In this piece, we will look at the stocks Jim Cramer discussed.
In his latest appearance on CNBC’s Squawk on the Street, Jim Cramer discussed trends in how wealthy Americans were spending their money and mentioned The Wall Street Journal’s Robert Frank’s coverage.
“Well I think they’re, that the wealth effect [inaudible] going the other. I still thing the rich people are spending very, very well. I mean the Richemont numbers were good. We all listened to Robert Frank. Okay, and I think that people who don’t listen to Robert Frank are missing something. Because he does represent, writes, about a whole faction of people who are doing well and don’t forget, wealthy people taxes went down. I mean, I’m not paying as much tax as I was last year. Do I need the tax cuts? You never want to say, to anyone, listen, I wish I paid more taxes. But there is a lot of money coming, and don’t forget, we have a thousand dollars per child next year. I see a lot of things after we get through this period. But we have to get through this period.”
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 November 14th.
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 427.7% since May 2014, beating its benchmark by 264 percentage points (see more details here).
16. Live Nation Entertainment, Inc. (NYSE:LYV)
Number of Hedge Fund Holders In Q2 2025: 67
Cramer discussed Live Nation Entertainment, Inc. (NYSE:LYV)’s stock after he commented on StubHub’s 20% share price drop on Friday. He wondered whether the drop was due to StubHub’s inability to run a successful business. The CNBC TV host then added that even though Live Nation Entertainment, Inc. (NYSE:LYV)’s shares had dipped, he would buy the shares due to the firm’s competence. Cramer had also defended the stock after it fell following the firm’s third-quarter earnings report on November 4th. The results saw Live Nation Entertainment, Inc. (NYSE:LYV) post $8.5 billion in revenue. After the earnings, Cramer commented that massive beats from the firm in earlier quarters had raised expectations. In this appearance, he commented on Live Nation Entertainment, Inc. (NYSE:LYV) and the experiential economy:
“I think it’s a comment on their inability to do operative business successfully. LiveNation stock has come down but I would buy that stock on the decline because they are very, very good at what they do. I think the experiential economy has taken a bit of a hit.. . .But the experience right now, people are saying woah, I mean, everyone’s saying woah. And I’m gonna come out and say, no woah very soon. For the companies that are very good executors because there’s a lot of money still around and we’re gonna get away from the negative moment of the government shut down soon.”
15. Royal Caribbean Cruises Ltd. (NYSE:RCL)
Number of Hedge Fund Holders In Q2 2025: 43
Cramer discussed cruise ship operator Royal Caribbean Cruises Ltd. (NYSE:RCL) in the context of the experiential economy. While the firm’s shares have lost 15% over the past month, Cramer has discussed the firm recently, particularly since the stock’s recent troubles started after Royal Caribbean Cruises Ltd. (NYSE:RCL)’s fiscal third-quarter earnings report was released on October 28th. Commenting on the results, Cramer defended the firm and remarked that “their actual numbers really weren’t all that bad.” However, he added that Royal Caribbean Cruises Ltd. (NYSE:RCL) might have suffered due to its fourth-quarter revenue outlook. While analysts had expected the firm to guide fourth quarter profit-per-share at $2.89, the actual guidance stood between $2.74 to $2.79. Here are Cramer’s latest thoughts about Royal Caribbean Cruises Ltd. (NYSE:RCL):
“I think the experiential economy has taken a bit of a hit. . .I think that Royal Caribbean’s come down too much, I kind of like that. But the experience right now, people are saying woah, I mean, everyone’s saying woah. And I’m gonna come out and say, no woah very soon. For the companies that are very good executors because there’s a lot of money still around and we’re gonna get away from the negative moment of the government shut down soon.”
