On Tuesday’s episode of Mad Money, host Jim Cramer remarked that the market is currently undergoing what he described as a “countertrend” rally, as investors appear to be shifting away from Big Tech and instead putting money into areas that have been overlooked until now.
Cramer noted that some investors are focusing on macro factors like the 10-year Treasury yield, Federal Reserve Chair Jerome Powell’s interest rate decisions, or political developments involving the President. He added, “There, that’s the ticket for them.”
READ ALSO: 14 Stocks Jim Cramer Recently Looked At and 21 Stocks on Jim Cramer’s Radar.
“Or I can say that we have an idea-generated market, and today’s ideas stem from the Senate passing this budget bill that has some good things about housing in it.”
He suggested that it has sparked interest among newer investors who see the policy development as a green light to invest heavily in housing-related stocks. Cramer added, “Yes, that’s how these more novice buyers think, and they’ve got the money.” Pondering whether investors should still be fixated on decoding every signal from Jerome Powell, Cramer brushed off the idea. He explained his position and said the market right now is “pedestrian” and lacks any real depth or sophistication in its behavior.
“Here’s the bottom line: If this countertrend rally continues, so many stocks that sat out the first half will keep running, while this year’s big winners go through a temporary cooling-off period, except for Palantir, which has a three-day cooling-off period.”
Our Methodology
For this article, we compiled a list of 25 stocks that were discussed by Jim Cramer during the episodes of Mad Money aired on July 1. We listed the stocks in the order that Cramer mentioned them. We also provided hedge fund sentiment for each stock as of the first quarter of 2025, which was taken from Insider Monkey’s database of 1,000 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 373.4% since May 2014, beating its benchmark by 218 percentage points (see more details here).
25 Stocks Jim Cramer Recently Shared Insights On
25. Meta Platforms, Inc. (NASDAQ:META)
Number of Hedge Fund Holders: 273
Meta Platforms, Inc. (NASDAQ:META) is one of the 25 stocks Jim Cramer recently shared insights on. While discussing the stock, Cramer discussed the stock’s performance in detail as he commented:
“How did Microsoft, NVIDIA, and Meta manage to triumph, especially when all their stocks had hit some pretty hideous darn levels early in the quarter?
… Finally, there’s the toughest one to explain, Meta. This stock started the year at $630 and then got caught up in the rise and fall of everything growth, sinking from $740 in February down to $480 in April. A week later, and only a few points from the bottom, Meta reported a magnificent quarter. They crushed the estimates. On the conference call, we discovered you no longer needed to advertise anywhere else, save Amazon and Google. They didn’t mention that, but that’s me. Now, on that call, you realize that when you go with Meta, your ad will be shown only to the people who want to buy your product, no other medium… and that’s why the stock finished the first half at $738 yesterday. This machine really works… So, what did we discover?… Meta is a ridiculously cheap stock that should never have traded down to $480.”
Meta Platforms, Inc. (NASDAQ:META) creates apps and technologies that help people connect and share through services like Facebook, Instagram, WhatsApp, Messenger, and Threads. The company is also developing virtual and augmented reality products to power immersive digital experiences.
24. NVIDIA Corporation (NASDAQ:NVDA)
Number of Hedge Fund Holders: 212
NVIDIA Corporation (NASDAQ:NVDA) is one of the 25 stocks Jim Cramer recently shared insights on. Cramer discussed the company’s story throughout 2025, as he said:
“How did Microsoft, NVIDIA, and Meta manage to triumph, especially when all their stocks had hit some pretty hideous darn levels early in the quarter?
… NVIDIA stock started the year at $134. Little did we know that this stock, after years of being an institutional holding, had switched to become a favorite of individual investors, and even the meme stock guys who were trading it around the clock. They picked a lousy time to get along. First, at the end of January, we found out about some Chinese… AI outfit, DeepSeek…
Everyone acted like this was the end of the whole AI story, including NVIDIA hardware… Eventually, NVIDIA stock had an anemic bounce in March, coinciding with the annual GTC festival… But then at the beginning of April, the stock collapsed on word that the president didn’t want NVIDIA to sell any of its AI chips to the Chinese… That eventually caused NVIDIA to take a $4.5 billion write-off as they lost access to a market Jensen said could be worth as much as $50 billion.
