12 Hot, Cold & Stable Stocks Jim Cramer Recently Discussed

In this piece, we will look at the stocks Jim Cramer discussed. 

In his Squawk on the Street appearance on Friday, Jim Cramer discussed recent stock market performance and linked it to interest rates:

“Yeah, look, I think that we are owed a breather because of what you said at the start, which is that rates are not going away like they’re supposed to so that we can continue to do this and expect that they’re going to pivot. They have to pivot, because we’re seeing too much strain. And I understand, Michael Hartnett. has a great piece today in Bank of America, I enjoy his stuff very much David, talking about the public [inaudible] I like to think that it’s not a bubble, I like to think that there’s enthusiasm now across the board, it’s not just the Mag 7. But rates are going to determine the next move, not enthusiasm.”

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 19th.

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).

12. Lennar Corporation (NYSE:LEN)

Number of Hedge Fund Holders In Q2 2025: 62

Lennar Corporation (NYSE:LEN)’s shares have gained a modest 2% year-to-date. Cramer has discussed the firm throughout 2025, and in most of his appearances, he has linked the stock’s performance to interest rates. While Lennar Corporation (NYSE:LEN)’s shares have performed modestly, Cramer continues to believe that the firm has a sound business model and operational practices. In his previous comments, the CNBC TV host commented that Lennar Corporation (NYSE:LEN) was a “superb operator,” but added that deciding whether to buy the stock is tricky. According to him, long-term interest rates will play a key role in Lennar Corporation (NYSE:LEN)’s share price performance. Naturally, the long rates also factored into his latest comments about the firm:

“And if the long rate does [continue to tick higher] then you’re going to have more Lennars. I mean look, Lennar’s a great company, but Lennar had nothing to make me feel like I want to own the stock. It’s a big housing company, it needs lower mortgage rates.”

11. FedEx Corporation (NYSE:FDX)

Number of Hedge Fund Holders In Q2 2025: 67

FedEx Corporation (NYSE:FDX) reported its earnings for the fiscal first quarter last week, which sent its shares higher. The results saw the firm’s $22.2 billion in revenue and $3.83 in adjusted earnings beat analyst estimates of $21.7 billion and $3.59. Cramer has continued to praise the firm’s CEO, Raj Subramaniam, throughout 2025, and after the earnings, he discussed the CEO as well:

“It will be up [inaudible] but I do think it should be up more than that I think.

“Yeah I think that this was the most bullish Raj has been since he took over. He started, when he came in, he was talking about recession with me. I think this was an amazing quarter, really great that they could do this much despite tariffs, despite the de-minimis. But I wanna correct something about the market. The market is, took up UPS with FedEx. I think it’s become very zero sum. They are very much like each other. FedEx deserves to be up 12, maybe 15.

“Yes and they had to cut back China but Raj is being very realistic that China, there are other places that are kind of taken up for buy China is bad. Raj was so bullish, and people have to understand that he’s not given to hyperbole. Not at all.

This was his breakout. I mean when I talked to him it was clear that this was the one that I had been waiting for. God I can’t stay negative, hey, I got what I wanted but I’m staying negative.”