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 the recent activity in the liquefied natural gas (LNG) industry after Europe pledged to buy billions of dollars of US energy as part of a trade deal. Cramer marveled at how the industry’s fortunes had changed after the Biden administration’s tough stance against it:
“This was an industry that Biden almost killed. . .they put a pause on it and it turned out the energy department had these secret papers were saying pause means never do it. So you’ve got an industry, that is probably maybe the most thriving industry that’s also a political industry that was almost like a no industry.”
The CNBC TV host also discussed a Reuters report, which called the $250 billion pledge by Europe to buy US energy delusional, as he pointed out that American companies were competent and capable enough to increase output:
“I think that’s completely wrong. I think it’s totally not delusional. These companies that we have are ready. . .these companies are so ready. They are doing everything right. . .they are so ready to do this. And I think that people keep underestimating how good our companies are in taking that natural gas out. In part because natural gas is a byproduct of drilling for oil.”
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 July 29th.
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. Dover Corporation (NYSE:DOV)
Number of Hedge Fund Holders In Q1 2025: 53
Dover Corporation (NYSE:DOV) is an industrial machinery company whose shares have lost 1.8% year-to-date. Its shares have struggled due to broader bearishness surrounding industrial stocks, which has also affected other industrial firms. Cramer’s previous comments about Dover Corporation (NYSE:DOV) have pointed out that despite the fact that the firm had an “unbelievable” recent quarter, its stock was sold down. This time, he discussed the firm in the context of the AI wave and the potential need for cryogenic cooling:
“Cryogenic is, look, look, we own Dover for the charitable trust in part because Mr.Tobin came on and said, eventually, they’re gonna have to use cryogenics to keep the data centers cool. Now Jensen Huang said absolutely not. It costs too much money. But if they keep putting hot stuff in there, you’re going to need everything that you can.”
Here are Cramer’s remarks about Dover Corporation (NYSE:DOV) after the firm’s earnings report:
“And I’m going to throw in a third one. Dover. With another unbelievable quarter. Very big guide up. Stock is down. Whoever is selling these, things Carl, they’re not trying to paint the tape. They just don’t understand how stocks work. Because we have real major industrial companies that are doing incredibly well. And it’s almost like if they’re not merging, we don’t want to own them, if they’re not AI, we don’t want to. own. They’re other things worth owning. . . Dover’s worth buying, right here. . . Dover, Honeywell beat and raise.”
12. FedEx Corporation (NYSE:FDX)
Number of Hedge Fund Holders In Q1 2025: 62
FedEx Corporation (NYSE:FDX) is one of the biggest logistics companies in the world. Its shares have lost 18% year-to-date and fell by 7.7% in July after the White House decided to end de minimis exemptions for packages arriving in the US. The dip added to FedEx Corporation (NYSE:FDX)’s woes as the shares fell in June after the firm’s earnings reports and in April after President Trump announced the Liberation Day tariffs. For his part, Cramer’s quite optimistic about FedEx Corporation (NYSE:FDX)’s CEO Raj Subramaniam:
“UPS, look, one of the things that I’ve got to hand, FedEx, Raj Subramaniam was in there. Man, he’s giving you numbers. And Subramaniam’s a hitter, okay. We have a lot of hitters today. Kelly Ortberg, hitter. Who’s a misser?”
Previously, the CNBC TV host discussed FedEx Corporation (NYSE:FDX)’s exposure to trade tensions between the US and Europe:
“I wanna keep an eye on that, because I know that a company like FedEx, I mean cross border’s really, really huge.”
11. Intel Corporation (NASDAQ:INTC)
Number of Hedge Fund Holders In Q1 2025: 91
Intel Corporation (NASDAQ:INTC) continues to face troubles in 2025 as new CEO Lip-Bu Tan tries to steady the ship, which has continued to shakily float for years. The firm’s latest earnings report was another setback as it saw management warn about potentially writing off the 18A manufacturing process technology, which Intel Corporation (NASDAQ:INTC) has spent billions of dollars to develop. Cramer discussed the firm in detail after its earnings report, and while he was optimistic about Tan, he also admitted that the turnaround is a long-term affair. This time, Cramer shared how AI chatbots failed to deliver when he queried about Intel Corporation (NASDAQ:INTC):
“Intel yesterday, I read one of these and it said that Intel’s on the hook for x. And they Intel, have already made it so they’re not on the hook. For the debt. They did a program where they don’t get paid until they paid until they built something.”
