In this piece, we will look at the stocks Jim Cramer discussed.
In a recent appearance on CNBC’s Squawk on the Street, Jim Cramer discussed President Trump’s announcement that US companies would now report earnings results twice a year instead of on a quarterly basis. Cramer took a nuanced approach and started by quoting Intel founder Andy Grove:
“. . .because a lot of countries, you can do it that way. And, basically it is better. I remember Andy Grove, only the paranoid survive, said that quarter is the essence. That’s exactly the time we should use to measure CEOs. And it was brutal, he said it’s a brutal thing. To use a quarter as a measure, but it’s the right thing. And I think it is brutal, I think that you, you kind of, you have to put it together in 90 days. How many people”
However, he then argued in favor of the President’s assertion:
“Candidly, I think it would be better. I think that we’re too short sighted. . . .I just think that there’s too many companies trying to do a turn that are intimidated by the next quarter That people think about the next quarter. You deal with a lot of companies that look, next quarter, next quarter, next, or this. I mean, it’s a very tough timeframe. Now look, I used to agree with Grove. I now find, there’s companies that are trying to do long term thinking. And they’re just whacked by the quarter. Whacked.”
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 September 15th.
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. CAVA Group, Inc. (NYSE:CAVA)
Number of Hedge Fund Holders In Q2 2025: 41
CAVA Group, Inc. (NYSE:CAVA) is a fast casual restaurant chain that has struggled in 2025. Its shares are down by 44% year-to-date, with media reports ascribing the dip to weak same-store sales and other factors. CAVA Group, Inc. (NYSE:CAVA)’s woes have also made it a frequent appearance on Cramer’s morning show. The CNBC TV host has discussed the firm’s pricing in his previous comments and wondered whether a $15 price point makes consumers shift to other restaurants. Cramer has also compared CAVA Group, Inc. (NYSE:CAVA) to Chili’s parent Brinker and used the latter as an example of how to perform well in an economy constrained with tight consumer spending. In this appearance, he spent a large portion of his time discussing turnarounds. The firm’s management has shared some details that it believes can help improve its business. These include automating back-of-the-house operations for digital orders and using camera vision for stock replenishment. Due to CAVA Group, Inc. (NYSE:CAVA)’s struggles, Cramer also discussed the firm and was quite upbeat:
“CAVA is very good and I think that stock went too high.”
8. Sweetgreen, Inc. (NYSE:SG)
Number of Hedge Fund Holders In Q2 2025: 27
Sweetgreen, Inc. (NYSE:SG) is another fast casual restaurant chain whose shares are in the red so far this year. In his previous comments about the firm, Cramer has compared it to CAVA and lumped them together as being a victim of high prices. The $15 price point has been on Cramer’s mind when it comes to Sweetgreen, Inc. (NYSE:SG) struggles with demand. However, while it is struggling, the firm is still trying to revitalize its operations. Sweetgreen, Inc. (NYSE:SG) is currently aiming to expand its automated kitchen operations and grow its restaurant count. The initiatives are highly needed as the firm’s latest earnings report saw its same-store sales drop by 7.5% as it posted a 20-cent loss per share. Both of these outpaced analyst estimates, which makes it unsurprising that Sweetgreen, Inc. (NYSE:SG)’s shares have lost an unbelievable 73% year-to-date. The firm’s struggles have consistently caught Cramer’s attention, and in this appearance, he discussed Sweetgreen, Inc. (NYSE:SG) as part of his comments regarding turnarounds. Here is what Cramer said about the firm:
“Sweetgreen, no. That’s going to be too hard. Chipotle very difficult, I think that they’re way, way away.”
