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…”
6. NVIDIA Corporation (NASDAQ:NVDA)
Number of Hedge Fund Holders In Q2 2025: 235
NVIDIA Corporation (NASDAQ:NVDA) is one of the most frequently discussed stocks by Jim Cramer, which is unsurprising given that it is the most valuable company in the world and the backbone of the current AI demand surge. Cramer has continued to dismiss negativity surrounding NVIDIA Corporation (NASDAQ:NVDA) and asserted that the firm is ushering in a new industrial revolution. He has also repeatedly asserted that the firm’s AI GPUs are superior to products offered by AMD and Broadcom. This time, he discussed the general sentiment surrounding NVIDIA Corporation (NASDAQ:NVDA) and the firm’s relationship with EDA firm Synopsys:
“And of course, NVIDIA. . .but NVIDIA is one of those stocks that has gone so out of favor, that literally, there are people who are afraid to take it up.
“Remember the uh, what was that Wednesday when the best days of NVIDIA were behind them? I heard that from a series of analysts, best day behind them. You actually heard that. That’s like Apple three hundred points, the best days are behind them.
“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.”
5. Advanced Micro Devices, Inc. (NASDAQ:AMD)
Number of Hedge Fund Holders In Q2 2025: 113
Advanced Micro Devices, Inc. (NASDAQ:AMD) is a semiconductor designer that competes in the CPU, GPU, and custom chip industries. Its business model allows the firm to compete with Intel and NVIDIA. Cramer frequently discusses Advanced Micro Devices, Inc. (NASDAQ:AMD) during his morning show. He has remained optimistic about the firm, and in his recent remarks, Cramer commented that Advanced Micro Devices, Inc. (NASDAQ:AMD) and Lisa Su have appeared to have caught up with the low-end of NVIDIA’s AI GPUs. NVIDIA’s GPUs still remain the top in the market, believes Cramer, as he has also commented that AMD still cannot catch up with the firm’s latest offerings. Cramer has also regretted not buying Advanced Micro Devices, Inc. (NASDAQ:AMD) earlier, but remained glad at having bought Broadcom instead. This time, he asserted that the firm is a winner:
“They do some AMD business. AMD’s a winner in this. . .doing a great job.”
Cramer regretted not buying Advanced Micro Devices, Inc. (NASDAQ:AMD) earlier this month. Here is what he said:
“We said we should discuss this. We felt like, you know what, we missed this AMD going back move, but we put our money into Broadcom, and Broadcom was terrific. Now I will say this, this AMD move is extraordinary, and that’s because Lisa Su has caught up with some of the lower-end chips of what Jensen Huang’s doing in NVIDIA. And this was a remarkable move. Do I wish that I had gotten it? Absolutely. I’ve kicked myself. I said that several times, that I kicked myself about it. But you know what? There’s just you, you gotta put that outta your head and move on.”
4. Apple Inc. (NASDAQ:AAPL)
Number of Hedge Fund Holders In Q2 2025: 156
Apple Inc. (NASDAQ:AAPL) was the star of Cramer’s show on Friday as the CNBC TV host visited the firm’s glass supplier’s factory in Kentucky. These remarks were made before the visit and after Apple Inc. (NASDAQ:AAPL) launched its latest iPhones. Cramer commented that viewers should not be moved by short-term share price movements after the launch and praised the firm’s new iPhone Air:
“[On stock being down after the event and chatter than not pulling sufficient pricing levers] Apple has four out of five last times on the launch it was down the same day and then it’s up an average of 13% one year later. If anybody cares about one year, I know we have a lot of shows David, where they maybe out of Apple by like eleven thirty. I think if you stay in to eleven thirty, 2026, you’ll make a [inaudible]
“I think this Apple iPhone 17, count me in, count my daughters in. They are typically not interested in this tech. My daughter has an Apple iPhone 5. Which is really pretty cool, it’s kind of vintage. . .
“It’s the thin. People are misunderstanding how great the thin is. By the way, the translation from your ear, so much cooler than what. . .you can translate, so I get instant. I mean I was in Italy, I was wearing my sunglasses inside, in Belgium, and. . .people feel like you’re filming them first of all with your, and then people don’t really like, I was in the church. . .wearing the sunglasses. It’s just a bad look.”
