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.”
10. NVIDIA Corporation (NASDAQ:NVDA)
Number of Hedge Fund Holders In Q1 2025: 212
NVIDIA Corporation (NASDAQ:NVDA) has become the most valuable company in the world once again as we enter the year’s second half. The firm has benefited from long-term investor optimism about AI and a relatively benign impact of US GPU restrictions on China. Cramer is a believer in NVIDIA Corporation (NASDAQ:NVDA) and holds the opinion that apart from AI, the firm can benefit from robotics as well. This time, he commented on NVIDIA Corporation (NASDAQ:NVDA)’s upcoming quarter and a report from The Information:
“NVIDIA’s going to have a good quarter. There’s an article today, from The Information saying they’re gonna have problems with meeting the new Chinese chips. They went into quiet period this weekend. So when I did my check. . . Look, I started the Street.com and I said to people, you know what, it’s a free fire zone when companies are going into quiet. Free fire zone. You have something? We’re like gonna sell subs.”
Earlier, he maintained that NVIDIA Corporation (NASDAQ:NVDA) is ushering in a new industrial revolution:
“NVIDIA, own it, don’t trade it. That’s been my advice for about $3.7 trillion in market capitalization. Today. NVIDIA became the first $4 trillion company, and it’s hard not to celebrate the success of this business or the man behind it… Now let’s talk about this $4 trillion achievement. Let’s put it in perspective. In the last 25 years, only four companies have earned the title of the biggest public company in America: Microsoft, General Electric, Exxon Mobil, and Apple.
GE wore the crown twice, Microsoft, five times, Exxon Mobil seven, and Apple an astounding 11 times, hallowed ground. Of course, GE imploded not long after, too much leverage. ExxonMobil, oil prices shot up, and Exxon was the biggest company in the industry at that time. But the two that still rival NVIDIA, Microsoft, and Apple… But I don’t see it (Apple) taking that crown back from NVIDIA anytime soon… The fact is, neither Microsoft nor Apple can claim that they’re currently creating a new industrial revolution, like NVIDIA can… Bottom line: NVIDIA, own it, don’t trade it. Oh, and see you at $5 trillion.”
9. Palantir Technologies Inc. (NASDAQ:PLTR)
Number of Hedge Fund Holders In Q1 2025: 77
Palantir Technologies Inc. (NASDAQ:PLTR) is a data analytics company whose shares have gained 98% year-to-date. The firm has experienced a positive environment driven by its ability to help the US government cut costs, leverage AI to increase business efficiencies, and strong earnings reports with strong Rule of 40 scores. In his previous comments about Palantir Technologies Inc. (NASDAQ:PLTR), Cramer has boasted that he was among the first to call a $100 price level. This time, he reiterated his opinion and added that he was ahead of analysts who were now raising the firm’s share price target to $200:
“Remember Palantir, I said at 50 it goes to 100. When it gets to 150, it gets to 200. I’m gonna revise my price target when it gets to 200. Cause it doesn’t matter. It doesn’t matter, it’s got the Rule of 40. It has the messianic CEO. When you bring them in, they make you money. And it has what this market really wants. Which is momentum.
“[On how there are some $200 price targets for PLTR] Oh yeah, but where were they when I was there?”
Here’s what Cramer commented about Palantir Technologies Inc. (NASDAQ:PLTR)’s price levels earlier:
“I love what they do. Because I think that they are helping everything from consumer product companies to financials to trying to get the Pentagon to do the right thing. Good piece in New Yorker by Dexter Filkins about drones and I’m thinking more about that’s Palantir. I just think that, and the other guys at Palantir are all delightful. But you know, Karp has to be Karp. Look, you can be who you want.”