When that happened, the memesters left the building. Stock bottomed at 86 bucks and change in April. Can you believe it? And that was the time to buy as NVIDIA began its unheralded run all the way to $158, where it closed last night. The amazing thing, this rally was based on nothing more than semiconductor superiority and persistent demand from the hyperscalers, the same things that had the stock roaring all last year. I guess you could say that there was nothing wrong with NVIDIA the whole time… So, what did we discover?… NVIDIA’s artificial intelligence chips remain unrivaled…”
NVIDIA (NASDAQ:NVDA) provides advanced computing, graphics, and networking solutions for gaming, data centers, AI, robotics, and automotive applications.
23. Microsoft Corporation (NASDAQ:MSFT)
Number of Hedge Fund Holders: 284
Microsoft Corporation (NASDAQ:MSFT) is one of the 25 stocks Jim Cramer recently shared insights on. During the episode, Cramer mentioned the stock and discussed its rare miss in January. He said:
“How did Microsoft, NVIDIA, and Meta manage to triumph, especially when all their stocks had hit some pretty hideous darn levels early in the quarter?… Well, why don’t we start with Microsoft? Here’s the story you used to be able to set your clock on. It revolved around business software and Azure, that’s the cloud computing business. In January, Microsoft shocked the world by missing Azure’s numbers. Yep, they blew the estimates. The division grew 31%, but the Street was looking for 31.9%.
Coming from a company that rarely misses and almost always guides up, this was seen as a stunning defeat, and the stock dropped over 6% immediately. Stock dropped from $442 before it reported to around $345 at its lows in April. But when Microsoft reported again at the end of April, their Azure business actually grew at a 33% clip. I know it seems like nothing, a gossamer… but it drove the stock right up to $500 at the end of the quarter. On less than two percentage points of growth, the stock added over $150 and hit the new high list… So, what did we discover? Microsoft doesn’t miss more than once.”
Microsoft (NASDAQ:MSFT) develops and sells software, cloud services, devices, and business solutions, and provides platforms like Office 365, Azure, LinkedIn, Windows, Dynamics, and Xbox.
22. Booz Allen Hamilton Holding Corporation (NYSE:BAH)
Number of Hedge Fund Holders: 49
Booz Allen Hamilton Holding Corporation (NYSE:BAH) is one of the 25 stocks Jim Cramer recently shared insights on. A caller asked about the company during the lightning round, and Cramer replied:
“Oh man. They got clobbered by DOGE, and we’re not done with the clobbering. I think there’s more ahead…”
Booz Allen Hamilton (NYSE:BAH) delivers technology solutions powered by AI, cybersecurity, cloud infrastructure, and quantum science. The company supports government and commercial clients with advanced capabilities in intelligence, surveillance, and digital modernization. Polen Capital stated the following regarding Booz Allen Hamilton Holding Corporation (NYSE:BAH) in its Q1 2025 investor letter:
“We eliminated Booz Allen Hamilton in the first quarter. For Booz Allen Hamilton Holding Corporation (NYSE:BAH), the risk of government cost-cutting and the company’s broad ties to government spending pointed to a violation in our Flywheel, specifically the repeatability of revenue in a significantly worse-than-expected cost-cutting environment.”
21. LyondellBasell Industries N.V. (NYSE:LYB)
Number of Hedge Fund Holders: 38
LyondellBasell Industries N.V. (NYSE:LYB) is one of the 25 stocks Jim Cramer recently shared insights on. Noting its over 9% dividend yield, a caller asked if it was a good time to buy the shares, and Cramer stated:
“We are not going to buy stocks for high dividends here. We’re going to buy stocks for earnings, momentum, and for growth. And I don’t see growth in that or Dow Chemical. I think these stocks, I like the fact that they boosted the dividend, but what I really like is growth, growth, growth because growth is the only safety in this stock market, growth.”
