We recently published a list of Jim Cramer Shares Thoughts On Big Tech As Part Of These 12 Stocks. In this article, we are going to take a look at where Apple Inc. (NASDAQ:AAPL) stands against other stocks that Jim Cramer recently discussed.
In a recent appearance on CNBC’s Squawk on the Street, Jim Cramer discussed the trade deficit, interest rates, and apprehensions about the US budget deficit. He commented on the divide in thinking between older and younger people. While younger people prefer Bitcoin due to ballooning deficits, older people are more relaxed. According to the CNBC host:
“I think that older people just kind of laugh at this. And just say, I’ve been through this. They’re not going to make any changes in Congress. So it’s gonna be one-off. It’ll be down. Then some people say to me, hey listen, this is going to be the Achilles Heel for the President. If they don’t get this, if rates keep going, then we’re gonna get into a whole new thing about inflation. Look rates should [be] higher, judging on the deficit. But again what you said, is where are they gonna go?”
However, Cramer’s also disappointed in the Trump administration’s efforts to reduce the deficit. While Elon Musk is adamant that his DOGE department has reduced spending, Cramer thinks otherwise as he remarked: “I just thought that we were going to have the budget cut because of DOGE. It’s obviously didn’t work.”
Another bit of financial news that rocked markets recently was Moody’s decision to cut America’s credit rating from a perfect AAA to AA+. Cramer wasn’t surprised as he remarked:
“I mean, I look at it as someone who just says, how could they not try to cut this deficit? How could they continue to be part of the problem. So I understand the downgrade, but I also understand the notion that if the Republican Party is no longer the party of fiscal responsibility, who is? Who is responsible?”
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 May 19th.
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).
Apple Inc. (NASDAQ:AAPL)
Number of Hedge Fund Holders In Q4 2024: 166
Apple Inc. (NASDAQ:AAPL) is the world’s largest consumer technology company. It is a frequent part of Cramer’s morning show, and during most of his appearances, the CNBC TV host has remained an ardent follower despite share price weakness. He has speculated about the difficulty that Apple Inc. (NASDAQ:AAPL) might face in reshaping its supply chain and criticized investors for punishing the firm because of troubles with the Siri platform. Here are Cramer’s latest thoughts about Apple Inc. (NASDAQ:AAPL):
“The company I’m most worried about is Apple. . .I think it is [their AI falling behind] and then we know that the President doesn’t really care about their Indian plant. But I don’t know if they can specifically say we’re not gonna accept Apple out of India.
“It’s a parade of horribles for them right now. We obviously know that Amazon may not be able to write them a 20 billion dollar check. I’m sorry, Alphabet. I also know that I think that look I think that Epic Games could be worth thirty cents. That Epic is, not in the revenue stream for Service. These are really important. And that look the stock going down, I think you gotta let it come down.
“But they don’t want to put out product until it’s perfect. The product has to be perfect. And once it comes out everyone gets excited. The product is still the best in the world. I think that does matter.
“[when asked if the Vision Pro was perfect] There are some industrial uses of Vision Pro that are working. . . I thought it was interesting that during the debate, the ill-fated Biden debate, Dana Bash was using and Tapper was using the Apple iPad.”
Overall, AAPL ranks 4th on our list of stocks that Jim Cramer recently discussed. While we acknowledge the potential of AAPL as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. There is an AI stock that went up since the beginning of 2025, while popular AI stocks lost around 25%. If you are looking for an AI stock that is more promising than AAPL but that trades at less than 5 times its earnings, check out our report about this cheapest AI stock.
READ NEXT: 20 Best AI Stocks To Buy Now and 30 Best Stocks to Buy Now According to Billionaires.
Disclosure: None. This article is originally published at Insider Monkey.