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 the dip in futures and pointed out that even though the fall was worrying, trends in futures do not influence the market. He added that people who were commenting that the dip was due did not raise similar concerns a few days back when the markets were performing well. The CNBC TV host concluded by expressing enthusiasm about the IPO market:
“The futures, what happens is, that they go down. And then we need to have enough stocks that are bad, so we need more Zoetises, we need more Wingstops, we need fewer Spotifies and we need fewer YUMs. And I think that in the end the futures do not control this market. But David, there’s a lot of people who say that we were due, where were they two days ago when they didn’t think we were due?. . .Maybe they had to have alpha, I don’t know. But I’m thrilled, I want everyone to go public who can go public.”
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 4th.
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).
8. Tesla, Inc. (NASDAQ:TSLA)
Number of Hedge Fund Holders In Q2 2025: 115
The central debate surrounding electric vehicle manufacturer Tesla, Inc. (NASDAQ:TSLA) is whether it’s a car company or whether CEO Elon Musk’s insistence that his firm is a technology company focused on humanoid robots and machine learning. Cramer’s a member of the latter camp and has insisted that investors need to focus on Tesla, Inc. (NASDAQ:TSLA)’s technology aspects instead of its car sales. However, the sales appear to be affecting the shares as they dipped after media reports suggested that the firm was struggling in Europe. According to Reuters and Bloomberg, not only did Tesla, Inc. (NASDAQ:TSLA)’s European sales drop 28.5% in Europe, but Sweden was particularly painful as it experienced a shocking 89% dip. Cramer discussed the effect on the stock price and his opinion about Tesla, Inc. (NASDAQ:TSLA)’s business model:
“I’m surprised the stock is only down 18 given the fact that the numbers aren’t that good. But remember it’s also not really trading on being a car company. Although you have Uber out there talking. . .”
7. Ferrari N.V. (NYSE:RACE)
Number of Hedge Fund Holders In Q2 2025: 43
Luxury car manufacturer Ferrari N.V. (NYSE:RACE) took a breather on Tuesday after it announced its third-quarter profit. The firm reported €382 million in profit to beat analyst estimates of €367 million. Ferrari N.V. (NYSE:RACE)’s latest figures came after a stinging Capital Markets Day in October, after which the shares were down by 15% in Milan. As part of its earnings report, Ferrari N.V. (NYSE:RACE) reaffirmed the €7.1 billion full-year net guidance figure provided in October and added that product differentiation through customization helped with its strong financial performance. Investors were also pleased by the firm’s €670 million EBITDA that beat the €649 million consensus in a Reuters poll. Despite the fact that Ferrari N.V. (NYSE:RACE)’s shares had dipped in October, Cramer commented that the firm had been a winner for a while:
“I think it’s been a winner for so long I think it’s okay that it. takes a breather.”
6. Spotify Technology S.A. (NYSE:SPOT)
Number of Hedge Fund Holders In Q2 2025: 111
Cramer hasn’t discussed streaming platform Spotify Technology S.A. (NYSE:SPOT) for quite some time, and the firm came on his radar after its earnings report. The results saw the company post €4.27 billion in revenue and €3.28 in earnings per share for its third quarter. The figures beat analyst estimates of €4.23 billion and €1.97. However, Spotify Technology S.A. (NYSE:SPOT)’s fourth quarter revenue guidance of €4.5 billion fell slightly short of StreetAccount estimates of €4.56 billion. Cramer, in his previous comments about the firm, has called it a “serial outperformer” and “the best streaming audio platform around.” In this appearance, he discussed Spotify Technology S.A. (NYSE:SPOT)’s share price performance and added that not only does the stock not do well on the day it reports earnings, but it was actually up early in the morning:
“It was up 20, I thought it was a good quarter. . .this stock has historically not acted well on the day that it reports. It was up 20 at six thirty, it’s highly erratic.”
5. Royal Caribbean Cruises Ltd. (NYSE:RCL)
Number of Hedge Fund Holders In Q2 2025: 43
Royal Caribbean Cruises Ltd. (NYSE:RCL) factored into the discussion after co-host Carl Quintanilla mentioned a peer cruise ship company. While Cramer started the year by being quite optimistic about cruise ship stocks, in this appearance, he linked their performance with Americans struggling with spending:
“When we had Royal on, Jason Liberty, people were saying, listen, be careful here. Because what’s happened is that they’re not filling up their cruise lines as fast. They have, there’s bad rush at the end of fill. A lot of people said ahh, but it’s still good but the stock has not had a single good day since, well maybe there’s been one or two. But this group has lost its lustre. This was the last big travel group. And you don’t want to see them lose. And this again is what I’m thinking, government shutdown. There’s also this notion of this malaise notion, Jimmy Carter malaise. David, there are people who are just, they’re not spending.”
