In this article, we will discuss: Jim Cramer Commented On Big Market Confusion & Discussed These 20 Stocks. For more stocks, you can head to Jim Cramer Commented On Big Market Confusion & Discussed These 5 Stocks.
In a recent tweet, CNBC’s Jim Cramer returned to discussing the private credit sector. In his earlier remarks, the TV host described the turmoil in the sector as being overblown, and this time around, he stressed that the troubles were bringing in welcome changes. Media reports have suggested that investors are pulling out of private credit due to fears about the disruption from AI and its impact on software companies owned by the private credit companies. With Aaron Brown, AQR Capital Management‘s former head of financial market research commenting in a Bloomberg opinion piece that “Estimates vary markedly because there’s no systematic or centralized reporting, no consensus definition of ‘private credit,’ and no way to trace various indirect exposures,” Cramer remarked that some assets just had to be sold:
“One thing this private credit “crisis” did is wake up these private equity firms to the fact that they better start selling stuff, even if they aren’t going to get great prices. Flora from KKR, a food group stock! Egads. But you gotta sell something. Right Blue Owl?”
Our Methodology
For this article, we compiled a list of stocks that Jim Cramer discussed during the episode of Squawk on the Street aired on April 30th and tweeted about. We listed the stocks in the order that Cramer mentioned them. We also provided hedge fund sentiment for each stock as of the fourth quarter of 2025, which was taken from Insider Monkey’s database of 1,000 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 498.7% since May 2014, beating its benchmark by 303 percentage points (see more details here).
20. Starbucks Corporation (NASDAQ:SBUX)
Number of Hedge Fund Holdings in Q4 2025: 59
Coffee chain Starbucks Corporation (NASDAQ:SBUX)’s shares are up by 25% over the past year and by 26% year-to-date. April 29th was a great day for the shares as they closed 8.5% higher. On the 28th, the firm reported its earnings for the second quarter. The results saw Starbucks Corporation (NASDAQ:SBUX) post $6.9 billion in net revenue and $679 million in operating income. Additionally, the firm also bumped its fiscal year 2026 earnings per share forecast to $2.25 to $2.45 up from the previous $2.15 to $2.40. The results, and the subsequent share price movement, served as a long-overdue vindication for Cramer. Throughout 2025, the CNBC TV host had kept the faith in CEO Brian Niccol and defended him even as sentiment soured. Wolfe Research discussed Starbucks Corporation (NASDAQ:SBUX)’s shares on March 9th as it cut the rating to Peer Perform from Outperform and cited the need to witness sustained execution. In a tweet, Cramer commented that the firm could perform even better:
“SBUX could be a multi-year rocket ship here”
19. Robinhood Markets Inc (NASDAQ:HOOD)
Number of Hedge Fund Holdings in Q4 2025: 83
Financial technology and trading platform Robinhood Markets Inc (NASDAQ:HOOD)’s shares are up by 52% over the past year and are down by 36% year-to-date. Keybanc discussed the firm on April 21st as it kept an Overweight rating on the shares and cut the price target to $110 from $120. As part of its coverage, Keybanc discussed Robinhood Markets Inc (NASDAQ:HOOD)’s cryptocurrency business and the platform’s trading volume. The firm has been one of Cramer’s favorite stocks, as throughout 2025 he praised its technology and its ability to facilitate the transfer of wealth from older to younger generations. Like Keybanc, Cramer also discussed Robinhood Markets Inc (NASDAQ:HOOD) and crypto as he remarked in a tweet:
“HOOD–can’t change the crypto perception just yet and now doing predictions market. Gunslingers all over the place there”
Gator Capital Management discussed Robinhood Markets, Inc. (NASDAQ:HOOD) in its fourth quarter 2025 investor letter:
“During 2025, we had strong performance and outperformed both the broader market and the Financials sector benchmark. The two major drivers were our positions in Robinhood Markets, Inc. (NASDAQ:HOOD) and Anywhere Real Estate.
