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.”
11. Freeport-McMoRan Inc. (NYSE:FCX)
Number of Hedge Fund Holders In Q2 2025: 96
Freeport-McMoRan Inc. (NYSE:FCX)’s shares dipped by 5.9% on Tuesday after mining firms Teck Resources and Anglo American announced that they would merge to form a $53 billion giant. Naturally, investors were worried since the new entity could complicate Freeport-McMoRan Inc. (NYSE:FCX)’s position in the copper industry at a time when copper is experiencing tailwinds from the AI-related data center buildout. Here is what Cramer said:
“Well look we do want copper plays. Everyone’s tired of buying Freeport, which just goes down on you. Look David, you know that, did you know that this tech has been around forever and you have to hear hedge fund manager after hedge fund manager say [inaudible]. Did you remember delivering alpha? We heard people say this is the one it was like at 27. It has really been a not, not great performer. The last time we heard it was in 2018 when it was 30 and it was supposed to be just the greatest. Well these mineral stocks have not been great.”
10. Teck Resources Limited (NYSE:TECK)
Number of Hedge Fund Holders In Q2 2025: 52
Teck Resources Limited (NYSE:TECK) is an American copper and zinc company. Its shares have gained 14% over the past two days after the firm announced a merger with mining giant Anglo-American. The deal creates one of the largest mining companies in the world, and before it, Teck Resources Limited (NYSE:TECK)’s shares were down 14% year-to-date. The firm had struggled due to headwinds such as falling coal prices. Cramer discussed the deal in the context of copper demand for data centers:
“Well look copper is the data center. Even though there are a lot of companies that are trying to replace it with glass. Cause copper runs hot. It has not succeeded as of yet. And I think that this is just a terrific situation if you [inaudible] that data center.”
Teck Resources Limited (NYSE:TECK)’s management discussed copper during its Q2 2205 earnings call. Here is what they said:
“Turning to the Mine Life Extension of Highland Valley on Slide 7. Highland Valley is Canada’s largest copper mine and a core asset in our portfolio, and we are excited to announce the sanction of the Highland Valley Copper Mine Life Extension, or HVC MLE project. This is a lower risk and lower complexity brownfield projects that is 100% owned by Teck. The MLE is an extension of the operation to 2046 and is expected to produce 132,000 tonnes of copper per annum on average over the life of mine. Based on additional technical and engineering work, we have optimized the project. As a result, capital estimate sanction is CAD 2.1 billion to CAD 2.4 billion in nominal terms. Compared with our prior estimate of CAD 1.8 billion to CAD 2 billion, it now includes project-level contingencies, accounts for inflation, input cost escalation and the impact of potential tariffs on construction materials and reflects the accelerated procurement of mobile equipment originally planned for later project phases.”
9. Starbucks Corporation (NASDAQ:SBUX)
Number of Hedge Fund Holders In Q2 2025: 66
Starbucks Corporation (NASDAQ:SBUX)’s shares have lost 9.4% year-to-date as the firm continues to deal with a tough turnaround. For most of 2025, Cramer has been a fan of the company as he believes that CEO Brian Niccol is the right executive for the job. His recent comments about Starbucks Corporation (NASDAQ:SBUX) commented on reports about the firm’s Pumpkin Spice Latte and shared that the firm is seeing record numbers and is in a comfortable position to sell its China business. However, this time, he wondered whether Niccol might have underestimated the extent of difficulties that Starbucks Corporation (NASDAQ:SBUX) is facing:
“I do want to ask you a question about the state of Starbucks. Do you think it’s possible when Brian came in he may not have realized how broken Starbucks really was?”
Here are Cramer’s previous thoughts about Starbucks Corporation (NASDAQ:SBUX):
“Uh story this weekend in Bloomberg about Starbucks having some good numbers so far with the Pumpkin Spice Latte. I’ve confirmed that that’s true. There are many things that are going well there. They’ve got some good numbers. Now is the stock going to go up on this? Well, this, again is an example of file these things away. You’ve got some good numbers coming from Starbucks, record numbers. You have things that are starting to work for Brian Niccol. You do have many buyers of Chine if he does want to sell it. So I mean yeah go sell this, my problem is when do you know to get it back?”