LyondellBasell Industries N.V. (NYSE:LYB) is a chemical company that produces and markets olefins, polyolefins, advanced polymers, fuels, and intermediates. Additionally, the company provides process technologies and catalysts for applications across packaging, automotive, coatings, and other industries. Conventum – Alluvium Global Fund stated the following regarding LyondellBasell Industries N.V. (NYSE:LYB) in its Q4 2024 investor letter:
“LyondellBasell Industries N.V. (NYSE:LYB), the chemical and plastics manufacturer, reported disappointing, albeit not surprising results and was down 21.3% over the quarter. Market conditions remain poor, and this did cause us to make some minor changes to our valuation (which decreased by 5%). Still, at the current price of around 10 times earnings (which are at a cyclical low) it offers a 7% after tax dividend yield, and is well positioned to benefit from increasing demand as the supply side consolidates. We bought more to maintain a position of 4.7%.”
20. Oklo Inc. (NYSE:OKLO)
Number of Hedge Fund Holders: 23
Oklo Inc. (NYSE:OKLO) is one of the 25 stocks Jim Cramer recently shared insights on. During the lightning round, a caller inquired about the company, and here’s what Mad Money’s host had to say in response:
“Okay, so let’s talk about this. We know that this is nuclear fission, not nuclear fusion. We know it’s a big spec. We know a lot of people like it. We know it’s up a great deal, 143%. This one, we’re now going to wait for it to come in. Maybe we give it a week, and then we’ll take a look. But I’m not against Oklo, and I can’t be because I’m very pro-nuclear and I do like the uranium stocks too. I do not expect anything short-term, but I know that a headline would move that thing up 25%.”
Oklo Inc. (NYSE:OKLO) develops advanced fission power plants and recycles nuclear waste into usable fuel, as the company aims to deliver clean, reliable, and cost-effective energy at scale.
19. BigBear.ai Holdings, Inc. (NYSE:BBAI)
Number of Hedge Fund Holders: 17
BigBear.ai Holdings, Inc. (NYSE:BBAI) is one of the 25 stocks Jim Cramer recently shared insights on. When a caller mentioned that they started a position in the stock, Cramer remarked:
“Wow, you went right for the speculative. Okay, that’s good. That’s, but that’s only going to be your one speculation. We are not going to do other speculations because that will have to be, we gotta fill it out with some very good growth companies. But that one’s, you know, losing a… bit of money. By the way, Palantir would’ve been a better one to buy there because Palantir’s coming in. But let’s limit our speculation to one stock…”
BigBear.ai Holdings, Inc. (NYSE:BBAI) delivers AI-driven decision intelligence solutions and provides tools for data processing, predictive analytics, and visualization to support sectors like defense, logistics, security, and digital identity. During a May episode, when a caller inquired about investing in the company stock, Cramer responded:
“I’m going to deviate. I’m going to suggest a stock that I think is better, that has more hype to it, that has more pizazz, that everybody loves. I’m going to suggest Palantir… And I happen to think that Alex Karp will come out and he’ll say something really great and he’ll announce a big deal and you’ll make 10 points because that’s the way Palantir rolls.”
18. AppLovin Corporation (NASDAQ:APP)
Number of Hedge Fund Holders: 96
AppLovin Corporation (NASDAQ:APP) is one of the 25 stocks Jim Cramer recently shared insights on. A caller asked if Cramer thinks the company can continue its streak of reporting strong revenue and free cash flow growth, and whether they should buy shares on the recent dip. Cramer replied:
“Okay, the only thing I worry about is that I think another company can come in and challenge AppLovin… and if that happened, then I think you’d be in trouble because I don’t think it’s as nearly as proprietary as other people think. I know many companies that are gunning for them right now, and I want to be a little bit careful about that, but they’re a very, very good company. Very good.”
AppLovin (NASDAQ:APP) provides a software platform that helps advertisers and app developers optimize marketing, monetization, and distribution through tools like real-time bidding, analytics, app management, and connected TV solutions. Moreover, the company operates a portfolio of mobile games.
17. Intel Corporation (NASDAQ:INTC)
Number of Hedge Fund Holders: 91
Intel Corporation (NASDAQ:INTC) is one of the 25 stocks Jim Cramer recently shared insights on. A caller asked for Cramer’s take on the company, and in response, he commented:
“Okay, you know, this is an absolutely great question because, you know, I used to be an Intel hawk, and then I told everyone to sell it for about 40 points. It was a great call by me. This Lip-Bu Tan, who took over, he’s monster good, but I think even he is going to have to take another six months to a year before he can turn it around. If you are willing to wait that long, I bless it. But that’s not what I think you should do.”
