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 how AI data centers were outpacing the rate at which the electricity grid in America was growing. Mentioning the electricity equipment provider Eaton, the CNBC TV host remarked that the growing AI data center construction also creates jobs. Cramer commented:
“It does because it’s a gigantic amount of money going into a concentrated area with a lot of different contractors and you need energy to get to the data centers which is part of the Eaton’s issue. You got the electric grid maybe growing 5%, that’s a giant issue. These are all things that make it so that anybody that can get a job if they have any sort of kind of a, I don’t know want to say handy, cause that sounds silly. But if you want a job, you’ll get a job. You’ll get a job.
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 July 15th.
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. Cummins Inc. (NYSE:CMI)
Number of Hedge Fund Holders In Q1 2025: 53
Cummins Inc. (NYSE:CMI) is an industrial machinery firm slated to benefit from growing data center construction, according to Jim Cramer. The firm’s shares are down by 1.6% year-to-date as the firm has joined other vehicle companies to assess the impact of tariffs on its business. Cummins Inc. (NYSE:CMI)’s stock might have been worse off had it not been for surging interest in data center build out. Here is what Cramer said:
“No I mean data centers are the story again. Pennsylvania data centers. The building of them would be CoreWeave, the President’s going to Pennsylvania. Pennsylvania being a hub for all these. Everyone wants to play the parts of data center again. It really cooled in April. No one cared. The stocks got killed. . .I think that you can go back to these stocks. . . .Cummins is there.”
Previously, the CNBC TV host discussed Cummins Inc. (NYSE:CMI)’s share price movements after EPA announcements, which led to worries about advance demand for the firm’s products evaporating:
“[On stock moving after EPA’s latest comments] Well, they’ve always, anytime there has been like a tightening of the rules, they always, these companies have done well in pre buy. It’s like wow, I can go buy all the engines now before the tariffs so to speak of the EPA. And they lost that wind behind their back.”
“[On whether the share performance is a function of transport stocks] Well, the transport’s, are not good. Uh, look, you don’t know what the traffic’s going to be coming from Mexico or Canada. You don’t know who to, what the tariffs, is the tariff going to be at the border? Is the tariff going to be on what is the final sale? Well let’s just pull back.”
9. Dover Corporation (NYSE:DOV)
Number of Hedge Fund Holders In Q1 2025: 53
Dover Corporation (NYSE:DOV) is one of the largest industrial machinery providers in America. Cramer discussed the stock in the context of booming AI build outs in America. Dover Corporation (NYSE:DOV)’s shares are flat year-to-date as the firm has suffered from the uncertainty created by high tariffs. However, its stock has gained 4% over the pre-Liberation Day announcement high. Cramer’s earlier comments about Dover Corporation (NYSE:DOV) have dismissed market worries and advised viewers to buy. Here are his recent thoughts:
“No I mean data centers are the story again. Pennsylvania data centers. The building of them would be CoreWeave, the President’s going to Pennsylvania. Pennsylvania being a hub for all these. Everyone wants to play the parts of data center again. It really cooled in April. No one cared. The stocks got killed. . .I think that you can go back to these stocks. . .You just want to own Dover which is a stock we own for the charitable trust, besides Eaton which is there. You want to be there again, because the building is continuing and I just feel like, wow it’s a pretty good time.”
The CNBC TV host discussed Dover Corporation (NYSE:DOV)’s share price performance in June. Here is what he said:
“I look wrong right now on Dover for the club… but I think I’m going to be right. Why? Because I think that Tobin is very smart, the CEO and the stock should never have been thrown back, 19 times earnings. It even went down when steel tariffs went on. I say enough is enough. Buy Dover right now, tomorrow morning.”
8. Albertsons Companies, Inc. (NYSE:ACI)
Number of Hedge Fund Holders In Q1 2025: 52
Albertsons Companies, Inc. (NYSE:ACI) is an American food and drug retailer. Its shares are up by 4.9% year-to-date after a sharp 6.8% fall in July. Albertsons Companies, Inc. (NYSE:ACI)’s shares fell after the firm’s latest earnings report saw it leave its annual profit outlook unchanged. The results, which saw the firm’s Q1 sales of $24.88 billion beat analyst estimates of $24.73 billion and its $0.55 in adjusted profit beat $0.53 of estimates, were insufficient to satiate investors who have become concerned about the retail industry. Cramer remarked that Costco is a good buy in the retail sector:
“I know you know people are cooling on this whole idea of, of anyone in that business. And I come back and I’m looking at Costco and I think Costco’s what you buy. But I’m a lonely voice in the wilderness right now.”