Here’s what Cramer said about Intel Corporation (NASDAQ:INTC) after the firm’s earnings report:
“Okay so the quarter’s reported. And, the quarter really didn’t have anything. Lip-Bu Tan’s just gotten there. But there was a devastating critique of Gelsinger, of the previous regime. Now I think that sometimes you have to do this really important branch. This is something new. And that’s what he felt about Gelsinger. So one of the things that really, I think that if you’re thinking about the impact, the government gave them 8.5 billion dollars and they also loaned 11 billion. David, this is not coming together for the Biden administration. Meaning that, look, I’m sure Lip-Bu Tan’s going to pay, he’s the new CEO but it looks like they picked the wrong horse. And it says to people, particularly this government now, that you’ve got to be very careful when you have a government that is choosing who’s going to win. Because they chose a loser. And a big loser.
“Oh he’s terrific. He’s making a lot of changes and he’s, look it’s going to take so long, I mean the company was, the company I don’t say in tatters but there was a lot wrong with the company. And a lot of it was this decision of which he very, very brutally says was making an expansion where there should have been no expansion. Building a basically a giant facility hoping people would come. And he was so critical of that it was painful.”
10. The Procter & Gamble Company (NYSE:PG)
Number of Hedge Fund Holders In Q1 2025: 88
The Procter & Gamble Company (NYSE:PG), like its peers in the consumer goods industry, has struggled on the stock market in 2025. The shares have lost 7.9% year-to-date on the back of high input costs and worries about tariffs impacting its business. The Procter & Gamble Company (NYSE:PG)’s shares fell 2.4% in July after the firm’s latest earnings report warned about a $1 billion hit to its profits from tariffs. Here’s what Cramer said about the company:
“[On firm saying they’re raising prices and communicating to Walmart and Target] Well good luck. Communicate all you want. It’s not the way it’s working. Go communicate that to Costco. You know what Costco says, we have a different communication. Here’s our communication.”
“[On how they’re not the only one saying so] No I mean, but they’re trying. I didn’t think the Procter quarter was so good, because frankly, the volumes are not that great. And, you know the pricing power is not as good as you think. The yield’s isn’t protected. It’s just not great. And it’s not great I think because there’s just the tug-of-war between stores and companies like Proctor and don’t forget, Amazon. I mean you go on Amazon, Amazon I don’t David if you went on Prime Day for Proctor, but it was just like Proctor, there was no gamble. It’s that bad.
“Look I think Proctor is an amazing company. I got a book coming out, and I say, listen, Proctor, if you want to own one, they are the best. They’ve got the most leverage. All I’m saying is that it’s just a tough time in that industry. Because the raw costs are high. I thought because of the weaker dollar they would start benefiting.”
9. Cadence Design Systems, Inc. (NASDAQ:CDNS)
Number of Hedge Fund Holders In Q1 2025: 59
Cadence Design Systems, Inc. (NASDAQ:CDNS) is an American software company that provides products to enable chip designers to develop their products. It is one of the most crucial firms in the semiconductor supply chain due to few competitors worldwide. Cadence Design Systems, Inc. (NASDAQ:CDNS)’s shares have gained 24.7% year-to-date as the firm benefited in July from raising its full-year revenue outlook to $5.21 billion to $5.27 billion from an earlier $5.15 billion to $5.23 billion. For his part, Cramer discussed the firm’s partnership with NVIDIA:
“By the way, Cadence, that is, when people look at Cadence, the number one partner is NVIDIA. Now NVIDIA also has the story out there, but not confirmed by me, that there’s, the H20 orders from China are huge. There had been some talk that maybe they wouldn’t be. Cadence is a fantastic company. And I think that that was the sign that NVIDIA is in great shape in China. NVIDIA’s doing so well, what are you going to do? It just keeps, it’s just relentless.”
