We recently published a list of Jim Cramer Reveals “Quiet” Stock That Goes Up In This List Of 12 Stocks. In this article, we are going to take a look at where Capital One Financial Corporation (NYSE:COF) stands against other stocks that Jim Cramer recently discussed.
In a recent appearance on CNBC’s Squawk on the Street, Jim Cramer commented on the recent downgrade of US credit. In a surprising development that led markets to end flat during the day, ratings agency Moody’s downgraded America’s perfect credit rating from the highest rating of AAA to AA+. Mentioning the development, Cramer said:
“No we gotta go back to when there was a surprise. Of course when we saw S&P downgrade our. . .debt Triple A to AA+. And that was, you know we got hit pretty badly, down 6.6% in August 5th of 2011. But then we had, we had Fitch downgrade us. And that was not that bad. That was a down 1.38, when. . .And David, what’s happening, that didn’t happen then, was that is an alternative, the money keeps going to these European stocks. And it’s rather amazing because when you look at dollar denominated, you. . .Germany and Spain up 30%!”
The CNBC host also linked the lack of faith in US debt with younger generations relying on Bitcoin. He outlined:
“Well, I think that Bitcoin is where, I was doing a bottle signing for my wife. . . .younger people, they don’t wanna talk about stocks. They just talk about how, what a mess this debt is. So we’re buying crypto. And one of them said really interesting, which was like, the President is no longer as focused on the market. President’s focused on Bitcoin. Now, I think that there have been a series of articles about the President and Bitcoin. Not that complementary. But, it does point out to the fact that he sees more than. . .”
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).
Capital One Financial Corporation (NYSE:COF)
Number of Hedge Fund Holders In Q4 2024: 89
Capital One Financial Corporation (NYSE:COF) is one of the biggest banks in America. The firm has been at the center of news coverage in 2025 after its highly anticipated merger with Discover Financial finally secured regulatory approval. Cramer has been a fan of the deal’s potential, and this time around, he termed it a genius move that could disrupt the payments industry in America. Here’s what he said about Capital One Financial Corporation (NYSE:COF):
“I’ll give you a regional [bank] that I love David, let’s see if you can guess it. . . .How’s that stock [COF] doing?
“I think, I think that Richard Fairbank, the genius who runs Capital One, could very well use the Discover network to go against Mastercard, Visa, and American Express cause it has a lower [inaudible]. How do you like that? They have a hundred and twenty million cards! They have a hundred and twenty million cards! Why couldn’t they have their own network? Why couldn’t they just tell the retailers look this is what we’re going to use from now on and we’re gonna save you a lot of money.
“Why is the stock down now? Stock’s down. I love the stock. It was going to be up big today. I thought it would be up ten.”
Overall, COF ranks 1st on our list of stocks that Jim Cramer recently discussed. While we acknowledge the potential of COF 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 COF 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.