Intel Corporation (NASDAQ:INTC) develops and sells a wide range of computing products and technologies, including processors, GPUs, AI and networking solutions, memory, and advanced chip design tools. During an episode aired in April, Cramer made some positive comments about the company’s new CEO as he said:
“Okay, right now it’s dead money, but Lip-Bu Tan is the real deal. If you wanted to buy some, I’m not going to fight you, but I will tell you that they need to raise money before they can rally. But if you think the stock’s going to be this low two years from now, I think you’re making a mistake. I believe in Lip-Bu Tan. He is [the] real deal.”
16. Salesforce, Inc. (NYSE:CRM)
Number of Hedge Fund Holders: 140
Salesforce, Inc. (NYSE:CRM) is one of the 25 stocks Jim Cramer recently shared insights on. Noting that the stock has been dead money since they started a position, a caller asked about the company, and Cramer replied:
“Okay, here’s the problem with Salesforce. There are two Salesforces. There’s Agentforce, which is doing very well, and then there’s the rest of Salesforce, and all I hear about over and over again is that business is doing poorly. That’s why I’ve not added to the position. I need to see the quarter… Sorry, Marc, but I gotta call ’em as I see ’em. That’s kind of me.”
Salesforce, Inc. (NYSE:CRM) provides CRM software and tools that help businesses manage customer relationships, analyze data, improve communication, and streamline sales and service through platforms like Agentforce, Slack, Tableau, and Data Cloud.
15. Tesla, Inc. (NASDAQ:TSLA)
Number of Hedge Fund Holders: 104
Tesla, Inc. (NASDAQ:TSLA) is one of the 25 stocks Jim Cramer recently shared insights on. During the episode, Cramer called the company a “total dice roll” based on the current relationship between the company’s CEO and the President of the United States. He said:
“Tesla, total dice roll. We have no idea what Elon Musk and the man in the White House, who may be the best name caller,… are going to do. But they sure don’t seem like they’re on great terms. So my plan is to have the president give Elon the right to have driverless cars on the interstate. I’m calling that plan shelved. But moral? There are usual ways to make a lot of money, but it’s really fun to talk about Elon.”
Tesla (NASDAQ:TSLA) designs and sells electric vehicles and energy systems. The company provides cars, solar products, and energy storage solutions along with related services, charging infrastructure, financing, and in-app upgrades. On June 9, Cramer discussed the stock and recent analyst sentiment around it, as he said:
“Now it’s a big reason why I don’t want to bet against Tesla even after a host of downgrades. You got two of them today. Look, I don’t like the spat with the President. Musk is entitled to his opinions, but it was a bad call for the shareholders, right? I don’t like that cars aren’t selling well, I see that too. I want him to focus on the car, focus on his robots, blow things away for heaven’s sake, but I don’t think he’s done.
There’s another act coming from Musk, and I want to benefit from it. The robotaxi launch[es] in Austin, that’s right, on Thursday, June 12th. Stock got two downgrades today, and you know what happened? How much did it go down? Was it down 10? Was it down 20? No, let’s just check it out for a little cinéma vérité. The stock was, oh, look at that, it was up $13 and 44 cents or 4.55% on two downgrades. Yeah, today in the wake of two downgrades, the stock is up $13 and 44 cents.”
14. Palantir Technologies Inc. (NASDAQ:PLTR)
Number of Hedge Fund Holders: 77
Palantir Technologies Inc. (NASDAQ:PLTR) is one of the 25 stocks Jim Cramer recently shared insights on. Cramer highlighted his past predictions of the company stock going to $200 and said that he’s “sticking by that.” He commented:
“But what do we do with the very different set of winners for the first half? I want you to consider the GE Vernovas and the Howmets and the Palantirs, the stocks that are likely to finish the year dramatically higher from these exalted levels. What do you do with the stocks that have been on a run nonstop for 26 weeks, though? I think you send them on one of those two-week vacations like that Southeast Asia, Cape Town, maybe New Zealand. You pay no attention to them. Let them have a good time. Just take them off your screen, come back to them when the rotations run its course.
