In this article, we will discuss: Jim Cramer Discussed The Iran Ceasefire & Commented On These 19 Stocks. For more stocks, you can head to Jim Cramer Discussed The Iran Ceasefire & Commented On These 5 Stocks.

With hostilities between the US and Iran now under ceasefire, CNBC’s Jim Cramer discussed the latest development in a tweet. Cramer has kept a watchful eye on markets throughout the conflict. Some of the trends and factors that he has discussed include a possible link between oil giant Chevron’s shares and investor beliefs about the conflict’s timeline, the link between crude oil prices and the stock market, and an eventual longer-term dip in markets. As crude oil fell to below $95 after the ceasefire was announced, Cramer tweeted that investors can find it difficult to catch big moves by being inconsistent:

“Let this morning be one more reason why you can’t flit in and out of the markets to catch big moves….It’s a fool’s errand….I spent about 100 pages in How To Make Money in Any Market writing about how you can’t get out and get back in….”

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 2nd. 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).

19. Chevron Corporation (NYSE:CVX)

Number of Hedge Fund Holders: 86

Oil giant Chevron Corporation (NYSE:CVX)’s shares have been consistently on Jim Cramer’s radar ever since hostilities started in Iran. They are up by 41% over the past year and by 27% year-to-date. The CNBC TV host has repeatedly stressed that the stock moves up when investors extend their timeline for the conflict’s end and vice versa. Bernstein commented on Chevron Corporation (NYSE:CVX)’s shares on March 22nd. It raised the price target to $216 from $194 and maintained an Outperform rating. The financial firm outlined that its coverage was a part of a broader update of oil price models. Earlier in the month, Barclays had also discussed the stock as it raised the share price target to $180 from $172 and kept an Overweight rating on the shares. Barclays commented that it had raised oil price estimates and added that the sector could benefit from cash flow tailwinds. Cramer, who has continuously praised Chevron Corporation (NYSE:CVX)’s CEO for the past year, kept his upbeat tone about the executive in this appearance as well:

“You know I’ve been saying that Chevron is the one, Chevron, because Michael Wirth is indeed leveraged all over the world.”

18. Tesla, Inc. (NASDAQ:TSLA)

Number of Hedge Fund Holders: 137

The day this program was aired, Tesla, Inc. (NASDAQ:TSLA) had released its vehicle delivery data for the first quarter. During the three month period, the firm produced and delivered 408,386 and 358,023 vehicles, respectively. However, analysts had penciled in for Tesla, Inc. (NASDAQ:TSLA) to post 370,000 deliveries, and the delivery figures marked a 6% annual growth. The stock closed 5.4% lower on April 2nd, and year-to-date it is down by 22%. Throughout 2025, Cramer asserted that Tesla, Inc. (NASDAQ:TSLA) is more of a technology company and not a car company. The CNBC TV host held his view even as his co-hosts repeatedly pointed out that the firm’s shares nevertheless react to delivery figures and the revenue generated by car sales. GLJ Research had discussed Tesla, Inc. (NASDAQ:TSLA)’s shares on March 30th. The firm reiterated a Sell rating and a $24.86 share price target. The first quarter deliveries were at the heart of the coverage as GLJ pointed out that it estimated Tesla, Inc. (NASDAQ:TSLA) to deliver 368,478 cars during the period. In this appearance, Cramer discussed how the shares had reacted as CEO Elon Musk redefined his firm’s narrative:

“Obviously, not great for the company, but as we just said, the actual disconnect between when we stopped thinking about it as a car company and we started thinking about it as a actual technology company, caused one of the great moves that I’ve seen. I don’t want to get too negative on it. Because I think everyone wished they had that move. We didn’t realize very quickly that they were repositioning. Remember our friend Dan Ives was talking about how things were teetering and it better start being a technology company. And no one was saying things would be teetering and then it’s going to be in trouble. Which I thought was really interesting because only Musk would be able to make it so, David you would be able to say this, that the narrative changed, when things got bad, the stock flew on the new narrative!”

17. Amazon.com, Inc. (NASDAQ:AMZN)

Number of Hedge Fund Holders: 381

eCommerce and cloud computing giant Amazon.com, Inc. (NASDAQ:AMZN)’s shares are up by 20% over the past year and down by 6% year-to-date. Banking giant Wells Fargo discussed the firm’s capital expenditure on April 2nd as it adjusted the share price target to $305 from $304 and kept an Overweight rating on the stock. The bank outlined that Amazon.com, Inc. (NASDAQ:AMZN)’s 2026 capital expenditure guidance should remain stable and added that a growth in the firm’s cloud business revenue could lead to higher free cash flow. As of now, Amazon.com, Inc. (NASDAQ:AMZN) expects to fork out $200 billion in capital expenditure for 2026. On the 27th, the shares closed 3.9% lower, with media reports suggesting the dip occurred due to broader concerns about AI spending and growth. As for Cramer, in this appearance, he and co-host David Faber discussed Amazon.com, Inc. (NASDAQ:AMZN)’s Kuiper (Amazon Leo) satellite business as well as competition from SpaceX’s Starlink satellite internet:

“Jassy has said over and over again, he has to do it. It’s a necessity. They have to do it. Now I’m not going to disagree, I mean he knows his business better than anybody. He’s got a habit.”