8. CrowdStrike Holdings, Inc. (NASDAQ:CRWD)
Number of Hedge Fund Holders In Q1 2025: 64
CrowdStrike Holdings, Inc. (NASDAQ:CRWD) is a cybersecurity company whose shares have lost 8% since early July. The firm’s shares have struggled due to analyst downgrades, but they would have fallen further had it not been for yet another cybersecurity breach last weekend. Cramer discussed the outage and the role CrowdStrike Holdings, Inc. (NASDAQ:CRWD) and other cybersecurity companies can play in it. The CNBC host’s remarks also touched on the share price weakness:
[CRWD][MSFT]”I think you’re gonna see two stocks pop, maybe even a third. First it’s Crowdstrike. This is because of the attack on Sharepoint which is a zero day attack. So called because it’s targeted previously unknown vulnerability. This was extraordinary. Everybody in the industry was really buzzing about this because a lot of different organizations were hit. A lot of federal. And the only good piece I saw on this was in the Washington Post. All I could tell you is the, the feedback is that these companies have another wave of calls. Meaning that then become clients. So you buy these. You buy these aggressively. Because people did not know once again the vulnerabilities.. . .But I do think these guys are big winners.
“[On whether the frequency of high profile attacks was getting less] No I think one of the things that we have to recognize is that, there’s a lot of these bad corporations that do this stuff. We have to recognize that Iran is very good at this. We have to recognize that Russia is very good at this. And what happens is, you don’t know who to call. So. . .You call George Kurtz, you say listen, help me. . . .How much business did George get from that? Well take a look at the stock. George went to speak to a 130 clients. They’ve done a lot of business. The street is now very negative about Crowdstrike because they think he’s going to lose a lot of business. The street is wrong! The street is wrong!”
7. Microsoft Corporation (NASDAQ:MSFT)
Number of Hedge Fund Holders In Q1 2025: 285
Microsoft Corporation (NASDAQ:MSFT) is one of the biggest software companies in the world. Its shares dipped slightly earlier this week after another IT outage, which the firm blamed on China. Cramer discussed the outage and shared that Microsoft Corporation (NASDAQ:MSFT) is opaque when it comes to such events:
“Because people did not know once again the vulnerabilities. And you can’t figure it out yourself because Microsoft is a little opaque. Now I have criticized Microsoft on this stuff. I don’t want to go there. Microsoft is a really powerful organization. You have to have their side. I don’t have their side. . . .
“[On whether the frequency of high profile attacks was getting less] No I think one of the things that we have to recognize is that, there’s a lot of these bad corporations that do this stuff. We have to recognize that Iran is very good at this. We have to recognize that Russia is very good at this. . .Because if you call Microsoft it isn’t like Microsoft trying to do a patch. Microsoft’s frantically trying to do a patch. These guys are frantically getting customers. Now it’s interesting, the hack was July 19th, Microsoft. What was July 19th? That was the day last year, eight million computers shut down because of a glitch of Crowdstrike. . . The anniversary! What goes around comes around. But Microsoft is more vulnerable than people realize. But you know what, go ahead and say that. Go ahead and say that. See if Microsoft doesn’t respond aggressively that you don’t know what you are talking about.”
6. Palo Alto Networks, Inc. (NASDAQ:PANW)
Number of Hedge Fund Holders In Q1 2025: 77
Palo Alto Networks, Inc. (NASDAQ:PANW)’s shares are up by 8.8% year-to-date and have gained 1.9% over the past five days. The recent gains are due to Microsoft’s IT attack, which created fresh interest in the cybersecurity industry. Cramer has maintained throughout 2025 that he believes cybersecurity is one of the more stable sectors to invest in due to the expected growth in software usage from AI. This time, he commented on Palo Alto Networks, Inc. (NASDAQ:PANW)’s role in the Microsoft attack:
“[On whether the frequency of high profile attacks was getting less] No I think one of the things that we have to recognize is that, there’s a lot of these bad corporations that do this stuff. We have to recognize that Iran is very good at this. We have to recognize that Russia is very good at this. And what happens is, you don’t know who to call. So you call Nitesh Arora, Palo Alto. . . .These guys are frantically getting customers. Now it’s interesting, the hack was July 19th, Microsoft. What was July 19th? That was the day last year, eight million computers shut down because of a glitch of Crowdstrike. . . The anniversary! What goes around comes around.”
Previously, the CNBC TV host discussed whether he likes Palo Alto Networks, Inc. (NASDAQ:PANW)’s stock:
“I want to live in Palo Alto, and I want to own the stock of Palo Alto. That’s how I feel about it. Nikesh Arora, doing a fabulous job.”