Cramer also commented later in Mad Money on Cadence Design Systems, Inc. (NASDAQ:CDNS)’s earnings:
“Not even the incredible earnings news from Cadence Design Systems, also a fave of the show, and Celestica could help things. Cadence, a good partner of NVIDIA, blew away the numbers with a tremendous quarter. But who cares? I mean, we knew their business was great. Same with Celestica, which, along with Sanmina and FLEX LNG, belong in an elite camp of contract manufacturers devoted largely to tech. They have more than their fair share of orders. It’s a great time to be in that line of work, as we know, when we had FLEX on recently, after their amazing quarter.”
8. NVIDIA Corporation (NASDAQ:NVDA)
Number of Hedge Fund Holders In Q1 2025: 212
NVIDIA Corporation (NASDAQ:NVDA) has started to become a regular feature on Cramer’s morning show as it solidifies its position as the world’s most valuable company. In his earlier remarks about the firm, the CNBC TV host has praised the firm’s CEO, Jensen Huang, and his success in convincing the Trump administration to lift GPU sales restrictions on China. Once the restrictions were lifted, the market started speculating whether NVIDIA Corporation (NASDAQ:NVDA) could meet Chinese demand. Cramer discussed this issue in the context of EDA provider Cadence’s recent results:
“By the way, Cadence, that is, when people look at Cadence, the number one partner is NVIDIA. Now NVIDIA also has the story out there, but not confirmed by me, that there’s, the H20 orders from China are huge. There had been some talk that maybe they wouldn’t be. Cadence is a fantastic company. And I think that that was the sign that NVIDIA is in great shape in China. NVIDIA’s doing so well, what are you going to do? It just keeps, it’s just relentless.”
Here’s what he said earlier about NVIDIA Corporation (NASDAQ:NVDA):
“Okay, I’m getting a lot of pushback for my like of Jensen Huang, saying he’s really a globalist. It’s not what we want. I’m saying, if everything is based on his chips, we are a new kind of reserve currency. And it’s kind of exciting. . .new semiconductor, it’s another thing that we’re great at. That’s Jensen. And Jensen, see a lot of this is what it’s written on, what are they going to build on. . .and if you have to write on NVIDIA, David, instead of Huawei, the Chinese could end up being the pitiful, helpless giant.”
7. The Boeing Company (NYSE:BA)
Number of Hedge Fund Holders In Q1 2025: 96
The Boeing Company (NYSE:BA) has become somewhat of a regular feature of Cramer’s morning show. In this appearance, he had the firm’s CEO, Kelly Ortberg, on for an interview. One aspect of The Boeing Company (NYSE:BA) that crossed Cramer’s attention earlier was Japan ordering planes as part of trade negotiations. The CNBC TV host wondered whether The Boeing Company (NYSE:BA) would be able to meet the additional demand and discussed Ortberg’s response given during the interview:
“And when I spoke to Kelly earlier, he’s was saying, I’m saying, oh come on, these orders, I mean these orders are total, you know it’s a [inaudible], then President Trump says, no, the orders are real and we’re going to make the planes. Now I know Boeing. But Boeing’s been a horse. And I just think that Kelly Ortberg, in such a short period of time, has done a remarkable job. We should salute some of these people. We can’t just, bang them!”
In his remarks about The Boeing Company (NYSE:BA) later during the day on Mad Money, Cramer praised Ortberg and the firm’s recent earnings results:
“Now, I felt the same way about Boeing. Now, here’s a stock that just hit a 52-week high after giving you almost a double from its low in April. Thank you, Kelly Ortberg. And even though it reported a great quarter with beautiful cash flow, the stock still got hit today. But unlike all the others, just call me a buyer of that one.”
