In this piece, we will look at the stocks Jim Cramer discussed today.
Jim Cramer’s latest appearance on CNBC’s Squawk on the Street was a special one since it came during the week-long celebration of the network’s 30th anniversary of Squawk Box. During this episode, Cramer and co-host David Faber recalled their early days at CNBC when the pair worked with the late Mark Haines, who was the original host of Squawk Box and Squawk on the Street. Cramer recalled his time with Haines:
“Mark would come in, into the green room, and he would say, look, I need you to come in hot. No, not a problem! We would go in and he would just, Reverend Jim. . .tell me what’s going on. And I, it was like red meat. I just attack, attack, attack, attack, attack. And that’s all I ever did. I just attacked. And I hated everybody. Miserable and I was just angry and boom. It came out. I was able to get rid of everything. . .it was one of the greatest therapeutic things I ever did. I walked, at the end of the show, I said I got to go home.”
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).
14. Apple Inc. (NASDAQ:AAPL)
Number of Hedge Fund Holders In Q2 2025: 156
Given how the day was focused on its iPhone launch event, naturally, Cramer spent quite a bit of time discussing Apple Inc. (NASDAQ:AAPL). He commented on how the new iPhones’ price tag might not really matter, Apple Intelligence, the lawsuit with Google, and reports of turnover to Meta:
“[On the new iPhone Pro generating hype] I always think you have to understand the state of play of Verizon, of AT&T, of T-Mobile. T-Mobile has historically under Sievert come in and then said, listen, you want a phone? Don’t pay any attention [to] what you heard from Apple. Here’s the deal and you go to Costco, David, and you look at the T-Mobile deal and you say this phone is cheaper than the 13. I mean they make deals, so let’s not freak out about how, like you’ll hear wow it’s really expensive. But if I get a new camera, and whatever new device, maybe something that is, has better resolution. I don’t know. I might just switch. Because it doesn’t cost much to switch.
“[On whether Apple Intelligence was still relevant] No, I mean you have to look, I keep waiting for a deal now that the, that judge reversed himself.
“Well look I didn’t think there was a chance, that that would pass muster. . .that Google could pay 20 billion to be able to have. Right and the circular reasoning the judge used was, I think, so, lightweight, just the idea that if they didn’t pay them, they would become even more monopolist. I don’t know, to me that was, that was like moved the court, I was shocked by that. But the fact is if you’re Eddie Cue and you heard that, and Eddie Cue was the guy who I was talking about the price, I think you’d just say lineup guys, lineup Perplexity. Hey you Anthropic, will take yours and you can go spend 90 billion on NVIDIA. And we’ll let you low jump into the 17. I’d love that!”
“Remember the day the anti-monopoly case came down, number two came down, the remedy so to speak, a quarter before there were reporters who were going out and saying, that Apple lost their top guy. I mean I check in with Apple and I say like tell us which top guy? I mean there’s kind of like, they lost a general. Well we got like a thousand generals! . . .and suddenly you have it’s like wow which guy did they think that we lost? And by the way where are all those guys that left Apple and went to, Meta. Apparently it doesn’t all end well when you go to Meta. Some people just say maybe this isn’t for me.”
13. T-Mobile US, Inc. (NASDAQ:TMUS)
Number of Hedge Fund Holders In Q2 2025: 76
T-Mobile US, Inc. (NASDAQ:TMUS)’s shares, like those of its peers, are trading lower this week due to SpaceX’s decision to spend a whopping $17 billion to acquire spectrum from EchoStar. The deal allows SpaceX to own spectrum through which it can directly beam down connectivity to smartphones. However, in this appearance, Cramer discussed how T-Mobile US, Inc. (NASDAQ:TMUS) plays a key role in offering deals to consumers for Apple’s iPhone:
“[On the new iPhone Pro generating hype] I always think you have to understand the state of play of Verizon, of AT&T, of T-Mobile. T-Mobile has historically under Sievert come in and then said, listen, you want a phone? Don’t pay any attention [to] what you heard from Apple. Here’s the deal and you go to Costco, David, and you look at the T-Mobile deal and you say this phone is cheaper than the 13. I mean they make deals, so let’s not freak out about how, like you’ll hear wow it’s really expensive. But if I get a new camera, and whatever new device, maybe something that is, has better resolution. I don’t know. I might just switch. Because it doesn’t cost much to switch.”
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