5. Sarepta Therapeutics, Inc. (NASDAQ:SRPT)
Number of Hedge Fund Holders In Q1 2025: 47
Sarepta Therapeutics, Inc. (NASDAQ:SRPT) is a biotechnology company that focuses on gene-based therapies. It is one of the most controversial stocks right now due to a massive 40% share price drop in July. Sarepta Therapeutics, Inc. (NASDAQ:SRPT)’s stock was crushed after the FDA demanded that the firm stop shipments of its muscular dystrophy treatment due to patient deaths. Cramer wholeheartedly agreed with the FDA:
“[On firm announcing to not comply with the FDA request to stop shipping] Okay, if RFK Jr. agrees with that I guess they don’t need to. I mean this is part of the new government. And the new government, some people would say, is not in keeping what keeping the government of Hamilton and Jefferson, the founding fathers. And I would come back and say, they too have become irrelevant right now. They could be relevant later on but I’m not auditioning for the show of Hamilton here.
“Look they should be prosecuted if they go after them. Because they kill people. And historically, the FDA is a very good institution. . .our FDA’s the best in the world. They may think it’s not, I know it is. . .And that’s it. You know if you kill people with the trial, that drug is stopped. And last I looked, I would prosecute anyone, any company uses that, I would prosecute the CEO for homicide. Why don’t you just say, listen, I’m going against a charge of homicide because you’re killing people with that. The FDA wants to prove, this is a horrible disease, and the FDA would like, wanted, when this was approved to say, alright, we’ll do anything, these people have nothing. There’s no hope. So we’ll do this. But you can’t kill people on a trial. That’s the FDA’s rule. It’s not like Jim Cramer says, that’s the history of the FDA!”
4. Domino’s Pizza, Inc. (NASDAQ:DPZ)
Number of Hedge Fund Holders In Q1 2025: 45
Domino’s Pizza, Inc. (NASDAQ:DPZ) is a well-known American pizza chain. The shares have gained 11% year-to-date, helped partly by a 4% jump in July. Domino’s Pizza, Inc. (NASDAQ:DPZ)’s stock was helped by a strong earnings report, which saw its US same-store sales jump by 3%. Cramer discussed the firm’s partnership with DoorDash:
“I remember when Russell Weiner called me. Russell Weiner’s fantastic, the CEO’s fantastic. And he said, the street’s underestimating this partnership [with DoorDash]. And I said well I’m not gonna underestimate it, cause he’s been wanting to go with me the whole lot time. . .But Russell is a hitter. And he said this would happen. People just said, well what does it mean? And the answer it that it means there is another channel. And historically there hasn’t been another channel, because the owners, the franchisees, always want to be the only channel. But I just think he’s fabulous. That was really good numbers. People who don’t like him, be prepared to be steamrolled.”
Previously, the CNBC TV host discussed Berkshire Hathaway’s stake in Domino’s Pizza, Inc. (NASDAQ:DPZ):
“Russell Weiner said do you know that Warren Buffett is now my second largest shareholder? And that’s Dominos. And he said I don’t speak to him but it is, and I said well I don’t know, maybe it’s possible that he’s not, that he, but I went to Becky Quick, because Becky can ask him. But what an informator if you find out that he is your second-largest shareholder.”
3. DoorDash, Inc. (NASDAQ:DASH)
Number of Hedge Fund Holders In Q1 2025: 81
DoorDash, Inc. (NASDAQ:DASH) is one of the top-performing stocks in 2025 as the shares have gained 40.5% year-to-date. The stock has benefited from earnings performance and analyst sentiment. DoorDash, Inc. (NASDAQ:DASH)’s shares gained 4.5% in June after Raymond James upgraded the stock to Strong Buy from Outperform and increased the share price target to $260 from $215. The upgrade was driven by DoorDash, Inc. (NASDAQ:DASH)’s acquisition of Deliveroo and the potential of it to improve the firm’s operating income. Cramer discussed the firm’s deal with Domino’s Pizza:
“I remember when Russell Weiner called me. Russell Weiner’s fantastic, the CEO’s fantastic. And he said, the street’s underestimating this partnership [with DoorDash]. And I said well I’m not gonna underestimate it, cause he’s been wanting to go with me the whole lot time. . .But Russell is a hitter. And he said this would happen. People just said, well what does it mean? And the answer it that it means there is another channel. And historically there hasn’t been another channel, because the owners, the franchisees, always want to be the only channel.”
