In this piece, we will look at the stocks Jim Cramer discussed.
In a recent appearance on CNBC’s Squawk on the Street, Jim Cramer discussed remarks made by Republican Senator Tim Scott (R-S.C.). In an interview given to Fox Business, Senator Scott commented that while he did find Fed Chair Jerome Powell “to be inept at doing his job,” being inept was not a criminal act. Scott’s comments came as the debate for lower interest rates continues to rage in political and financial news coverage. Cramer used the remarks to discuss the homebuilding industry, the sector’s struggles, and its need for lower rates:
“Yeah, that was, I think finally we’re getting some Republicans who just say listen let bygones be bygones here. But I do think, you said something to me earlier to me, earlier this week, Carl, which is that the homebuilders have been strong, I know that the homebuilders have done some special pleading about some sort of action by the President. But the main thing that they need, is relief when it comes to the interest rates. David, you know, the homebuilders and their constituency, which is the banks which is the lawyers with the real estate people know that housing has just been a huge drag on the economy. I recognize that lower rates would really help it.”
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 February 5th and tweeted about. We also provided hedge fund sentiment for each stock as of the third quarter of 2025, which was taken from Insider Monkey’s database of 978 hedge funds.
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. The Boeing Company (NYSE:BA)
Number of Hedge Fund Holdings: 106
Aerospace firm The Boeing Company (NYSE:BA)’s shares are up by 28% over the past year and by 4% year-to-date. Bernstein bumped the share price target to $277 from $267 and kept an Outperform rating on the shares in January. The financial firm explained that The Boeing Company (NYSE:BA)’s progress with its 767 and 787 aircraft was satisfactory and added that the defense business was also undergoing a recovery. UBS also discussed the shares as it raised the price target to $285 from $275 and kept a Buy rating. Part of the bank’s coverage included The Boeing Company (NYSE:BA)’s free cash flow and improved production processes to influence the share price target bump. Cramer has also been increasingly positive on the firm as he has repeatedly praised its CEO. The CNBC TV host tweeted about The Boeing Company (NYSE:BA) on February 5th and wondered whether the shares could touch $250:
“Boeing, one of my favorites in the trust: lotta chatter of big wins out of China and Saudi Arabia. Given that they are getting better and better and quicker at making new planes these could take the stock back to $250.”
11. Alphabet Inc. (NASDAQ:GOOGL)
Number of Hedge Fund Holdings: 219
Alphabet Inc. (NASDAQ:GOOGL) reported its earnings earlier this week and posted $113.83 billion in revenue to beat analyst estimates of $111.43 billion. The earnings came after Cramer continued to heap praise on the firm throughout January. The CNBC TV host believes that Alphabet Inc. (NASDAQ:GOOGL) is one of the strongest players in several industries, such as AI. Following the earnings, multiple analysts have discussed the firm. For instance, DA Davidson bumped the share price target to $310 from $300 and kept a Neutral rating. The financial firm commented that Alphabet Inc. (NASDAQ:GOOGL) is experiencing growing demand for its cloud computing business and added that the demand appears to be stemming from enterprise users. Cantor Fitzgerald reiterated a $370 share price target and an Overweight rating. Cantor focused on Alphabet Inc. (NASDAQ:GOOGL)’s capital expenditure to comment that while the expenditure was high, the firm’s dominance in AI was comforting. Given his optimism about the company, Cramer discussed Alphabet Inc. (NASDAQ:GOOGL) in detail following the earnings:
“My charitable trust has a small position, we’re looking to buy it. I think you have to buy it. This was a remarkable quarter, don’t pay any attention to the man behind the curtain, the stock price. Fact is that they are using this new compute for Google Cloud, okay? And David, do you know who Lebron James is? And you know who that is when it comes to Google? Okay, they call him Thomas Kurian. . .Thomas Kurian’s the head of Cloud. He’s the Lebron James of Cloud. And this number was so extraordinary, I am not worried. By the way, Schindler, Phillip Schindler did an amazing job with YouTube. I feel that the Gemini uptake is just rather incredible. I just was dazzled by this call. The analysts have to start catching up with how well they’re doing. And then, one more thing. It’s boring. . .the One Big Beautiful Bill, the bonus depreciation, you can just write this stuff off instantly. Because it is in data centers, not regular buildings. So this was just brilliant, people don’t understand, that depreciation makes it so it was worthwhile to buy this stuff now and remember, they are controlling it, they are not offloading it to say, Blue Owl.
“YouTube, did you hear that analyst who said, look I think you’re losing business in advertising? And Schindler who is such a diplomat, said, no you see actually we’re moving towards subscription, subscription’s worth more money. And I’ve met that man, and he is, he’s Bond. So we’ve got Lebron and we’ve got Bond. He is, he’s Bond. He’s shaken, not stirred, that guy.
“[on 750 million MAUs for Gemini] This thing came out of nowhere, it’s obvious that the analysts still are trying to grasp how this could not have hurt Google Search. It clearly hasn’t. I think that this juggernaut, and look it’s gonna be, don’t buy it down ten, because they’re going to take it down 19. People who want to sell it down 20, they’ll sell it down 20. I suggest, I have one idea for the people who are selling it, there’s this thing, it’s called a conference call. You should listen to it before you blow out of it. . . they should at least put it through ChatGPT if not Gemini.”
Hotchkis & Wiley Global Value Fund also discussed Alphabet Inc. (NASDAQ:GOOGL) in its fourth quarter 2025 investor letter:
“Alphabet Inc. (NASDAQ:GOOGL) is a holding company whose primary subsidiary is Google, which is the largest advertising company in the world. Other than Search, Alphabet’s other businesses are its enterprise cloud platform and venture-stage companies collectively reported as “Other Bets”. The company’s stock outperformed following strong 3Q25 results that beat expectations across the board, increasing investor confidence in the company’s ability to convert AI opportunities into growth. That outperformance continued as Google delivered strong new AI products that appear to be taking material share of Consumer Chatbot activity from OpenAI’s ChatGPT.”