We entered 2025 with Robinhood as our largest position after it had a strong 2024. The stock had another strong year as the company continued to introduce new products, which drove accelerating growth. We hedged the position throughout the year as the valuation increased and currently have minimal exposure to the stock. One factor in hedging the position is that we are uncomfortable with the regulatory stability of prediction markets. We believe prediction markets have allowed people in non sports gambling states and people 18-20 years old to gamble on sports through their brokerage accounts because prediction markets are considered exchanges and not casinos.”
18. Alphabet Inc. (NASDAQ:GOOGL)
Number of Hedge Fund Holdings in Q4 2025: 288
Alphabet Inc. (NASDAQ:GOOGL) made quite a splash as April closed after its shares closed 9.9% higher on April 30th. Raymond James discussed the firm on the 30th, as it raised the share price target to $425 from $400 and kept a Strong Buy rating. Its coverage followed Alphabet Inc. (NASDAQ:GOOGL)’s first quarter earnings report, which saw revenue surge by 22% to a whopping $109.9 billion. During the quarter, the firm’s Search revenue jumped by 19% while its Cloud revenue grew by 63%. As was the case with Starbucks, Cramer was proven right about Alphabet Inc. (NASDAQ:GOOGL). While he had sold the shares in 2025 on the back of the firm’s troubles with the Justice Department, more recently, the CNBC TV host had begun to praise the company due to its diversified technological presence. Naturally, Cramer was ecstatic as he discussed Alphabet Inc. (NASDAQ:GOOGL)’s latest earnings report:
“The Google call, all right, Alphabet, was an extraordinary call and I think with the stock at 370, it’s gonna go right to 400. It’s head to 400, it’s galloping. . .
“It does have it all. . .that’s why 374 is ridiculous, that’s just a way station on the way to 400.
“Thomas Kurian, Thomas Kurian on the Google Cloud, frightening, frightening. I’m scared not to do business with him, I wanted to do a class, I said I gotta get a cloud going here!
“Search is so good for them, Gemini. . .”
Cramer also tweeted about Alphabet Inc. (NASDAQ:GOOGL):
“Alphabet, Amazon, Apple breaking away…Incredibly well-run companies, triumphing over lots of obstacles, obstacles that Wall Street thought could not be overcome…”
17. Amazon.com, Inc. (NASDAQ:AMZN)
Number of Hedge Fund Holdings in Q4 2025: 381
Retail and cloud computing giant Amazon.com, Inc. (NASDAQ:AMZN)’s shares are up by 41% over the past year and by 18.5% year-to-date. On April 24th, Oppenheimer discussed the firm, as per The Fly. It raised Amazon.com, Inc. (NASDAQ:AMZN)’s share price target to $275 from $260 and kept an Outperform rating on the shares. The financial firm outlined that the technology company could benefit from an improved outlook for its AWS cloud computing business during its upcoming earnings report. Oppenheimer added that Amazon.com, Inc. (NASDAQ:AMZN)’s eCommerce business could experience margin pressure due to high fuel costs. The firm’s earnings saw it grow AWS by a whopping 28%, and Cramer commented on the results:
“The next is Amazon, which was really amazing which was really amazing with a bunch. . .
“I have to tell you, this was the night where Jensen Huang was proven right. If you spend a lot, you make a lot. And I’ve got to tell you, they are now making fortunes on Amazon Web Service, fortunes, it grows at 28%. I remember big fight I had with them, when it was growing at 12%, you son of a, you can’t deliver, you can’t deliver, well they delivered. It was just, I could not believe how much money they are making, on the cloud.
“But one of the things that happened, and Amazon explained it very well, is that, because of components, components cause so much money right now, DRAM, that all these companies that were doing it on prem, so to speak, at their office, it’s too expensive so they’ve got to go to the cloud. This is a master class, it’s a clinic. They did it, David.
“Okay, Amazon’s another one, where is that stock going to stop? Look, why do they have to stop? Why can’t people realize that Amazon, oh because of the war? Because Amazon’s going to 300, it’s not stopping here. Why do you stop right here? Every single analyst has got a target north of 300!”