Previously, the CNBC TV host commented that Albertsons Companies, Inc. (NYSE:ACI) could go higher:
“Once they got away from that merger, I think that people realized the value of the company. It’s still a low multiple stock. I happen to like Kroger more, but I’ve gotta tell you, this is a survivor, and I think that Albertsons’ going to keep going higher.”
7. The Procter & Gamble Company (NYSE:PG)
Number of Hedge Fund Holders In Q1 2025: 88
The Procter & Gamble Company (NYSE:PG) is one of the largest consumer goods companies in the world. Its shares have lost 7.9% year-to-date on the back of several headwinds, such as analyst downgrades and weak earnings performance. The Procter & Gamble Company (NYSE:PG) cut its full year outlook in April when it slashed midpoint core EPS growth to 3% from an earlier 6%, revenue growth to 2% from 4%, and EPS to $6.77 from $6.98. The Procter & Gamble Company (NYSE:PG) blamed the adjustments on the dynamic consumer and geopolitical environment. Cramer discussed a recent downgrade of the stock and linked The Procter & Gamble Company (NYSE:PG)’s woes with Amazon’s performance:
“[On a downgrade] I thought that made sense. They’re caught. I mean Proctor’s caught. They’ve got an Amazon problem. All those guys have an Amazon problem. . .You just can’t let them be in charge. But right now Amazon is in charge. And I think that’s what the episode of four days, the big takeaway is alright, there’s a boss in town. And you better figure out how to work with them. And whether you’re Proctor or Coca-Cola, doesn’t matter. You have to have a strategy, they’re too big.”
Previously, the CNBC TV host had discussed the impact of the dollar on The Procter & Gamble Company (NYSE:PG)’s financials:
“Let me give you another story. The dollar keeps getting killed, right? We keep hearing chatter all day about how it’s dangerous, that the greenback’s at a 4-year low, dangerous. I can’t believe my ears. Have these naysayers ever been on a consumer packaged goods conference call? Practically every country on earth loves to devalue their currency in order to make their exports more competitive and kill our competition, kill our commerce.
Go listen to Procter & Gamble call, any call, and you know what you hear? They’re always complaining that the dollar’s too strong. So when their big earnings from overseas, and this is a great company, are translated back to our currency, their profits are dramatically lower. Now, I don’t like Procter & Gamble stock that much here, but it’s pretty obvious they’ll be able to beat the numbers thanks to that weaker dollar.”
6. Amazon.com, Inc. (NASDAQ:AMZN)
Number of Hedge Fund Holders In Q1 2025: 328
Amazon.com, Inc. (NASDAQ:AMZN) is a regular feature of Cramer’s morning show. The CNBC host’s recent comments have surrounded the firm’s AWS cloud business, Alexa Pro, and Prime Day sales. Cramer also believes that Amazon.com, Inc. (NASDAQ:AMZN) CEO Andy Jassy’s polite nature will serve him well in the current US political climate. He is also optimistic about Alexa Pro and believes the firm’s upcoming earnings should be interesting when it comes to AWS. This time around, he discussed Amazon.com, Inc. (NASDAQ:AMZN)’s dominance in the retail space:
“I mean Proctor’s caught. They’ve got an Amazon problem. All those guys have an Amazon problem. . . .You just can’t let them be in charge. But right now Amazon is in charge. And I think that’s what the episode of four days, the big takeaway is alright, there’s a boss in town. And you better figure out how to work with them. . .You have to have a strategy, they’re too big.”
Earlier, Cramer discussed a Morgan Stanley note about Amazon.com, Inc. (NASDAQ:AMZN):
“I want to go away from Amazon Prime. A lot of people are saying it’s good, a lot of bad. There was an excellent piece by Morgan Stanley, that it’s not about Prime. It’s not about retail. It’s about Amazon Web Services, which you have long reminded me is really where the money is. What I thought that was interesting was, they’re saying that Azure’s got good numbers that could be harbinger for Amazon’s numbers. But they said the latest CIO survey shows that Amazon is gaining over Microsoft, Google, and Oracle. And then they even say, now I don’t know how important this really is, but non-Anthropic AWS growth speaks to the strength of the business. And Anthropic growth is going to be good. Now Anthropic, they’re mistaken. But David, what they’re really saying is that part that you really should be concerned about is not is not Prime. It’s web services. And the web service could be better. And because of that, that you really are looking at lower estimates. And they could beat those estimates. . . .And I thought that was interesting because this is the one, that I think a lot of people say, you know what, Jassy hasn’t done as well as the other guys. . .but I think Jassy’s doing well and I think that web services is really doing well.