6. Waste Management, Inc. (NYSE:WM)
Number of Hedge Fund Holders In Q1 2025: 66
Waste Management, Inc. (NYSE:WM) is one of the biggest waste collection and disposal companies in America. Its shares have gained 15.9% year-to-date as they have recovered all losses in April after the tariff announcements. Waste Management, Inc. (NYSE:WM)’s stock has benefited from robust earnings reports, with the latest catalyst coming in July after the firm’s second quarter earnings saw it beat analyst revenue and EPS estimates of $6.33 billion and $1.89, by posting $6.43 billion and $1.92. Cramer praised the firm’s CEO:
“Okay, then I’m going to tell you that I think Jim Fish is doing a remarkable job at Waste Management. And that’s one of the reasons why I’m putting him on tonight. Up ten dollars!”
The CNBC TV host continued to praise Waste Management, Inc. (NYSE:WM) later in the day on Mad Money:
“Last night, we got an excellent quarter from WM, the garbage disposal operation/provider of comprehensive environmental solutions, formerly known as Waste Management. This company delivered a healthy top and bottom line beat, driven by strength in the core business, along with mostly positive guidance. That’s why the stock jumped more than 3% today… This one’s important because the garbage business can actually give you a great read on the economy.”
5. Merck & Co., Inc. (NYSE:MRK)
Number of Hedge Fund Holders In Q1 2025: 93
Merck & Co., Inc. (NYSE:MRK)’s shares have lost 18.3% year-to-date on the back of several factors, such as troubles in China and the expiration of its KEYTRUDA patents. Cramer’s previous comments about the firm have praised the firm’s deal with Verona, through which it will get access to a chronic pulmonary obstructive disease (COPD) treatment. The acquisition is important as investors have grown concerned about Merck & Co., Inc. (NYSE:MRK)’s drug pipeline and wondered whether future drugs will mimic KEYTRUDA’s success. Cramer discussed these factors:
“Well, this GARDASIL, when is it? The Chinese are not really helping them sell, because you would have thought the Chinese would. . .and then you’ve got the KEYTRUDA, you know the patent cliff coming up. . .it’s amazing, but they are talking about their animal division. When you’re talking about your animal division you don’t have enough [inaudible] to talk.”
Later in the day, he commented on Merck & Co., Inc. (NYSE:MRK)’s earnings:
“What do we make of the numbers that we got from Merck this morning? The pharma titan reported what some thought was a mixed quarter. I actually liked it. Small revenue miss, paired with an 11-cent earnings beat. Stock got hit, finishing the day down nearly 2% although it was a lot lower at one point.
Merck’s had a tough time over the past year, falling 45% from its highs in June of 2024 before recovering only modestly over the past couple weeks. Wall Street seems to be worried about that looming patent cliff for their blockbuster… best drug ever, Keytruda, which accounts for about half of the company’s sales. Doesn’t help that GARDASIL, their HPV vaccines, really struggled thanks to persistent weakness in China… While Merck’s made some excellent acquisitions to expand the drug pipeline, stock hasn’t gotten much credit for it. I think that’s wrong.”
4. Starbucks Corporation (NASDAQ:SBUX)
Number of Hedge Fund Holders In Q1 2025: 70
Starbucks Corporation (NASDAQ:SBUX) is one of Cramer’s favorite stocks, primarily due to the firm’s CEO, Brian Niccol. Niccol is currently embarked on a turnaround effort at the firm, and despite Starbucks Corporation (NASDAQ:SBUX)’s shares being flat year-to-date, Cramer has remained a believer. In his previous comments, he has dismissed bearish investors and pointed towards Niccol’s successful tenure at Chipotle. This time, he commented on reports of Chinese Luckin coffee stores expanding to the US:
“Are the two Luckin stores really going to destroy him [Niccol] that I read in the news? Lookout. What the heck. It’s Brian Niccol we’re talking about.”