7. CoreWeave, Inc. (NASDAQ:CRWV)
Number of Hedge Fund Holders In Q2 2025: 29
CoreWeave, Inc. (NASDAQ:CRWV) is a computing infrastructure provider that primarily caters to the needs of the AI industry. Its role in the AI ecosystem means that Cramer frequently mentions it in his coverage. Cramer has repeatedly reminded viewers that he was among the few who were positive on CoreWeave, Inc. (NASDAQ:CRWV) as it listed its shares for public trading earlier this year. Yet, he has also warned viewers about unnaturally high share prices. Earlier this week, CoreWeave, Inc. (NASDAQ:CRWV) announced a new deal with NVIDIA through which the latter would purchase any excess cloud computing capacity. Cramer commented on the development:
“Take a look at CoreWeave, they announced a deal this morning. Boom, nine points. Somebody says, listen, that deal is real. Huge up.
“. . .overlooked deal, CoreWeave with NVIDIA, 6.3 billion, where CoreWeave has the right to interrupt the contract. This is to sell, sell data center. . .it’s very good for CoreWeave, that’s why CoreWeave is up so much.
“They have the right to basically, under the terms, [inaudible] where the company’s data center capacity is not fully utilized, NVIDIA pays. But if it is, and they have a lot of demand, then CoreWeave gets interrupted and sell it itself. It’s a great template.”
6. Amazon.com, Inc. (NASDAQ:AMZN)
Number of Hedge Fund Holders In Q2 2025: 335
AI and eCommerce giant Amazon.com, Inc. (NASDAQ:AMZN)’s shares have gained a modest 5% year-to-date. Cramer’s recent comments about the firm have discussed its in-house Trainium AI chips and the role they play in the debate in the AI industry surrounding the cost-performance benefits of non-NVIDIA AI GPUs. Amazon.com, Inc. (NASDAQ:AMZN)’s cloud computing business has been at the center of media debate as a growth slowdown has been attributed to its shares dipping by 8% after its August earnings report. In his previous comments about Amazon.com, Inc. (NASDAQ:AMZN) while initially Cramer wondered whether using more NVIDIA GPUs could help the cloud business, he later conceded that the firm was spending the right amount to generate long-term AI growth. Naturally, Amazon.com, Inc. (NASDAQ:AMZN)’s cloud business, Amazon Web Services, also made it on Cramer’s radar this time:
“Amazon, we were so worried about Amazon Web Services, well when is that, when is [inaudible] worrier, I forget. I forget. . .”
5. The Goldman Sachs Group, Inc. (NYSE:GS)
Number of Hedge Fund Holders In Q2 2025: 73
With stock markets buzzing with AI IPOs and contending with the Fed’s interest rate decisions, The Goldman Sachs Group, Inc. (NYSE:GS) has become a frequent feature of Cramer’s morning show. In nearly all these appearances, the CNBC TV host has remained optimistic and hopeful about the firm. He believes that The Goldman Sachs Group, Inc. (NYSE:GS) position in the stock market means that the firm has significant exposure to trading activity. Additionally, Cramer also believes that a 15 multiple might be low for the bank. He was full of praise for The Goldman Sachs Group, Inc. (NYSE:GS) this time around as well:
“Oh my god, my charitable trust owns Goldman, I feel like I should send a love note to Solomon, but you know I gotta wait for the end of the quarter.
“. . .without a doubt, the M&A, the IPOs, they flow through Goldman. A lot through Morgan Stanley, this is a halcyon time for those who fired a lot those slim down and now are getting a lot of business. And I think it’s real.
“I think that Goldman’s doing great, and I just. . .I just think that they do good a job.”
4. JPMorgan Chase & Co. (NYSE:JPM)
Number of Hedge Fund Holders In Q2 2025: 124
JPMorgan Chase & Co. (NYSE:JPM) is another bank that Jim Cramer favors. As bank stocks have outperformed the S&P lately, the CNBC TV host has started to discuss them more often on his show. As is the case with Goldman Sachs, he believes that JPMorgan Chase & Co. (NYSE:JPM)’s shares should trade higher than a 15 multiple. Cramer has also frequently discussed the firm’s CEO, Jamie Dimon, and commented that Dimon’s “just different.” JPMorgan Chase & Co. (NYSE:JPM) has also made investors happy in 2025, as it raised its quarterly dividend to $1.50 per share in July. A growth in markets activity has also contributed to its investment banking income jumping. Cramer recently remarked that JPMorgan Chase & Co. (NYSE:JPM) could even become the next trillion-dollar stock, but conceded that achieving the goal is “really hard.” Here’s what he said about the bank in this appearance:
“I think what Jamie Dimon’s doing and I’m not talking about the 17 different food courts and the hair salon, whatever he’s got up there, whatever, is that like a bar, what is he doing up there.”