“By the way, the Alexa Plus is going to be a big rollout in the fall. So they’re doing some things I think people aren’t including in the positive story about Amazon.”
5. Kimberly-Clark Corporation (NYSE:KMB)
Number of Hedge Fund Holders In Q1 2025: 45
Kimberly-Clark Corporation (NYSE:KMB) is an American personal care products company. Its shares have lost 2.8% year-to-date, and Cramer has discussed the firm several times during his morning show. The CNBC TV host believes that Kimberly-Clark Corporation (NYSE:KMB) is operating under strong leadership but has advised viewers to wait before buying the stock. Cramer’s hesitance is due to the broader weakness in the retail sector. This time, he discussed Kimberly-Clark Corporation (NYSE:KMB) in the context of competition from Amazon:
“All those guys have an Amazon problem. Kimberly, you have to have a strategy for Amazon. You just can’t let them be in charge. But right now Amazon is in charge. And I think that’s what the episode of four days, the big takeaway is alright, there’s a boss in town. And you better figure out how to work with them. And whether you’re Proctor or Coca-Cola, doesn’t matter. You have to have a strategy, they’re too big.”
Previously, Cramer discussed the firm’s decision to reduce its exposure to Kleenex:
“Then there’s Kimberly-Clark. Today, it took decisive action to cut its exposure in one of the most difficult businesses, its global Kleenex and tissue division, by selling 51% of the business to the Brazilian supplier, Suzano, for $1.73 billion. I like this. Kimberly-Clark gets out of a cyclical business that has not great margins and its far more proprietary business, especially diapers, get to shine.
I thought it was one more attempt by the gutsy CEO, Michael Hsu, to reinvent this company as a consistent grower, much more like Procter & Gamble. I figured the stock could rally a couple of bucks from the news. It was that creative of a deal. Nah, the stock got crushed. It is down more than 2%, crazy town.”
4. Meta Platforms, Inc. (NASDAQ:META)
Number of Hedge Fund Holders In Q1 2025: 273
Meta Platforms, Inc. (NASDAQ:META) has become a regular feature of Cramer’s morning show due to the firm’s AI initiatives. Cramer believes that the firm has to improve its AI model performance. This time, he criticized Meta Platforms, Inc. (NASDAQ:META)’s strategy of marketing its AI investments:
“[On Zuckerberg’s data center announcements] Now here’s what these companies are all doing wrong. They’re appealing to the wrong people. They are not, I mean there’s a big scrum going on among all these. And they just don’t talk about what regular people want. I mean Zuckerberg should be saying, look wanna look up something about what is important right now in the world? You come to ours. But they don’t want to appeal to the people. They try to appeal to Wall Street. Well come on, we don’t know. I mean we don’t know anything. I mean where’s Gemini. What can Gemini do that I can’t get from Perplexity? Give me the list, the bill of particulars about why I should go to Claude.
“And I know Mark Zuckerberg. Not well, of course, but he is so, he’s just look this one’s the size of Manhattan, well you know that’s like Charlie the Tuna, I don’t want tuna with good taste, I want good taste in tuna. I mean I don’t care. . . .what does that mean to me? How is that a selling point for people who want to use something?
“. . .I find that they’re very good at saying we’re spending a lot of money. But how about saying, why. We’re spending a lot of money in order to be able to beat the heck out of Anthropic. We’re spending a lot of money so that you never go to Perplexity. Because in the end, you need viewers, you need people to be able to make it so that you have, that you’re, that the machines work for you. And, they’re just not good at, they’re so not good at being sales people.”
3. Coinbase Global, Inc. (NASDAQ:COIN)
Number of Hedge Fund Holders In Q1 2025: 66
Coinbase Global, Inc. (NASDAQ:COIN) is a cryptocurrency exchange that has managed to command a dominant position in the hot Bitcoin market. The firm’s shares have gained 54% year-to-date, particularly due to the Trump administration’s focus on the cryptocurrency market. Over the past month, Coinbase Global, Inc. (NASDAQ:COIN)’s stock has gained 56% as the firm benefits from record-setting Bitcoin prices and legislation surrounding stablecoins. Cramer discussed Coinbase Global, Inc. (NASDAQ:COIN)’s market share and stablecoins:
“[On stablecoins and market share] This is about market share. And the race to have market share. And why is Coinbase at the price that it’s at? Well because they play the game. And when I say play the game, they’re now in the place that you think, oh I should be with Coinbase. They think it’s great.”
