In this piece, we will look at the stocks that Jim Cramer recently discussed.
In a recent appearance on CNBC’s Squawk on the Street, Jim Cramer discussed SpaceX’s Starlink satellite internet service. The discussion started after co-host David Faber pointed out that SpaceX’s tenth Starship test flight earlier this week could unlock an accelerated buildout for the Starlink satellite internet constellation. Starship is the world’s largest rocket under development, and SpaceX plans to launch its third-generation Starlink satellites with the vehicle.
These satellites are larger and have higher internet capacity and Cramer started out by sharing that “people have to recognize where it is in Europe, you go from, say 140 Euro per month to about 50 Euro per month for faster wireless. Low latency, with Starlink.”
These lower prices are key for market penetration, and after co-host Carl Quintanilla pointed out that the productivity growth from increased internet coverage would be more important than the cost, Cramer replied:
“Absolutely, that’s why I’m saying, if the President wants to spend more time talking about growth with no inflation I think that would be a terrific thing to focus on.”
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 27th.
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. Agnico Eagle Mines Limited (NYSE:AEM)
Number of Hedge Fund Holders In Q2 2025: 52
Agnico Eagle Mines Limited (NYSE:AEM) is a Canadian gold mining company. Its shares have gained 69% year-to-date to make the firm one of the top-performing stocks on the market. The firm, like its peers, has benefited from strong earnings reports, which have seen it post record profit and free cash flow. High gold prices have pushed Agnico Eagle Mines Limited (NYSE:AEM)’s shares higher, and Cramer commented on the firm as he discussed American gold miner Newmont Corporation:
“[On Newmont’s cost-cutting push] Even though they’re one of the best performing stocks in the S&P 500 and they feel like they need to make that cutback. That’s a very good company, I do prefer Agnico Eagle, that’s been, I think the one that you want to buy. The CEO of Agnico Eagle, really, incredibly smart consolidator and has all in safe places, which does matter.”
Here are Cramer’s previous thoughts about Agnico Eagle Mines Limited (NYSE:AEM):
“The price of gold has been on an incredible run this year, but some of the gold miners have done even better. Take Agnico Eagle Mines, my favorite, the Canadian company, that’s one of the best operators in space, maybe the best. Here’s a stock that’s up almost 58% for the year, going into its earnings report last night, so expectations, I’d say pretty sky high, but Agnico Eagle still delivered a terrific top and bottom line beat with a stunning level of free cash flow generation. If the stock hadn’t been up already so much, I think it would’ve just skyrocketed. Still, it finished at 0.80% up.”
11. CSX Corporation (NASDAQ:CSX)
Number of Hedge Fund Holders In Q2 2025: 71
CSX Corporation (NASDAQ:CSX)’s shares are up by a modest 1.38% year-to-date after a major 9.7% dip in August. The shares tumbled after the firm and Berkshire Hathaway’s BNSF announced a route agreement. While such news typically bolsters rail stocks as it allows them to expand service without significant investments, for CSX Corporation (NASDAQ:CSX) it meant that a merger with BNSF was off the cards for the time being. Here is what Cramer said about the share price movement:
“That was the kind of deal that Joe’s been trying to get it so that thing, you have a three to five layover in Chicago. Which is extraordinary. In this day and age, you still have that?
“CSX has been hurt when you at the actual numbers, David, in terms of performance, by natural disaster and by a problem in a Baltimore tunnel. But I think that Joe Hinrichs is an amazing operator, he’s won a lot of business from trucks, that’s the real competition even though intermodal is the real growth business.”
Previously, the CNBC TV host commented on whether Burlington North would buy CSX Corporation (NASDAQ:CSX):
“But the fact is, they were never going to go against each other. That’s not, the rails, stop doing that years ago. So, I look at this and I say, Vena makes sense. The only issue is, okay, so, does Burlington North have to go buy CSX? And they do.”
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