In this piece, we will look at the stocks Jim Cramer discussed.
In a recent appearance on CNBC’s Squawk on the Street, Jim Cramer discussed recent market volatility and the role President Trump could play in it. The CNBC TV host warned against paying too much attention to the volatility after markets fell following tensions between the US and Europe:
“Well I think that we’re, jarred, because a lot of people felt that this part of the presidency was over. I think there’s a belief, David, that, there’s bit of an erratic behavior that makes us feel that we want to, maybe not be committed to more buying of American stocks for the moment. Now I want to point out, we can really overdo this. . .the press was really talking about this is the number one trade partner and they also can pull their treasuries out. And my problem with that is that, the markets are overbought, we’re up a lot, but in a few days, let’s say the President comes on with, Joe tomorrow, and says, you know what, look, you have to understand, I’m in a dealmaking mode. Then everything that you sold or everything you passed on is going to make you feel like a dope. And the President has been known to look at the averages and say, you know what, maybe I overdid it, ala, April.”
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 January 20th. We also provided hedge fund sentiment for each stock as of the third quarter of 2025, which was taken from Insider Monkey’s database of 978 hedge funds.
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 427.7% since May 2014, beating its benchmark by 264 percentage points (see more details here).
14. Texas Roadhouse, Inc. (NASDAQ:TXRH)
Number of Hedge Fund Holdings: 37
Restaurant chain Texas Roadhouse, Inc. (NASDAQ:TXRH)’s shares are up by 7% over the past year and by 12.8% year-to-date. BMO Capital started the year on a strong note for the firm as it hiked the share price target to $170 from $155 and kept a Market Perform rating, according to The Fly. In its report, the financial firm commented that Texas Roadhouse, Inc. (NASDAQ:TXRH). and the broader restaurant sector could face challenges in 2026, which include cost and consumer spending pressures. More recently, TD Cowen initiated coverage, as it set a $215 share price target and a Buy rating. TD Cowen discussed Texas Roadhouse, Inc. (NASDAQ:TXRH)’s same-store sales and a reputation for value. The financial firm used value perceptions to emphasize that the restaurant firm could benefit from changing consumer perceptions. Morgan Stanley also hiked Texas Roadhouse, Inc. (NASDAQ:TXRH)’s share price target to $208 from $205 and kept an Overweight rating. Cramer briefly discussed the coverage:
“Texas Roadhouse. Right there. Okay. They’ve got to buy. They have United Arab Emirates. They got Philippines. Alright. The stock. Morgan Stanley liked it. . .maybe beef comes down. There you go.”
13. Oracle Corporation (NYSE:ORCL)
Number of Hedge Fund Holdings: 122
AI infrastructure giant Oracle Corporation (NYSE:ORCL)’s shares are down by 3.4% over the past year. Year-to-date, the stock has lost 9%, and during this time period, several analysts have discussed the firm. For instance, Guggenheim reiterated a $400 share price target and a Buy rating on the shares as it called the firm its “Best Idea” in the software industry. Along with providing AI infrastructure, Oracle Corporation (NYSE:ORCL) is also one of the largest enterprise resource planning (ERP) software providers in the world. The shares have struggled amidst concerns about the debt the firm is taking to build AI infrastructure. Guggenheim outlined that Oracle Corporation (NYSE:ORCL)’s long-term growth opportunities could make the spending worthwhile. Cramer also discussed Guggenheim’s coverage:
“I wanted to be fatuous just in keeping with the news that I read which makes me feel like, are you kidding me? Come on, are you kidding me? Are we really supposed, what are we supposed to sell Oracle off of this? What are we supposed to do?
“Right and I think again, I think speculative juices got too hot. But one of the things you have talked about over and over again, is this problem Oracle has. Oracle has been spending a fortune to build data centers. Okay, we’ve had a lot of people come on in Davo talk about the need for data center infrastructure so that’s really superb coverage over there by us. But you know David, Guggenheim comes out today, Oracle’s their best idea for 2026. They tell you don’t worry about the investment grade ratings, so in other words, a lot of people felt that they were going to constrained by the ratings agencies, Oracle. And they’re talking about the, don’t worry about the concentration with OpenAI. . .what basically is, this is one of those stocks, if you see it go higher, then people genuinely believe that we might be out of the woods when it comes to the big data spend.
“But I just wanna point it out that this is one of these linchpin stocks, there’s so many of the things that we’re looking at, they’re not stocks yet, they’re private. . . But Oracle is a company that if it can keep building and it doesn’t get downgraded by the rating agencies, well you know what, that just says, this thing has got staying power. . .but I like the fact that it’s a totally contrary piece, cause it’s just, it’s frankly good reading.”
Munro Global Growth Fund also discussed Oracle Corporation (NYSE:ORCL) in its fourth quarter 2025 investor letter:
“Key detractors from performance for the quarter included Oracle Corporation (NYSE:ORCL) (Digital Enterprise), Rheinmetall (Security) and Coreweave (High-Performance Computing). Oracle shares fell during the quarter as the market scrutinized their ability to fund the company’s aggressive spending plans, given Oracle is heavily linked to OpenAI, who in turn is only generating a small amount of revenue today relative to their medium-term spending plans. Coreweave is effectively an enabler for Oracle to be able to deliver on its computing ambitions, and therefore also declined over the quarter.”
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