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 a Bank of America report covering big technology firms’ AI infrastructure spending. The report outlined that in September and October, technology companies borrowed $75 billion, which was more than twice the annual average of the past decade. Cramer and his co-host David Faber discussed AI infrastructure firm Oracle’s debt in a recent Squawk on the Street episode as well, and as the BofA report came to his attention, he remarked:
“I didn’t want debt, I didn’t want insider selling. I didn’t want at the market selling. We’re getting all of those. Now if we’re in the business of selling debt, I would say, hey but listen, these, we got firm commitments. I’m in the business of telling the truth to viewers because that’s who I work for. And it’s just, I can’t be inconsistent. . .we’re at a very crucial moment for our viewers. . . it doesn’t matter anymore, I just got to tell it the way I see it.”
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 November 12th.
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. Eli Lilly and Company (NYSE:LLY)
Number of Hedge Fund Holders In Q2 2025: 119
Cramer has again started to frequently discuss Eli Lilly and Company (NYSE:LLY) on his morning show. During the year’s first half, the CNBC TV host repeatedly praised the firm’s manufacturing initiatives and added that its non-weight-loss drug portfolio held great potential. More recently, he has started to discuss Eli Lilly and Company (NYSE:LLY)’s attempts at a weight loss pill and the firm’s valuation:
“One time not that long time ago, Ken Langone, great investor, when Eli Lilly was in the 700 billion, said you know Jim, it’s gonna be worth a trillion dollars. It may be worth a trillion dollars, in a few weeks, it’s at 934 billion. This pill that they have for GLP-1, the Trump Rx, the lowering of price, the idea that you’ll just be able to get it for weight loss, not comorbidity, people are beginning to realize, maybe this thing is worth far more. And a Citi piece today, price target 1500 dollars! . . .Eli Lilly’s a great company, Dave Ricks by the way, the company does a lot of work, now you’re in the ALS, you’re in the Lou Gehrig, they’re giving money to that. . .Dave Ricks is really unbelievable man, but what he’s really driving is a company that’s gonna pass a trillion dollars. Congratulations to him.”
“Oh my, and all they do is pull away [from NVO] because this pill, now sure you can just inject yourself just once a month, but Google it, people are happy to taking pills like they are vitamin supplements. This would be like that. It’s a very big move.”
10. Cisco Systems Inc. (NASDAQ:CSCO)
Number of Hedge Fund Holders In Q2 2025: 81
Networking hardware equipment manufacturer Cisco Systems Inc. (NASDAQ:CSCO) reported its fiscal first-quarter earnings report on Wednesday. The results saw the firm report $14.88 billion in revenue and $1 in EPS which beat analyst estimates of $14.77 billion and $0.98. Citing orders from hyperscalers, Cisco Systems Inc. (NASDAQ:CSCO) outlined that its networking business saw revenue grow by 15% to $7.77 billion during the quarter. After yesterday’s close and the latest earnings, Cisco Systems Inc. (NASDAQ:CSCO)’s current forward P/E ratio sits at 19, according to Yahoo Finance. Cramer discussed the firm ahead of the earnings report and assured viewers that the Cisco Systems Inc. (NASDAQ:CSCO) of 2025 wasn’t equivalent to the one in 1999:
“[On upcoming earnings] Yeah and we own it for the charitable trust. It’s not expensive by the way. Now the last time it was at these levels, it was very expensive. Now you’re talking about 1999, but that’s a company that sells at 16 times earnings. It’s not the one that’s historically blowing up to anybody. Doesn’t blow people off.
“Yeah, Chuck Robbins is someone, he saves his irrational exuberance for the Atlanta Falcons, not for his company.”
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