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 the government shutdown and air traffic controllers. His remarks came before legislation to end the shutdown cleared the Senate, and the CNBC TV host warned that if the flight delays persisted, then the Thanksgiving Holiday could be affected:
“Well we said last year, the end, the shutdown ended because of flying and not enough air traffic controllers. Well, having been caught in the chaos where you’re supposed to leave the airport at nine, and it turns out to be a.m. and you’re on a red eye, this is not going to stand. There’s just too many people, Thanksgiving will not occur. If you’re trying to fly to an airport, David don’t pay any attention to when it’s going to leave or when it’s going to land.”
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. NVIDIA Corporation (NASDAQ:NVDA)
Number of Hedge Fund Holders In Q2 2025: 235
Cramer started the show by discussing AI chip giant NVIDIA Corporation (NASDAQ:NVDA). He discussed a note by Melius Research’s Ben Retizes that reiterated a Buy rating and a $300 price target. Cramer also mentioned Citi’s coverage that the growth in demand for AI workloads was leading to expansion in the cloud businesses of big tech companies:
“Right and I know that, Melius, that, uh, I got to tell you, Ben Reitzes has a piece which talks about why you should stay in. There’s a terrific piece by Citi obviously we’re going ahead, we’re going toward the earnings. I mean David, is it the key stock of this market? I would say that, AI which doesn’t exist, OpenAI is the key. And Sam Altman turns out to be, I would say the chief villain of this market. If you see, if you go into a bear market, if you go into a big decline, it because of that one person. Because there isn’t anything they say that’s any good anymore.
“I just think that NVIDIA turned out to be the stock that the institutions did not crave because he was a gamer but individuals listened. And I can. . how foolish were they, the multiple was really high. I don’t want to pass judgement on the individual they’ve done a lot better than the institution.”
11. Pfizer Inc. (NYSE:PFE)
Number of Hedge Fund Holders In Q2 2025: 83
Jim Cramer has discussed pharma giant Pfizer Inc. (NYSE:PFE) several times recently. He has repeatedly commented on how the stock trades more like a bond rather than an equity due to its 7% dividend yield. In this appearance, he asked CEO Albert Bourla his opinion about the stale trading activity. In response, Bourla outlined that he agreed with Cramer that the stock was undervalued and his company had addressed concerns, including high tariffs, too much COVID revenue, and the firm’s strategy to address the weight loss drug market. Bourla added that the loss of exclusivity of Pfizer Inc. (NYSE:PFE)’s drugs was also a key concern, and his firm is working on it. As part of his question, Cramer also opined on Pfizer Inc. (NYSE:PFE)’s stock:
“Alright, so, Dr., I’m gonna ask a simple question, I know that you don’t control the stock market, [inaudible] but I thought the quarter was good that you just announced, and I thought for sure the stock would move up. What is it, do you think, that is keeping the stock at a 7% yield with a great balance sheet and a lot of stuff in the pipe? I find it unfathomable that your stock is still where it is.”
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