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 discussed a note by Morgan Stanley’s Mike Wilson, which outlined that the market could be held up by AI, operating leverage could be enhanced by AI adoption, and businesses were not particularly worried about tariffs. While Cramer disagreed with Wilson’s assessment of AI driving the market, as he remarked that stocks were trading in two distinct groups, he did agree that the tariff environment was benign:
“I thought that was an excellent piece. And at times I disagree with Mike, Mike is incredibly thoughtful. And I look at what he’s saying and I say, it’s kind of an unassailable theme. . . .But nothing I think resembles what we had. So I look at it as being a benign environment. Um, that is not responsive to tariffs. I’m not necessarily saying it’s what we get from Commerce Secretary Lutnick which is hey, you know it’s fine. I do think that there’ll be a series of articles about how now they’re gonna after Korea, they’re going to go after Japan. They have to be after everybody, that’s just part of the program.”
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 July 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. The Boeing Company (NYSE:BA)
Number of Hedge Fund Holders In Q1 2025: 96
The Boeing Company (NYSE:BA), one of the two major aircraft manufacturers in the Western world, has seen its shares gain 32.9% year-to-date. The firm has benefited from improving production, aircraft deliveries, and cash flow after significant headwinds last year. Cramer’s previous comments about The Boeing Company (NYSE:BA) have also ascribed some of the strength in the shares due to a thematic stock market driven by aerospace bullishness. The CNBC host also believes that The Boeing Company (NYSE:BA) won’t be caught up in trade tensions between the US and Europe due to its sizable manufacturing presence in the global commercial aviation industry. This time, he was positive about the firm’s upcoming earnings:
“By the way, Boeing’s gonna have a fantastic quarter.”
Previously, Cramer commented on The Boeing Company (NYSE:BA)’s position in the trade tensions between the US and Europe:
“Well Boeing they’re [Europeans] just gonna hurt themselves. Because they need Boeing, cause there’s not enough Airbuses. If the FAA were to allow Boeing to be able to raise the cap, we could crush it. We being our country. There again, I’m saying it. I admit that I’m an American and I’m proud. And I’m lucky.”
11. International Business Machines Corporation (NYSE:IBM)
Number of Hedge Fund Holders In Q1 2025: 57
International Business Machines Corporation (NYSE:IBM) is one of the most important technology companies in the world. The firm caters to the needs of enterprise computing users by providing access to hardware and software products. International Business Machines Corporation (NYSE:IBM)’s shares have gained 28% year-to-date as the firm has benefited from beating analyst earnings estimates and charting a path for the future of quantum computing. Cramer’s previous remarks have been full of praise for International Business Machines Corporation (NYSE:IBM)’s CEO, and this time, he commented on the firm’s upcoming quarter:
“IBM’s gonna have a fantastic quarter.”
Previously, the CNBC host discussed his thoughts about the future of International Business Machines Corporation (NYSE:IBM)’s shares:
“Oh, I like IBM very much. I mentioned Ben Wright earlier. I think that Ben, he’s really turned me on to this stock. We did a very positive piece about it. I think it goes, I’m going to say not much higher but creeping higher over time, and that’s actually a great place to be. So I like IBM.”