Cramer also tweeted about the firm:
“Alphabet, Amazon, Apple breaking away…Incredibly well-run companies, triumphing over lots of obstacles, obstacles that Wall Street thought could not be overcome…”
16. Microsoft Corporation (NASDAQ:MSFT)
Number of Hedge Fund Holdings in Q4 2025: 312
Technology giant Microsoft Corporation (NASDAQ:MSFT)’s shares are down by 4.8% over the past year and by 12% year-to-date. Cramer has discussed the firm several times over the past couple of months and expressed concern about its artificial intelligence initiatives and the popularity of the Copilot software. Benchmark commented on Microsoft Corporation (NASDAQ:MSFT)’s shares on April 30th, according to The Fly. It bumped the share price target to $525 from $450 and kept a Buy rating on the stock. Benchmark’s coverage came after Microsoft Corporation (NASDAQ:MSFT)’s latest earnings report, which saw the firm post $82.89 billion in revenue and $4.27 in adjusted earnings per share to beat analyst estimates of $81.39 billion and $4.06. Microsoft Corporation (NASDAQ:MSFT)’s closed 3.9% lower on April 30th, and Cramer wasn’t impressed by the earnings:
“Then Microsoft, it was okay, it’s not clear maybe they have to spend a little more on capex, maybe they’re not, their cloud, Azure is growing at 39, not 36. But they did a lot of stuff that made me confused, they had a lot of SaaS too.
“And Microsoft was not joyous. . .”
15. Meta Platforms, Inc. (NASDAQ:META)
Number of Hedge Fund Holdings in Q4 2025: 256
Meta Platforms, Inc. (NASDAQ:META)’s latest earnings report has led Jim Cramer to change his mind about the company. While ahead of the results, the CNBC TV host continued to defend CEO Mark Zuckerberg and his spending initiatives. Cramer insisted that Meta Platforms, Inc. (NASDAQ:META) was justified in spending billions in capital expenditure since it had to defend its social media moat from OpenAI. More recently, he praised the CEO for cutting costs through layoffs. Evercore ISI discussed Meta Platforms, Inc. (NASDAQ:META) on April 30th as it hiked the share price target to $930 from $900 and reiterated an Outperform rating on the stock. The financial firm commented that Meta Platforms, Inc. (NASDAQ:META)’s strength in the artificial intelligence sector merited the increase. As for Cramer, he isn’t sure about the firm as of now:
“And then, Meta, I don’t know, Meta’s got some thinking to do. Obviously they did have great growth in their business. But they just announced a bond, David they just announced a bond, 25 bil, a bond. But they’re like the Treasury, you know, they have to finance every quarter.
“Let’s give Meta some due, it did have some acceleration in its advertising. . .
“Well they have some thinking to do, and I hope they don’t think that. . .my charitable trust has faith in him, we have faith in Zuckerberg.”
In a tweet, Cramer further elaborated on the firm’s share price following its earnings:
“Meta did not offer enough reasons to spend the way the other companies did. They just told us that they could do better with it. Hence the decline tonight.”
14. Intel Corporation (NASDAQ:INTC)
Number of Hedge Fund Holdings in Q4 2025: 96
Chip manufacturing giant Intel Corporation (NASDAQ:INTC)’s shares have been on a tear lately. They are up by a whopping 383% over the past year and by 152% year-to-date. Barclays discussed Intel Corporation (NASDAQ:INTC)’s shares on April 27th. It raised the price target to $65 from $45 and kept an Equal Weight rating on the stock. The coverage came following the chip manufacturer’s earnings report as the bank commented that Intel Corporation (NASDAQ:INTC) had improved production across the board. On the 24th, banking giant JPMorgan discussed the stock. It raised the share price target to $45 from $35 and kept an Underweight rating on the shares. JPMorgan remarked that Intel Corporation (NASDAQ:INTC) first-quarter earnings and second-quarter guidance had surpassed estimates. Cramer, who has been quite impressed with the firm’s CEO, Lip-Bu Tan, continued with the praise and had some advice for President Trump:
“Hidden story right in here, is a stock, that is probably the best acting stock in our book, which is, Intel.
