In this piece, we will look at the stocks Jim Cramer discussed.
In his latest appearance on CNBC’s Squawk on the Street, Jim Cramer discussed quantum computing stocks and consumer spending. Cramer continued to assert that retail investors just want to own quantum computing stocks and warned that the sector was quite speculative:
“And then, you know, overlooked, but we need to do quantum. D-Wave, because a lot of people feel that they have the edge, I don’t know. There’s also a Quantinuum, that’s owned by Honeywell. . .I think that people still love quantum, they just want to own quantum. Watch that because that is probably the most speculative part of the market.”
As for consumer spending, he tied it with the drop in flights all over the US due to the government shutdown:
“And I think what happens is that, there gets to be a mood, and the mood is one of, not only do you not want to spend, you don’t want to go, you’re thinking that you’re, whatever plans that you have are worth, should be cancelled. And I think that’s kind of why we can rally so much, because it just seemed like by the day consumer confidence was going down. And it turns out I think that people like to visit family, and, you just, you look at those four, and those four, everything they post, is kind of meaningless.”
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 10th.
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).
12. Eaton Corporation plc (NYSE:ETN)
Number of Hedge Fund Holders In Q2 2025: 74
Eaton Corporation plc (NYSE:ETN) is a power management company that makes and sells equipment for industrial and residential use. The firm made headlines last week after it announced a $9.5 billion deal to buy Boyd Corporation’s thermal business. The deal is expected to beef up Eaton Corporation plc (NYSE:ETN)’s presence in the liquid cooling industry for data centers. Discussing the deal after its announcement, Cramer pointed out that liquid cooling was very important for the next generation of data centers. He went as far as to call Eaton Corporation plc (NYSE:ETN) a “well run” company owned by his charitable trust. However, in a later appearance, Cramer added that it was important to time purchases of the shares. In this appearance, he briefly praised Eaton Corporation plc (NYSE:ETN)’s acquisition:
“Eaton reported, and they made a great acquisition with this Boyd. . .”
The November appearance wasn’t the first time Cramer had recommended buying Eaton Corporation plc (NYSE:ETN)’s shares. For instance, he commented in March 2025:
“It’s unbelievable… It is unbelievable. That quarter was not that bad. I can’t believe what’s happened to the stock. I was talking with Jeff Marks today. We think it should be bought and bought right now.”
11. DaVita Inc. (NYSE:DVA)
Number of Hedge Fund Holders In Q2 2025: 43
DaVita Inc. (NYSE:DVA) is a healthcare company that caters to the needs of kidney patients. Cramer made these remarks after co-host Carl Quintanilla discussed the stock’s performance and commented that it was among a group that was “leading us lower”. Healthcare stocks were shaky as legislation in the Senate without the subsidies appeared to be making its way to approval. Cramer previously discussed DaVita Inc. (NYSE:DVA) in September, as he pointed out that while the firm’s buybacks made it a good contender to buy, he was wary due to RFK Jr. Here’s what he said about DaVita Inc. (NYSE:DVA) in this appearance:
“People are talking, people are saying that, they needed these subsidies. And I’m not going to disagree. . the Democrats would go for it before the ridiculous aircraft thing this weekend. . .So that group is not, I’m not saying they’re un-investable, because those things always tend to bounce back.”
Here is what Cramer said on September 9th about DaVita Inc. (NYSE:DVA) and buybacks:
“In terms of just closing your eyes and buying stocks that have a large share count shrinkage, DaVita’s number one. Now, this is a kidney dialysis company that has indeed retired 9% of its share count annually for the last 10 years. That’s big. But you see, it’s not something I want to buy with RFK Junior anywhere near the specialty medicine business.”
