In this piece, we will look at the stocks Jim Cramer recently discussed.
In a recent appearance on CNBC’s Squawk on the Street, Jim Cramer discussed trade negotiations between the US and Japan. He believes that the deal will put pressure on Europe and was relieved that car companies did not get caught up in the trade tensions:
“Now Europe’s going to be under a lot of pressure. But I do think that this was the big one in terms of like the huge car companies that you just did not want to see gutted. There are situations where everybody could win. I just don’t know where we are going to get all these people. Another 500 billion. 500 billion appears to be the operative term of what you’re supposed to invest here. We’re going to get a lot robots because holy cow, I mean we don’t have the people that’s a [inaudible] problem, but we don’t.”
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 July 23rd.
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).
9. Fiserv, Inc. (NYSE:FI)
Number of Hedge Fund Holders In Q1 2025: 72
Fiserv, Inc. (NYSE:FI) is an American financial technology company that enables card payment, fraud protection, and other associated services. The shares have lost 32% year-to-date, primarily on the back of a massive 15.6% dip in July. Fiserv, Inc. (NYSE:FI)’s stock was gutted as the firm failed to deliver on the holy grail of SaaS companies, revenue growth. The firm’s second quarter earnings report saw it cut its full year organic growth outlook to 10% from an earlier 10% to 12%. Since SaaS stocks such as Fiserv, Inc. (NYSE:FI) depend on revenue growth, investors weren’t pleased and they punished the firm instead. Here is what Cramer said:
“[On share price action after FI cut organic revenue guide to 10 from 10 to 12] That’s a high flier. No one really expected anything other than great from them. And that’s different from Texas Instruments, that’s like, wow, there was always a chance that that could happen.
“Clover, not that good. Clover’s Clover. There are these periodic ones that are such big misses.”
Fiserv, Inc. (NYSE:FI)’s shares also fell by 15% in May after the firm’s CFO admitted that it’s Clover platform won’t grow as fast as expected. Here’s what Cramer said about the firm back then:
“Yeah, I gotta tell you, this is one where I said I’ve gotta take my time and figure out what the heck is going wrong with Fiserv. This was just a disaster, and I’ve gotta know more because I don’t like what I’m hearing.”
8. Hasbro, Inc. (NASDAQ:HAS)
Number of Hedge Fund Holders In Q1 2025: 39
Hasbro, Inc. (NASDAQ:HAS) is one of the most popular toy companies in America. The shares have gained 33% year-to-date as the firm has benefited from tailwinds such as strong quarterly earnings and robust analyst coverage. The most recent catalyst for Hasbro, Inc. (NASDAQ:HAS)’s shares was its second quarter earnings report, which sent them down by 2.3%. The stock fell after investors fretted about tariff impacts despite a solid set of results. Cramer used Hasbro, Inc. (NASDAQ:HAS) as an example of the uncertainty plaguing the markets right now:
“And I would point you toward Hasbro, which was up gigantically earlier. And doing so well and then reverses because they have a lot of Chinese materials that are gonna be tariffed.”
Previously, Cramer commented on Hasbro, Inc. (NASDAQ:HAS) being part of an idea-driven market:
“So Goldman recommends Hasbro, which has been up ridiculously. And it goes up another two! We are in an idea-driven market. . .”
7. Microsoft Corporation (NASDAQ:MSFT)
Number of Hedge Fund Holders In Q1 2025: 285
Microsoft Corporation (NASDAQ:MSFT)’s shares have gained 22% year-to-date as the firm has managed to shift its AI narrative. While the shares had struggled in 2024, the firm has managed to convince investors this year about the profitability of its AI initiatives. In his previous remarks about Microsoft Corporation (NASDAQ:MSFT), Cramer discussed the firm’s recent SharePoint hack in detail and commented that it was difficult to criticize Microsoft. This time, he expressed disappointment about the firm’s cybersecurity strategy:
“But I do say when I read that [Microsoft SharePoint attack] my first thought was, come one Microsoft, will you cut it out? Will you get your. . software better? Partner again with Crowdstrike or something. This is embarrassing.”
Here’s what Cramer said about Microsoft Corporation (NASDAQ:MSFT) after the SharePoint hack:
“Because people did not know once again the vulnerabilities. And you can’t figure it out yourself because Microsoft is a little opaque. Now I have criticized Microsoft on this stuff. I don’t want to go there. Microsoft is a really powerful organization. You have to have their side. I don’t have their side. . . .
“[On whether the frequency of high profile attacks was getting less] No I think one of the things that we have to recognize is that, there’s a lot of these bad corporations that do this stuff. We have to recognize that Iran is very good at this. We have to recognize that Russia is very good at this. . .Because if you call Microsoft it isn’t like Microsoft trying to do a patch. Microsoft’s frantically trying to do a patch. These guys are frantically getting customers. Now it’s interesting, the hack was July 19th, Microsoft. What was July 19th? That was the day last year, eight million computers shut down because of a glitch of Crowdstrike. . . The anniversary! What goes around comes around. But Microsoft is more vulnerable than people realize. But you know what, go ahead and say that. Go ahead and say that. See if Microsoft doesn’t respond aggressively that you don’t know what you are talking about.”
