In this piece, we will look at the stocks Jim Cramer discussed.
In a recent appearance on CNBC’s Squawk on the Street, Jim Cramer discussed AI, jobs, and the housing market. Discussing coverage in the Financial. Times about Bethlehem, Pennsylvania, Cramer commented:
“Look there is something wrong. We had rates go down and the new home build was bad. How is that? That is new. . .really interesting series being run in the FT about the town of Bethlehem. Which has got, home to a bunch of really good colleges and a lot of young people. All of this is what they talk about. This is what they talk about, is, are there jobs because of AI? It’s, AI is lurking larger than AI and it is making people thinking maybe I can’t be a finance bro or woman.”
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 October 27th.
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 427.7% since May 2014, beating its benchmark by 264 percentage points (see more details here).
11. NVIDIA Corporation (NASDAQ:NVDA)
Number of Hedge Fund Holders In Q2 2025: 235
NVIDIA Corporation (NASDAQ:NVDA) is in the headlines again after closing in on the $5 trillion market capitalization mark. Cramer’s a believer in the firm, and in this appearance, he discussed yesterday’s GTC Washington conference and share price activity. At the conference, NVIDIA Corporation (NASDAQ:NVDA) CEO Jensen Huang discussed opportunities to build AI-powered telecommunications towers and autonomous vehicles. Here is what Cramer said the day before the event:
“. . .the action right now in AMD and NVIDIA, now NVIDIA does have the big GTC Washington conference, is so bullish. . .that’s so bullish. And NVIDIA was up, started moving around four, and I just think that people are buying it, you know I’m big NVIDIA, own it don’t trade it, but, that anyone has any knowledge about what that deal is [presumably referring to opportunities in China], is kind of shocking since it’s not been brought up at all.
“In the meantime NVIDIA, David. Four trillion, big meeting tomorrow. Jensen Huang, Washington, GTC. These companies just keep on moving. . .Jensen Huang’s speaking. . he does a visionary keynote, he’ll talk about the Feynman.”
10. Microsoft Corporation (NASDAQ:MSFT)
Number of Hedge Fund Holders In Q2 2025: 294
Microsoft Corporation (NASDAQ:MSFT) was in the news yesterday after OpenAI completed its restructuring and confirmed the firm as a shareholder. Microsoft Corporation (NASDAQ:MSFT) now holds a 27% stake in the OpenAI Group PBC, which is in turn also controlled by OpenAI, which holds a $130 billion equity stake. During this appearance, Cramer commented on the software company as part of a discussion surrounding retail stocks. He discussed a note from Guggenheim that upgraded the stock to Buy from Neutral and set a $586 share price target. As part of the coverage, Guggenheim cited Microsoft Corporation (NASDAQ:MSFT)’s strengths in the software market through its productivity products and the potential to benefit from AI. Cramer mentioned these as well:
“[On consumer names not playing the way tech has] But the way to play that is to buy the Microsoft piece. Where it says, Microsoft’s back being monopolist again. You see that positive piece about Microsoft in Guggenheim?. . .it’s got back the near monopoly on the productive suite.”
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