Okay, there’s one that’s not like that, though, Palantir. I think Palantir’s, it’s taken a rare dip. This one’s actually more of a shorter, Palantir’s going on a staycation. I say it can be bought, starting in three days. Monday morning, buy some Palantir. Then, after that, you can go… for the power generators. Remember Palantir, I said when it was at $50, I said it’s going to $100. When it was at $100, I said it’s going to $200. I’m sticking by that.”
Palantir (NASDAQ:PLTR) develops software platforms that enable data integration, analysis, and decision-making for intelligence, defense, and commercial applications. The company provides tools like Gotham, Foundry, Apollo, and its AI platform to transform complex data into actionable insights.
13. Howmet Aerospace Inc. (NYSE:HWM)
Number of Hedge Fund Holders: 56
Howmet Aerospace Inc. (NYSE:HWM) is one of the 25 stocks Jim Cramer recently shared insights on. During the episode, Cramer noted that it is one of the stocks investors should consider. He said:
“But what do we do with the very different set of winners for the first half? I want you to consider the GE Vernovas and the Howmets and the Palantirs, the stocks that are likely to finish the year dramatically higher from these exalted levels. What do you do with the stocks that have been on a run nonstop for 26 weeks, though? I think you send them on one of those two-week vacations like that Southeast Asia, Cape Town, maybe New Zealand. You pay no attention to them. Let them have a good time. Just take them off your screen, come back to them when the rotations run its course.”
Howmet (NYSE:HWM) delivers advanced components and solutions for aerospace and transportation, including engine parts, fastening systems, engineered structures, and forged aluminum wheels. The company serves both commercial and defense sectors globally. During a March episode, Cramer mentioned the company stock and said:
“Finally, there are the industrials, again, a group that’s prone to failure during a recession. See my point? These are all oddities, right?… Then it’s followed by GE Aerospace and Howmet, which makes fasteners for planes. These are both part of the aerospace bull market, which is still going on. It’s a quiet one that shows no sign of quitting at all.”
12. GE Vernova Inc. (NYSE:GEV)
Number of Hedge Fund Holders: 111
GE Vernova Inc. (NYSE:GEV) is one of the 25 stocks Jim Cramer recently shared insights on. Cramer mentioned it as one of the stocks that are expected to finish the year higher:
“But what do we do with the very different set of winners for the first half? I want you to consider the GE Vernovas and the Howmets and the Palantirs, the stocks that are likely to finish the year dramatically higher from these exalted levels. What do you do with the stocks that have been on a run nonstop for 26 weeks, though? I think you send them on one of those two-week vacations like that Southeast Asia, Cape Town, maybe New Zealand. You pay no attention to them. Let them have a good time. Just take them off your screen, come back to them when the rotations run its course.”
GE Vernova Inc. (NYSE:GEV) provides technologies and services for generating, transferring, and managing electricity, including gas, nuclear, wind, and hydro solutions, along with grid, storage, and electrification software for end-to-end energy systems.
11. The Procter & Gamble Company (NYSE:PG)
Number of Hedge Fund Holders: 88
The Procter & Gamble Company (NYSE:PG) is one of the 25 stocks Jim Cramer recently shared insights on. Cramer recommended the company stock for investors who want consumer packaged goods stocks. He said:
“You want consumer packaged goods? Well, then that’s easy. You buy Procter & Gamble because the dollar’s been incredibly weak and the company’s the principal beneficiary in the S&P 500 of a weaker dollar. They sell a ton of merchandise, overseas has suddenly gotten a lot more competitive.”
Procter & Gamble (NYSE:PG) is engaged in providing a wide portfolio of branded consumer goods across beauty, grooming, health care, fabric and home care, and baby, feminine, and family care. During an early June episode, Cramer mentioned the company stock and said:
“We learned this morning that Procter & Gamble, the unbelievably best consumer packaged goods enterprise on Earth, plans to cut 7,000 jobs over two years. This trimming the workforce would normally have the stock jumping, the market loves cutting costs. It would’ve been still one more sign that Procter will stop at nothing to keep profitability growing. In a good tape, we would’ve presumed that P&G is using cheap AI to replace expensive people. But now, when we read the headline, we assume something must be really terribly wrong at the company, and it gets hammered.”
10. Kontoor Brands, Inc. (NYSE:KTB)
Number of Hedge Fund Holders: 32
Kontoor Brands, Inc. (NYSE:KTB) is one of the 25 stocks Jim Cramer recently shared insights on. During the episode, Cramer made quite positive comments on the company’s acquisition of Helly Hansen.
