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 commented on the recent producer price index (PPI), which indicated that inflation might be rising. For Cramer, the data set was unreliable as he commented on the significant downward revision of the jobs market data by the labor department:
“Well I go through it and once again, now, a lot more skeptical. . .after what happened in the previous one. And I look at things like, alright machinery I’m just gonna [inaudible] something, saying tariff, no tariff. Machinery and equipment, way too hot, tariff. Okay? Truck transportation and freight, bogus. There’s been a freight recession, that makes no sense whatsoever, I don’t know who they’re even talking to. . . .diesel fuel index, how are we going to control diesel, diesel’s actually going down. I don’t get that one bit.”
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 August 14th.
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. Palantir Technologies Inc. (NASDAQ:PLTR)
Number of Hedge Fund Holders In Q1 2025: 77
Palantir Technologies Inc. (NASDAQ:PLTR)’s shares are among the top performers in 2025 as they have gained 135% year-to-date. The stock has benefited from back-to-back strong earnings reports which have seen the firm expand its valuation multiple known as the Rule Of 40. Palantir Technologies Inc. (NASDAQ:PLTR) currently trades at a 589 P/E ratio, which makes it one of the most highly valued stocks on the market. Cramer discussed the firm in the context of improving the US government’s operations:
“If I brought in, yes, the stock that actually reversed yesterday in a criminal fashion, just kidding. Palantir. I think Palantir, with its ontology, its ability to be able to figure out an organization, would have much better numbers. I know praise Alex Karp almost the way I praised Jensen Huang. Which is completely wrong because one man is a force of good and the other one’s the force of I have no idea. But I do believe Palantir could do the numbers much better.”
Here are his previous thoughts about Palantir Technologies Inc. (NASDAQ:PLTR)’s CEO, Alex Karp:
“And, Alex Karp, congratulations again for getting the stock up. What a guy. What a sweetheart. That’s a word that’s not used by anyone in the world, remember pistol competition he does.”
11. Cisco Systems, Inc. (NASDAQ:CSCO)
Number of Hedge Fund Holders In Q1 2025: 82
Cisco Systems, Inc. (NASDAQ:CSCO) is a networking equipment company. During the show, Cramer interviewed its CEO, Chuck Robbins, and discussed the stock throughout:
“When we talked to Chuck Robbins this morning, the business roundtable, they’re kind of confused. They’re kind of confused. They don’t really want to add a lot of people because they are afraid. That maybe AI can take the, over hired them.
“[On how a report shared that margins could suffer due to cost saving optimism from AI] I don’t think that’s possible. I think that when we speak to Chuck Robbins, Cisco, a lot of these conference calls devoted to agentic. Meaning, uh, let’s not, you know, non-human doing the job. I think that Chuck is not a political figure. And I think he’ll just say, look, agentics are right now. And I think that therefore you have a lot of companies that are saying, why do I need as many people?
“[On how AI infrastructure orders were 2x the initial target] I thought that was terrific. Obviously it’s security that’s the issue. Not their giant, genuine refresh for all their switching and routing. It is certainly not their AI, which is very, very strong. The stock is down because of some words they had to say about security being disapponting. And I think we have to get to the bottom of that and figure out what’s going on. A lot of it is government work and you can asterisk and say if it weren’t for government work they would be fine. But no one asterisks anything one a stock has momentum on the downside, it’s just, down.
“I was surprised that the Splunk portion of Cisco did not have great number versus what I thought. . .but what I like about Cisco is the refresh. And their AI business.”
10. FedEx Corporation (NYSE:FDX)
Number of Hedge Fund Holders In Q1 2025: 62
FedEx Corporation (NYSE:FDX) is one of the largest courier and transportation companies in the world. Its shares have lost 17% year-to-date as weak earnings reports, coupled with trade and tariff uncertainties, have affected them. FedEx Corporation (NYSE:FDX) has also suffered due to the Trump administration’s decision to revoke the de minimis exemptions, which meant that the volume of shipments sent to the US dropped significantly. In his previous remarks about FedEx Corporation (NYSE:FDX), Cramer has praised the firm’s CEO. This time, he commented on the firm’s warehouse operations:
“So I think that, there isn’t anything in my mind that says that, you take warehouses being up, that employing people in warehousing and then you look at FedEx, which has got a gigantic warehouse in the Boston area with no people.”