14. Starbucks Corporation (NASDAQ:SBUX)
Number of Hedge Fund Holders In Q2 2025: 66
With coffee giant Starbucks Corporation (NASDAQ:SBUX) undertaking a tough turnaround, Cramer has continued to stress that viewers have faith in the firm. His recent comments about the company have warned that the turnaround can be a slow process. In this appearance, the CNBC TV host discussed Starbucks Corporation (NASDAQ:SBUX)’s board member Jørgen Vig Knudstorp buying 11,700 shares for $85/share on November 10th. He also mentioned the limited impact of a barista strike on the firm and coffee prices in the aftermath of President Trump’s decision to reduce tariffs on key items to target inflation:
“Starbucks, insider buyer of a million dollars. And apparently not hurt by the barista strike. That’s another one that, where coffee is not a huge percentage that people might think, but people buy Starbucks if they see coffee come down. And I think that Starbucks is, I’m going to now say, is getting ahead of the schedule of the turn.
“There are others that I think are very interesting. I think Starbucks is interesting. I think the turn there is real.”
13. Terrestrial Energy Inc. (NASDAQ:IMSR)
Number of Hedge Fund Holders In Q2 2025: N/A
Terrestrial Energy Inc. (NASDAQ:IMSR)’s shares started trading on the NASDAQ on October 29th to make it one of the latest listings on the market. The firm is developing molten salt nuclear reactors, which it believes can have a shorter delivery timeline when compared to alternatives. Throughout this year, Cramer hasn’t held back on the skepticism when discussing nuclear power companies. He believes that most nuclear firms have long timelines for deliveries and has frequently touted GE spinoff GE Vernovaas as his top nuclear stock pick. The day this show was aired, Terrestrial Energy Inc. (NASDAQ:IMSR) rang the opening bell. Naturally, Cramer commented that several nuclear power companies trading right now reminded him of the year 2000:
“I hope that they’re doing better than a lot of the other nuclear companies. You do the search for nuclear, and for quantum, and for bit, and you just say, oh, 2000, 2000, 2000, 2000. These are ground zero. And these are the ones that have to cease hurting people before they can advance.”
12. Strategy Incorporated (NASDAQ:MSTR)
Number of Hedge Fund Holders In Q2 2025: 45
Strategy Incorporated (NASDAQ:MSTR) is an analytics software and Bitcoin treasury company. Its role in the Bitcoin ecosystem is well known as the shares trade as a proxy for the cryptocurrency. Strategy Incorporated (NASDAQ:MSTR)’s stock hasn’t performed well in 2025 as it is down 33% year-to-date. In contrast, Bitcoin is up 2.9% year-to-date. Cramer previously discussed Strategy Incorporated (NASDAQ:MSTR) in July and likened the firm to a parlay with massive payouts if the right bet is made. In this appearance, he commented on the firm’s CEO, Michael Saylor, and called him Houdini:
“He’s [Michael Saylor] Houdini. He’s just been Houdini, he’s Houdini. I don’t think he’s going to be chained to be the bottom of the see. The guy’s, I have never made any money betting against that guy, I don’t like his strategy, I don’t think it’s a good way to own Bitcoin. If you wanna own Bitcoin, own Bitcoin. But he is a messiah of Bitcoin. And I don’t believe there are messiahs of some currency.”
11. Apple Inc. (NASDAQ:AAPL)
Number of Hedge Fund Holders In Q2 2025: 156
Cramer frequently discussed consumer electronics giant Apple Inc. (NASDAQ:AAPL) after the firm’s iPhone launch in September. He praised the firm’s new phones and added that carrier plans would allow consumers to afford them. Cramer has also frequently discussed Apple Inc. (NASDAQ:AAPL)’s deal with Google, along with commenting on the firm’s user base and the potential for AI chatbots. After recent reports suggested that Google and the firm were nearing a deal for Gemini, Cramer called the potential outcome “terrific.” In this appearance, he discussed the firm’s balance sheet. Apple Inc. (NASDAQ:AAPL)’s latest balance sheet lists its total assets at a whopping $364 billion with a mere $85 billion of long-term debt. Here is what Cramer said:
“Apple’s the best balance sheet I’ve ever seen.”
