In this piece, we will look at the stocks Jim Cramer discussed today.
During yesterday’s airing of Squawk on the Street, Jim Cramer and his co-hosts Carl Quintanilla and David Faber discussed their history at the network as CNBC’s Squawk Box celebrated its 30th anniversary. While Cramer shared how he used to be angry all the time while being on air with the late Mark Haines, Faber commented on how Squawk Box eventually evolved into Squawk on the Street:
“That was actually seven. The first show went seven to eight thirty. Then after they were like oh, this is kind of working. Seven to nine, then seven to ten. We just kept and then of course Squawk on the Street, now here we are. That first show, I remember Mark Haines, who was the consummate professional, had a moment of panic. We had that like weird screen that we were so excited about that screen that was behind him. And I remember him saying to me and Joe, guys I don’t know if I can do this. It was the funniest thing. Of course he did, but it was this weird moment of panic leading up to of course our debut. Amazingly enough, 30 years ago.”
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 September 9th.
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).
13. Oracle Corporation (NYSE:ORCL)
Number of Hedge Fund Holders In Q2 2025: 124
Oracle Corporation (NYSE:ORCL)’s shares might have made history during aftermarket trading yesterday after the firm’s fiscal first-quarter earnings report. The stock jumped by a whopping 33% to leave media and analysts stunned. The stock soared after Oracle Corporation (NYSE:ORCL) revealed that its remaining contract obligations had jumped by an unfathomable 359% to $455 billion during the quarter. Here is what Cramer said about the firm before the earnings report:
“[On upcoming earnings] Yeah I mean people are talking about, BMO talks about the idea that margins could come under pressure. I mean the stock obviously outran so many of the people’s price targets. Safra Catz, congratulations, did a great job. Larry Ellison. But Larry Ellison came out, I remember when the stock was at 111 he said we are going to build this, we are going to do this, we’re going to do this, we’re going to do this. And, he did everything and now people are saying wait a second, now they don’t have the balance sheet. Once again, David I think you’re right. There’s money.”
12. GE Vernova Inc. (NYSE:GEV)
Number of Hedge Fund Holders In Q2 2025: 106
GE Vernova Inc. (NYSE:GEV) is one of Cramer’s favorite nuclear power stocks. Its shares have gained 78% year-to-date due to the firm’s exposure to the data center industry. Cramer’s previous comments about GE Vernova Inc. (NYSE:GEV) have continually stressed that it is the only firm capable of delivering nuclear power projects. This time, he discussed the firm’s exit from the wind power market:
“Look the offshore, I remember when GE Vernova said, because I was telling Scott Strazik, I said look I got people from, people from Nantucket where there’s a lot of blades washing up. And he’s like oh yeah that’s bad and we’re gonna get out of that business. And that was very smart to get out of that business. The maintenance business for, about 20%, it’s a very fungible number how much GE Vernova’s wind. Wind has a lot of maintenance. And onshore wind is still very, very valuable. It’s profitable.”
Here are Cramer’s previous thoughts about GE Vernova Inc. (NYSE:GEV):
“Finally, unless you’ve been living under a rock, you know that… we got this gigantic bull market in electricity production to keep all these AI data centers running. And that’s why we’re looking at GE Vernova, the power business of the old General Electric, makes huge turbines for power plants… Best performing industrial in the S&P over the past year by a wide margin. This Charitable Trust name has been walloped of late ever since the president came out hard against wind subsidies, as Vernova has a wind division, but it’s chiefly a natural gas play for what you, that’s why you own it… Maybe it’ll bottom as people realize that’s the, let’s say, the salient division. And if you want power, the NFL comparison is obvious. We’re talking about Baltimore Ravens running back, Derrick Henry… I think both are worth the risk.”