“Let me give you another one that has a 3% yield, has just completed a dynamite acquisition. Kontoor Brands, the maker of Wrangler and Lee jeans, which did miss the quarter not that long ago, but bear with me here… Helly Hansen’s, that’s a fantastic clothing brand, just purchased by Kontoor Brands.
I cannot believe, they practically stole this one, for something like $900 million, exact price not disclosed. I think the acquisition transformed this company and makes up for any mistakes by Wrangler or Lee on the way. I think they should call the company Helly Hansen.”
Kontoor (NYSE:KTB) is a lifestyle apparel company that designs, markets, and distributes denim, apparel, footwear, and accessories primarily under the Wrangler, Lee, and Rock & Republic brands.
9. The Home Depot, Inc. (NYSE:HD)
Number of Hedge Fund Holders: 102
The Home Depot, Inc. (NYSE:HD) is one of the 25 stocks Jim Cramer recently shared insights on. During the episode, Cramer showed bullish sentiment toward the stock as he said:
“I say go with Home Depot. I know that the last acquisition they just made, GMS Materials for professional contractors, seems a tad hasty, but the SRS deal from last year seems to be working out well. Home Depot is more than just a storied company. It’s a company that reinvents itself regularly, has a strong culture. This time, it’s really gone for the professional, the contractor. More important, it almost always works. Long term, you really don’t want to bet against this one.”
Home Depot (NYSE:HD) is a home improvement retailer that provides building materials, décor, garden products, installation services, and tool rentals. During a June episode, Cramer commented that it was very hard to own the stock, but his Charitable Trust is sticking with it.
“Next up, retail. Oh man, it’s all over the map, but for the most part, the stocks are awful. Kohl’s looks so troubled. Macy’s can’t get out of its own way, closeout stores Ollie’s just downgraded. Burlington, Ross, TJX, all trading terribly. Target’s been clobbered. Home Depot, ouch. I like it, but it’s very, very hard to own with such a horrendous housing market and a miserable garden season. If you want to own Home Depot, you have to hold your nose and buy it in anticipation of the rate cuts from the Fed. That’s what we’re doing for the Charitable Trust, but it’s a struggle…. We are sticking with it.”
8. DICK’S Sporting Goods, Inc. (NYSE:DKS)
Number of Hedge Fund Holders: 44
DICK’S Sporting Goods, Inc. (NYSE:DKS) is one of the 25 stocks Jim Cramer recently shared insights on. While discussing the retail industry, Cramer mentioned the company and commented:
“The retail rally’s a little more difficult. You might want to shoot the moon and buy DICK’s Sporting Goods, betting that Nike could, that Nike turn could benefit them now that they’re acquiring Foot Locker, but the stock just ran up 30 points on that news.”
DICK’S (NYSE:DKS) is a retailer that provides a wide range of sporting goods, apparel, footwear, and outdoor gear through its physical stores, specialty concepts, e-commerce platform, and mobile apps. During a May episode, Cramer said that he likes the company stock very much. He remarked:
“Oh, I like DICK’S very much and you know a lot of people, that’s both Ed Stack but don’t forget Lauren Hobart. Lauren Hobart as CEO is fantastic, a lot of people think that they stubbed their toe when they bought Foot Locker. I’m going to say the opposite. I’m going to say that they may have stubbed their toe, but this stock is so much down. It was at 254, now it’s at 181. It more than reflects [that] they can write off Foot Locker right now, and frankly, yeah, of course, they don’t need to, it would still work out. Buy DICK’S Sporting Goods.”
7. Toll Brothers, Inc. (NYSE:TOL)
Number of Hedge Fund Holders: 59
Toll Brothers, Inc. (NYSE:TOL) is one of the 25 stocks Jim Cramer recently shared insights on. During the episode, Cramer noted that the company had a “magnificent quarter.” He commented:
“Now that we’ve identified the distinctly counter-trend rally, one that could last for a bit of time, let’s consider what the best breed of those industries are, so maybe we can do some buying still. Housing, we’re going with Toll Brothers, which had a magnificent quarter and is so well run by Doug the Bomb Yearley that I see no reason to stray from this high-end home builder. There’s something soothing about buying a company that makes million-dollar homes when the people who can afford these homes just got an enormous tax cut.”
