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 OpenAI’s ChatGPT and business applications. After CFO Sarah Friar commented that business applications represented a large chunk of the firm’s revenue, Cramer commented that OpenAI knew “the way to do a narrative. Because business-to-business as Dario [Anthropic CEO] said on air, is sticky and profitable and business-to-consumer is sticky and fickle and who knows what.”
The CNBC TV host then pointed out how the AI landscape was rapidly evolving. Mentioning Elon Musk’s xAI’s Grok, he commented:
“I’m saying that the consumer is alive and well and uses ChatGPT and ChatGPT is good but they do have a lot of business applications, obviously, some advertising. But yesterday, this is how hard it is. . .Yesterday I get a call saying, hey, do you like the new Grok. I said new Grok? Said oh Grok, you can put things in that you wouldn’t believe that’s come out, it’s much better, you don’t know the new Grok? This is this world, I had put Grok into my second, into my you know, second file. I am bringing back Grok today for a little bit more vox populi, what people think about so and so. . .”
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 22nd and tweeted about. 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. Novartis AG (NYSE:NVS)
Number of Hedge Fund Holdings: 33
Pharmaceutical firm Novartis AG (NYSE:NVS)’s shares are up by 44% over the past year and by 7.6% year-to-date. The tail end of 2025 saw several analysts discuss the firm. For instance, Morgan Stanley upgraded the shares to Overweight and increased the share price target to CHF110 from CHF108. The bank pointed out that Novartis AG (NYSE:NVS)’s shares had suffered excessively after the firm’s third-quarter earnings, and the selloff was driven by legacy products. Consequently, the troubles with the older products had been fully reflected in the stock. TD Cowen discussed the firm in November as it reiterated a Hold rating and a $140 share price target. According to the financial firm, some of Novartis AG (NYSE:NVS)’s growth projections might be a bit too optimistic. Cramer has also discussed the firm over the past few months. According to him, while the pharmaceutical company’s weight loss pill marks a key early mover advantage, medical professionals will be hesitant to advise patients to switch over to it. In a recent tweet, he focused on the firm’s cancer drug Pluvicto. Cramer has focused on cancer treatments from Johnson & Johnson and has been optimistic about the firm because of them. Consequently, it was unsurprising that he remarked: “Pluvicto strong– Novartis very strong buy.”
13. NVIDIA Corporation (NASDAQ:NVDA)
Number of Hedge Fund Holdings: 234
NVIDIA Corporation (NASDAQ:NVDA) is a regular stock on Jim Cramer’s radar. The CNBC TV host is one of the stock’s biggest proponents. As January kicked off, Citi reiterated a Buy rating on the shares and kept a $270 share price target. The bank commented that NVIDIA Corporation (NASDAQ:NVDA) had surprised it during meetings held at the Consumer Electronics Show in Las Vegas. CES was a packed event as the firm announced its Rubin chips. More recently, Cramer was impressed by a discussion between NVIDIA Corporation (NASDAQ:NVDA) CEO Jensen Huang and Eli Lilly’s David Ricks, where the two discussed extending the human lifespan. Cramer defended the stock on X on the 26th when he commented that he was “not oblivious to the fact that the stock does not ‘act’ well but Nvidia, the company, is doing extremely well and i remain steadfast that you should own not trade the stock.” Cramer added that:
“Understand when i say “sloppy” about Nvidia, i mean the stock. I did think it would go higher today… until i heard endless chatter about circular deals, which I think is Nonsense.”
NVIDIA Corporation (NASDAQ:NVDA) also expanded its relationship with CoreWeave yesterday after it invested $2 billion in the firm as part of an AI Factory, or an AI data center, buildout acceleration deal. While the shares closed 0.64% lower, Cramer commented:
“If you go back over what Jensen said this morning he confirmed strong demand, he made it clear that the Coreweave relationship is about cementing a relationship that can help many companies that otherwise may not have access to Nvidia chips.”
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