8. Chipotle Mexican Grill, Inc. (NYSE:CMG)
Number of Hedge Fund Holders In Q2 2025: 68
Chipotle Mexican Grill, Inc. (NYSE:CMG)’s shares have lost 35% year-to-date as the firm has struggled with slowing consumer spending. Cramer’s previous comments about the company have pointed out that high prices are the reason that are driving the poor performance. This time, he discussed what Chipotle Mexican Grill, Inc. (NYSE:CMG)’s CEO Scott Boatwright was thinking and shared that perhaps a $15 meal price was the dividing line between high and low consumer spending:
“Wow yeah Chipotle, Scott Boatwright doing a good job. That stock was up, it’s a little bit too high. They’ve introduced some new things. I know that Scott is not happy with how things are going at Chipotle. But the fact is that there are others who are similarly. . .who have 15 dollar price points.”
Previously, Cramer discussed Chipotle Mexican Grill, Inc. (NYSE:CMG)’s menu items and how delivery costs made them more expensive:
“Like I had Scott Boatwright on last week, Chipotle. You know they had to raise price, but they made it larger. Now it still hurts, because it’s 28 dollars for a chicken burrito when you put in DoorDash, so that’s on the expensive side. But PepsiCo at least, which Chipotle you got more, they made the size bigger because they were criticized.”
7. CAVA Group, Inc. (NYSE:CAVA)
Number of Hedge Fund Holders In Q2 2025: 41
CAVA Group, Inc. (NYSE:CAVA) is another restaurant chain whose shares have struggled in 2025. Cramer believes that high prices are to blame for the woes. In his previous comments about the firm, he has discussed that CAVA Group, Inc. (NYSE:CAVA)’s menu prices and compared them to Brinker’s Chili’s and Maggiano’s. The poor sales have forced the firm to cut down its same-store sales guidance, which is a key metric for restaurant performance. In these remarks, Cramer discussed whether a $15 dollar price level might be harming CAVA Group, Inc. (NYSE:CAVA):
“But the fact is that there are others who are similarly. . .who have 15 dollar price points.. . .I had CAVA, I think it’s a great chain, on, but they have 15 dollar offerings. They are being hurt. That’s the spot where you apparently run in trouble with the consumer. 15 bucks is what they’re saying, you know what, I’m not gonna pay that. 10 bucks, yes. But 15, not. And I think that’s some sort of, mental.”
Here are Cramer’s previous thoughts about CAVA Group, Inc. (NYSE:CAVA):
“They’re too high. Costs too much. Versus when you go to Brinker and you get that ten dollar burger with a three for me, they use top shelf. . .”
6. Sweetgreen, Inc. (NYSE:SG)
Number of Hedge Fund Holders In Q2 2025: 27
Cramer discussed Sweetgreen, Inc. (NYSE:SG)’s shares in this episode as part of a conversation commenting on the woes faced by the broader restaurant industry. The CNBC TV host believes that just like its peers, CAVA and Chipotle, Sweetgreen, Inc. (NYSE:SG) is also constrained by high prices. Like its peers, the firm has had to cut guidance. Here are Cramer’s recent thoughts about Sweetgreen, Inc. (NYSE:SG) where he discussed how a $15 price level might explain some of the firm’s woes:
“But the fact is that there are others who are similarly, stock, who have 15 dollar price points. Sweetgreens, I had CAVA, I think it’s a great chain, on, but they have 15 dollar offerings. They are being hurt. That’s the spot where you apparently run in trouble with the consumer.”
Cramer has been discussing Sweetgreen, Inc. (NYSE:SG) in the context of high prices for quite some time. Here are his previous thoughts:
“Sweetgreen and CAVA… Last week… the salad chain announced that its same-store sales had fallen by 7.6%. Wall Street was looking for a 5.5% decline. Sweetgreen lost 20 cents per share. The analysts were only looking for an 11-cent hit.
… To me, it’s pretty clear what’s going on. CAVA and Sweetgreen have to lower their prices or give us a couple of much lower-priced dishes if they want to turn things around. For now, they’re pricing themselves out of this American market. I get why they’re reluctant to cut prices. What business wants to lower margins?… The problem is, unlike McDonald’s, they’re either maybe too proud or too obtuse, I don’t know, to realize that the consumer’s gotten serious about avoiding high-priced foods, including theirs, even though the food is fresh and good.”
