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.
7. NVIDIA Corporation (NASDAQ:NVDA)
Number of Hedge Fund Holders In Q2 2025: 235
Cramer’s remarks about NVIDIA Corporation (NASDAQ:NVDA) were interesting since they were made before the firm’s second-quarter earnings release. The shares have lost 4% since the earnings, as NVIDIA Corporation (NASDAQ:NVDA)’s data center revenue missed analyst estimates and uncertainty persisted about the China GPU sales. However, ahead of the earnings, Cramer warned that the China sales debate was noise and investors should focus on GPU profitability for NVIDIA Corporation (NASDAQ:NVDA)’s customers instead:
“He wanted 20, Jensen got it down to 15.
“[On how price targets grew at the fastest pace all year ahead of the earnings] Okay, so I’m going to deviate from the orthodoxy. Right now the orthodoxy says, what’s demand China, what’s demand China, no, no. It’s about the total cost of ownership. Is NVIDIA priced too high for its customers to make money? That’s the issue. That’s the only issue you need to worry about.
“So David, I think the issue here is not China. It’s, has NVIDIA gotten too expensive, or, are we going to hear like it’s the usual, Jensen Huang’s going to say look, if you can get a chip that can reason, well good luck, go ahead, go get the one that can reason.
“The Chinese chips, when we hear what Jensen, I think Jensen’s going to make a case, which he doesn’t even need to make, just saying, listen, you don’t need em? You don’t want em? Go ahead, make my day.
“Yeah cause people are looking for this China number, and I think that if they’re looking for the China number, it’s not going to be about that. It’s going to be about how much you make, how great it is to get one of their chips and why it’s got that ratio. Because the hyperscalers are under a lot of fire in the media for spending too much on NVIDIA. And I think that if you listen to that call tomorrow night, then we won’t have the cross currents. It’s going to be like, holy cow, how do I get one of these?”
6. Amazon.com, Inc. (NASDAQ:AMZN)
Number of Hedge Fund Holders In Q2 2025: 335
Cramer’s thoughts about Amazon.com, Inc. (NASDAQ:AMZN) have been interesting to say the least since the firm’s latest earnings report. These results saw the shares struggle in the aftermath as cloud computing growth (read: AI) disappointed investors. Immediately after the report, Cramer criticized Amazon.com, Inc. (NASDAQ:AMZN) for choosing to focus on performance and cost by relying on its in-house Trainium AI chips instead of offering cloud computing customers NVIDIA’s GPUs. However, later on, the CNBC TV host changed his opinion and asserted that Amazon.com, Inc. (NASDAQ:AMZN) CEO Andy Jassy was right to focus on cost and performance instead of performance only. He described the firm’s GPU approach with these remarks as well:
[AMZN]”Like take the case of Amazon. Amazon’s trying to figure out the return of investment. And I think that they may think maybe that’s [NVIDIA GPUs] not great as what they do when they do this Trainium. Which is their own chip.”
While Cramer has dithered about Amazon.com, Inc. (NASDAQ:AMZN)’s cloud business, he is still a fan of the eCommerce business as he recently remarked:
“Today, we had a giant run in Amazon, up almost 3%. Why? It’s a follow on move from yesterday’s announcement that the company will be moving to same-day grocery delivery, which the analysts wrote about overnight. Now this is an incredibly disruptive initiative that was basically ignored yesterday. Given that delivery is free with Amazon Prime, it could spell real problems for Instacart, perhaps even DoorDash and Uber. Just as importantly, this announcement changed the narrative about Amazon.
You see, for the past two weeks, the story of Amazon was about how its AWS business had fallen behind Google Cloud and Microsoft Azure, its principal competitors, because it’s using its own slower chips instead of buying them from NVIDIA. It was a very damning storyline. This week, though, we remember that Amazon’s also a retailer, arguably the best retailer in the world. That’s rational, not frothy.”
5. Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM)
Number of Hedge Fund Holders In Q2 2025: 187
Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is one of the most important companies in the world, particularly during today’s AI race. The firm’s importance stems from the fact that it holds the lion’s share in the leading-edge chip fabrication market and is a key NVIDIA GPU supplier. Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM)’s shares have gained 14.5% year-to-date, and Cramer’s previous comments about the firm have called the stock a proxy for NVIDIA. This time, he discussed Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM)’s balance sheet in the context of Intel receiving funds from the US government:
“TSM’s balance sheet is better than the US government’s. What a balance sheet. They don’t need it. Look if the government’s gonna, if there’s a Chinese problem where they are about to like shell Taiwan, they’re gonna need government help. Taiwan Semi did not need the money.”
Here are Cramer’s previous comments about Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM):
”Yeah look, Taiwan Semi reports overnight. It’s an unbelievably good number but understand it’s really unbelievably good number because of high performance computing. In other words, it’s a good number because of NVIDIA.
“[Whether he was thrown off by a warning about Q3 margin]. Not at all. Not at all. I think that this is a company that still uses classic underperform, overdeliver. I meant underpromise, overdeliver.”
4. Comcast Corporation (NASDAQ:CMCSA)
Number of Hedge Fund Holders In Q2 2025: 82
Media, entertainment, and telecommunications giant Comcast Corporation (NASDAQ:CMCSA)’s shares have lost 9.2% year-to-date as the firm continues to struggle in the hot broadband market. Two major catalysts for the stock this year have been the firm’s and peer Charter Communications’ earnings. Both these results indicated that the due continued to lose broadband consumers. Cramer has previously wondered whether Comcast Corporation (NASDAQ:CMCSA) would have been better off had it focused on cybersecurity instead. Here are his latest thoughts about the firm:
” [inaudible] a piece this morning about how Comcast had a positive catalyst watch. Yeah they did this post with a positive catalyst watch. Yeah with a 39 dollar price target.