Previously, the CNBC host commented on Coinbase Global, Inc. (NASDAQ:COIN)’s resilience in the stock market:
“Next, Coinbase. Alright, the cryptocurrency stocks, they just never want to quit. And this is a group that matters, even if older portfolio managers don’t care [and] look the other way. I think this one’s going higher, to who knows where.”
2. Robinhood Markets, Inc. (NASDAQ:HOOD)
Number of Hedge Fund Holders In Q1 2025: 76
Digital exchange Robinhood Markets, Inc. (NASDAQ:HOOD) is one of Jim Cramer’s top stocks in the space. He believes that the firm has a strong product platform that has facilitated the transfer of wealth from older generations to newer generations. This time around, he discussed Robinhood Markets, Inc. (NASDAQ:HOOD)’s comeback and CEO Vlad Tenev:
“Look at what happened to Vlad and Robinhood. Robinhood was certifiably bankrupt. And they’ve come back, and Robinhood is remarkable. And the things they offer are so great. Is it any reason why it’s 87 billion, it shouldn’t be 87 billion, it should be 150 billion.
“I was talking to Vlad Tenev, the CEO. It was like a Saturday, five o clock and I said, what are you doing partner? You’re like really screwing up. And my wife said who you’re talking to? And I said I’m talking to that guy with the long hair who was in here, give it, give me the phone. She said listen you gotta clean it up. You gotta be, more, you gotta be thinking a little more about the long term. You gotta be like more, more impressive. I said it’s Vlad Tenev, don’t tell him how to be impressive. No, uhh, I like the guy, I like the guy. I think he’s a real rebel, but I like him. And Vlad says, who is it, is that your wife? I said yeah, it’s my wife, she likes you. But the fact is that if you look at that chart, there’s a guy who got religion about being serious, about younger people investing and everything he says is, these days so on point. He plays the game.”
However, earlier, Cramer warned viewers against falling for Robinhood Markets, Inc. (NASDAQ:HOOD)’s hype:
“I want you to take out your cost basis. It’s had a major move. Robinhood has become what I call a meme stock. It means that it’s just done, it’s just trading off of enthusiasm right now. When I see trading off enthusiasm, what’s the matter with that?
Well, enthusiasm can cool. I like trading off of fundamentals. Now, Robinhood is doing well, but they have really, let’s say, become very big cheerleaders for themselves. Nothing the matter with that, but don’t get caught up in the hype. Take your cost basis out, and then we can deal with, let’s say, letting it run situation, but not until then.”
1. The Trade Desk, Inc. (NASDAQ:TTD)
Number of Hedge Fund Holders In Q1 2025: 61
The Trade Desk, Inc. (NASDAQ:TTD) is an American technology company that enables businesses to run digital advertising campaigns. In today’s era of video streaming platforms outpacing traditional media when it comes to user growth, the firm has managed to establish a strong foothold for itself in an emerging industry. Yet, despite its business model, The Trade Desk, Inc. (NASDAQ:TTD)’s shares have lost 30% year-to-date on the back of a massive 33% selloff in February. The stock sank after the firm’s fourth quarter revenue missed analyst estimates and raised questions about its growth prospects. Cramer discussed the share price performance:
“[On S&P inclusion] Oh good. You know look, Jeff had one change in his algo, I’m talking about Jeff Green, he missed the quarter. And he’s been paying penitence. There’s a guy by the way like, the conference call was like listen I screwed up, I screwed up. . .he wore the hare suit. Now drop the hare suit, play your strong suit. He’s got a really good product.”
Earlier, the CNBC TV host commented on The Trade Desk, Inc. (NASDAQ:TTD)’s CEO and the firm’s “mojo”:
“Oh, you know, look, I should have told people to pull the trigger after that one unfortunate quarter that Jeff Green had, but I’ve got to tell you, I want Jeff on. Jeff has been elusive of late. I think he’s got the right—he’s got the mojo. Jeff’s got the mojo now. And mojo’s being a technical term for really good stock.”
While we acknowledge the potential of TTD 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 TTD and that has 100x upside potential, check out our report about this cheapest AI stock.
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