“[On Trump’s Intel comment] Good call!
“And remember, NVIDIA has a partnership with Intel, that didn’t hurt Intel.
“Remember Lip-Bu quit the board because he didn’t like what was happening which is the destruction of a national treasure. Well, the fact is is that that stock’s down today and I think you have to buy it. . .President got it at a great price.
“I think they should sell it right now. I think, you sell half, play with the house’s money. He should sell half and play with the house’s money. I’m telling him right right now, sell half.
“If the President does my thing and takes half, it would demonstrate to people not to be greedy. . .”
13. Sandisk Corporation (NASDAQ:SNDK)
Number of Hedge Fund Holdings in Q4 2025: 75
Computer memory products manufacturer Sandisk Corporation (NASDAQ:SNDK)’s shares have been among the top performers in the market in today’s AI-driven investing era. They are up by an unbelievable 3,350% over the past year and by 331% year-to-date. Cantor Fitzgerald and Morgan Stanley had discussed Sandisk Corporation (NASDAQ:SNDK)’s stock on April 27th. The former raised the share price target to $1,400 from $1,000 and kept an Overweight rating on the stock. According to Cantor, the memory company would deliver a beat-and-raise quarter as it benefited from tight capacity across the consumer, enterprise, and hyperscale markets. Morgan Stanley raised the share price target to $1,100 from $690 and kept an Overweight rating. The bank remarked that while Sandisk Corporation (NASDAQ:SNDK)’s stock reflected the strength in the NAND market, maximum AI investment should benefit the firm. Cramer also commented on the tight memory chip market:
“Look I was on that Seagate call, they’re not even spending that much money, they’re enjoying the tightness. Sandisk is enjoying the tightness.”
12. Seagate Technology Holdings (NASDAQ:STX)
Number of Hedge Fund Holdings in Q4 2025: 74
Seagate Technology Holdings (NASDAQ:STX) is another memory manufacturer whose shares have performed well over the past year. They are up by 681% over the past year and 152% year-to-date. Bank of America, while commenting on Seagate Technology Holdings (NASDAQ:STX) on April 20th, outlined that the firm could benefit from tailwinds through data center spending even though its other markets were struggling. Morgan Stanley had discussed the shares on April 6th. It raised the share price target to $468 from $582 and kept an Overweight rating. The bank remarked that Seagate Technology Holdings (NASDAQ:STX) could benefit from a robust demand for hard disk drives, with shortages expected to continue through 2028. Morgan Stanley added that strong price per terabyte trends could benefit Seagate Technology Holdings (NASDAQ:STX)’s margins. Cramer remarked that memory companies were basking in a tight market:
“Look I was on that Seagate call, they’re not even spending that much money, they’re enjoying the tightness. Sandisk is enjoying the tightness.”
11. NVIDIA Corporation (NASDAQ:NVDA)
Number of Hedge Fund Holdings in Q4 2025: 264
NVIDIA Corporation (NASDAQ:NVDA) is one of Jim Cramer’s favorite stocks. Throughout 2025 and 2026, the CNBC TV host has defended the firm during periods of weak share price movement. He believes that NVIDIA Corporation (NASDAQ:NVDA) is at the center of an industrial revolution, and even though competing AI chips are available, the firm’s products are the clear leaders when it comes to performance. Year-to-date, NVIDIA Corporation (NASDAQ:NVDA)’s shares are up by 5%, while over the past year, they are up by 73%. In this appearance, Cramer discussed the firm as other big technology firms reported their earnings:
“We were trying to develop a thesis that said they were, they had a good night. The only reason they had a good night is because nobody has enough, they don’t have enough. But these are the companies, that. . .beatings will continue until morale improves, okay. It’s lurking, lurking, lurking, you need them, everybody needs them. They can all say all the things that they have about their own chips, but in the end, Meta just did their bond deal, believe me, a lot of that’s going to go to NVIDIA.
