In this piece, we will look at the stocks that Jim Cramer recently discussed.
In a recent appearance on CNBC’s Squawk on the Street, Jim Cramer discussed the ongoing tussle between Federal Reserve Governor Lisa Cook and President Trump. Cramer believes that taking on the President is simply too hard, and it just might be better if Cook resigned:
“I’m just saying that, there’s 340 million people in this country who will resign, because to take on the President of the United States is too hard. It’s too hard. It’s so much better, now I don’t want Lisa Cook to do this, but it’s so much better for Lisa Cook to say you know what, I’ve had it, just like Jay Powell [inaudible], these people are not saying I’ve had it. They’re supposed to say I’ve had it. They’re like, actually independent.”
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 August 26th.
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. Constellation Brands, Inc. (NYSE:STZ)
Number of Hedge Fund Holders In Q2 2025: 42
Constellation Brands, Inc. (NYSE:STZ) is a distressed alcoholic beverages stock whose shares have lost 27% year-to-date as they struggle to recover from their 17% fall in January after the firm’s fiscal third quarter earnings. Cramer has discussed the stock several times this year as he continues to remain skeptical of the beer industry. This time, he and co-host David Faber discussed Bank of America downgrading Constellation Brands, Inc. (NYSE:STZ) to Underperform:
“Okay, look, here’s a stock that’s been horrendous, I don’t know if we have a chart. . .oh, look at that. It’s been terrible, right here and I’m not saying they’re wrong. Bank of America goes to a Sell because they think numbers are gonna come down again. So we got to go over this.
“[After Faber sarcastically pointed out that BofA had downgraded to sell after 26% in year-to-date losses] Oh give them a break. Given them a break.
“Oh, talk about the substance. Good call. Alright here’s the problem, David. The metrics are going to go down, and these guys, these guys, they have a lot of leverage, but what’s most important is GLP-1s have cut beer. The Gen Z, whoever the [omitted] they are, in terms of their head, they’re healthy. I don’t know what that’s all about, they’re like healthy. That’s who has the stupid mocktails. I shouldn’t say stupid, sometimes they’re tasty.
“It’s the Hispanics, which have, are afraid because they’re afraid to be rounded up if they go to a liquor store. And that matters. Because they’re being deported and now at high levels. So, I mean I just think that you don’t wanna be there. You don’t wanna be there.”
8. Intel Corporation (NASDAQ:INTC)
Number of Hedge Fund Holders In Q2 2025: 82
Intel Corporation (NASDAQ:INTC)’s shares have gained 20% year-to-date, primarily on the back of a 26% jump in August. The stock has performed well recently as investors become slightly more certain about the firm’s future after the Trump administration’s decision to convert $8.9 billion of the firm’s CHIPS Act grants into equity. Cramer discussed the investment:
“Well, look, again, I think this is one of those things where, they were trying, as David said, they needed to do a fundraiser. And it’s sometimes better to take the government’s money because that therefore helps you try to raise other. . .remember that’s only a drop in the bucket of what Intel needs.
“Right but I think the important thing here is this that it wasn’t like Lip-Bu Tan was coming out and saying, listen we have all the money we need. He did not say that, and the government offered the money that was going to be, they wanted it, they had it. Remember, it wasn’t milestones . . .they met the milestones, if that wasn’t why they didn’t get the money it wasn’t clear they were going to get the money. Suddenly they got the money, in return they had to give equity. Now, if you’re the President of the United States, as soon as you give somebody equity, boom, I mean he wants some of that upside. Think about it like this, he left 400 billion dollars [the market cap accretion in NVDA stock] on the table when he gave NVIDIA the right to sell to China. I think he’s probably saying to himself, darn, why did I leave 400 billion dollars on the table, I should have taken a little.
“Alright, can I just tell you, President believes, correctly, that he wants to do what’s right for the American people. And he feels like, well wait a second, I’m going to give them that break, the American people should benefit. Alright.
“[On Intel posting an 8K filing warning about the impacts of the deal] Well I don’t see them saying we didn’t want it.
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