4. Marriott International, Inc. (NASDAQ:MAR)
Number of Hedge Fund Holders In Q2 2025: 52
As Cramer’s attention focused on the travel sector, he discussed Marriott International, Inc. (NASDAQ:MAR) as well. He used the hotel chain as an example of a well-run company and pointed out that its detractors continue to pin their hopes on the latest quarter being the last good one. Pointing out Marriott International, Inc. (NASDAQ:MAR)’s value, the CNBC TV host remarked:
“Marriott is incredibly well run. And we don’t talk about how well run it is enough. Because they just, you can, Marriott . . .that chronically people say, listen this is the last good quarter. And chronically they deliver. They offer very seriously good product and people think it’s value. The perceived value, nature of things, people feel that Marriott, perceived value.”
Here is what Cramer said about Marriott International, Inc. (NASDAQ:MAR) on September 17th:
“The market turned on the travel leisure stocks again. Oh God, they keep doing that, even as I continue to tell you that COVID changed the industry permanently. Marriott was crushed today, which makes no sense at all, especially when American Express was up 3% to hit an all-time high.”
3. American Express Company (NYSE:AXP)
Number of Hedge Fund Holders In Q2 2025: 70
Payment and lifestyle services provider American Express Company (NYSE:AXP) is one of Jim Cramer’s top stocks in the space. Throughout the course of the year, he has continued to praise the firm’s card and loyalty offerings by pointing out their popularity with younger users. Cramer is also a fan of American Express Company (NYSE:AXP)’s CEO Steve Squeri and lamented that he should have sold the stock during a weak period to be able to tell viewers that they can buy it. In this appearance, he commented on American Express Company (NYSE:AXP)’s loyalty program and value were standouts in the market and made others want to emulate the firm:
“American Express. . .that chronically people say, listen this is the last good quarter. And chronically they deliver. They offer very seriously good product and people think it’s value. The perceived value, nature of things, people feel that. . .perceived value, American Express I think does offer great value. When you think about Starbucks, and we’ll get to Starbucks, like I’ll say, who’s loyalty program? Who do you emulate? I mean people just want to emulate American Express, they do a great job, their points.”
2. Starbucks Corporation (NASDAQ:SBUX)
Number of Hedge Fund Holders In Q2 2025: 66
Coffee chain Starbucks Corporation (NASDAQ:SBUX) made a big announcement earlier this week after it announced that it would sell 60% of its China business through a $4 billion deal. Despite the firm’s recent struggles, Cramer is a believer in the firm’s CEO Brian Niccol and his turnaround efforts. However, even though he’s a believer, the CNBC TV host commented later during the day that he didn’t want to “touch” Starbucks Corporation (NASDAQ:SBUX) until the shares hit $75. In this appearance, he discussed the China sale:
“Now Starbucks I’ll point out, very big confusion about how much they really got out of China. All I care about is they don’t have to worry about China anymore. That’s what I was excited about. But people felt that they would get more when we had Brian Niccol on last week and he didn’t deliver. I don’t know, it’s splitting hairs. I really don’t think the valuation they got was anything bad. What I care about is I just didn’t want to worry about China anymore.”
1. Eaton Corporation plc (NYSE:ETN)
Number of Hedge Fund Holders In Q2 2025: 74
Cramer discussed industrial and electrical equipment provider Eaton Corporation plc (NYSE:ETN) as part of his Morning Take. These remarks came a day after his morning appearance, where he had commented: “It’s a really well run company, go buy Eaton, a big charitable trust position, I feel great about it.” Here is what Cramer said about Eaton Corporation plc (NYSE:ETN):
“[Morning Take] We have made a series of sales and we did not do that for say, Amazon. . . why do we make sales? Because we know that this company under the CEO is very inconsistent in the way it reports. And it makes it difficult. So what happens is, is that we had to sell because we didn’t want to get [inaudible] and feel there’s a second day, I’m telling you I’m back in here, buying the stock that we sold here. That’s portfolio management with a company that doesn’t know how to play the game.
“[After co-host pointed out that new buy will give more exposure with liquid cooling data center market expected to grow] This is like the third time in the row that this has happened. It does not dissuade us, it just makes us mindful when the stock gets hit, you want to have room to be able to buy some. And that’s exactly what we created, is that room, if it does go down more. . .remember he’s a new CEO, he’s not really wise to the ways of Wall Street yet. But I do point out that today also starts as an ugly day, and it’s probably not going to be as ugly, but if you don’t own Eaton and you [inaudible] that acquisition, you might want to buy a hundred shares.”
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