3. Chewy, Inc. (NYSE:CHWY)
Number of Hedge Fund Holders In Q2 2025: 58
Chewy, Inc. (NYSE:CHWY) is a well-known pet products company. Its shares have gained 7.8% year-to-date, and Cramer discussed the firm on the day the stock closed 16.6% lower. As per media reports, Chewy, Inc. (NYSE:CHWY)’s shares fell after the firm’s latest earnings report. The result saw the company report $3.1 billion in revenue and $141 million in net income. Cramer’s previous comments about Chewy, Inc. (NYSE:CHWY) have praised its CEO and remarked that he has done a remarkable job. He was also impressed by the firm’s CEO calling a bottom on his show, Mad Money. Cramer recalled the CEO’s call and praised the firm’s recurring revenue as he commented on Chewy, Inc. (NYSE:CHWY) after its latest earnings report:
“You know I went over it [the earnings] and I didn’t think it was nearly as bad as the sellers [thought]. I think they ought to come in an realize that, Sumit Singh has done a, the stock was 19 when he came on Mad Money and he said listen, our stock’s going down. It’s been straight up. I think that it’s a very interesting level to buy it. I think it’s got a good recurring revenue. People should stop panicking on Chewy. Just stop. Stop! Stop panicking on Chewy!”
Chewy, Inc. (NYSE:CHWY) was part of Cramer’s game plan in June as he remarked:
“Now, two companies give us earnings of interest on Wednesday. Before the bell, we hear from Chewy, the online pet food retailer, which offers a lot of accoutrements that pet owners love. It’s been a real winner. By the way, this CEO called the bottom on our show. I thought it was pretty great. I’m going to, I think you can continue to win.”
2. Novo Nordisk A/S (NYSE:NVO)
Number of Hedge Fund Holders In Q2 2025: 45
Novo Nordisk A/S (NYSE:NVO) revealed last week that it would cut 9,000 jobs as part of a cost-cutting push through which it expects to save $1.3 billion. The push comes at a time the firm has struggled to compete with Eli Lilly in the lucrative weight loss drug market. While Cramer has not discussed weight loss drug companies recently, he has commented on the sector’s effects on the food industry. He believes that weight loss drugs have transformed the food sector, and food companies should consider mergers to cut their costs. As for Novo Nordisk A/S (NYSE:NVO), the CNBC TV host has previously opined that the firm has been “poorly run.” Here are his recent thoughts about the firm:
“I know and I think that, look I think that maybe if you don’t advertise, maybe, then maybe people go with that one. Because remember, CVS put you on that one. That’s the Wegovy there.”
Here are Cramer’s previous thoughts about Novo Nordisk A/S (NYSE:NVO):
“They’re very poorly run. I don’t know this new CEO, but they are incredibly poorly run, and I’m not going to bet that they suddenly are going to change stripes… They take my breath away about how bad, how poorly they are.”
1. Robinhood Markets, Inc. (NASDAQ:HOOD)
Number of Hedge Fund Holders In Q2 2025: 85
Robinhood Markets, Inc. (NASDAQ:HOOD) is one of Cramer’s favorite companies. He is a fan of the firm’s CEO, Vlad Tenev, and believes that its financial instruments’ trading platform is the most disruptive in the market. Cramer is a believer in Robinhood Markets, Inc. (NASDAQ:HOOD) because he believes not only does the firm’s platform resonate with younger users, but also because it is at the center of an inter-generational wealth transfer in America. His opinion about wealth transfer isn’t small. According to Jim Cramer, estimates show that the wealth transfer is estimated to sit at $100 trillion over the next couple of decades. Year-to-date, Robinhood Markets, Inc. (NASDAQ:HOOD)’s shares have gained 186% year to date and jumped by 15.8% last week. The shares soared after the firm was added to the S&P 500 index. Here is what Cramer said about Robinhood Markets, Inc. (NASDAQ:HOOD):
“Robinhood, by the way, is hosting. . it’s hosting the summit in Vegas. Vegas! How do you like that? There’s something interesting right. It’s unveiling new products for traders, including a new social network that I think is very exciting. I actually do.”
While we acknowledge the potential of HOOD to grow, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than HOOD and that has 100x upside potential, check out our report about this cheapest AI stock.
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