Previously, the CNBC TV host was full of praise for FedEx Corporation (NYSE:FDX)’s CEO Raj Subramaniam:
“UPS, look, one of the things that I’ve got to hand, FedEx, Raj Subramaniam was in there. Man, he’s giving you numbers. And Subramaniam’s a hitter, okay. We have a lot of hitters today. Kelly Ortberg, hitter. Who’s a misser?”
9. Amazon.com, Inc. (NASDAQ:AMZN)
Number of Hedge Fund Holders In Q1 2025: 328
Amazon.com, Inc. (NASDAQ:AMZN)’s shares have lost 1% since the firm’s latest earnings report, as investors worry about the firm’s cloud computing business. After the earnings, Cramer asserted that one reason the firm is facing a growth slowdown with its AWS business is due to over-reliance on its custom Trainium AI chips. This time, he discussed Amazon.com, Inc. (NASDAQ:AMZN) retail business as well:
“So I think that, there isn’t anything in my mind that says that, you take warehouses being up, that employing people in warehousing. . .And then you take a look at what Amazon’s doing. You read how their big warehouses have no people. And them I’m supposed to conclude that the problem is warehouse employment? You need to be a little more granular than the Labor Department.
“Look I think that Andy Jassy has been waiting to make a mark and I think he’s done a remarkable job. But this is it. I think that the idea of having. . . but I do think that this is the new narrative, they got caught up in this, not using NVIDIA chips, using their own Trainium chips, and now we all forgot why we sold Amazon and we’re back. It is the largest position in my charitable trust and I will reiterate today that I think that Jassy is just a hitter.
“Hey by the way, let’s not forget. We are going to have a number of drug stores in this country that is probably about one fifth of what we have now. And that was the Amazon factor. So you’re going to get your food, you’re going to get your drugs, it’s going to come to your house. It’s a whole new world. And Amazon’s got it. Let’s just walk away from the idea that web services is declining just for a few minutes please.”
8. NVIDIA Corporation (NASDAQ:NVDA)
Number of Hedge Fund Holders In Q1 2025: 212
August has been an interesting month for NVIDIA Corporation (NASDAQ:NVDA), as after the firm received the Trump administration’s approval to sell China the H20 GPUs, reports started to flow about potential security vulnerabilities or tracking software in the chips. While NVIDIA Corporation (NASDAQ:NVDA) asserted that no such vulnerabilities are present, more reports came to light and suggested that the Chinese government was advising firms not to buy its products. Cramer commented on yet another report about the firm:
“But we’re seeing a lot of crazy stuff. I mean yesterday NVIDIA was down all day. I said why? Well it turns out that there was a short story out there that NVIDIA’s gonna get late with the next chip which is the Vera Rubin, and therefore the MI450 by AMD is going to be in ascendance. The story was, I’ll just use a word that I think is really kind of indicative of where we are. It was a lie. It was a lie. . .it was untrue. And it caused a lot of people to buy AMD up nine and sell NVIDIA. Now there’s probably a new story about why NVIDIA’s down today. Because NVIDIA is so easy to known down right now because they’re an honest company. They don’t come in and they’re not a hyped company. They’re like, okay, they don’t come in and say what do we have to refute today? The fact is that the most major story about NVIDIA is a positive one. Which is that DeepSeek can’t make it so called [inaudible] chips that it needs and they need the H20.
“. . .I don’t know spreads these things. I spend so much time shooting these things down, it’s like, I got the call at four o one saying finally got the saying here’s what happened. I said, well you know, three fifty nine the call would have been more effective cause the market closed. But everyone was focused on Mr. Bullish or whatever.
