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 impact of the US operation in Venezuela on the stock market. The CNBC TV host started by pointing President Trump could divert oil shipments from Venezuela to China. The day Cramer made the remarks, the US and Venezuela agreed to a $2 billion oil deal, which would divert the supplies to the US. Commenting that the time wasn’t right to be “long” on China, Cramer stated:
“I wouldn’t want to be long China overnight. Because China gets 800,000 barrels per day and that’s a heavy crude. And you could say, well wait a second, the President could divert that. . .”
He then went on to caution against knee-jerk buying as stocks of major oil companies rallied. Cramer posited that oil refineries could be a beneficiary of the geopolitical shift, but the impact would only be visible in a couple of years:
“Look, I do think that, I mean look, I know when I got up I said well I got to come in here and I got to come up with an analysis like David did a lot of work. And I come back and I say, if you want to and say that Chevron could get more, that’s fine, but, maybe the heavy refineries could do well, in two or three years. But the knee jerk buy of the oil companies is the kind of thing we’re trying to get away from. I think in 2026 we have to discourage knee jerk buying of things like small scale nuclear reactors. . .let’s just discourage it.”
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 January 5th. 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. Broadcom Inc. (NASDAQ:AVGO)
Number of Hedge Fund Holdings: 183
Broadcom Inc. (NASDAQ:AVGO)’s shares have gained 49% over the past year. The firm has benefited from AI-generated attention due to its ability to design custom chips. Throughout 2025, Cramer continued to praise Broadcom Inc. (NASDAQ:AVGO) and its CEO, Hock Tan. The CNBC TV host believes that Tan is one of the best executives in the technology industry. Analysts have also started 2026 on a positive note for Broadcom Inc. (NASDAQ:AVGO). For instance, Goldman Sachs added the firm to its US Conviction List and kept a $450 share price target and a Buy rating for the stock on January 5th. The bank explained that Broadcom Inc. (NASDAQ:AVGO) enjoys a comfortable position in the enterprise silicon market. Goldman’s optimism followed a share price target hike by UBS in December when it increased the technology company’s price target to $475 from $472 and kept a Buy rating. In this appearance, Cramer discussed the dominance of hardware stocks over software and shared his preference for Broadcom Inc. (NASDAQ:AVGO):
“This is the software getting eaten by hardware, which is a little bit of a change. I come back and say, that Salesforce is going to fight. I think we should be buyers of Salesforce, because they have an agentics business. But at the same time, I’d rather own Broadcom, which is Hock Tan, potential winner.”
8. Corning Incorporated (NYSE:GLW)
Number of Hedge Fund Holdings: 75
Corning Incorporated (NYSE:GLW) is a glassworks company with a presence in the data center, consumer electronics, and other industries. It performed well in 2025, and the shares are up by 84% over the past year. Last year was an important one for Corning Incorporated (NYSE:GLW) as it saw it expand its partnership with Apple. As the year ended, analysts from Morgan Stanley and JPMorgan shared their thoughts about the firm. Morgan Stanley raised Corning Incorporated (NYSE:GLW)’s share price target to $98 from $82 and kept a Hold rating in late December. The bank pointed out that the company can benefit from the broadening of the AI trade out from semiconductor stocks to those concerned with data center infrastructure. JPMorgan kept a Buy rating on December 30th ahead of Corning Incorporated (NYSE:GLW)’s fourth quarter results due later this month. Cramer discussed the firm in the context of stocks that were winners when compared to software companies:
“This is the software getting eaten by hardware, which is a little bit of a change. I come back and say, that Salesforce is going to fight. I think we should be buyers of Salesforce, because they have an agentics business. But at the same time, I’d rather own Broadcom, which is Hock Tan, potential winner. Corning. . .potential winner.”