“Yeah but you can’t do this without NVIDIA. They can have all the Trainiums that they want, and I think that that’s great that they went on their own. NVIDIA is the dominant player, still. I’m sorry.”
10. GE HealthCare Technologies Inc. (NASDAQ:GEHC)
Number of Hedge Fund Holdings in Q4 2025: 48
GE HealthCare Technologies Inc. (NASDAQ:GEHC) is one of the largest medical device manufacturers in the world. Its shares are down by 13% over the past year and 26% year-to-date. Piper Sandler discussed the firm on April 17th, as it reduced the share price target to $88 from $96 and kept an Overweight rating on the stock. GE HealthCare Technologies Inc. (NASDAQ:GEHC)’s acquisition of medical imaging software company Intelerad played a central role in Piper Sandler’s coverage. The financial firm commented that the medical device company could boost its annual revenue by $270 million through the affair. With GE HealthCare Technologies Inc. (NASDAQ:GEHC)’s shares down by 13% over the past month, Cramer discussed the impact of the conflict in Iran on the firm’s business:
“This war, it’s now reverberating through everything. You know GE Healthcare talked about it, GE Healthcare! That’s like an MRI, MRI! I mean, talk about impact. Like you ever use an MRI? Do you ever imagine that’s going to be the Gulf? You know the Strait of Hormuz? You know what I mean?”
9. Eli Lilly and Company (NYSE:LLY)
Number of Hedge Fund Holdings in Q4 2025: 137
Pharmaceutical giant Eli Lilly and Company (NYSE:LLY) is one of Cramer’s favorite stocks in the space. The shares are up by 16.9% over the past year and are down by 10.8% year-to-date. The stock closed 9.8% higher on April 30th as the firm reported its first-quarter earnings. The results saw Eli Lilly and Company (NYSE:LLY) post $19.8 billion in revenue and $8.55 in earnings per share to beat analyst estimates of $6.66. Cramer has praised the firm for multiple reasons for more than a year. These include a robust manufacturing presence in the US and a drug portfolio that expands its presence in markets other than weight loss drugs. In this appearance, he discussed Eli Lilly and Company (NYSE:LLY)’s weight loss pill and continued to praise the company:
“This is one of the greatest pharma stories, I think it rivals with Keytruda. I’m not kidding. It is better I think than any of the Abbvie combinations for immunology. You know David, the most important thing that I think is this pill. A lot of people felt that the pill had a bad start. They were using scripts, they said it was only a thousand a week, 1,200 a week. It’s a thousand a day and it’s just starting. That and the pill I think is superior to Novo Nordisk, or to the competitors as Ricks said.
“But they’re also working on the pill which is not going to hurt the muscle but just get rid of the fat. And here’s some numbers that I thought were interesting. 20 million people take it and he thinks that a billion people could take it. There’s a big a there. . .so I think that the idea that this is down, this is called laughable. That’s is a laughable chart, alright, because it’s about to turn up. . .But this is this great Foundayo launch, people didn’t think Foundayo was doing well, the pill, and I think that one of the things that David Ricks said was it’s just fine. Which for David is like a big deal. . .”
Baron Health Care Fund discussed Eli Lilly and Company (NYSE:LLY) in its Q1 2026 investor letter:
“Eli Lilly and Company (NYSE:LLY), a global pharmaceutical company currently best known for its GLP-1 treatments for diabetes and obesity, detracted from performance. Following a robust fourth quarter of 2025, shares declined after competitor Novo Nordisk launched its oral Wegovy ahead of Lilly’s oral launch in April 2026. Early prescription trends for oral Wegovy have been strong, prompting investor concerns about potential cannibalization of injectable obesity medications and the possibility of price cuts from Novo Nordisk igniting a price war. Novo Nordisk currently offers introductory cash-pay rates on the starting doses ($149 for oral, $199 for injectable), but patients can only access these promotional prices for two months, the discounts apply only to low starting doses that do not drive meaningful weight loss, and most patients ultimately titrate to higher-priced maintenance doses. Longer term, we continue to view Lilly’s Mounjaro and Zepbound, along with its oral GLP-1 orforglipron, as best-in-class treatment options for diabetic and obese patients. We expect GLP 1 therapies to become the standard of care and to represent a $150-billion-plus market opportunity.”