6. Alphabet Inc. (NASDAQ:GOOGL)
Number of Hedge Fund Holders In Q1 2025: 227
Alphabet Inc. (NASDAQ:GOOGL)’s shares, like Microsoft’s stock, have staged a recovery in 2025. They have gained 1.5% year-to-date after having dipped by 16% from the start of the year until mid-April. Alphabet Inc. (NASDAQ:GOOGL)’s stock has benefited due to the strong performance of its Search business in April and its cloud business in July. Cramer has regretted selling the stock, and these remarks were made before Alphabet Inc. (NASDAQ:GOOGL)’s latest earnings report:
“[On heading into earnings with straight gains] I got it wrong. I thought that there would be, I listened to Eddie Cue, who said that there could be a slowing. I read the Justice Department brief. Then I read the Federal Court brief. I felt that they were. That they could be in trouble. And the worst thing that would happen is that you would get some YouTube, you know you get Search, you basically you were gonna get a lot of good stuff, including Gemini if they broke it up.”
The CNBC TV host previously shared why he regretted selling Alphabet Inc. (NASDAQ:GOOGL) stock:
“[On whether he was optimistic about the upcoming earnings] Unfortunately yes. I sold the stock for my trust. I got fed up because I just didn’t, well look I’ll tell you how wrong I was. I thought it mattered that the judiciary found that they were monopolistic. And you what that revealed me as? A small minded person. And I don’t like to be small minded in the face of people making money. I read the opinion. And it said that they are monopolistic. And I said to myself well they could be like Standard Oil. And then I sold it. . .I thought that Eddie Cue’s story about how the actual use of Google would be down. Again, I was not in keeping with the times.”
“But Alphabet, YouTube just turned out to be the home run. I, even though I was probably in the terms of my own view for my trust, I actually did feel that the court’s ruling would matter. And that’s cause I was pre-Trump, I think.”
5. The Bank of New York Mellon Corporation (NYSE:BK)
Number of Hedge Fund Holders In Q1 2025: 50
The Bank of New York Mellon Corporation (NYSE:BK) is one of the largest custodial banks in America. Its shares have gained 28.6% year-to-date and have recovered all losses since President Trump’s Liberation Day tariff announcement. The Bank of New York Mellon Corporation (NYSE:BK) created quite a bit of a splash earlier this month when it became one of the first big banks to dip its toes in the hot stablecoin market. The bank announced that it would have custody of Ripple’s US Dollar-pegged stablecoin to create a foothold for itself in the digital asset market. Cramer commented on The Bank of New York Mellon Corporation (NYSE:BK)’s partnership with Goldman Sachs to offer tokenized money market funds:
“And by the way that’s Robin Vince, that’s one of the most technologically proficient bankers. And he used to work at Goldman. At BNY. And they’re doing a fantastic job. I like him very much.”
Earlier, the CNBC TV host had commented on The Bank of New York Mellon Corporation (NYSE:BK)’s earnings:
“This morning, everybody was focused on the numbers from the big banks, JPMorgan, Wells Fargo, and Citigroup, but they were also watching the report from BNY, and that’s the old Bank of New York Mellon. This is one of the top custodial banks in America. And this morning, BNY reported another strong quarter with easy top and bottom line beats, not to mention a stunning nearly 28% return on something called tangible common equity. That’s one of the best results I’ve ever seen from a bank. BNY even raised its full-year net interest income forecast with the quarter. Very few did that.”
4. Circle Internet Group (NYSE:CRCL)
Number of Hedge Fund Holders In Q1 2025: N/A
Circle Internet Group (NYSE:CRCL) is one of the hottest stocks of 2025. The shares have gained a whopping 129% since their IPO. Circle Internet Group (NYSE:CRCL) has benefited primarily from the enthusiasm surrounding the stablecoin market. Digital assets have soared in popularity, particularly among younger investors, as they grow worried about the strength of the US Dollar and US debt. However, while Circle Internet Group (NYSE:CRCL) is a key player in the stablecoin market, Cramer wondered whether the firm has a lasting competitive advantage in the hot sector:
“But I question, whether Circle is going to be proprietary? Because anyone can set up a stablecoin.
“I don’t think so [whether they have anything special.” There’s nothing proprietary about what they have. And that’s my point.”
Cramer isn’t a fan of Circle Internet Group (NYSE:CRCL) as he recently commented:
“It can be any part of the PARCs… Circle Internet Group, the red-hot recent IPO that I’m not particularly fond of because it’s a stable coin play, and pretty soon, because of that GENIUS Act, I think it’ll be flooded with stable coins.”
