11 Latest Stocks Jim Cramer Talked About

2. Meta Platforms, Inc. (NASDAQ:META)

Number of Hedge Fund Holders In Q2 2025: 260

Meta Platforms, Inc. (NASDAQ:META)’s latest earnings report saw its shares fall as investors were worried about the firm’s plans to increase capital spending in 2026. However, Cramer went against the broader sentiment and discussed CEO Mark Zuckerberg’s potential strategy in detail. The CNBC TV host posited that the Meta Platforms, Inc. (NASDAQ:META) CEO might be trying to ensure that his firm’s social media moat is fortified against any attempts of encroachment from OpenAI. He also outlined that he had bought the shares for his trust around the time of Meta Platforms, Inc. (NASDAQ:META)’s IPO, and despite recent jitters, he remained a believer in the firm. This time, he briefly commented on the firm in the context of big tech’s AI capital expenditures and defended Meta Platforms, Inc. (NASDAQ:META)’s spending, along with recommending the stock:

“Last week there was a kind of a revulsion towards the companies that are spending too much on capex. With Meta, I think Meta does have to spend all that, still a good buy.”