5. CoreWeave, Inc. (NASDAQ:CRWV)
Number of Hedge Fund Holders In Q2 2025: 29
CoreWeave, Inc. (NASDAQ:CRWV) has placed itself as a key player in the artificial intelligence supply chain. The firm provides computing infrastructure to AI software companies. Since its IPO earlier this year, the shares have gained 192%. Cramer’s previous comments about CoreWeave, Inc. (NASDAQ:CRWV) have shared worries about whether the stock’s meteoric gains mean that it might have to shed some of them. More recently, AI infrastructure firm Nebius’ shares shot up by 49% after Microsoft announced a $17 billion deal with the firm. Cramer discussed the similarities between CoreWeave, Inc. (NASDAQ:CRWV) and Nebius:
“[On whether Nebius was a similar company to CoreWeave] Yes it is. And by the way, CoreWeave, and Nebius, these are builder, okay. And they also repair people. And I know that that sounds very pedestrian. But they break, the racks break and the reason why CoreWeave is known as being great is because they are Johnny on the spot, it sounds silly, but they are.”
4. Vertiv Holdings Co (NYSE:VRT)
Number of Hedge Fund Holders In Q2 2025: 104
Vertiv Holdings Co (NYSE:VRT) is a computer hardware company that provides products for data centers. Its shares have gained 15% year-to-date and are up by 130% since their drop in April. September has been a good month for Vertiv Holdings Co (NYSE:VRT) as the stock has gained 7% so far. Cramer’s previous comments about the firm, made in July, praised its earnings report. This time, he shared a key insight into Vertiv Holdings Co (NYSE:VRT)’s business in the form of its air conditioning business:
“By the way it’s Vertiv, often that is in these guys. We have train that’s ringing the Vertiv is the company that I think has done the most in terms of the insides. Because they own Liebert, which is the old great German air conditioning company. It was owned by Emerson, David Farr got rid of it. Next thing you know this company comes in. . . And it is smoking hot. Sure up another two dollars and sixty cents on this news.”
Here is what Cramer said about Vertiv Holdings Co (NYSE:VRT) after its earnings report:
“This morning, we got some excellent results from Vertiv Holdings. That’s the maker of specialized power and cooling equipment for the data center, which has been a phenomenal winner over the past few years. The company reported numbers that came in well ahead of expectations in nearly every line. Sales up 35% year over year, 12% earnings beat off an 83-cent basis. Even better, Vertiv issued a strong outlook for the current quarter and raised its full-year forecast. It has very strong backlog, too.
“However, after being up nearly $11 at one point today, that’s like 8% in early trading, the stock gave back essentially all those gains throughout the course of today’s trading session. But like I said, at the top of the show, what mattered is the Fed, and that somehow interfered even with this great company. I’m not too worried because this feels like a normal profit-taking day in a stock that, at its highs, was up 186% from its post-Liberation Day lows.”
3. The Home Depot, Inc. (NYSE:HD)
Number of Hedge Fund Holders In Q2 2025: 93
The Home Depot, Inc. (NYSE:HD) is a frequent topic of discussion on Cramer’s morning show. Year-to-date, the stock has gained 6.4% to lag the S&P 500’s 11% in gains. The Home Depot, Inc. (NYSE:HD)’s latest earnings report, which was released in August, saw the firm’s CEO comment about a “deferral mindset” in consumers who are struggling in a high-interest-rate environment. Cramer’s previous comments about the firm have discussed the impact of interest rates on the stock in detail. He has opined that if the Fed cuts rates this time, then the long-end rates might go lower and stimulate the stocks. This time, he discussed the rates and their effects on The Home Depot, Inc. (NYSE:HD) and other stocks and added an interesting caveat:
“[On how the stocks were leading a few days ago and were the laggards now] Look I’m a huge believer that these stocks go up when the Fed cuts and you gotta be there. And don’t think that you’re gonna get a chance once they cut because, man they’re gonna fly. That’s been what happened. If the long rates go down [laughs]. If the long rates go up, then you know what, I’d be in Office Depot. They’re still around.”