3. BlackRock, Inc. (NYSE:BLK)
Number of Hedge Fund Holders In Q1 2025: 67
BlackRock, Inc. (NYSE:BLK) is one of the biggest asset managers in the world. The resurgence in market activity following record-high interest rates has suited the firm as its shares have gained 10.8% year-to-date. However, BlackRock, Inc. (NYSE:BLK)’s journey in the stock market in 2025 has been far from perfect. For instance, the shares dipped by 5.9% in July after the firm’s latest earnings report revealed that it had experienced a 9.8% net long-term inflow drop due to an Asian client’s withdrawal. As for Cramer, he believes BlackRock, Inc. (NYSE:BLK)’s $12 trillion in assets under management provide it with an advantage in the budding stablecoin market:
“Well we’ll see what Larry Fink does. Larry Fink is watching all of these things. Larry Fink is gonna be the winner in this because he’s got the 12 trillion. He’s got a lot of trillions under management.”
The CNBC TV host discussed BlackRock, Inc. (NYSE:BLK) in detail recently. Here’s what he said:
“Oh, then BlackRock comes out. Now I’ve championed BlackRock since $600, but it’s what have you done for me lately game. I hear it was at $1,111. I look at the headlines, and they seem solid, but there’s a seemingly disappointing line about inflows… When I saw the stock up 20, I knew whoever was excited about how BlackRock beat the quarter was a dead man walking. Why? Well, because this is an inflow story, and those moronic quick draws would lose money, but I had no idea they’d lose almost 90 points.
When the stock opened, it was a charnel house. And even as I liked the direction that the business is going, it didn’t matter. Brutal from my perspective because we own BlackRock for the Charitable Trust, and I failed people because I didn’t tell them to sell. Suddenly, my era of good feeling stemming from NVIDIA seemed like a distant memory. Sure, it turns out that a big account left the firm, knocking down the inflows. No solace whatsoever that my sponsorship came much lower. BlackRock misses. I stink…
Now I’m quite confident that both stocks are going higher eventually, but now they have to shake out all the weak hands before that happens, and that takes time. You have to build a whole new shareholder base. The companies might help. They might come on and tell us where the sellers were wrong… But in earnings season, there’s no such thing as do-overs. The fact is that if BlackRock or Wells Fargo had reported quarters that were in keeping with what was expected, they wouldn’t necessarily be higher today, but they certainly wouldn’t have ruined earnings season for me.”
2. Boston Scientific Corporation (NYSE:BSX)
Number of Hedge Fund Holders In Q1 2025: 108
Boston Scientific Corporation (NYSE:BSX) is one of the biggest medical device companies in the world. Its shares have gained 18.9% year to date, with July proving to be a good month. Boston Scientific Corporation (NYSE:BSX)’s shares rose by 4.5% after its latest quarterly results, which saw the firm’s cardiovascular business grow sales by 23% organically to smash analyst estimates of 5% out of the park. Cramer commented on the results:
“The most reliable medical equipment company. . .Boston Scientific. Another great quarter. Mike Mahoney quietly puts up a fantastic number, fantastic. Big revenue beat. Some people are just so unheralded and this again is the broadening out. I know that we can worry about 2008. I know we can worry about 2021. But there are sectors of the market where the companies are just crushing it. Like them.”
Previously, Cramer commented on Boston Scientific Corporation (NYSE:BSX)’s business:
“Now it was a big cluster with gains in the mid-fifties… Finally, there’s Boston Scientific, which makes minimally invasive medical devices. We’ve had them on… Some would say it just builds a better mousetrap, crude and somewhat denigrating but true, a superior company.”
1. Intuitive Surgical, Inc. (NASDAQ:ISRG)
Number of Hedge Fund Holders In Q1 2025: 106
Intuitive Surgical, Inc. (NASDAQ:ISRG) is a market leader in the hot global medical robotics industry. Its shares have lost 5.5% year-to-date primarily due to weaker margin forecasts, the firm’s warning that US trade tensions could lower global sales of its Da Vinci medical robots, and bearish analyst sentiments. Cramer’s previous remarks about Intuitive Surgical, Inc. (NASDAQ:ISRG) have expressed optimism about the firm and its business prospects. He believes that the company has a global presence and continues to expand its product expertise by adding more procedures. This time, he continued to have faith in Intuitive Surgical, Inc. (NASDAQ:ISRG):
“ISRG I really like Intuitive.”
Cramer discussed Intuitive Surgical, Inc. (NASDAQ:ISRG) in detail in April. Here’s what he said:
“Eighth best performer of the Mad Money era is Intuitive Surgical, ISRG, the creator of the minimally invasive Da Vinci Robotic Surgical System. This is another name that we found early on. I first interviewed someone from the company back in July of 2005 when the stock was trading at a split-adjusted price of $5 and change.
Since then, we’ve watched this Intuitive Robotic Surgical system… spread across the globe, constantly improving along the way and adding more types of procedures that it could do. The company’s now [a] $184 billion behemoth, and this stock has given you more than 10,000% gain since the show got started. I think this is as relevant as ever. Company just reported an excellent set of numbers last Tuesday. I’m proud to be a huge supporter of this.”
While we acknowledge the potential of ISRG 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 ISRG and that has 100x upside potential, check out our report about this cheapest AI stock.
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