7. Advanced Micro Devices, Inc. (NASDAQ:AMD)
Number of Hedge Fund Holders In Q1 2025: 97
Advanced Micro Devices, Inc. (NASDAQ:AMD)’s AI accelerators are the only ones in the market that can cater to AI demand on a massive scale, except for NVIDIA’s products. Consequently, the firm’s shares have gained 47% year-to-date as Wall Street remains bullish on the long-term prospects of AI and Advanced Micro Devices, Inc. (NASDAQ:AMD)’s ability to cater to the demand. The ability of the firm to profit from AI demand was evident from the report that Cramer discussed:
“. . .there was a short story out there that NVIDIA’s gonna get late with the next chip which is the Vera Rubin, and therefore the MI450 by AMD is going to be in ascendance. The story was, I’ll just use a word that I think is really kind of indicative of where we are. It was a lie. It was a lie. . .it was untrue. And it caused a lot of people to buy AMD up nine and sell NVIDIA.
“I mean look, AMD is good but the idea that that stock should have run yesterday, off of Vera Rubin being late, was just, I don’t know spreads these things. I spend so much time shooting these things down. . .”
Here are his previous thoughts about Advanced Micro Devices, Inc. (NASDAQ:AMD):
“I think this is the pause that refreshes. I like the pullback. I’m surprised we’re even getting it. I think that Lisa Su has got something big going on with this MI400, that’s a competitor to NVIDIA. There’s room for them even if they do billions and billions of dollars in that category. They’ll get their fair share. I want you to buy some.”
6. Constellation Brands, Inc. (NYSE:STZ)
Number of Hedge Fund Holders In Q1 2025: 44
Alcoholic beverage producer Constellation Brands, Inc. (NYSE:STZ)’s shares have lost 24% year-to-date as they are yet to recover from a massive 17% dip in January. The shares fell at the start of the year after the firm missed analyst revenue and EPS estimates for its fiscal third quarter and cut its fiscal year guidance. Cramer’s previous remarks about Constellation Brands, Inc. (NYSE:STZ) have discussed the impact of GLP-1 drugs and dropping alcohol consumption on the stock. Here are his latest thoughts:
“In this country we once had prohibition, I’m beginning to think we now have self-prohibition. There’s a Gallup poll, talking about American self-reported drinking down 54% after consecutive declines. Believe moderate drinking is bad for health. The Gen Zs aren’t drinking. . . .Beer remains America’s favorite booze, I’m not going to go into beer stocks, I think Constellation’s, STZ’s, a terrible stock. . . .Because this is a mocktail era. People are, I mean it really is temperance. And there are a lot of people who feel that even red wine, they finally got rid of that canard. So be careful in the liquor story because its just not getting better, it’s getting worse.”
Cramer wasn’t optimistic about Constellation Brands, Inc. (NYSE:STZ) ahead of its latest earnings either:
“On Tuesday, we get results from former market darling, Constellation Brands. What a fallen idol. There’s so much to unpack here because this consumer packaged goods company is a microcosm of what’s gone wrong with this now pathetic group that used to be the place to go when there’s a slowdown. First: Constellation is an alcohol company, so all their products are being hurt by the GLP-1 drugs, which can blunt your craving for booze. That’s especially true for the big beers, which are Modelo [and] Corona, and then a new popular favorite, Pacifico.
Second: Increasingly, surveys show that there’s a switch from beer to cannabis because smoking weed is theoretically less fattening. I say theoretically because while alcohol has way more calories, it doesn’t give you the munchies. This younger generation cares more about their health than previous ones. Sounds fanciful, but it is true. Third: Constellation said its sales have been hurt by concerns in the Hispanic community about mass deportations. The stock’s been steadily declining all quarter.
It’s been downgraded by analysts jumping ship from the company that used to beat and raise and beat and raise over and over and over again. Used to be a big position for my trust. That was then. Now, we expect Constellation to miss. We’ll get the results Tuesday night, and the conference call will start on Wednesday morning. You’ll probably see the stock jump up when it reports. That’s what it typically does, and then it declines through the rest of the day. So let’s be careful.”