Cramer was enthusiastic after reports spread of Apple Inc. (NASDAQ:AAPL) and Google’s Gemini deal:
“This Apple, Google deal’s gonna happen. The billion dollar deal, and it’s really funny because how many people felt that Siri was way behind, way behind. Well you know they advanced that, that just gets taken off the table if that’s the case. Now the stock is down, I don’t know, people feel that maybe this is, that Google should be paying them. But this is a terrific deal and I think that the age of Siri being impersonal and, sorry, not really getting the message is over. This will be terrific. I still think that Gemini comes in and they just become the native form of this. I love this combination and I think that people have to stop complaining about Apple being behind. They’ll be fine. I think it’s so exciting. I think Apple, the price-to-earnings multiple is too low.”
10. Microsoft Corporation (NASDAQ:MSFT)
Number of Hedge Fund Holders In Q2 2025: 294
Most of Cramer’s recent comments surrounding software giant Microsoft Corporation (NASDAQ:MSFT) have focused on its cloud computing business, and this episode wasn’t an exception. However, in this appearance, the CNBC TV host focused specifically on AI as the discussion surrounded OpenAI’s user base. In his recent appearances, Cramer has started to bifurcate between the business and consumer AI use cases. He believes that the business-to-consumer market that OpenAI is targeting is a tougher nut to crack when compared to the business-to-business AI solutions offered by firms such as Anthropic. Similarly, he discussed Microsoft Corporation (NASDAQ:MSFT) in the context of B2B as well:
“See, I’m looking at Microsoft, okay. Microsoft’s a great B2B company. It’s terrific. If I wanted to call the bottom here, I would. I’d be willing to buy it, let’s say you want to buy 50 shares of Microsoft, I would buy 10, right here, Microsoft’s good.
“Look I just think the consumer’s too fickle when it comes to AI.”
9. The Clorox Company (NYSE:CLX)
Number of Hedge Fund Holders In Q2 2025: 46
The Clorox Company (NYSE:CLX) is among the handful of consumer goods stocks that have recently surfaced on Jim Cramer’s radar. The CNBC TV host has started to discuss the sector due to his belief that there’s excessive negativity about consumer spending in America. According to Cramer, this sentiment is through news involving inflation and growth. In a recent appearance, he called The Clorox Company (NYSE:CLX) one of “the worst stocks in the S&P 500 year.” However, instead of worrying him, the poor performance has made Cramer wonder whether the firm could be at a generational low for a buying opportunity. One factor that drives his belief is The Clorox Company (NYSE:CLX)’s brand strength through lines such as Burt’s Bees and the namesake Clorox bleach. In this appearance, he recalled his meeting with investing club members:
“Well look, I mean, those are, if you want to do those, then I had my conference call yesterday with club members, I said you got to look at the drug stocks that have good yields. You could look at Clorox. . .”
8. Kimberly-Clark Corporation (NASDAQ:KMB)
Number of Hedge Fund Holders In Q2 2025: 42
After Kimberly-Clark Corporation (NASDAQ:KMB) announced its mega $48.7 billion acquisition of Kenvue, Jim Cramer hasn’t been able to help himself when discussing the firm. While the shares appeared to react negatively to the news, the CNBC TV host is optimistic. He believes that Kimberly-Clark Corporation (NASDAQ:KMB) and Kenvue fill out each other’s weaknesses, and the firm’s CEO, Mike Hsu, might even be able to take on consumer goods giant Procter & Gamble. In this appearance, he discussed the firm after co-host Carl Quintanilla mentioned consumer goods stocks and stressed that Kimberly-Clark Corporation (NASDAQ:KMB)’s acquisition offer makes it so that investors win no matter what the outcome:
“Well look, I mean, those are, if you want to do those, then I had my conference call yesterday with club members, I said you got to look at the drug stocks that have good yields. You could look at Clorox, and you could certainly look at Kimberly. I think Mike Hsu, you win if they get Kenvue. You win if they don’t get Kenvue. How do you not wanna go for that? They have a great situation.”
