In this piece, we will look at the stocks Jim Cramer recently discussed.
As markets opened on Tuesday, growth stocks trended lower and investors piled into value stocks, Jim Cramer asserted that growth was still the way to go. “I don’t like value. I think that growth is working well here,” said Cramer. He added that the dips in growth stocks are normal, as they have periods where they underperform, and these periods are “where you buy” these stocks. “That’s been traditional since 1984. It’s not going to change now,” according to him.
When further pressed about what it would take for him to buy value stocks, Cramer outlined that he would need to calculate the premiums for the stocks. He said:
“Look if I have to do value I have to figure out, well what would Kraft-Heinz do if it could buy Campbell’s and how much of a, a premium that would be? And the answer is, I don’t know how much premium you could have to make it so these things works.”
The CNBC TV host also briefly commented on the controversy Federal Reserve governor Lisa Cook has found herself embroiled in, as she is currently facing the heat for mortgage application irregularities. According to Cramer:
“Yeah I do think that it is just a gambit to try to get control. Why not? Now look, it is hard to buy a house unless you say, look, this is my primary residence, and they like that. But if you have, if you’re like my wife who has like ten, she has a portfolio houses. And the one thing we know not to do is call our primary, we got a primary, and you know we live in Brooklyn in summer and we’ve had to clear, some it’s like our primary but the other is like a beach house.”
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 2nd.
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).
8. Deere & Company (NYSE:DE)
Number of Hedge Fund Holders In Q2 2025: 59
Deere & Company (NYSE:DE)’s shares have gained 12.8% year-to-date primarily on the back of strong earnings reports. For instance, the shares jumped by 6.8% in May after the firm’s fiscal second-quarter earnings report beat revenue and EPS estimates by a wide margin. During the quarter, Deere & Company (NYSE:DE) posted $12.76 billion in revenue and $6.64 in EPS while analysts were expecting $12.37 billion and $5.60. However, the shares dipped by 6.8% in August after the firm warned that it could take a $600 million hit from tariffs. Cramer praised the quality of Deere & Company (NYSE:DE)’s products:
“[On not being able to break the 200-day average since April] Well Deere misses the quarter and goes up. I mean, as someone who has a Deere, you know, your 40 year old Deere is almost as good as a 30 year old Deere and your 50 year old Deere is, I mean it is a remarkable company. I think until you have, you buy their stuff, you don’t really get an idea of how amazing they really are. They’re just, somethings are about quality. And Deere’s the best in the world.”
Previously, Cramer commented on Deere & Company (NYSE:DE)’s performance in the context of AgCo:
“I do think that Deere, I thought that might be a bounce back. Because we had AgCo on last night. And AgCo was being very, very positive. . .but AgCo’s not as US-centric. It is a mystery to me that Deere’s down this much given the fact that inventories don’t seem to be a problem. And given the fact that AgCo, its principle competitor, just is crushing it, crushing.
“Deere has lost you more money by listening to Deere than almost any company I know. I mean, I once wrote up that I thought that Deere, if. they could just for once be proud of themselves and happy, but no they can’t. And I may suggest that the CFO, there are a couple of things that could really help. Xanax, I would take two, maybe three, don’t go for the Klonopin you’ll fall asleep in the middle of the call.”
7. GE Vernova Inc. (NYSE:GEV)
Number of Hedge Fund Holders In Q2 2025: 106
GE Vernova Inc. (NYSE:GEV)’s shares have gained 70% year-to-date, which makes Cramer’s optimism in the stock justified. The firm is one of Cramer’s top nuclear stocks as he has continually advised viewers in 2025 to buy the shares if they were interested in nuclear power. The CNBC TV host has regularly cited GE Vernova Inc. (NYSE:GEV)’s belief that nuclear power projects can become functional in 2030 as a timeline for nuclear power development. He continued to advise viewers to buy the shares this time as well:
“But this GE Vernova is the one you want to buy. I think that, this is one where i has just been crushed. It’s been crushed and I think that this is a natural gas play. It’s got wind, but don’t make, everyone’s said anything that’s wind is bad, it’s a natural gas and nuclear stock and I think that therefore you can overlook the wind. It’s not something you make a lot of money off, obviously the President doesn’t like wind.”
