In this piece, we will look at the stocks Jim Cramer discussed.
In a recent appearance on CNBC’s Squawk on the Street, Jim Cramer discussed the surge in gold prices and the US dollar. The dollar dipped to new lows recently, just as gold prices surged beyond the $5,000 mark. The CNBC TV host compared gold with Bitcoin and wondered whether the rise in gold prices demonstrated its superiority as a safe haven over the cryptocurrency:
“Look, the dollar has been weak, extraordinarily weak. And also, I don’t know if anyone’s watching Bitcoin. . .it’s doing nothing. It’s almost become a sideshow even though there’s so many stocks connected to it. Because people just say, listen, if I want to hedge against inflation, gold, silver, which is industrial by the way, I am seeing people buying copper because there’s so much demand in the data centers. . .I want people to understand that gold has maintained its core value. I am a gold bug, I have been since 2000. I’m not changing. Don’t sell your gold. Do not sell your gold.”
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 January 23rd and tweeted about. We also provided hedge fund sentiment for each stock as of the third quarter of 2025, which was taken from Insider Monkey’s database of 978 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 427.7% since May 2014, beating its benchmark by 264 percentage points (see more details here).
10. Texas Instruments Incorporated (NASDAQ:TXN)
Number of Hedge Fund Holdings: 72
Texas Instruments Incorporated (NASDAQ:TXN) is a semiconductor manufacturing company that makes and power controllers, signal processors, and other chips. Its shares are up by 15% over the past year and by 17% year-to-date. The stock has been at the center of attention of analysts lately after the firm reported its fiscal fourth quarter earnings. The results saw Texas Instruments Incorporated (NASDAQ:TXN) post $4.42 billion in revenue, which missed analyst estimates of $4.44 billion. However, its guidance for the first quarter beat estimates. Texas Instruments Incorporated (NASDAQ:TXN) guided between $4.32 billion and $4.68 billion in revenue and $1.22 and $1.48 per share in earnings per share, while analysts had penciled in $4.42 billion and $1.26. Following the earnings, UBS raised the share price target to $260 from $245 and kept a Buy rating on the back of a robust backlog and stable revenue trends. For Cramer, it was Texas Instruments Incorporated (NASDAQ:TXN)’s earnings call that caught his attention as he tweeted:
“That was the best, most polished, Texas Instruments conference call i can remember. They are truly crushing it in industrial and data center. And they, like Seagate, are being incredibly disciplined….”
The CNBC TV host was also impressed by the earnings as he tweeted:
“Texas Instruments delivered! Lower inventory, data center breakthroughs. Huge”
9. NIKE, Inc. (NYSE:NKE)
Number of Hedge Fund Holdings: 89
Athletic apparel giant NIKE, Inc. (NYSE:NKE)’s shares are down by 14% over the past year and are flat year-to-date. The company has struggled due to an ongoing turnaround led by CEO Elliott Hill. NIKE, Inc. (NYSE:NKE)’s stature means that it’s a stock that Jim Cramer regularly discusses. Over the course of the past year, the CNBC TV host has defended Hill and urged faith in the CEO. More recently, following NIKE, Inc. (NYSE:NKE)’s latest earnings, Cramer commented that the firm should improve its Chinese operations just as it had turned around its business in the US. NIKE, Inc. (NYSE:NKE)’s China business was also on Needham’s mind after it downgraded the stock to Hold from Buy. Similarly, RBC Capital cut the share price target to $78 from $85 and kept an Outperform rating as it expressed worries about the timeline of the turnaround in NIKE, Inc. (NYSE:NKE)’s profitability. Cramer tweeted about the firm after news broke of a Chinese firm buying a $1.8 billion stake in sports apparel company Puma. He continues to be optimistic about the turnaround in China as he remarked:
“I think that Nike’s moves in China will lead to a turn. Can’t be how soon. Do know it can happen”
