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 President Trump’s big AI event at the White House, which saw Apple, Microsoft, Google, and other companies’ CEO join him and the First Lady for dinner. Cramer was quite blunt as he remarked that not only could the President use Apple’s $600 billion investment in the US as an example to nudge other firms to do more, but that the CEOs were simply “pawns” for the President:
“But I think the President has a chance, to say, here’s Tim Cook, and Tim Cook has committed to do things, including bringing the supply chain back here, what have you done? Because the President, doesn’t think comparisons are odious. A lot of us were brought up to think they are, but I think the President has every right to be able to say, what are you doing to equal what Tim Cook is doing? These things are incredible Carl, because I don’t think people at home recognize, these are kings, but you know what, they’re almost like pawns. These are people in my world revere, they have built these companies that have created thousands of percent of gain. In the President’s world, what have you done for me lately? You know he’s not an analyst, saying like, I’m thrilled about the beat and raise. He’s like, I’m going to beat you and I’m going to raise [omitted].”
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 September 4th.
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. Amazon.com, Inc. (NASDAQ:AMZN)
Number of Hedge Fund Holders In Q2 2025: 335
Amazon.com, Inc. (NASDAQ:AMZN) has been a regular feature of Cramer’s morning show since the firm’s second quarter earnings, which saw the shares fall by 9.6% as investors worried about its growth prospects. Cramer has previously remarked that one reason Amazon.com, Inc. (NASDAQ:AMZN) might have struggled is because its Trainium chips aren’t as popular with cloud users as are NVIDIA’s GPUs. This time, he mentioned the debate going on between Amazon.com, Inc. (NASDAQ:AMZN) and NVIDIA:
“This, by the way is against Andy Jassy, at Amazon who is saying look, if you use our Trainium, our Trainium 2, Trainium 3, that’s the one that are developed by them. Well, you know they think it’s superior at least on price and Jensen’s coming back and saying, don’t you dare say that.
“Amazon I’m hearing is going to go against Marc Benioff with agentics. There seems to be a coalition. Anybody has anything new, Amazon up eight? I mean come on, is the [inaudible] not worth it? Also Project Kuiper finally had some little revenue in there, because they got JetBlue put some WiFi. These stocks are bouncing like you wouldn’t believe. . .”
10. Alphabet Inc. (NASDAQ:GOOGL)
Number of Hedge Fund Holders In Q2 2025: 219
Alphabet Inc. (NASDAQ:GOOGL)’s stock has turned a leaf after the firm won a reprieve from court through a historic ruling, which allowed it to continue owning Chrome and keep paying Apple to make Google Search the default iOS platform. Since the ruling, Alphabet Inc. (NASDAQ:GOOGL)’s shares have gained 11% to push its market value to a whopping $2.8 trillion. Such large moves are uncommon for trillion-dollar companies. As a result, Cramer compared Alphabet Inc. (NASDAQ:GOOGL)’s share price movement to small-cap stocks:
“These stocks are bouncing like you wouldn’t believe like Google was a small cap stock yesterday.”
Here are Cramer’s complete thoughts about Alphabet Inc. (NASDAQ:GOOGL) after the court ruling:
“Now, though, let us talk about what really matters. What happened today? Google and Apple, that’s what happened because they are today’s example of the dreaded, dangerous concentration… I listened to the sirens and saw one of the canaries fighting for its life last year. The canary was Google, now Alphabet. After owning this stock for years, in 2024, I decided that its version of artificial intelligence, Gemini, was cannibalizing its regular search… And more important, I was worried about the antitrust regulators going after them… You can’t be a monopolist. It’s illegal. I thought for a moment that this could be good news, that Alphabet could be broken into different pieces and that would amount to more than the sum of its parts kind of thing.
You know, [I] figured, wow, Waymo this and YouTube that, but the analysts and prosecutors told me that Alphabet would have to divest this thing called Chrome for nothing, maybe even have to pay to make Chrome independent…
I had a huge gain in Alphabet for the Charitable Trust. Now it was in jeopardy. It was supposed to be a death sentence for Alphabet, and I wasn’t going to electric chair with this one, so we sold it for the trust. In retrospect, I was a fool.
The concentration argument, as I’ve said, was a total canard… The court yesterday basically took back last year’s harsh ruling. It was a do-over. There’s no monopoly here at all… In the end, I listened to the sirens of negativity and I left the stock, but nothing really happened. I want my money back, but the scaremongers aren’t going to give it to me, the ones who worried about concentration. I left 50 points on the table.”
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