“I remember Carl, the whole hope with Comcast, a company that we work for still, you had to hope that other people didn’t move into fixed wireless. Because you just don’t want the competition. Now I am sure if you ask anyone at Comcast, don’t worry, I mean don’t worry, don’t worry, don’t worry, it’s like you know, now I’m worried about the don’t worry.”
Previously, Cramer discussed Comcast Corporation (NASDAQ:CMCSA)’s valuation:
“Okay so, I’m just gonna go there. Comcast sells 7.8 time forward earnings. So you have to go very far to find companies with that low multiple. Their multiple is lower than Ford Motor, okay. Their multiple is, only GM, that I have found is a lower multiple. So what do you make of that?”
“. . .it’s 4% yield. Again, the top, the bottom ten percent. No, the bottom ten of the S&P [in terms of the multiple]. With a very good company.”
3. AT&T Inc. (NYSE:T)
Number of Hedge Fund Holders In Q2 2025: 83
AT&T Inc. (NYSE:T) made quite the splash last week, but not through its shares. Instead, it was its decision to buy spectrum from EchoStar, which sent the latter’s shares soaring by a whopping 78%. Through the deal, AT&T Inc. (NYSE:T) will buy EchoStar’s spectrum and then lease it out for the Boost Mobile service. EchoStar’s shares soared since the deal removed a large portion of the risk surrounding a potential bankruptcy for the firm, since it resolved its tussles with the FCC. Cramer’s previous comments about AT&T Inc. (NYSE:T) have praised the firm and wondered who was losing if all major carriers were gaining subscribers. This time, he praised the firm’s management:
“ATT’s just doing everything right.”
Here are Cramer’s previous thoughts about AT&T Inc. (NYSE:T):
“But David, AT&T, has someone downgraded AT&T? I thought that AT&T was good. But how can AT&T and Verizon and T-Mobile do well?
“These guys are so good at what they do. And in the face of I don’t know who’s losing share.”
2. Palantir Technologies Inc. (NASDAQ:PLTR)
Number of Hedge Fund Holders In Q2 2025: 78
Data analytics firm Palantir Technologies Inc. (NASDAQ:PLTR) is a regular feature of Cramer’s morning show. He has continued to appreciate the firm’s performance, which isn’t surprising given that Palantir Technologies Inc. (NASDAQ:PLTR)’s shares have gained a whopping 108% year-to-date. However, the shares have lost 2.5% over the past month as they fail to recover from a short seller report that questioned Palantir Technologies Inc. (NASDAQ:PLTR)’s valuation in the context of OpenAI’s valuation. Here are Cramer’s recent thoughts about the firm:
“No wait a second, that was a program. It was, listed before, it’s not something new. I have been, I think that Alex Karp is, as I’ve indicated, the smartest person ever lived.”
“Well I am just saying, there’s all the stocks I’ve ever seen, and then there’s Palantir. There’s all the CEOs I’ve ever seen, and then there’s Karp.
“It’s going back to 200. . .what was Aristotle’s Rule of 40?”
Previously, Cramer discussed short seller Citron Research’s report about Palantir Technologies Inc. (NASDAQ:PLTR):
“[On a Citron piece] David, Palantir? You want to get in the way of that juggernaut? The only people who short that . . .and they don’t even know. One guy called me and he goes, listen man, I’m shorting this stock, I don’t know if you know it. Plantir! Plantir!
“And yet we all know people who work at Palantir and they are geniuses. . . they are hardworking. And, you know they believe in ontology, it’s an ontological place. I’m not an ontologist myself, but I do think that having read and studied Alex Karp, I don’t want to take the other side of the trade. I think the guy is a serious competitor.”
1. Eli Lilly and Company (NYSE:LLY)
Number of Hedge Fund Holders In Q2 2025: 119
Weight loss drug giant Eli Lilly and Company (NYSE:LLY)’s shares have lost 5.9% year-to-date as investors have questioned the firm’s weight loss drug trials. Cramer has been a fan of the firm throughout this year despite the share price woes. This time, he discussed Eli Lilly and Company (NYSE:LLY) after the firm’s latest orforglipron drug trial shared results of the treatment in patients with weight complications and diabetes:
“One of my favorite executives is David Ricks, from Eli Lilly. He came on after that last trial and that was the, a trial for weight loss, obviously, August 7th 2025, he said look, our stock shouldn’t be down that much. There’s a lot more things in the pipeline. He then bought 1,632 shares at 645, August 12th. . . well of course, the new trial, another trial came out today, August 26th, same kind, the misinformation on this thing is so [inaudible] that you gotta listen. This trial attained to, said the population was adults with obesity or overweight and type two. That’s important, the ‘and.’ Okay. Previous one was just without diabetes. They have similar results. . . no, if you include people who have diabetes it’s much harder to lose weight. So this trial is dramatic. Because if you exclude that population and you take a pill, and you’re heavy? You’re going to lose a huge amount of weight. This is a gigantic win. Is it worth 31? No, it’s probably worth maybe 80, 90. It’s that it was apples to oranges, and the apples to oranges is a tougher group of people to lose weight. David Ricks is so good. And I wish he’d come on our show. Because he could have explained very quickly. Please, there are many more pill studies.”
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