8. Carrier Global Corporation (NYSE:CARR)
Number of Hedge Fund Holdings in Q4 2025: 59
Carrier Global Corporation (NYSE:CARR) is an HVAC, refrigeration, and security systems provider. Its shares are down by 5.5% over the past year and are up by 26.4% year-to-date. Evercore ISI and Barclays discussed the firm in April. Barclays reduced the share price target to $67 from $72 and kept an Overweight rating on the shares as part of its broader industry coverage. On the 13th, Evercore ISI initiated coverage to set a $75 share price target and an Outperform rating on Carrier Global Corporation (NYSE:CARR)’s stock. The firm’s markets were part of the analysis, as Evercore remarked that Carrier Global Corporation (NYSE:CARR) was exposed to several strong markets such as electrification, data centers, and aftermarket services. Following the earnings, Evercore raised the share price target to $85 and kept an Outperform rating on the stock.
“Dave Gitlin really did it, it was a nice upside surprise, including the fact that Europe has come back. The data center was remarkable, CARR. Data center really they hit it out of the park. HVAC is strong. This is the first upside surprise [inaudible] Dave has delivered.”
7. Caterpillar Inc. (NYSE:CAT)
Number of Hedge Fund Holdings in Q4 2025: 86
Industrial equipment manufacturer Caterpillar Inc. (NYSE:CAT)’s shares are up by 174% over the past year and 48% year-to-date. Bank of America discussed the firm on April 24th. It raised the share price target to $930 from $825 and kept a Buy rating on the stock. BofA remarked that Caterpillar Inc. (NYSE:CAT) could raise its tariff costs, which could end up affecting the firm’s 2026 financials. Truist also discussed the firm in April as it raised the share price target to $920 from $786 and kept a Buy rating on the shares. The bank commented that Caterpillar Inc. (NYSE:CAT), along with its peers, could benefit from favorable macroeconomic data. Cramer often comments on the firm. Most of his recent remarks have tied Caterpillar Inc. (NYSE:CAT) to power generation, data centers, and computation capacity for artificial intelligence. In this appearance, he commented on the role that hedge funds are playing:
“Caterpillar, when I sat down with Joe, the CEO Joe Creed, remember a lot of this was set up, it’s been years in the making. But Joe Creed was the fellow who talked about. You’ve got hedge funds buying engines, attaching them to natural gas and building their own power plants. Hedge funds!”
6. Bloom Energy Corp. (NYSE:BE)
Number of Hedge Fund Holdings in Q4 2025: 88
Bloom Energy Corp. (NYSE:BE) is a fuel cell company that allows users to generate power without combustion. Its shares are among the market’s top performers as they are up by 1,667% over the past year and by 194% year-to-date. They closed 27% higher on April 29th, after the firm reported its first-quarter earnings. The results saw Bloom Energy Corp. (NYSE:BE) post $751 million in revenue and $0.44 in earnings per share to beat analyst estimates of $539 million and $0.12 by a wide margin. Ahead of the earnings, UBS discussed the firm on April 21st. It raised the share price target to $251 from $171 and kept a Buy rating on the stock. The bank cited optimism about Bloom Energy Corp. (NYSE:BE)’s exposure to the AI space. UBS’ optimism proved to be warranted, as the firm’s CEO commented during the earnings call that “Our pipeline today is diverse and robust in the AI segment.” Given Bloom Energy Corp. (NYSE:BE)’s share price performance, and Cramer’s preference to be called a “dollar sign represented by man,” his comments about the firm are unsurprising:
“You know I love Bloom, I love Bloom.”
While we acknowledge the potential of BE to grow, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than BE and that has 100x upside potential, check out our report about the cheapest AI stock.
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