to take it, whether therefore she is fired.”
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 August 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).
11. Walmart Inc. (NYSE:WMT)
Number of Hedge Fund Holders In Q2 2025: 105
Walmart Inc. (NYSE:WMT), America’s largest brick-and-mortar retailer, has seen its shares gain a modest 6.9% year-to-date. The modest gains are partly driven by a 6.3% dip in August. Walmart Inc. (NYSE:WMT)’s shares fell after the firm struggled with profitability during its second quarter. While its $177.4 billion revenue beat analyst estimates, earnings per share of $0.68 missed estimates of $0.74 by quite a hefty margin. During the earnings, Walmart Inc. (NYSE:WMT)’s CEO warned that as the firm ran through its inventories and started to order again, it might see the impact of tariffs. The tariff impact is likely to be felt on the bottom line. Cramer discussed Walmart Inc. (NYSE:WMT) in the context of tariffs as well:
“People perceive them as not having a, of eating some, but not all of the tariffs. Now everybody else had the same thing, but somehow they got hit with that idea and I thought it wasn’t right.”
Here are his previous thoughts about Walmart Inc. (NYSE:WMT):
“Yeah and John David Rainey came over. Now John David, I’ve known him for many, many years. The CFO. And senior vice president. And I was concerned by the Walmart, their response about Amazon. Because Amazon, the Journal caught them raising prices. Now I’m trying to find out whether that’s [inaudible] but he said Walmart has not. And I think Walmart is, Walmart and Costco are the two great inflation fighters now. And I think that it’s, Walmart has a couple of, there was 200 million in shoppers. So, for them to hold down prices. . . and if we had an honest CPI, then you would have to question some of the prices that are up if they shop at Walmart. Because they didn’t increase the prices.
“Well CPI is all these different element of food. And you know, I think it matters where you shop. If you shop at Walmart. . .Then you know that things didn’t go up. Look you’re eyes are not lying. So anyway I think it’s great to hear from John David Rainey that the largest chain that you buy food did not raise things. . . remember there’s a Walmart every two minutes away from you. So i salute Walmart and I think that this is terrific.”
10. Kohl’s Corporation (NYSE:KSS)
Number of Hedge Fund Holders In Q2 2025: 31
Kohl’s Corporation (NYSE:KSS)’s stock is up by a modest 9.3% year-to-date after having struggled through several dips and gains. The shares lost a massive 33% in March after the firm’s same-store sales dropped by 6.7% to outpace analyst estimates of a 6.2% drop. However, the stock surged later in the year due to the meme stock buying frenzy. More recently, Kohl’s Corporation (NYSE:KSS)’s shares jumped by a massive 24% after the firm’s $0.56 in EPS and $3.35 billion in revenue beat analyst estimates of $0.29 and $3.32 billion. Cramer remarked that Kohl’s Corporation (NYSE:KSS) got a free ride when it came to the impact of tariffs on its business:
“People perceive them as not having a, of eating some, but not all of the tariffs. Now everybody else had the same thing, but somehow they got hit with that idea and I thought it wasn’t right. Whereas Kohl’s, got, the free ride. The free ride.”
Previously, Cramer commented that Kohl’s Corporation (NYSE:KSS) was a short squeeze:
“Kohl’s, I don’t know, I mean this is one, you can say, clock is right twice a day, but I will tell you, they did say, they saw resilience with customers. Does have a new CEO. I’ve seen a lot of good things happening, but I don’t want to jump all over it because in the end it is brick and mortar, I’d rather be in TJX.
“Kohl’s is just a short squeeze. I think there are a lot of people that felt that Kohl’s, there was talk that they were having problems with vendors.”