5. Diageo plc (NYSE:DEO)
Number of Hedge Fund Holders In Q1 2025: 39
Diageo plc (NYSE:DEO)’s shares have lost 12% year-to-date but would have been down much more had it not been for a 13% jump in August. The stock rose after the firm reported 1.7% in full-year organic sales growth to beat analyst estimates of 1.4% and its operating profit dropped by 0.7% which was lower than the 1.2% drop that analysts had penciled in. Here’s what Cramer said about the movement in Diageo plc (NYSE:DEO)’s shares:
“In this country we once had prohibition, I’m beginning to think we now have self-prohibition. There’s a Gallup poll, talking about American self-reported drinking down 54% after consecutive declines. Believe moderate drinking is bad for health. The Gen Zs aren’t drinking. I have to tell you that this is another reason to stay away from the stock of Diageo. Beer remains America’s favorite booze, I’m not going to go into beer stocks. . .But I do think that there has been a little bit of a bounce in Diageo. . .and that’s a good opportunity to exit. Because this is a mocktail era. People are, I mean it really is temperance. And there are a lot of people who feel that even red wine, they finally got rid of that canard. So be careful in the liquor story because its just not getting better, it’s getting worse.”
Previously, the CNBC TV host discussed Diageo plc (NYSE:DEO)’s shares and business environment:
“Oh, okay, you came to the right guy because I’ve been in the bar business, the restaurant business, and the liquor business. I gotta tell you, they all stink. The problem is this: If you’re looking at the alcohol business, the GLP-1s, the new generation of people actually care about their health and wellness, and getting fat. Well, alcohol’s got all three. And don’t forget gummies. Gummies.. very heavy competition. I’d rather own gummies than… Diageo. There, that’s a statement.”
4. Brown-Forman Corporation (NYSE:BF-B)
Number of Hedge Fund Holders In Q1 2025: 37
Brown-Forman Corporation (NYSE:BF-B) is the struggling alcoholic beverages firm whose shares have lost 18% year-to-date on the back of a massive 17.9% dip in June. The shares fell after the firm’s quarterly report saw its $894 million in revenue miss $967 million in analyst estimates and its $0.31 EPS miss estimates of $0.34.
“In this country we once had prohibition, I’m beginning to think we now have self-prohibition. There’s a Gallup poll, talking about American self-reported drinking down 54% after consecutive declines. Believe moderate drinking is bad for health. The Gen Zs aren’t drinking. . . .Beer remains America’s favorite booze, I’m not going to go into beer stocks, . . .But I do think that there has been a little bit of a bounce in . . .Brown-Forman, and that’s a good opportunity to exit. Because this is a mocktail era. People are, I mean it really is temperance. And there are a lot of people who feel that even red wine, they finally got rid of that canard. So be careful in the liquor story because its just not getting better, it’s getting worse.”
Here’s what Cramer said about Brown-Forman Corporation (NYSE:BF-B) after the earnings report:
“But the worst one, Brown-Forman, the maker of Jack Daniel’s, which reported a truly terrible quarter. Although if you read the press release propaganda, you might have thought everything’s fabulous. Of course, when you look at the stock, which plummeted nearly 18% today, you’ll notice that it finished even worse than Tesla stock, which is saying something given the war of words between Elon Musk and President Trump, one of the worst spitball competitions I have ever seen.
The conference call for Brown-Forman, which used to be a terrific investment, was surreal. They took whatever they could find that was at all good, and there wasn’t much, and that’s all they really wanted to talk about. You think this whole company is Woodford Reserve, which was the best-performing liquor. Of course, the analysts weren’t buying it, not one bit…
There’s the brand issue. Somehow, Jack Daniel’s just isn’t selling as, the way as it used to. Hey, by the way, same goes for their biggest tequilas, like el Jimador and Herradura, two mainstays that both declined 13% in the fiscal year that just ended in April.
