In this piece, we will look at the stocks Jim Cramer recently discussed.
In his latest appearance on CNBC’s Squawk on the Street, Jim Cramer discussed the potential of European countries to levy restrictions or fines on American companies. Cramer directed the question at Commerce Secretary Howard Lutnick as he asked:
“I am very concerned that if there’s no deal with Europe, what they’ll do to our service companies, it’s the only thing that they’re ever really doing. Take from us anyway. How do we protect these great American companies?”
In response, Lutnick outlined that the Trump administration had already managed to get rid of such taxes in Canada, and they were part of the trade negotiations with Europe:
“They attack our great tech companies every day. They have this DSD. . .Digital Markets Act, also another tax on American technology. And so, we’re trying to beat that back and in these trade deals, we talk about it. Look, we think it’s reasonable that these companies pay fair tax in Europe. But we’ve got to stop this onslaught, this regulatory onslaught of our tech companies. And Donald Trump’s got these tech companies’ back. And we are working on it. You saw it, we got rid of it in Canada, we got rid of it in all sorts of countries. They knock it down, that’s one of our key objectives.”
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 24th.
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. Alphabet Inc. (NASDAQ:GOOGL)
Number of Hedge Fund Holders In Q1 2025: 227
Cramer regularly discussed tech mega-cap Alphabet Inc. (NASDAQ:GOOGL) ahead of its earnings. The firm’s shares have reversed course in July and are up by 1.9% year-to-date, primarily due to July’s 9.9% gain. Before the report, Cramer was explicit in sharing that he regretted selling Alphabet Inc. (NASDAQ:GOOGL)’s stock. This time, he discussed the firm’s businesses and shared that the stock should be higher after the earnings:
[GOOGL]”[On earnings report] Yeah, look cloud was important. I think the big focus is frankly, uh, that paid clicks picked up 4%. I mean I was thinking paid clips might be down, I was worried that I felt that this was the beginning of the erosion and the cannibalization versus Gemini. That was completely wrong. YouTube up 200 million. Really, really fantastic. . . .Look the story here is this that the more chips that they get, better they’re doing. They have so much demand I was quite surprised.
“Oh my god, YouTube’s got a great subscription model. We don’t think it, but we should We’re making a mistake. That’s [the] number one subscription model.
“If you’re an advertiser, and you’re on this call, you say I’m gonna send a check to Zuckerberg, in order to be able to be in Insta, I’ll send a check to these guys. . . it is extraordinary, I misjudged this one. I had no idea.
“This stock should be up much more than that.
“[On whether there was still risk from the Justice Department] Yes it is. And I bought into that nonsense, and where did it get me? Out 20 points ago! I will tell you, Philipp Schindler is the guy to listen to. He is the guy. He was the star of this conference call. I mean 54 billion dollars for Search? You should listen to Schindler. He’s the man.”
13. NVIDIA Corporation (NASDAQ:NVDA)
Number of Hedge Fund Holders In Q1 2025: 212
After bleeding close to $600 billion in market value in January amidst the DeepSeek selloff, Wall Street’s AI chip darling, NVIDIA Corporation (NASDAQ:NVDA) is once again the most valuable company in the world. The firm has benefited from growing investor bullishness about the long-term prospects of AI. NVIDIA Corporation (NASDAQ:NVDA)’s shares closed the week 1% higher after big tech’s continued persistence to spend billions of dollars to buy AI chips. Cramer discussed the impact and the CEO’s relationship with President Trump:
“All CapEx go up, it’s all NVIDIA. . .it’s really good for NVIDIA. But of course, NVIDIA, the President talking about breaking them up, we’ll get to that later. It was an out of body comment.
“I’ll tell you that Jensen, the President has a good relationship with Jensen, it’s not like Elon Musk. It’s just, we want this man to do what he wants to do.”
Previously, the CNBC TV host commented on NVIDIA Corporation (NASDAQ:NVDA)’s shares and parabolic moves:
“What is the solution to this? Look, in my forthcoming book, How to Make Money in Any Market, I have banished my antiparabola bias. I have a method I reveal of picking five stocks to go alongside an index fund with some money added each month. I state point blank that if you are in your 30s or older, you should own one speculative situation like an Oklo, okay, or a Joby. Just one. It could fail you after going parabolic. Moreover, if you’re under 30, you can pick two speculative names out of five because you’ve got enough time to make back any potential losses.
Now, you may think I’m reckless for endorsing any of these even with caveats, but it’s time to admit that for many years now, speculative stocks with great growth, they’ve worked. Oh, and let’s not forget, they don’t have to stay speculative. NVIDIA stock has had many parabolic moves, including the one that started in April. To keep yourself out of these runs because of a principle that stopped working ages ago, that’s to be blind to change, and I don’t like it. I don’t want to be that way.”