7. The Home Depot, Inc. (NYSE:HD)
Number of Hedge Fund Holders In Q2 2025: 93
The Home Depot, Inc. (NYSE:HD) is one of the largest home improvement retailers in America. Cramer frequently discusses the firm, and in a September appearance, opined that the shares could appreciate in the aftermath of a Fed interest rate cut. In this appearance, he discussed Stifel’s coverage of The Home Depot, Inc. (NYSE:HD)’s shares, which cut the rating to Hold from Buy ahead of earnings:
“That Stifel downgrade of Home Depot. Make it a hundred points ago. Put it in the wayback machine. Don’t do it now. What are you gonna do, catch the last 20 points down? Then the Fed eases and you’re saying well I told people to get out of the greatest story that you ever own when you have a Fed easing? The one that in 2007 and 2008 bought back a ton of stock because they had such conviction that they’d make it through.
“[On a nagging discussion about HD and deportation] There is and that is, that’s something that they’re going to have to address. And that is the existential worry, because if that really is where they’re targeting, and they are targeting, that would be, that is a bad thing, I mean what’re you going to say, it’s a bad thing for Home Depot.”
6. FedEx Corporation (NYSE:FDX)
Number of Hedge Fund Holders In Q2 2025: 67
When discussing logistics services provider FedEx Corporation (NYSE:FDX), Jim Cramer frequently mentions its CEO, Raj Subramaniam. While discussing the firm in September after its earnings report, Cramer commented that the earnings call marked a change in tone for Subramaniam as he became the “most bullish” since taking over. The CNBC TV host also remained cautiously optimistic about a rally in FedEx Corporation (NYSE:FDX)’s shares after the earnings. In this appearance, he mentioned the CEO again and praised him for having met the firm’s legendary founder, Fred Smith:
“Raj Subramaniam, has taken FedEx and, I loved the late Fred Smith, he was a friend of mine. But he’s taken FedEx to the level which Smith told me he would do. Which is a great honor when you live up to what Smith says. So the chart of FedEx is a chart of what I think is happening. And it’s just terrific. And I really liked that.”
However, on October 8th, Cramer discussed FedEx Corporation (NYSE:FDX) as part of a group of firms:
“The FedEx shocked me. Because I was betting that Raj Subramaniam, this is going to be the big turn, he’s taking a huge amount of business from UPS. But they also. . .cut numbers UNP, they cut numbers CSX. That is slowing of the economy. So we have this slowing of the economy story, we’ve got the froth story, and then we’ve got the real companies that are doing quite well and they tend to be involved in the building of the data center.”
5. NIKE, Inc. (NYSE:NKE)
Number of Hedge Fund Holders In Q2 2025: 81
NIKE, Inc. (NYSE:NKE)’s tough turnaround is another one that Jim Cramer believes is worth investing in. The CNBC TV host has expressed faith in the firm’s CEO, Elliott Hill, several times this year. He believes that any reprieve on the China front could help Hill with his efforts. NIKE, Inc. (NYSE:NKE) has struggled in China lately as the firm is facing competition from cheap domestic brands in a market that accounted for 15% of its revenue in fiscal year 2025. In this appearance, Cramer continued to assert that NIKE, Inc. (NYSE:NKE)’s turnaround efforts were bearing fruit and wondered why the stock fell while he was discussing it:
“I think the slow but steady turn in Nike is very real. . .oh Nike down two, I mean go buy that, I mean give me a break. Nike down two, what did Nike do.
“Oh buy Nike. Elliott Hill’s working for you this very moment.”
In an November 6th appearance, Cramer warned about not taking NIKE, Inc. (NYSE:NKE)’s turnaround seriously:
“I’m not depressed, because Elliott Hill, is going to turn that company around. But it turns out, that some of these turns are so hard. The Starbucks turn is incredibly hard. The Nike turn is incredibly hard. But they can happen, and when they happen, which is going to happen. . .you’re going to wish you were in, but holy cow, it’s just not now, not now.”
4. Under Armour, Inc. (NYSE:UA)
Number of Hedge Fund Holders In Q2 2025: 37
Under Armour, Inc. (NYSE:UA) is another sports apparel firm that is in the midst of a turnaround. While he’s not as enthusiastic about the firm’s turnaround as he is with Nike, Cramer nevertheless believes that Under Armour, Inc. (NYSE:UA) can deliver. In a recent appearance, he commented that with “Under Armour, three quarters from now, you’re going to wish you were in.” However, Cramer added that at this moment, the shares aren’t performing too well. In this appearance, he discussed Golden State Warriors’ point guard Stephen Curry and Under Armour, Inc. (NYSE:UA) ending their 13-year partnership to leave Curry free to find another retail partnership for his Curry Brand of shoes:
“If anything, with Steph Curry away from, Under Armour, you could argue, hey listen it’s even better. Steph Curry was a very expensive sponsor. And Under Armour doesn’t have that kind of money, this was not a bad thing for Under Armour.
