In this piece, we will look at the stocks Jim Cramer discussed today.
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.”
11. Seagate Technology Holdings plc (NASDAQ:STX)
Number of Hedge Fund Holders In Q2 2025: 71
Seagate Technology Holdings plc (NASDAQ:STX) is a computer hardware firm whose shares have gained 128% year-to-date to beat peer and rival Western Digital’s stock. Cramer’s latest comments about the firm are rather interesting since they mention its valuation. In an appearance in March, Cramer had called Seagate Technology Holdings plc (NASDAQ:STX)’s shares cheap. He had added that viewers who were looking for exposure to the firm’s market should prefer Broadcom’s shares instead. Since Cramer made those remarks, Seagate Technology Holdings plc (NASDAQ:STX)’s shares have gained 123% while Broadcom’s stock is up by 84.5%. The recent gains have led the CNBC TV host to change his mind about Seagate Technology Holdings plc (NASDAQ:STX)’s valuation:
“Look at Seagate, 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. . .”
Back in July, Cramer had taken a different position on Seagate Technology Holdings plc (NASDAQ:STX):
“Alright, Seagate. Okay, now this is a very cheap stock, but cheap for a reason. It’s because the business is very cutthroat and I suggest that if you wanted to go in this business, you wanted to go into storage, I am going to send you honestly to Broadcom. I’d rather see them, they got storage too.”
10. United Parcel Service, Inc. (NYSE:UPS)
Number of Hedge Fund Holders In Q2 2025: 53
Logistics and courier firm United Parcel Service, Inc. (NYSE:UPS)’s shares have lost a painful 31.6% year-to-date. Since late July alone, the shares have lost 18.4%, following a selloff that media reports attributed to the firm’s second-quarter earnings report in July. United Parcel Service, Inc. (NYSE:UPS)’s adjusted EPS during the second quarter dropped to $1.55 from the year-ago figures of $1.79 due to the Trump administration’s de minimis tariffs on Chinese imports. Cramer commented on how the dip in share prices made him uncomfortable about United Parcel Service, Inc. (NYSE:UPS):
“Yields 7.8. My friend Herb Greenberg, who’s on a blog now, did say that he felt the dividend was very great. Very great, very great. . .and that would something that Carol Tome has said you know. . .sacrosanct, but when the numbers from this de minimis, you get a big decline in international, which isn’t good for them. I think you start saying well listen, you gotta hedge, I don’t know. Because when you 7.85% yield, David, you know this, that is a red flag, that’s not like wow. . .it can be a bad sign.”
Here are Cramer’s previous thoughts about United Parcel Service, Inc. (NYSE:UPS):
“Average daily unit volume declined by 7%. Now, I know that UPS had its problems. Its profitability’s been hurt by the labor agreement the company reached two years ago. Its pivot to cut dependence on Amazon traffic hurt. But Big Brown is a huge company that controls a major chunk of American shipping. So when its stock plunges more than 10%, I regard that as frightening. Not only did UPS present plenty of evidence of a weakening consumer, it also documented how the tariffs are already beginning to hurt consumer sentiment and consumer spending.
Now, it kind of took my breath away when CEO Tomé pointed to some very strong business between lots of countries that did not include the United States. It was among the first quarters where I heard the damages being done to American commerce by our tariffs, damage that’s not being replicated in country-to-country business that are not impacted by new tariffs.”
9. PepsiCo, Inc. (NASDAQ:PEP)
Number of Hedge Fund Holders In Q2 2025: 68
PepsiCo, Inc. (NASDAQ:PEP)’s been quite notorious lately as the shares have lost 4% after activist investor Elliott Management announced a $4 billion stake in the firm. Cramer has regularly discussed the firm in 2025 and attributed some of its woes to GLP-1 weight loss drugs and their impact on the demand for food products. He discussed PepsiCo, Inc. (NASDAQ:PEP) in detail during this appearance:
“You know Pepsi yields four. Well below where Elliott did it. Now if you compound Pepsi at four, and you think that they’re going to do it, that’s going to be good, that’s a good sign.
“People feel that there’s a lot of costs. Look I would want to pivot and go very heavily towards the stuff that GLP does. Look they don’t have to do protein, because Dr. Topol’s saying, you know the protein bars, it’s all too much. But the answer is, you take out costs, but I think you have to begin the great merger of this sector. You have to begin the great merger of this sector. You have to start putting together big deals, take out big costs. . .It’s over. You can’t grow. . .you can’t grow and maybe under this administration you could put together a Hormel, Pepsi, I don’t know what.
“Look what am I gonna do? If I’m PepsiCo, okay I mean, if you split it up. . .”