2. Coinbase Global, Inc. (NASDAQ:COIN)
Number of Hedge Fund Holders In Q1 2025: 66
Coinbase Global, Inc. (NASDAQ:COIN) is a cryptocurrency exchange whose 57% year-to-date share price gain has resulted from legislation benefiting stablecoins and the bullish run in Bitcoin. Cramer’s previous comments about Coinbase Global, Inc. (NASDAQ:COIN) asserted that the firm has benefited from its large market share. This time, he discussed Coinbase Global, Inc. (NASDAQ:COIN)’s valuation:
“[On Cantor going to $500] I think that’s within reason. PE’s of these companies, this is the lowest one in park, at 40 times earnings, well Robinhood’s not that low yet, I mean not that high. I mean People have to understand P/E analysis is not working. Robinhood’s at 62 times earnings. COIN is at 40 times earnings. And people will say, uh, Jim, the multiple’s too high. And I come back and say, do you really think the retail investor knows what a multiple is? Like what are you like, some sort of abstraction? See, this is a new world. I’m realistic. Look, for all I know it’s a pump and dump, I don’t see anybody dumping? I’ll tell you when it’s over. When the insiders do big deals and sell. And when there’s secondaries. And there haven’t been. That’s what caused 2014. That’s what caused it to end. 2020. That’s what caused it to end. I mean, 2000. That’s what caused it. 2000 being the vicious number of secondaries between January and March of 2021 and also about 2020. These years were just horrendous. And these companies broke down. I’m waiting for that. But it’s not happening. So I wanna give people my history. Which is that it should have happened by now. Like Karp should have been selling and the companies should have been raising money. But they don’t need to. These companies are incredibly well capitalized. And when people want to try and say, you know what they’re like what happened to the dotcoms, I remember the dotcoms. They didn’t have any money.”
1. Apple Inc. (NASDAQ:AAPL)
Number of Hedge Fund Holders In Q1 2025: 159
Apple Inc. (NASDAQ:AAPL)’s shares have lost 12% year-to-date as investors remain concerned about the firm’s iPhone sales, lack of an AI product, and the impact of trade tensions between the US and China on its smartphone supply chain. In his previous comments about Apple Inc. (NASDAQ:AAPL), Cramer has asserted that CEO Tim Cook has to spend in America to build factories and infrastructure to boost local production. He discussed whether Apple Inc. (NASDAQ:AAPL) would acquire Perplexity this time around:
“[On Morgan Stanley reiterates $235 and saying Services might be better than it thinks] Ben Reitzes is out there saying look the 200 dollar subscription if he buys Perplexity. Now, I was listening to my great friend Jeff Sonnenfield talk about how how unreliable these are and his conclusion was, well, you know you gotta be careful. You gotta look at them all. My conclusion is, why do you think they’re building so many data centers? Because they’re not scraping enough. People are building data centers because they want to line the pockets of GE Vernonva? I mean come on. They need more data centers because they’re not accurate enough. But they will get accurate. And the idea of Apple buying Perplexity and doing subscription, they’re not going to do it. They’re not going to do it because they don’t buy anybody. But you know that is the hobgoblin of little [inaudible] there. You gotta buy, you need AI.”
While we acknowledge the potential of AAPL to grow, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than AAPL and that has 100x upside potential, check out our report about this cheapest AI stock.
READ NEXT: 20 Best AI Stocks To Buy Now and 30 Best Stocks to Buy Now According to Billionaires.
Disclosure: None. Insider Monkey focuses on uncovering the best investment ideas of hedge funds and insiders. Please subscribe to our free daily e-newsletter to get the latest investment ideas from hedge funds’ investor letters by entering your email address below.