3. Tesla, Inc. (NASDAQ:TSLA)
Number of Hedge Fund Holders In Q2 2025: 115
Tesla, Inc. (NASDAQ:TSLA) created quite a splash this week after CEO Elon Musk bought a billion-dollar worth of shares. While analysts are typically concerned about the firm’s vehicle deliveries, Cramer agrees with Tesla, Inc. (NASDAQ:TSLA) CEO Elon Musk on the firm being a technology company instead. Musk has repeatedly asserted that his firm aims to transition into a robot manufacturer in the future through the Optimus lineup. Here is what Cramer said about Tesla, Inc. (NASDAQ:TSLA) in this appearance:
“I think it’s a good invite [to its headquarters]. I’m looking for an invite to that.”
“Also the European numbers are better, that could have leaked. I think you’re going to see better numbers now that he’s. . .I think a lot of liberals buy Teslas and they’re a little turned off. Look we live in a polarized. . .”
“[On Musk’s complaints about high rates] That could be too, you’ll see those rates come down. A lot of auto rates based on the short rates.
“David, there’s also, when I look at what’s going on, when you get something like Mexico, putting a tariff, China. . .but I think that we’re going to be in an era where Europe’s really going to curtail China.”
2. Whirlpool Corporation (NYSE:WHR)
Number of Hedge Fund Holders In Q2 2025: 35
Cramer has discussed Whirlpool Corporation (NYSE:WHR) several times in 2025. The firm’s shares have lost 26% year-to-date, with some of the dip attributed to poor earnings performance by the media. For instance, Whirlpool Corporation (NYSE:WHR)’s shares fell by 12% in July after the firm cut its dividend and forecast. The fact that it has an American manufacturing base has meant that Cramer has discussed Whirlpool Corporation (NYSE:WHR) several times in 2025. The CNBC TV host has posited that the firm has been hurt due to Chinese and Korean electronics companies flooding the market in anticipation of tariffs. Cramer also believes that without the anti-competitive dumping, Whirlpool Corporation (NYSE:WHR) “could really fly.” Here are his recent comments about the firm:
“Well Whirlpool, they put that tariff through to save Whirlpool and the stock doesn’t indicate there has been any saving. They cut the dividend. I think Bitzer’s doing a good job I thought that they had the tailwind and it just looks like someone’s doing something to make it so Whirlpool doesn’t pick up the business.”
1. Honeywell International Inc. (NASDAQ:HON)
Number of Hedge Fund Holders In Q2 2025:
Honeywell International Inc. (NASDAQ:HON) is a mega American industrial conglomerate that is due for a breakup. Its shares have lost 6.8% year-to-date, and Cramer has remained upbeat about the split-up in 2025. In fact, in July, Cramer recommended that viewers buy the stock as he outlined that Honeywell International Inc. (NASDAQ:HON)’s cash flow problems were primarily due to one business division. Cramer added that his charitable trust also owns the shares. Even though Honeywell International Inc. (NASDAQ:HON)’s shares fell by 6% after the firm’s earnings in July, Cramer maintained the optimism and called the share price movement an “overreaction.” Here are his recent thoughts about Honeywell International Inc. (NASDAQ:HON):
“Look, Honeywell, I think the breakup is extraordinarily good. I really want that, aerospace. The stock it’s been poorly perceived and that’s ridiculous! I think it’s fantastic! But it doesn’t matter, the market has made its judgement. The market is all powerful.”
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