“I mean you’re talking about 30, 35 million, Under Armour doesn’t, [it] needs that money elsewhere.”
3. The Walt Disney Company (NYSE:DIS)
Number of Hedge Fund Holders In Q2 2025: 111
Cramer discussed The Walt Disney Company (NYSE:DIS) in the context of the sluggishness in linear television and the firm’s latest earnings call. Not only does he believe that linear is phasing out, but he added that management should have been more aware of the problems during the earnings call:
“[On holding 104 yesterday and issues regarding cruise lines] But it’s linear, I mean linear, oh god, I spend a lot of time on linear, and it’s just so radio and so evening newspaper, it’s just, look there’s nothing wrong with people who got in linear. But it happened. Linear moved, things, the younger people moved from linear. And the younger people, like you can’t, they don’t say, hey you know what, it’s time to get serious about linear. They just don’t do it.
“[On notes about linear being a disappointment but luckily being a small part of the business] I listened to Hugh Johnston and I like Hugh very much. But I didn’t like the, on the one hand everything’s great, and then on the other hand, the market told you it wasn’t. You have to be careful, to keep your credibility, it’s very important to have credibility at all time. And that was not a good quarter. I knew it the market would react to it, I saw it, I said, oh man, that’s down 10. And I’m listening to the CFO, I, the CFO has to be cognizant, that when a stock’s really bad, you don’t just stand there and have fingers in the dyke. You say okay listen, there’s some problem. But we’ll beat them. That stock would have down five if had said that. Maybe four.”
2. Vertiv Holdings Co (NYSE:VRT)
Number of Hedge Fund Holders In Q2 2025: 104
Vertiv Holdings Co (NYSE:VRT) is one of Cramer’s top picks in the data center space. Over multiple appearances, he has praised the firm’s air conditioning business and the role it plays in data centers. In this appearance, he interviewed Vertiv Holdings Co (NYSE:VRT) chairman, Dave Cote, and recalled how Cote convinced him about the stock’s potential:
“Tech hyperscalers have been the big story this year. Riding alongside the AI boom has been maybe one of the single best companies in order to be able to, I don’t even want to call it play, invest in this. Because it knows how to run the most important part of the data center. And Dave Cote is the chairman of Vertiv, which I think is, when I think of data center, I think of you. Because you were the first one that explained to me, at 16 dollars, that this would, 16 dollars, Dave say, you know Jim have you looked at this Vertiv. I said oh man it’s all the way at 16 dollars, he goes, have you thought about it about the other way, it’s all the way at 16 dollars?”
1. The Boeing Company (NYSE:BA)
Number of Hedge Fund Holders In Q2 2025: 101
The Boeing Company (NYSE:BA) is a company that Jim Cramer owned for his charitable trust as of October 24th. Over the course of the year, Cramer has continued to discuss the firm’s cash flow. In April, he pointed out that if The Boeing Company (NYSE:BA) solved its cash flow weakness, the stock would be worth buying. Then, in May, the CNBC TV host asserted that viewers “must stay long” on The Boeing Company (NYSE:BA)’s shares. Since his remarks, the shares have dipped by 4.3%. However, most of the losses have come since late October, with the stock having lost 12.9% since the firm reported its fiscal third quarter earnings report. In this appearance, Cramer discussed The Boeing Company (NYSE:BA) as he mentioned “things” that were doing fine:
“Yeah when everything’s really negative, I mean, you look at Micron going up, Boeing they solved that strike. Defense. And nobody cares! I suppose it’s up a little bit, there are some things that are going right. The year of magical investing is over, okay, but there are some things. . .that are going very right.”
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