In this piece, we will look at the stocks Jim Cramer discussed. 

In his yesterday’s appearance in CNBC’s Squawk on the Street, Jim Cramer discussed AI-related employment trends and American ingenuity. Starting off with the hiring, he shared his discussions with CEOs who had attended the 30th anniversary party of CNBC’s Squawk Box the previous day. Cramer outlined:

“I talked to a lot of CEOs last night. This was it. This was the first time I heard, you know, we don’t need all the people anymore. We are really starting to figure out how to use this AI. And it turns out that it’s very good for not having to hire people who write code. And that was it. . . I’d say half. the CEOs brought it up.”

The CNBC TV host continued and shared a conversation that he had with Salesforce CEO Marc Benioff:

“I had an interesting conversation a couple of days ago with Marc Benioff from Salesforce, where I’m kind of wondering. So I ask everybody, including some people who are at very high levels in terms of knowing about the business. Okay, both government and people. And you know why I did this, because I felt that maybe I was too flip when I was talking to David. And we do happen to have a lot of CEOs in town. And I think that the fall, somehow, and they’re thinking about what’s going on, where they would normally be hiring, they’re not. So yes, I have been more tentative to asking about it. In part because I felt that I had let my partner down.”

Since this show was aired on September 11th, it saw the hosts take pause at the start in memory of the victims of the tragic event. As the show ended, not only did Cramer share that he was going to raise money for 9/11, but he also became rather emotive about American ingenuity.

“Yeah I’m going to go over to Cantor Fitzgerald this morning and do some trades, raise money, 9/11, Cantor wasn’t, Howard Lutnick will be on,” said Cramer. “That was a terrible situation for so many, including them. And I’m glad, to be, that they include me in that, I try to do something every year to keep the remembrance alive,” he added.

Crmaer added:

“This is about American might, American ingenuity and I think that Corning, where I’m visiting, is the best glass maker in the world. And a lot of people are very critical, and very self deprecating about America. And they ought to know that we dominate in one of the most important parts of your phone. And I’ll go there. . .and I can’t wait to see them. And obviously Apple put a couple of billion in this. Let’s stop being so down on ourselves.”

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 11th.

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. GE Vernova Inc. (NYSE:GEV)

Number of Hedge Fund Holders In Q2 2025: 106

GE Vernova Inc. (NYSE:GEV)’s shares have gained 87% year-to-date, over what media reports attribute to strong earnings performance and other catalysts. It is one of Cramer’s top stocks in the nuclear energy industry. Throughout the year, the CNBC TV host has used GE Vernova Inc. (NYSE:GEV) as an example of a good nuclear stock due to his belief that the firm is in the best position to deliver on nuclear plant construction. Cramer has tied the firm to the data center industry and the expected jump in power demand from AI data centers. More recently, GE Vernova Inc. (NYSE:GEV) has been in the news because of its wind turbine business. Wind power generation projects in America have been pushed to the back foot as the Trump administration sours on them. Here is what Cramer said about GE Vernova Inc. (NYSE:GEV):

“Well I know that we are back to having GE Vernova going back, That they finally have to commit to building more turbines, that they have not done that yet because they’ve seen this movie before so to speak. But I think that it’s a very different movie. And I wouldn’t be surprised, wind is going to have to be a part of it.

“[After Faber commented that wind was dead] Well I think that it doesn’t matter. I think that it pays for itself. Well nuclear’s the answer, okay. . .well I just keep thinking that, Scott Strazik said, listen, it’s going to be 2033, now it’s 2030. They’re learning how to do this. They’re learning how to make small nuclear reactors.”

12. Western Digital Corporation (NASDAQ:WDC)

Number of Hedge Fund Holders In Q2 2025: 74

Western Digital Corporation (NASDAQ:WDC) is a computer hardware company that provides storage devices such as hard disks. It is one of the top-performing stocks of 2025 in terms of percentage gains. Western Digital Corporation (NASDAQ:WDC)’s shares have gained 106% year-to-date on the back of several catalysts, such as a Morgan Stanley upgrade earlier this month. In its coverage, the investment bank upgraded Western Digital Corporation (NASDAQ:WDC)’s stock to a Top Pick and hiked the price target to $99 from $92. Cramer commented on the recent uptick in the shares and their valuation:

“Look at. . .Western Digital. I mean those things are trading at, they are all storage companies.  They historically have traded at a very big discount to the S&P, and Western Digital, again, 52 week high today. Trades at 15 times earnings, I’ve seen that thing at 8 times earnings.”

Here are Cramer’s previous remarks about Western Digital Corporation (NASDAQ:WDC):

“Going forward, I think that could be the real difference between Micron and Western Digital… When Micron’s stock goes down, the company will be in there buying it hand over fist with you. When Western Digital’s stock goes down, it just goes down.”