Toll Brothers (NYSE:TOL) designs and builds luxury homes and condominiums, and provides customized interior options and amenities. The company also offers related services, including financing, smart home technology, and construction components. Around a week ago, Cramer was quite bearish on the company as well as the housing market, as he remarked:
“Alright, now, the losers. Let’s start with housing. We’re seeing anemic new housing starts. We’ve seen terrible mortgage numbers. The home builders have put up awful reports. Inventories are beginning to rise at some of the big builders, so they’re cutting price. Home building is a terrible business right now. You can’t touch this group until the Fed starts cutting rates. Toll Brothers, Lennar, KB Home, all weaker, all toxic.”
6. Bristol-Myers Squibb Company (NYSE:BMY)
Number of Hedge Fund Holders: 69
Bristol-Myers Squibb Company (NYSE:BMY) is one of the 25 stocks Jim Cramer recently shared insights on. While discussing drug stocks, Cramer mentioned BMY and said:
“Of course, some of the rally’s nothing more than the left-behind stocks playing catch up. The drug stocks had a rare day in the sun. I wish I had something good to say about them. Maybe it’s enough to say that Bristol Myers has a faint pulse, one that lasted until the end of the session.”
Bristol-Myers Squibb (NYSE:BMY) develops and markets biopharmaceutical products across areas like oncology, immunology, cardiovascular, and neuroscience. The company provides a diverse portfolio of therapies for cancer, autoimmune diseases, and chronic conditions. During an early June episode, Cramer showed disappointment in the company stock, as he said:
“Bristol Myers, Charitable Trust owns it. So far, we’re not happy with COBENFY. It’s a little disappointing. We need to see that stock back up at 60.”
5. QXO, Inc. (NYSE:QXO)
Number of Hedge Fund Holders: 36
QXO, Inc. (NYSE:QXO) is one of the 25 stocks Jim Cramer recently shared insights on. Cramer said that housing stocks could benefit from the Big Beautiful Bill and mentioned the stock, as he remarked:
“So if the Senate’s version of the Big Beautiful budget Bill, which makes the mortgage reduction permanent, ends up passing, then it’s obvious you should be buying the housing stocks because this market is run by Captain Obvious and you can get ahead of Captain Obvious. Throw in that there’s a buyer of anything housing related, a vehicle called QXO run by Brad Billionaire Jacobs, hostile or not, and you got a pretty darn good story.”
QXO (NYSE:QXO) supplies a wide range of roofing, siding, waterproofing, and building materials, serving contractors, distributors, and suppliers. During the June 26 episode of Mad Money, Cramer praised the company’s CEO. He said:
“I am going with Brad Jacobs. He’s the Houdini of people. He’s a billion… how to make a billion. Makes a billion when he walks down the street. He makes a billion when he looks out the window. I want to be in his billionaire train.”
4. Wells Fargo & Company (NYSE:WFC)
Number of Hedge Fund Holders: 88
Wells Fargo & Company (NYSE:WFC) is one of the 25 stocks Jim Cramer recently shared insights on. During the episode, Cramer mentioned the stock while discussing the impact of the generational wealth transfer on banks. He said:
“It also bodes well for the banks, any banks, including Bank of America, Wells Fargo… Plus, now that the banks have all passed the Fed’s stress test, they’re aggressively raising their dividends. Tonight, after the close, JPMorgan and Bank of America said they plan to put through 8% dividend boost. Wells Fargo, a stock that’s owned and beloved by my Charitable Trust, put through a 12.5%… Many more are on the way.”
Wells Fargo (NYSE:WFC) provides a wide range of financial services, including banking, lending, investment, and wealth management solutions for individuals, businesses, and institutions. Cramer discussed the company in one of Mad Money’s March episodes, as he commented:
“I like Wells Fargo down here with these interest rates…Been a long-term turnaround play under CEO Charlie Scharf, whom we greatly respect. Even though Scharf’s now more than five years into the job, at this point, he’s still actively reshaping Wells Fargo for the better, shrinking or exiting businesses that weren’t working well… The last big benefit that could still accrue to Wells would be a removal of the asset cap that’s been in place since early 2018…
I think that you would absolutely get this cap removed. And Wells Fargo, there’s billions of dollars in costs they could take to reallocate, move from compliance efforts to activities. There’s, they have to spend a lot of money on compliance. I’m not against that, but I do think the bank would be much more profitable without the cap. Even with the stock’s recent 16% pullback from its highs, Wells Fargo’s still giving us a nearly 85% gain for the Charitable Trust.”
