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 SCO Summit in China and President Trump’s comments about China. Cramer also commented on the uncertainty surrounding tariffs and how inflation was affecting the overall sentiment in America:
“And then you get everyone’s excited about the possibility, that there’ll be something, I should say agitated, about China and Russia, the Axis of Evil. As if we like, India and China and Russia, I mean this has been going on for a while. Then the President comes out today and says, well, India’s banged for zero. And I just say, the lack of clarity, and the fact that the calendar says sell, is going to drive things down. And then you add on the fact that the Journal points out that it’s more expensive than ever. I say woah, wait a second, we have tech up too much.
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 2nd.
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).
10. DraftKings Inc. (NASDAQ:DKNG)
Number of Hedge Fund Holders In Q2 2025: 66
DraftKings Inc. (NASDAQ:DKNG)’s shares have gained 32% year-to-date as it has benefited from strong earnings performance, which has seen it smash records and positive analyst coverage. For instance, during its second quarter, the firm’s $1.5 billion in revenue, $301 million in operating income, and $158 million all set new records. DraftKings Inc. (NASDAQ:DKNG)’s shares have gained 1.6% since the earnings release. Cramer’s previous comments about the firm have raised the possibility of it performing well during the upcoming football season. This time, he commented on the number of deals that are on DraftKings Inc. (NASDAQ:DKNG):
“[On how retail traders might be diverted away to football season] Well it’s interesting that you say that because oh my god the deals that DraftKings has, I was fooling around. . . there’s like every two hours there’s one. And oh my, as between Fortinet and my daily fantasy, I think daily fantasy has a better dividend.”
Here are Cramer’s previous thoughts about DraftKings Inc. (NASDAQ:DKNG):
“As we approach football season, things are already looking pretty darn good for DraftKings, one of the nation’s largest online sportsbooks. I’ve been steadfastly bull on this one, you know, just the whole way. After the close, DraftKings reported an impressive quarter, revenue growth accelerating to 37%, better-than-expected earnings, higher-than-expected earnings before interest, taxes, depreciation, and amortization. These results were driven by what DraftKings calls sportsbook-friendly outcomes in the quarter, and the company only reiterated its full-year forecast. But management did say that it now expects to see revenue near the high end of its guidance range. That was good enough to send the stock flying in after-hours trading.”
9. The Kroger Co. (NYSE:KR)
Number of Hedge Fund Holders In Q2 2025: 68
The Kroger Co. (NYSE:KR)’s shares closed 1% higher the day this program was aired. The small magnitude of the move meant that broader market undercurrents, instead of firm-specific catalysts, had driven the shares. During the day, investors battled with concerns about economic uncertainty and the future of President Trump’s tariffs. The worries drove treasury yields higher, and they also meant that stable stocks like The Kroger Co. (NYSE:KR) ended up benefiting. Cramer discussed the trends:
“So I don’t have anything that I really, like I said you know let’s watch Zscaler, but, what’s going up is the stuff that says we’re going to have a recession. Not that we’re going to have a Carter-like recession, because what’s going up are the companies that seem to be able to make it so that they can, mitigate prices. So you have like. . .a Kroger up.”
Here are the CNBC TV host’s previous comments about The Kroger Co. (NYSE:KR):
“Alright, I’ll tell you Kroger stock is rolling over… That’s the problem. It’s just rolling over, and when I see a stock rolling over at 13 times earnings, I say to myself, okay, let it come down. Buy a little, buy a little, and then wait for the next level. Do not buy all at once. It could be a bad sign that this stock is having such a hard time at this particular moment, and it sure is. 73 down to 64. How about [we] wait till it goes to 60? Then we see whether the chart’s a little better right there.”