Here’s what Cramer said about GE Vernova Inc. (NYSE:GEV) in August:
“When you look at this incredible run in GE Vernova… The quarter was so good that this thing’s trading like it caught a takeover bid, up 14.5% today, which is a crazy move for a large capitalization stock. More importantly, GE Vernova’s monster rally makes me look like a genius… because it’s a holding in my Charitable Trust… We bought it back in May, and so far, we got a 45% gain. My only real regret is we didn’t buy more… Still, it’s been an amazing winner. The fact that it can work today after already being up 91% for the year and more than 280% since it began trading independently 15 months ago, that tells you just how stunning these results really were…
Maybe we shouldn’t be surprised that this company reported a fabulous beat and raise quarter this morning, and make no mistake, these were phenomenal numbers… I cannot believe they are everywhere in the electrification chain… So I want you to put it all together, and I can tell you I’m still a big believer in this one, but given how much it has run, including today’s 14.5% gain, it’s hard for me to tell you to buy more at these levels. I’m reluctant to do so for my trust….
Here’s the bottom line: GE Vernova, one of the greatest quarters I’ve seen in a long time. They shot the lights out, and as we told the club, we think the stock’s headed to 700. But I feel like you’re chasing if you buy it here. Be a little patient. You know what, here’s a good example. I bet you’re going to get a buying opportunity like we have with D.R. Horton, up nearly 17% yesterday. Good analog, right? Today it’s down 3.5%. I expect a similar pullback for this one, maybe even more since it’s rallied so much. So when it comes to Vernova, keep your bat on the shoulder right now, and I want you to wait for a better pitch if you don’t already own some.”
6. Newmont Corporation (NYSE:NEM)
Number of Hedge Fund Holders In Q2 2025: 66
Newmont Corporation (NYSE:NEM) has started to become somewhat of a regular feature of Cramer’s morning show. Its shares have gained 97% year-to-date primarily due to exposure to gold prices. Global economic uncertainty has pushed gold higher this year, and Newmont Corporation (NYSE:NEM) is one of Cramer’s top stocks in the mining sector. Newmont Corporation (NYSE:NEM)’s shares have gained a strong 20% since August start as gold prices started to touch record high prices. Cramer praised Newmont Corporation (NYSE:NEM)’s recent earnings performance, through which its $5.32 billion revenue and $1.43 in earnings beat analyst estimates. Here is what Cramer said about the firm:
“I really like that, I mean Newmont, chronic misser, they finally got it right.”
Cramer recently heaped praise on Newmont Corporation (NYSE:NEM). Here is what he said:
“[On a cost cutting push] Even though they’re one of the best performing stocks in the S&P 500 and they feel like they need to make that cutback. That’s a very good company.”
5. Agnico Eagle Mines Limited (NYSE:AEM)
Number of Hedge Fund Holders In Q2 2025: 52
Agnico Eagle Mines Limited (NYSE:AEM) is one of Cramer’s top mining stocks. Its shares have gained a whopping 80% year-to-date as they have benefited from rising gold prices, which have also influenced the firm’s earnings. For instance, Agnico Eagle Mines Limited (NYSE:AEM)’s second-quarter earnings saw its adjusted operating income of $1.9 billion mark a 63% annual growth. The firm’s $980 million profit also marked an 80% growth, which makes the stock’s strong performance unsurprising. Cramer’s previous comments about Agnico Eagle Mines Limited (NYSE:AEM) have shared that he prefers the firm over Newmont. He continued to praise this time as well:
“You want a chronic performer, is Ammar Al-Joundi’s company, Agnico Eagle, which I put on every quarter. Wow. Are they good, are they good.”
Here are his recent thoughts about Agnico Eagle Mines Limited (NYSE:AEM):
“[On Newmont’s cost-cutting push] Even though they’re one of the best performing stocks in the S&P 500 and they feel like they need to make that cutback. That’s a very good company, I do prefer Agnico Eagle, that’s been, I think the one that you want to buy. The CEO of Agnico Eagle, really, incredibly smart consolidator and has all in safe places, which does matter.”
4. Starbucks Corporation (NASDAQ:SBUX)
Number of Hedge Fund Holders In Q2 2025: 66
Starbucks Corporation (NASDAQ:SBUX), courtesy of its CEO Brian Niccol, is one of Cramer’s top stocks. Niccol is currently busy with a long due turnaround at the firm. The shares have lost 5% year-to-date, primarily on the back of a major 19.8% drop in April during the Liberation Day selloff. More recently, Starbucks Corporation (NASDAQ:SBUX)’s shares fell by 2% in late August after a Bloomberg report claimed that the firm was reducing production at its plants. Cramer discussed another report:
“Uh story this weekend in Bloomberg about Starbucks having some good numbers so far with the Pumpkin Spice Latte. I’ve confirmed that that’s true. There are many things that are going well there. They’ve got some good numbers. Now is the stock going to go up on this? Well, this, again is an example of file these things away. You’ve got some good numbers coming from Starbucks, record numbers. You have things that are starting to work for Brian Niccol. You do have many buyers of Chine if he does want to sell it. So I mean yeah go sell this, my problem is when do you know to get it back?”
