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 OpenAI’s spending and billionaires. After co-host David Faber commented that OpenAI was spending a lot of money, Cramer commented that the competition in the AI sector was simply too high:
“They’re spending a huge amount of money I think that look, somebody wants to win. We’re going to talk about Apple later. Somebody wants to win. Maybe whoever ties up with Apple, wins, now that we know that the Google trade, where Google gives them 20 bil to be preloaded is a legal trade.”
Since on the day the show was aired, Oracle’s shares closed 36% higher and added billions of dollars to founder and CTO Larry Ellison’s net worth, the conversation shifted to billionaires:
“I wonder if there’s some people out there that changes the political equation and starts thinking, we had some of the, you know we had that great author the other day talking about, talking about Patagonia and about how much he feels billionaires have really wrecked the country to some degree. I do know. . .no man has an island except for Larry, right. . .he’s got a great island.”
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 10th.
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. Synopsys, Inc. (NASDAQ:SNPS)
Number of Hedge Fund Holders In Q2 2025: 66
Synopsys, Inc. (NASDAQ:SNPS) sits right at the start of the semiconductor supply chain. The firm provides electronic design automation (EDA) software tools that allow chip companies like NVIDIA and AMD to design their products. The day Cramer made these remarks, Synopsys, Inc. (NASDAQ:SNPS)’s shares closed a stunning 35.8% lower. The shares dipped the day after the firm’s third-quarter earnings report. The results saw Synopsys, Inc. (NASDAQ:SNPS)’s $1.74 billion in revenue and $3.39 profit-per-share miss analyst estimates by a wide margin. Cramer wondered whether the firm’s relationship with Intel was behind its woes:
“Intel crushed them, I think. I think Intel crushed them. I really do because when you look at the China. . .they have been very close to Intel, Intel Foundry.
“And that had been a, that had been a clockwork stock, Carl, you just knew you could buy Synopsys. These guys have a big relationship with NVIDIA. I thought NVIDIA would be held back, by Synopsys.”
Synopsys, Inc. (NASDAQ:SNPS) scored a win in July after the Trump administration lifted some restrictions on China product sales.. Cramer discussed Synopsys, Inc. (NASDAQ:SNPS)’s relationship with NVIDIA back then as well:
“Synopsys in there because those are one or two of the most important players that then you have NVIDIA, you tend to have. . .Synopsys. So it. would be natural if the government of China would say you know what, we’re going to get long term rare mineral deals not the short term deals in return for a different version of NVIDIA. And that’s what I felt NVIDIA’s stock has showed.”
7. Intel Corporation (NASDAQ:INTC)
Number of Hedge Fund Holders In Q2 2025: 82
Intel Corporation (NASDAQ:INTC)’s shares have gained 19% year-to-date after having a wild ride on the stock market. Cramer discussed the firm in detail in 2025. Most of his comments have covered the firm’s leadership change, which has seen new CEO Lip-Bu Tan take over. The CNBC TV host has been candid in pointing out that Intel Corporation (NASDAQ:INTC)’s balance sheet has been one of its biggest problems. He also believes that CEO Tan is the right executive for the job to turn around Intel Corporation (NASDAQ:INTC)’s struggles in the enterprise computing and foundry sectors. However, earlier this month, Cramer warned a viewer not to get too ahead of themselves after the shares soared once the US government announced an investment in the firm. This time, he discussed how Intel Corporation (NASDAQ:INTC) might have impacted Synopsys:
“Intel crushed them [Synopsys], I think. I think Intel crushed them. I really do because when you look at the China. . .they have been very close to Intel, Intel Foundry. Intel’s got real problems, I don’t know.”
When discussing the Trump administration’s key 10% stake in Intel Corporation (NASDAQ:INTC) earlier this month, Cramer called the firm a “disaster”:
“I know the White House is taking a 10% stake in the semiconductor company. It’s unorthodox, but Intel’s been a multi-year disaster, and our country needs this company to be on firmer footing… We need a healthy, viable Intel because we can’t simply rely on Taiwan Semiconductor to manufacture our most advanced chips…”
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