The CNBC TV host discussed Starbucks Corporation (NASDAQ:SBUX) ahead of its earnings. Here is what he said:
“After close, we get Starbucks. That’s a company that’s climbed relentlessly until yesterday, of course, after that drop to the 70s. I bet new CEO Brian Niccol is ready to announce his China plans and to speak proudly of his success in improving throughput. Now it’s quite a contrast from the weaker Chipotle, the company Starbucks poached him from. That was a very tough quarter.”
3. Carrier Global Corporation (NYSE:CARR)
Number of Hedge Fund Holders In Q1 2025: 54
Carrier Global Corporation (NYSE:CARR) is a building products company whose shares are up by 1.3% year-to-date after a massive 14.9% drop in July after its second quarter earnings report. Even though the firm met analyst revenue and EPS estimates for the quarter, the stock fell with weakness in the US residential market and H2 guidance being potential factors. Cramer discussed Carrier Global Corporation (NYSE:CARR)’s earnings:
“Just to tell you how hard it is when you’re trying to figure out these quarters. Dave Gitlin, who has done a remarkable job at Carrier, which is a spinoff, the RTX spinoff, I thought delivered a very good quarter. Sales up 6%, earnings up 26%, aftermarket up 13%. Data center on track to double this year to one billion. Free cash flow is strong. They raised their first quarter but they kept their full year guidance unchanged. And that’s the kiss of death in this market so you see what’s happening there.”
Here’s what the CNBC TV host previously said about Carrier Global Corporation (NYSE:CARR):
“See that behind me? Carrier, that was good. . . it had Carrier a second ago. Yeah, David Gitlin did a really good job, a lot of people were doubting. Forget that, it’s the doubters are being silenced today.”
2. Otis Worldwide Corporation (NYSE:OTIS)
Number of Hedge Fund Holders In Q1 2025: 39
Otis Worldwide Corporation (NYSE:OTIS) is an industrial equipment company that sells elevators and other products. Its shares have lost 6.6% year-to-date, primarily on the back of a stunning 14.7% dip in July after the firm’s $3.6 billion in revenue for the second quarter fell short of analyst estimates of $3.7 billion. Crucially, investors were also worried about Otis Worldwide Corporation (NYSE:OTIS) exposure to China and the fact that its China sales dipped by 20%. Cramer admitted that the firm had a bad quarter:
“I had Judy Marks on, they had a very tough quarter. China was really, really horrible.”
Cramer previously discussed Otis Worldwide Corporation (NYSE:OTIS)’s China exposure as well:
“Otis, look I’m, Judy Marks is going to come on Mad Money, and she has held in and done great things. And they’ve had a lot of service revenue, including China. She’d tell you over and over again that that business remains very strong. So I have to find out more, that was a very tough hit. Very good company. That’s a spinoff of United Technologies.
“Yeah no Otis this was the first big miss. Remember, she’s a lot China. But you don’t see a lot of cranes. There are not a lot of cranes in this country.”
1. Celestica Inc. (NYSE:CLS)
Number of Hedge Fund Holders In Q1 2025: 62
Celestica Inc. (NYSE:CLS)is a Canadian supply chain products and company. The shares have gained a whopping 124% year-to-date and soared by 20.4% in July after the firm’s second-quarter earnings to make it Canada’s third-most valuable firm. Celestica Inc. (NYSE:CLS)’s earnings results saw it beat analyst revenue and EPS estimates and also increase its full-year guidance. Cramer attributed the performance to general bullishness surrounding tech:
“Against that, take Celestica, which is up huge, CLS, they’re a manufacturer for tech. David was talking about tech during the break, tech is good today.”
Here’s what the CNBC TV host said about Celestica Inc. (NYSE:CLS) later during the day in Mad Money:
“Not even the incredible earnings news from Cadence Design Systems, also a fave of the show, and Celestica could help things. Cadence, a good partner of NVIDIA, blew away the numbers with a tremendous quarter. But who cares? I mean, we knew their business was great. Same with Celestica, which, along with Sanmina and FLEX LNG, belong in an elite camp of contract manufacturers devoted largely to tech. They have more than their fair share of orders. It’s a great time to be in that line of work, as we know, when we had FLEX on recently, after their amazing quarter.”
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