8. The Kraft Heinz Company (NASDAQ:KHC)
Number of Hedge Fund Holders In Q2 2025: 45
Since The Kraft Heinz Company (NASDAQ:KHC) announced that it would reverse its 2014 merger, Cramer has regularly discussed the stock during his morning show. The decision was historic since it disappointed none other than the Oracle of Omaha, Warren Buffett. While The Kraft Heinz Company (NASDAQ:KHC) is splitting up, Cramer believes that food companies need to head in the opposite direction. The CNBC TV host holds the unorthodox opinion because he believes that GLP-1 weight loss drugs have permanently altered the demand for food products in America. Here are Cramer’s latest thoughts about The Kraft Heinz Company (NASDAQ:KHC):
“You have to begin the great merger of this sector. You have to start putting together big deals, take out big costs. You know Kraft Heinz, Conagra, you know I mean that kind of thing. They have to just become, this should be like a big three. It’s over. You can’t grow.”
Previously, Cramer shed some light on why The Kraft Heinz Company (NASDAQ:KHC) might be struggling:
“Kraft Heinz is a tough deal. When you go to the supermarket, you say oh, remember that? . . .Here’s the problem David. Those are what I call old brands. Now that doesn’t mean they don’t love them. But it does mean Oscar Mayer, how many chemicals?”
7. Conagra Brands, Inc. (NYSE:CAG)
Number of Hedge Fund Holders In Q2 2025: 38
Food products firm Conagra Brands, Inc. (NYSE:CAG)’s shares have lost 29.7% year-to-date to join its peers in disappointing performance for the food stock sector. Given the drop, Cramer has been full of words for what might be the reason. He believes that Conagra Brands, Inc. (NYSE:CAG) is struggling to attract young people with its products. Additionally, Cramer has previously commented that the firm’s inability to gain pricing power has affected its margins. This time, the CNBC TV host shared a solution to Conagra Brands, Inc. (NYSE:CAG)’s woes:
“You have to begin the great merger of this sector. You have to start putting together big deals, take out big costs. You know Kraft Heinz, Conagra, you know I mean that kind of thing. They have to just become, this should be like a big three. It’s over. You can’t grow.”
As for Conagra Brands, Inc. (NYSE:CAG)’s pricing and margins, here is what Cramer believes:
“Very tough, very tough situation. Conagra’s got 7% inflation. They got problem with tin cans. They can’t, it’s killing them… The margins aren’t that good. The brands aren’t enabling them to be able to take any price. I have to tell you, the one thing that was important was that, on the conference call, they did say that they think they have no problem paying the dividend. A company that has to answer about whether it has a problem paying the dividend or not is a company that I say [don’t buy, don’t buy, don’t buy].”
6. Hormel Foods Corporation (NYSE:HRL)
Number of Hedge Fund Holders In Q2 2025: 38
Hormel Foods Corporation (NYSE:HRL) might have been able to withstand the losses that the broader food sector had faced had it not been for a disastrous 13% share price drop in August. The shares fell after the firm’s third quarter earnings report, which saw its third quarter adjusted EPS and midpoint fourth quarter EPS guide of $0.35 and $0.39 miss analyst estimates of $0.41 and $0.49. After the earnings report, Cramer explained that Hormel Foods Corporation (NYSE:HRL) was suffering as the disruption in the US beef industry had stripped the firm of its pricing power. This time, he discussed the firm in the context of the broader woes of the food sector as he wondered whether a merger might be a way out for Hormel Foods Corporation (NYSE:HRL) and help it to lower costs:
“But the answer is, you take out costs, but I think you have to begin the great merger of this sector. You have to begin the great merger of this sector. You have to start putting together big deals, take out big costs. . . .They have to just become, this should be like a big three. It’s over. You can’t grow. . .and maybe under this administration you could put together a Hormel, Pepsi, I don’t know what.”
5. The Coca-Cola Company (NYSE:KO)
Number of Hedge Fund Holders In Q2 2025: 84
In his recent comment about The Coca-Cola Company (NYSE:KO), Jim Cramer has praised the firm’s CEO, Jim Quincy. His opinion of the executive is quite important due to the woes faced by the firm’s rival and peer, PepsiCo. Cramer has asserted that Quincy has continued to post strong quarterly results even as GLP-1 weight loss drugs reshape the American food market. The CNBC TV host has also outlined that The Coca-Cola Company (NYSE:KO) faces tariff uncertainty due to its aluminum beverage cans. This time, while he praised Quincy, he wondered whether mergers are the only way forward for American food companies:
“You have to begin the great merger of this sector. You have to start putting together big deals, take out big costs. . .They have to just become, this should be like a big three. It’s over. You can’t grow. James Quincy’s got, you know he’s putting up some consistent numbers at Coca-Cola. But you can’t grow. . .”
Previously, Cramer was full of praise for the The Coca-Cola Company (NYSE:KO) CEO:
“Of course the obvious one that everyone’s gonna look at to see if it’s gonna down is Coca-Cola which down to seven cents. Coca-Cola’s, Buffett, and Coca-Cola’s really, you know Coca-Cola, James Quincy. He’s made the quarter, made the quarter, made the quarter, made the quarter. He’s been remarkable.”
