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 comments by Treasury Secretary Scott Bessent, where he remarked that he saw inflation in the US dropping significantly in 2026’s first half. Bessent appeared on Fox Business and commented that “We are flattening it [inflation] out. I believe we are going to push it down.” He added that “I would expect in the first two quarters [of the next year] we are going to see the inflation curve bend down.” Cramer briefly commented on the Treasury Secretary’s statements and shared that he thought “inflation has peaked, except for cattle.” The CNBC TV host then used oil as an example and added that “oil is having a crash.”
His comments about cattle prices came as the latest inflation data in the US, covering September’s prices, showed that beef and veal prices jumped by 14.7% annually. The higher prices came as cattle inventory dropped to its lowest level in 70 years in 1951. However, Cramer’s remarks about oil prices demonstrated how quickly markets can change. While WTI crude’s price fell below $55 a barrel on Tuesday for the first time since February 2021, it rebounded to nearly touch $57 on Wednesday after President Trump announced a blockade of sanctioned oil tankers entering and leaving Venezuela.
Yet, even though Cramer believes that inflation has peaked, he still admitted that prices at the supermarkets were high. “I know that the supermarket’s more expensive,” he said. “We haven’t been able to get that down yet. And I think that, if I were the President, that’s what I would be focused on.” Cramer added.
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 December 16th. 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. CoreWeave, Inc. (NASDAQ:CRWV)
Number of Hedge Fund Holdings: 62
CoreWeave, Inc. (NASDAQ:CRWV) is one of the most important players in the AI industry since it provides computing infrastructure to AI software firms. The shares are up by 61% since their IPO in March, but have dipped by 14% over the last month. On December 16th, The Wall Street Journal reported that CoreWeave, Inc. (NASDAQ:CRWV)’s massive 260-megawatt data center in Texas was facing construction delays due to adverse weather conditions.
Since October start, CoreWeave, Inc. (NASDAQ:CRWV)’s shares have dipped by more than 50% and during this time, multiple analysts have adjusted their ratings. For instance, BofA lowered its share price target to $140 from $168 and kept a Neutral rating on November 11th as it noted the firm’s reduced fiscal year outlook but added that CoreWeave, Inc. (NASDAQ:CRWV) had a strong backlog. Similarly, Jefferies cut the share price target to $155 from $180 on the same day due to a lower 2025 capex guidance.
Cramer believes that CoreWeave, Inc. (NASDAQ:CRWV) might be facing troubles due to a lack of sufficient talent in the construction sector. “I just think that, one of the problems I think that Michael [Intrator] would tell you is, there’s a mismatch. Like we don’t have the people who can do those jobs,” he said. The CNBC TV host added that “it worries me, because there’s no change in that.” However, even though he’s worried, Cramer believes that CoreWeave, Inc. (NASDAQ:CRWV)’s business model of deploying as much capacity as possible and renting it can work in the long term, as he commented, “I think Intrator’s got a model, and the model was to put up as much as you could and then you rent. And he’s going to turn out to be right.”
11. Linde plc (NASDAQ:LIN)
Number of Hedge Fund Holdings: 76
Linde plc (NASDAQ:LIN) is one of the largest industrial gas companies in the world. The firm has struggled recently, primarily due to weakness in the European economy. These struggles were evident in Linde plc (NASDAQ:LIN)’s fiscal third quarter, which saw the firm’s sales volumes dip by 3% in its Europe, Middle East, and Africa business. The industrial gas company also guided its fourth quarter earnings per share to sit between $4.10 and $4.20, which was lower than the $4.23 in LSEG analyst estimates.
Linde plc (NASDAQ:LIN) had reported its earnings on October 31st, and on November 19th, UBS maintained a Buy rating and set a $500 share price target. The shares closed at $422 on December 17th, and the investment bank shared that the firm could accelerate its EPS growth from 6% in 2025 to 9% to 10% in 2026. UBS’ price target was exceeded by CICC’s coverage. Initiating coverage on December 3rd, it set a $510 share price target and an Outperform rating on the shares.
Cramer previously discussed Linde plc (NASDAQ:LIN) on Mad Money on December 2nd and shared that while his Charitable Trust had owned the stock, it had been nothing but “nastiness.” In this appearance, he commented on Linde plc (NASDAQ:LIN) in the context of industrial reshoring in the US. Industrial gas companies benefit from reshoring and are among the first to pick up the signs. Recalling his discussion with the firm, Cramer said:
“Where’s the reshoring? You know I had Linde on yesterday, industrial gas, many different. Industrial gas is used in every part of the economy. And he said, where’s the reshoring? We haven’t got the reshoring.”
