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 the growing demand for gold, trends followed by younger people, and the US debt. According to the World Bank, gold prices surged to record high levels in October as they were driven by safe haven demand, a weaker US dollar, and monetary policy easing. The CNBC TV host also discussed how younger people in the US were investing as he commented on gold prices:
“Well I think there are a lot of younger people who look at 37 trillion, in debt of the country, and say, look, I’m not, I’m getting wealth from the boomers, and I’m not going to make the mistake. They’re somewhat historically oriented, if you go to Robinhood, you see that they’re skewed toward defense, not defense stocks. They’re saying listen, we’ve got, they’ve got a really good IRA product by the way, Robinhood, and a lot of people just want, they want the insurance. Now the insurance is costing a lot, gold is going up so much. I’m such a gold bug, and I think the nation has turned into a much more of a gold bug, you could tell that from the Costco gold offerings. I do think that gold must be a part of your portfolio, it has to be.”
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 December 23rd. We also provided hedge fund sentiment for each stock as of the third quarter of 2025, which was taken from Insider Monkey’s database of 978 hedge funds.
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).
9. Robinhood Markets Inc. (NASDAQ:HOOD)
Number of Hedge Fund Holdings: 77
Robinhood Markets Inc. (NASDAQ:HOOD)’s shares are up by a whopping 192% year-to-date to make them one of the strongest performers on the market. On December 22nd, Morgan Stanley raised the firm’s share price target to $147 from $146 and kept an Equal Weight rating on the shares. The slight optimism was based on the belief about Robinhood Markets Inc. (NASDAQ:HOOD)’s fiscal fourth quarter earnings, as the bank highlighted that it now expects the brokerage to post an earnings upside. Morgan Stanley’s report came after Truist had initiated coverage on Robinhood Markets Inc. (NASDAQ:HOOD) to set a Buy rating and a $155 share price target. Along with Morgan Stanley and Truist, Mizuho also commented on the firm in December. It reiterated an Outperform rating and a $172 share price target. Cramer has repeatedly praised Robinhood Markets Inc. (NASDAQ:HOOD) in 2025 for its technology and its ability to allow a wealth transfer from older generations to the younger ones. In this episode, he briefly commented on the firm’s products while discussing how gold safe haven demand was growing:
“. . .they’ve got a really good IRA product by the way, Robinhood.”
8. Corning Incorporated (NYSE:GLW)
Number of Hedge Fund Holdings: 75
Corning Incorporated (NYSE:GLW)’s shares have gained 90% year-to-date as the firm has benefited from the booming demand for optical technology stemming from data center buildouts and its close relationship with Apple. Morgan Stanley recently raised the firm’s share price target to $98 from $82 and kept an Equal Weight rating. Corning Incorporated (NYSE:GLW)’s exposure to optical technology was at the center of the upgrade as the bank commented that infrastructure companies with optical products are part of a diversifying AI trade. In late November, UBS had raised its share price target for Corning Incorporated (NYSE:GLW) to $109 from $100 and kept a Buy rating. As was with Morgan Stanley, UBS also cited the firm’s optical exposure to data centers as a key reason behind the upgrade. Cramer shared a key insight for Corning Incorporated (NYSE:GLW) as he discussed that the firm is trying to replace copper with glass:
“Copper is. . .there is a tremendous amount of copper used in the data center, until they move into glass. Now Corning, I have a special coming up on Corning and Apple, if you look at what Corning’s trying to do, they’re trying to replace copper. Because one of the things people have to recognize, copper burns really hot, and fiber doesn’t. So it’s a natural. But there’s so much copper within a data center, within the actual chipsets, that it’s really hard to replace.”