4. Apple Inc. (NASDAQ:AAPL)
Number of Hedge Fund Holders In Q2 2025: 156
Apple Inc. (NASDAQ:AAPL)’s shares have turned a leaf over the past month as they have benefited from the firm announcing an additional $100 billion investment in the US. Media reports suggest that the investment has removed some of the friction between the firm and the Trump administration. In his previous comments about Apple Inc. (NASDAQ:AAPL), Cramer has remarked that while China continues to be a “wildcard” for the firm, it will nevertheless continue to find a way to make money. Here are his latest thoughts about Apple Inc. (NASDAQ:AAPL):
“[On a downgrade by DA Davidson] Yeah, but you know you got a, I always like to look at the different companies’ records. . . Davidson obviously Buy to Hold, Apple. He’d upgraded June 11th 2024, 196. But on June 5th 2023, 179, he downgraded to Neutral. In other words, when you look at these guys, you’ve got to take them into context.
“I say own it, don’t trade it and he’s trading it. Trading it has been one of the worst things you can do. And our viewers need to know that.”
3. Opendoor Technologies Inc. (NASDAQ:OPEN)
Number of Hedge Fund Holders In Q2 2025: 21
Cramer discussed Opendoor Technologies Inc. (NASDAQ:OPEN) at the tail-end of this show. The shares have gained a whopping 561% year-to-date, primarily on the back of a massive 79% gain in September and a run that kicked off in mid-July. So, has Opendoor Technologies Inc. (NASDAQ:OPEN) solved world hunger or has it achieved quantum computing at scale? The answer is neither, as Jim Cramer believes the firm is a meme stock. Opendoor Technologies Inc. (NASDAQ:OPEN)’s business model sees the firm allow customers to buy and sell houses on its software platform. In this episode, Cramer discussed the firm on the news of a new CEO who had previously worked at Shopify:
“[On new CEO coming from Shopify] Shopify, I understand that fellow’s well known and they’ve got someone returning for the award. This is one company that does house flippings.”
Previously, Cramer asserted that he wasn’t going to jump on the Opendoor Technologies Inc. (NASDAQ:OPEN) train:
“You know, I’ve gotta tell you, this is a meme stock. The person who was, who left the company, the CEO, was a straight shooter. And I don’t really understand what happened, but I’ll tell you this: I am not going to jump on a situation that I thought was heavily, that some would say was manipulative, okay? Some would say. I’m not going to jump on that train.”
2. JPMorgan Chase & Co. (NYSE:JPM)
Number of Hedge Fund Holders In Q2 2025: 124
With the S&P’s banking index having gained 5.4% over the past month to outpace the broader index’s 2.2% in gains, Cramer has started discussing bank stocks during his morning show. He believes JPMorgan Chase & Co. (NYSE:JPM)’s shares, like its peer Goldman Sachs’ stock, are trading at low multiples. In fact, Cramer has gone so far as to call JPMorgan Chase & Co. (NYSE:JPM) the greatest bank in the world recently. This time, he discussed how the shares were on track for another all-time high despite concerning numbers about growth and employment. These figures saw unemployment tick to a two-year high of 4.3% in August:
“Well, I do wanna point out that there has been a series of amazing interviews that our friend Leslie Picker has done. Which put the banks at a level that say you know what, they don’t belong at 15 times earnings. JPMorgan up another four today.
“But look I liked all the banks from there last night, at our 30th. They’re not kidding, they know that’s a bad call. But they are very bullish.”
Previously, Cramer maintained that JPMorgan Chase & Co. (NYSE:JPM)’s stock could do better:
“I mean, okay sorry Jamie, because Jamie’s unbelievable. I mean, let’s take a look. This is a good example of what I’m talking about a stock that should not be where it is. JPMorgan, it sells at 15 times earnings. There’s no greater bank in the world than this bank.”
1. The Goldman Sachs Group, Inc. (NYSE:GS)
Number of Hedge Fund Holders In Q2 2025:
Like its mega-peer JPMorgan, Cramer also believes that The Goldman Sachs Group, Inc. (NYSE:GS)’s shares are undervalued. He holds this opinion despite the fact that the stock has gained 36% year-to-date. During his previous morning appearances, Cramer has commented on the reasons behind the share price surge. He believes that a growing number of deals, mergers and acquisitions, and public listings in the stock market in 2025 have helped the stock. In fact, Cramer holds the opinion that The Goldman Sachs Group, Inc. (NYSE:GS)’s role in the investment banking industry makes the firm somewhat of a proxy for the US stock market. The CNBC TV host holds his former employer in high regard, and this time, he discussed The Goldman Sachs Group, Inc. (NYSE:GS) after co-host David Faber remarked that the stock’s 2% gain was partly due to the bond market’s performance:
“Bond market, IPOs, obviously a lot of influx of capital. And let’s not forget. We’re having, David, there’s going to be M&A like you never knew, so. But look I liked all the banks from there last night, at 30th. They’re not kidding. They know that’s a bad call. But they are very bullish.”
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