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 advised businesses to work with the government. His comments came after President Trump announced a proposal to limit credit card APR rates to 10% in order to drive affordability for consumers. When asked by co-host Carl Quintanilla whether businesses should just ‘roll over,’ the CNBC TV host commented:
“Exactly. Work with other people in the administration, who are little bit closer to the ground. You can’t really rollover here because it would be the end of consumer spend. Because these guys just would rather not issue credit cards [inaudible] lost 3 to 5 percent. These are unsecured loans. They’re trying to find another way. Because I know that it gets very personal, very quickly. So it’s better just to play along, just say, I’m gonna learn, and then I’m going to do some teaching. And see how things go, then it does to take things head on.”
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 12th. 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. Meta Platforms, Inc. (NASDAQ:META)
Number of Hedge Fund Holdings: 273
Social media giant Meta Platforms, Inc. (NASDAQ:META)’s shares are flat over the past year. Most of the stock’s troubles have come since October, after the firm’s fiscal third-quarter earnings report. While Meta Platforms, Inc. (NASDAQ:META) beat analyst revenue and EPS estimates, it also decided to raise 2025 capital expenditure guidance to $70 billion to $72 billion from an earlier $66 billion to $72 billion. Cramer defended the firm after the earnings, as he opined that the spending is necessary to protect its social media moat from OpenAI. In January, Bank of America reiterated a Buy rating and a $810 share price target for Meta Platforms, Inc. (NASDAQ:META). BofA’s action came after the technology company announced that it had entered into agreements with nuclear power companies Oklo, Vistra, and TerraPower. Cramer discussed Meta Platforms, Inc. (NASDAQ:META)’s share price performance and insisted that the stock should be up:
“Their stock is very down very big, because they’re really a lone wolf when it comes to spending.
“I do wanna point out that I think Meta should be up not down, because this is the stock that was most punished because Zuckerberg shouldn’t be going alone, particularly on the Entergy project, the nuclear project, I think Dina Powell, was very good, now McCormick, the senator’s wife, very good, her sovereign wealth initiatives at Goldman were probably the strongest. We should remember that this stock was in the 700s when Mark Zuckerberg said we gotta spend a lot more. He has not had anyone to lean back on, that stock will be up by the end of the day if there’s any sort of thought process going on.”
8. Capital One Financial Corporation (NYSE:COF)
Number of Hedge Fund Holdings: 129
Capital One Financial Corporation (NYSE:COF) is one of the largest banks in America. The stock has been on Jim Cramer’s radar for quite some time due to its Discover Financial acquisition. The CNBC TV host believes that the deal will allow Capital One Financial Corporation (NYSE:COF) to become a key and major player in the payment card market. RBC Capital raised the firm’s price target to $275 from $255 and kept a Sector Perform rating on the shares in January. The financial firm explained that Capital One Financial Corporation (NYSE:COF) could continue to benefit in 2026 from the strong consumer finance trends that the bank experienced in the fourth quarter of 2025. RBC’s comments came after Bank of America and BTIG had discussed Capital One Financial Corporation (NYSE:COF)’s shares in December. The former had raised the share price target to $268 from $248 and kept a Buy rating. BofA commented that the bank’s November credit metrics indicated strong performance. BTIG bumped the share price target to $308 from $264. Recently, President Trump proposed a 10% cap on credit card interest. Cramer discussed Capital One Financial Corporation (NYSE:COF) in this context:
“Richard Fairbank runs Capital One, he will be excoriated.”