As for his previous comments about The Home Depot, Inc. (NYSE:HD) and the long-end interest rates, here they are:
“Having traded bonds for a living for a while, what you have to understand is this that, these are very small increments, and you don’t, when you’re focused on the ten year, don’t suddenly focus on the thirty year. That confuses people at home. Rates are going lower. Okay. Now this time, one year ago, one year ago, they cut, and then the long end went up. This time, I think they cut, and the long end goes down [and that would include mortgage rates]. And that’s why the housing stocks have had, just a [inaudible] yesterday, that indicated that you’re going to see gigantic explosion of housing starts. . . yesterday Home Depot was the star of the show. And that made sense to me. Because they told you this time it’s for real. And I think that this time Home Depot which has been nothing for a long time. . .go higher. Yeah see there it is [points to the graph], that’s what you buy. That’s what you buy right here right now because we got the tariffs already in. . .”
3. The Sherwin-Williams Company (NYSE:SHW)
Number of Hedge Fund Holders In Q2 2025: 67
The Sherwin-Williams Company (NYSE:SHW) is a paints and chemicals company. The shares have lagged the S&P 500 in 2025 as they have gained 7.3% year-to-date. Over the past month, The Sherwin-Williams Company (NYSE:SHW)’s shares have been flat after experiencing a 3.7% dip earlier this week. The firm has struggled this year with weak demand as it missed its second-quarter earnings estimates in July and cut its full-year profit forecast. Cramer’s previous comments about The Sherwin-Williams Company (NYSE:SHW) have shared that while he likes the stock, viewers should be careful. This time, he discussed the firm in the context of long interest rates:
“[On how the stocks were leading a few days ago and were the laggards now] Look I’m a huge believer that these stocks go up when the Fed cuts and you gotta be there. And don’t think that you’re gonna get a chance once they cut because, man they’re gonna fly. That’s been what happened. If the long rates go down [laughs]. If the long rates go up, then you know what, I’d be in Office Depot. They’re still around.”
Here are Cramer’s previous comments about The Sherwin-Williams Company (NYSE:SHW):
“Now I like SHW but we’ve got to be careful. . . But Sherwin-Williams is a belief that people are gonna fix up their house. There’s going to be renovation. That’s always been what you have right here. I think Sherwin-Williams shouldn’t be a Sell.”
1. Casey’s General Stores, Inc. (NASDAQ:CASY)
Number of Hedge Fund Holders In Q2 2025: 47
Casey’s General Stores, Inc. (NASDAQ:CASY) is an American convenience store company. The stock has gained 36% year-to-date and jumped by 7% last week. BMO Capital was out with an optimistic note about Casey’s General Stores, Inc. (NASDAQ:CASY) earlier today as it raised the firm’s share price target to $540 from $515. Cramer is quite a fan of the stock, as in his previous remarks, he commented that Casey’s General Stores, Inc. (NASDAQ:CASY) was one of the best retail concepts. So what makes the firm so special? Here are his latest thoughts about Casey’s General Stores, Inc. (NASDAQ:CASY):
“. . .one of my absolute favorite convenience stores slash restaurants is Casey’s General. They’ve got breakfast pizza which is dynamite. They’re in 2,900 stores all in places where nobody else is. The stock had a great move after that last run. It’s rarely down, time to by Casey’s. Oh my, I loved it when you can buy, hit em where they [inaudible], there’s nobody else in their places for most part.”
Previously, the CNBC TV show host discussed Casey’s General Stores, Inc. (NASDAQ:CASY) in detail:
“We’re going to start Monday with one of the best retail concepts around, and you may not know it, but I want you to learn about it. It’s called Casey’s General Stores. This company has 2,900 convenience stores in 20 states and a breakfast pizza that’s more than just a gimmick. We love these guys. Now, we can make a ton of money owning an outfit like Casey’s that dominates in the smaller towns that it operates in.
You know, we had Casey’s on back in June, and I was stunned at how loved their stores were. And I tell you, I was stunned about how much I like the breakfast pizza, and we were thrilled to hear that the regional going international story is alive and well. They report after the close. I’d be willing to buy some both before the earnings and after. It’s just the kind of out-of-the-way story that could work in this tape. Not worried about tariffs here.”
While we acknowledge the potential of CASY 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 CASY 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.