3. Capital One Financial Corporation (NYSE:COF)
Number of Hedge Fund Holders: 93
Capital One Financial Corporation (NYSE:COF) is one of the 25 stocks Jim Cramer recently shared insights on. The company has been one of Cramer’s favorites for a while, and he reiterated the sentiment during the episode. He said:
“It also bodes well for the banks, any banks, including Bank of America, Wells Fargo, and my favorite right now is Capital One. Now that Capital One has merged with Discover, its stock has the potential to keep climbing because it’s put together a credit card powerhouse. And I know it’s up a lot, but it can go higher.”
Capital One Financial Corporation (NYSE:COF) provides a broad range of financial services, including credit cards, loans, banking products, and advisory solutions, serving individuals, small businesses, and commercial clients. On the June 25 episode of Mad Money, Cramer mentioned the company while discussing the banks, as he said:
“Fifth and finally, and yes, oddly, the banks. It’s been ages since it’s been a leadership group, but interest rates are high, and the banks do well in that environment. They do terrifically when unemployment is low because people rarely default on their desks when they have jobs. On Friday, after the close, we’re going to see the banks’ stress test… the grades. Those are the ones that are administrated by the Fed.
I think it could be still one more positive catalyst for a group that’s been a real winner under President Trump, who obviously favors deregulation. Today, the banks were told that they can have a little more leverage and don’t need to put up as much cash, that’s just incredibly bullish. My favorite is Capital One, which just closed on a key acquisition, Discover Financial. I think it’s, that it will turn its credit card business into an even bigger house.”
2. Kohl’s Corporation (NYSE:KSS)
Number of Hedge Fund Holders: 31
Kohl’s Corporation (NYSE:KSS) is one of the 25 stocks Jim Cramer recently shared insights on. While discussing the stock, Cramer mentioned that he is “not a fan” of it, as he commented:
“We are experiencing a hundred trillion dollar wealth transfer from baby boomers to Gen X, Y, and Zers, and they’re cutting their teeth on stocks right now, doing just what I’m telling you. It’s easy to spot housing wins extended to beaten-down stocks like the Target or Kohl’s. I’m not a fan of Kohl’s…”
Kohl’s (NYSE:KSS) is an omnichannel retailer that provides a variety of apparel, footwear, beauty, accessories, and home products. The company features both in-house and exclusive brand names through its stores and online platform. During an episode aired on June 2, when a caller inquired about the stock, Cramer replied:
“Okay, let me tell you… Look, I think that last quarter was good. Okay, I’m going to be abject. I’m going to say it was good, and the company is not losing money. It’s going to make money. I can, do I think it can go from 8 to 12? Yes, okay. That is a very big move. It could do that… And because this guy, the guy’s doing a good job, the last guy seemed like a little bit of a, well, I don’t know, I don’t want to cast dispersions, but I think you can catch 4, but no more than that.”
1. Target Corporation (NYSE:TGT)
Number of Hedge Fund Holders: 62
Target Corporation (NYSE:TGT) is one of the 25 stocks Jim Cramer recently shared insights on. During the episode, Cramer mentioned the stock and said that he is a “fan” of it. He remarked:
“We are experiencing a hundred trillion dollar wealth transfer from baby boomers to Gen X, Y, and Zers, and they’re cutting their teeth on stocks right now, doing just what I’m telling you. It’s easy to spot housing wins extended to beaten-down stocks like the Target or Kohl’s. I’m not a fan of Kohl’s, but I am a fan of Target. And the new buyers, the people who aren’t trapped by Fed dogma, know that there’s fundamental worth to Target, and it’s probably higher than here. You don’t need to worry about what that… worth truly is yet because we’re nowhere near when Target reports.”
Target (NYSE:TGT) is a general merchandise retailer that provides a wide range of products, including apparel, beauty, groceries, electronics, home goods, and household essentials. The company offers its products through physical stores and digital platforms.
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