11 Stocks Jim Cramer Discussed As He Revealed How To Become ‘King’ Of AI

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8. 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 firm’s shares have gained 39% year-to-date, driven primarily by troubles at its rival Walgreens. CVS Health Corporation (NYSE:CVS) reported a strong set of earnings in July when its Q2 and full-year profit-per-share guidance beat analyst estimates. Here’s what Cramer said about CVS Health Corporation (NYSE:CVS) after the earnings:

“Right, and remember, Walgreens shrinkings, Rite-Aid gone away, 185 million people now go to these, including 60 million people who use two or more of their offerings. David,  I’ve got to tell you, they are, if you remember, the one that was the worst, they’re now the first. David Joiner, congratulations, you know how to price your business. And, they’re getting out of the individual exchange plans in 2026. Goodbye Medicaid?

“Guidance goes, six, six twenty, from five seventy five, six dollars, there’s a stock that going to . . .one hundred dollars!”

The CNBC TV host commented previously on CVS Health Corporation (NYSE:CVS) in the context of its position 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.”

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