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 latest jobs report, which revealed a 78,000 drop in manufacturing jobs year-to-date. The CNBC TV host wondered why hiring was not increasing despite the billions of dollars that big tech had committed to spend in the US as part of its promises to President Trump.
According to Cramer:
“It’s astounding. And not being critical of the President, but, we’re not seeming to relate all these endless amounts of money that the tech’s committed to anything that we’re used to. We’re not seeing what I would have thought would be a gigantic resource explosion. Anything by the way we also see, we have some OPEC issues, but we’re not seeing any pick up in oil and gas. I mean nothing is picking up. And you start thinking, okay, wait a second, is there something out there that people are afraid to hire about? I mean I’ve been with a lot of CEOs in the last two weeks. And they’re all afraid that the other guy’s not hiring because of AI so maybe they shouldn’t be hiring. It’s just a great conundrum because we should just be like, I don’t know, you would expected it to see a hundred thousand manufacturing jobs created in the last three months. A hundred thousand, easy.”
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 5th.
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).
15. The Gap, Inc. (NYSE:GAP)
Number of Hedge Fund Holders In Q2 2025: 44
The Gap, Inc. (NYSE:GAP)’s shares created quite a conundrum last week when they were briefly halted for trading. However, the stock ended up closing the day 5.9% higher. The reason The Gap, Inc. (NYSE:GAP)’s shares soared was its CEO’s surprising decision to enter the cosmetics industry. The firm is currently in the midst of a turnaround effort, and despite the fact that the shares have gained a modest 2.2% year-to-date, Cramer continues to remain a believer in the stock. His previous remarks about The Gap, Inc. (NYSE:GAP) have expressed optimism about the long-term viability of the firm’s ongoing turnaround efforts. The stock, however, is yet to recover from its 20% dip in May that occurred after the firm’s warning about the potential impact of tariffs on its profits: Cramer’s recent remarks about The Gap, Inc. (NYSE:GAP) were brief but maintained the optimism:
“Yeah, Dickson’s doing a good job, I still think that Gap is a great situation.”
Here are Cramer’s previous thoughts about The Gap, Inc. (NYSE:GAP):
“I’m a big believer that this is a longer-term turn, and that Dickson is doing the right thing. Stock did fall from 28 to 21. There was very big dispirited action after the company reported because there was a belief that he really missed. And you know he missed the, there’s a, it’s a lot of moving parts to GAP. Lot of moving parts. Don’t know what’s going on.
“. . uh, you know here’s what he’s [Dickson] saying to me, I’m literally walking, he’s walking [inaudible] the station to Goldman, going to have his team get in touch, but it’s a presentation about to be made and he had to get ahead of it. Ahead of the Goldman presentation. And I think that’s really important. People have to recognize, a lot of news being made at these things.
“I mean look, GAP, I mean now GAP is up 10% from where Richard Dickson allegedly had a not great quarter because he introduces cosmetics stop trading at a conference. And I just think that people are excited if there’s something exciting about retail, then people are buying.”
14. Kohl’s Corporation (NYSE:KSS)
Number of Hedge Fund Holders In Q2 2025: 31
Kohl’s Corporation (NYSE:KSS)’s shares have experienced somewhat of a turnaround over the past couple of months. Since late July, the stock is up by a whopping 73% as it maintains the tailwinds generated by a strong second-quarter earnings report. The earnings, which saw Kohl’s Corporation (NYSE:KSS) deliver almost 2x of analyst EPS estimates, came just as investors were wondering whether the business could continue stable operations. These sentiments were also echoed in Cramer’s thoughts about Kohl’s Corporation (NYSE:KSS) during the year’s first half, where he shared that the firm was suffering from “real structural problems.” This time, he remarked that the firm’s Sephora brand might have been its saving grace:
“I think Sephora saved Kohl’s. I don’t know what’s going to happen now.”
Here are Cramer’s earlier thoughts about Kohl’s Corporation (NYSE:KSS):
“I will say that I think that when you have say, Kohl’s, getting Sephora in, that would reverse the decline of Kohl’s for a bit. Now Kohl’s did have a decent last quarter.”