Here are his previous thoughts about Starbucks Corporation (NASDAQ:SBUX):
“The last three coffee bull markets were followed by 50 to 65% corrections. If the current rally behaves in line with the past, that’s going to be brutal. Now that is very good news for Starbucks, another stock that the Charitable Trust owns. Although I gotta tell you, that stock has been made weak by the coffee prices. But there’s so many other factors involved that I think coffee prices are actually a smaller part of what’s wrong with the stock than, let’s say, a lot of other things.”
3. Lam Research Corporation (NASDAQ:LRCX)
Number of Hedge Fund Holders In Q2 2025: 85
Lam Research Corporation (NASDAQ:LRCX)’s shares have gained 34% year-to-date primarily due to bullishness in the semiconductor industry driven by AI. It is one of the few firms in the world capable of manufacturing equipment used in chip production. Lam Research Corporation (NASDAQ:LRCX)’s products also place it at the center of the trade tensions between the US and China. Cramer’s previous thoughts about the firm have praised the firm’s business and advised viewers to stick with the firm after its quarterly report in July, which saw the stock drop by 4% the next day. This time, Cramer shared that whether one decides to sell Lam Research Corporation (NASDAQ:LRCX)’s shares depends on whether you can determine when to get back in the stock:
“Look I can make the same case for when do you get back into Lam Research? Which is a really good company.”
Here’s what Cramer said about Lam Research Corporation (NASDAQ:LRCX) after its earnings:
“Lam Research had a great quarter. Don’t believe anything else. I mean, I know the stock’s rolling over because the chart’s bad. I really liked it. I thought that Tim Archer did a terrific job. Let it come in and then do some buying.”
2. Corning Incorporated (NYSE:GLW)
Number of Hedge Fund Holders In Q2 2025: 70
Corning Incorporated (NYSE:GLW) has become one of the most favored stocks on Wall Street recently. Its shares have gained 25% since late July, in a move that most people have failed to foresee. The reason Corning Incorporated (NYSE:GLW)’s shares have gained is the firm’s business model. It makes and sells glass products, and its customers include tech giant Apple, which uses Corning Incorporated (NYSE:GLW)’s glass screens in its products. The shares jumped in July after Apple announced a $2.5 billion investment in the firm to expand its US supply chain. Cramer couldn’t stop gushing about Corning Incorporated (NYSE:GLW):
“I’d rather buy a Corning which is up. Now I think Corning is a terrific situation. They’ve got all, they’ve got the glass, talk about the ability to have a supply chain.”
Previously, the CNBC TV host discussed Corning Incorporated (NYSE:GLW)’s business practices:
“You know, I think they had to talk about Corning. Actually, I don’t know if you guys heard, on Squawk, but, they’ve been the favorite guys even when Steve Jobs ran it. Walter Isaacson knows more than anybody. . .what I think is amazing, I covered that family when I was at Goldman Sachs. They’ve been quietly making the best, including fiber. And what I think the president has to do, working with Tim Cook, is find others that can be like Corning. But it’s the history of being the best. We do not have the history of being the best for a lot of other products. That has to change. And I think everyone here is just saying, it won’t matter. No, I think this is a very significant expansion. I don’t take this lightly. I think that we’re gonna start a supply chain and this is how it starts. This is how the supply chain starts.”
1. Ross Stores, Inc. (NASDAQ:ROST)
Number of Hedge Fund Holders In Q2 2025: 62
Ross Stores, Inc. (NASDAQ:ROST)’s stock has not, unlike its peers, benefited from growing spending at off-price retailers as Americans grow tired of consistent inflation. Its shares have lost 1.2% year-to-date, primarily due to the firm’s exposure to tariffs. Ross Stores, Inc. (NASDAQ:ROST) aims to raise prices to check whether it can withstand the tariff pressures. However, the room for it to do so is limited, given the nature of the industry it operates in. Cramer discussed Ross Stores, Inc. (NASDAQ:ROST) in the context of evaluating the US economy:
“Look, if you want to watch value, watch the Ross Stores, watch the TJX. Those represent where people go and say you know what I’m still doing well.”
The CNBC TV host had previously discussed Ross Stores, Inc. (NASDAQ:ROST) in a similar context as well:
“I mean I would say that if you default to the companies that have reported in the last 24 hours, actually not a bad bunch to default to, what you find out is that what are the American people doing? Well the American people are shopping at Ollie’s, and at . . . Roth Stores. And that is a sign that the American people do not feel very secure. And that’s something that Home Depot said, they don’t feel very secure. That is going to keep projects on the sidelines and keep people from spending the way that they would like.”
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