It’s not their forte or a needle mover, but those are horrendous numbers. After all, one of the few bright spots in the entire liquor business is the agave spirit, and yes, think margarita, but it’s not so bright for Brown-Forman. Amazing. As badly as they’re doing in whiskey, they’re actually doing worse in tequila. Wait, there’s a silver lining: Whiting points out in the call that spirits continue to take share from beer and wine.”
3. Bullish (NYSE:BLSH)
Number of Hedge Fund Holders In Q1 2025: N/A
Cryptocurrency exchange Bullish (NYSE:BLSH) is the latest firm to list its shares on the stock exchange. Since being listed, the stock has lost 7.7%. Cramer commented on the movement and ascribed the drop to profit taking. Here are his complete remarks about Bullish (NYSE:BLSH):
“[On his thoughts about Bullish’s price action] Okay, so I think that it was amazing. Basically because it went up, a huge amount. And then there was profit taking. And that was actually, shows a little bit of rationality. I think there are a lot of people who just say, when I was watching someone’s, Frank Holland’s actually, show talking about how we all know it’s frothy. And I am a little more in the Rick Rieder camp, who says that it’s a really good time to invest. And the fact that Bullish came down a little bit made me feel okay, it’s not completely crazed. I was confused by Tom Farley, he’s the CEO, talking about how it’s gonna be a Solana-based business. Because you can’t buy Solana at Fidelity. IF you wanna buy Solana at Coinbase, you have to have a picture of your driver’s license. I mean they were like carding you to buy Solana. I want to know more about Solana was their choice.”
2. Robinhood Markets, Inc. (NASDAQ:HOOD)
Number of Hedge Fund Holders In Q1 2025: 76
Digital exchange Robinhood Markets, Inc. (NASDAQ:HOOD) is one of Cramer’s favorite stocks. He believes that the firm enjoys a significant advantage over traditional brokers and has a strong platform that has facilitated the transfer of wealth between the older and younger generations. Robinhood Markets, Inc. (NASDAQ:HOOD)’s shares have gained 189% year-to-date as investors continue to be enthused about its competitive advantage and market share. Here are Cramer’s latest comments about the firm:
“And you know that from Robinhood, the numbers are extraordinary. A lot of the brokers I think are sitting back, they don’t want to admit it on air and say, oh my god, Robinhood is crushing us.
“Uh, I do think that, Vlad Tenev has got the brokers of the future. And I think that the other guys have to catch up.”
Previously, the CNBC TV host discussed Robinhood Markets, Inc. (NASDAQ:HOOD)’s platform:
“Do I have to describe Robinhood to you? It’s an app. No, it’s a bank. No, it’s a repository of wealth of the millennials, whatever you want to call it. Robinhood has 25 million accounts, and it offers ETFs, options, gold, and crypto. It came out of nowhere. This company was worth $11 billion two years ago. Now it’s $88 billion. Again, incredibly profitable. Out of nowhere, it seems to have captured young people who would otherwise not bother to invest. You know what I say? Hallelujah.”
1. Interactive Brokers Group, Inc. (NASDAQ:IBKR)
Number of Hedge Fund Holders In Q1 2025: 67
Interactive Brokers Group, Inc. (NASDAQ:IBKR) is an American brokerage company whose shares have gained 38.8% year-to-date. The stock has benefited from strong revenue growth fueled by rising trading. Interactive Brokers Group, Inc. (NASDAQ:IBKR)’s shares jumped by 7.8% in July after the firm’s second quarter revenue of $1.5 billion and $0.51 EPS beat analyst estimates of $1.4 billion and $0.47. Cramer discussed the recent share price performance:
“[On recent poor share price performance] I think that people felt that maybe I want to be, maybe there’s a little more competition. Now again, when you actually try to buy these things, it’s rather extraordinary because these things are all very tricky. People just, there’s no fluidity in trying to buy things.”
Previously, Cramer commented on Interactive Brokers Group, Inc. (NASDAQ:IBKR)’s intelligence:
“The brokerage firm that is very, very smart and very well run. And I do like brokers, particularly those that are able to let us do what we want, and that’s one of them. I say buy.”
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