In this piece, we will look at the stocks Jim Cramer discussed. 

In his recent appearance on Squawk on the Street, Jim Cramer discussed the third anniversary of the bull market. Cramer discussed different sectors of the stock market and commented that while technology stocks were doing well, others, such as homebuilding and drug stocks, were not performing well. The day ended with the S&P 500 dipping 2.7% after President Trump’s remarks about China, which kicked off a $2 trillion rout. However, markets gained after Trump said that US trade with China would be fine:

“Right I think that we’re back unfortunately in that period where the, where we started, in bottom, where the hyperscalers. . .what we were saying the other day, the hyperscalers are still there. We still care tremendously. And then there’s the, companies that, in Silicon Valley they would say pre revenue. And then there’s the vast majority of the market that actually did bottom, but is now finding it’s way back to those levels. Quietly. . .so you’ll have like an Advanced Micro that is up dramatically, but then you have the homebuilders, which are really threatening to completely roll over, the retailers act so badly. Most of the drug stocks are horrendous. There’s a huge percent of the market that I regard is in a bear market now which is really crazy. . .”

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 October 10th.

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).

11. Oracle Corporation (NYSE:ORCL)

Number of Hedge Fund Holders In Q2 2025: 124

Oracle Corporation (NYSE:ORCL) is one of the most pivotal AI stocks due to its role in the enterprise computing ecosystem. The firm provides computing capacity for AI companies, and it experienced significant tailwinds in September after announcing a $455 billion cloud order backlog. The order also caught Cramer’s attention, and he has discussed Oracle Corporation (NYSE:ORCL) several times since then. More recently, the CNBC TV host outlined NVIDIA CEO Jensen Huang’s explanation of the payoff from buying the firm’s AI GPUs. These GPUs are a key part of Oracle Corporation (NYSE:ORCL)’s infrastructure. This time, he discussed reports about the firm struggling with depressed free cash flows. The report came from The Information and claimed that internal documents showed margins lower than analyst expectations. Cramer commented on the report and co-host David Faber interviewing Oracle Corporation (NYSE:ORCL)’s co-CEOs”:

“[On depressed free cash flow] They’re the ones that’s a bridge too far and if it weren’t for Larry Ellison I would say. . .if it weren’t for Larry Ellison I would say I don’t believe it.

“But I do think that your two guys will be the key here. Why? Because they’re the ones that have to raise the money. And I don’t know where it comes from. And there’s no Lazy Susan deal to them.”

10. Salesforce, Inc. (NYSE:CRM)

Number of Hedge Fund Holders In Q2 2025: 121

Cramer discussed Salesforce, Inc. (NYSE:CRM) in the context of agentics AI. The firm is holding its Dreamforce conference this week, and in his previous comments, Cramer has wondered about the demand for Salesforce, Inc. (NYSE:CRM)’s software. Yet, at the same time, he has also expressed faith in CEO Marc Benioff’s attempts to compete in a software industry contending with AI allowing businesses to code and develop in-house software. During this appearance, he discussed a hesitance among some banking executives he talked to when it came to using agentics AI due to security concerns:

“I was at a small banking conference yesterday, at the Fed, and I asked people about agentics, you know what do you, how do you stop the hacking? Don’t use them. Don’t use them. That people don’t like what Marc Benioff is going to be unveiling next week because I think they feel they’re too easily hacked.”

9. Agnico Eagle Mines Limited (NYSE:AEM)

Number of Hedge Fund Holders In Q2 2025: 52

As gold prices cross record highs, Cramer has started to frequently discuss gold Agnico Eagle Mines Limited (NYSE:AEM). He believes that the firm is one of the top players in its space, and previously, Cramer has wondered whether surging US debt of $37 trillion is pushing gold prices up. Amidst the surge, he has repeatedly expressed optimism for Agnico Eagle Mines Limited (NYSE:AEM). The CNBC TV host believes that the firm has positioned itself well with regard to its mining sites. This time, he recalled a discussion with the firm’s chairman and shared additional insights into what is driving gold prices:

“Sean Boyd I think is the leading spokesperson for gold. He’s the chairman of Agnico Eagle. And he just said, look Jim, I was giving him a thesis of. . . but I was thinking that it was people who were rushing away from our 37 trillion dollars. And he said, no, it’s the Chinese central bank and Chinese individuals who desperately want gold as a storage of value.”

8. IonQ, Inc. (NYSE:IONQ)

Number of Hedge Fund Holders In Q2 2025: 30

IonQ, Inc. (NYSE:IONQ), a quantum computing hardware and software services provider, is a frequent feature of Cramer’s morning show. In this appearance, he discussed the firm’s recent $2 billion equity offering:

“Well just because of, I was talking to Carl the other day, when you want to see a peak in this Sherwood Forest that I’m talking about, the stocks that are pre revenue or have revenue but not much, particularly quantum and nuclear. You want to see some insider selling. You have to see some huge amount.  They have been bid up by retail. IONQ a total bid up by retail stock. Pricing 2 billion dollar equity offering, David, it’s not just common stock, it has, 93 dollar per share, it’s got all sorts of warrants. What that does it make it very hard to short. You don’t know what the real valuation of this is. It’s priced at 93 but I’m just saying, who know what the warrants are. See this is what you have. You have retail taking this stock up, by the way, mostly at night and early morning. And now you suddenly get a huge slug of 2 billion in equity. That’s what we saw in March and April of 2000, I don’t like this group, you know that. I think that the quantum stocks’ time has not come, although Jensen Huang when you ask him, he says, look it could happen.

“They’re first out of the shoot. I think this is the beginning. I think everyone’s going to take their cue from these guys. . .

“And I do think that they’re real companies, I’m not saying that they’re not, I’m just saying that when you see how much stock is being sold after how much the retail market has bid it up, now you need institutional money, because retail can’t handle a 2 billion dollar offering. That could be a sign that you gotta be a little more circumspect. How about that. I’m not calling for 2000, because this is not the whole market. The whole market was in on it in 2000. This is just quantum and flying cars. Uranium. Nuclear and satellite.”

7. The Walt Disney Company (NYSE:DIS)

Number of Hedge Fund Holders In Q2 2025: 111

The Walt Disney Company (NYSE:DIS), the well-known media and theme park firm, generated headlines last week when it announced that it would raise its theme park ticket prices. The firm revealed that from November 2026, the price of its highest-tier ticket to Disney World would increase from $199 to $209, while for the upcoming Thanksgiving week, the entry cost would jump to $224 from $199, CBS News reported. Cramer has discussed The Walt Disney Company (NYSE:DIS) several times in 2025. During most of his appearances, he has remained optimistic about the firm’s Disney+ streaming service and recommended that viewers buy the shares as the firm struggled from the fallout of the recent controversy surrounding iconic television host Jimmy Kimmel. This time, he commented on the price hike:

“What the heck is going on there that they did that? Okay they could say well. . .we have too much demand. But I just think when I saw those numbers, I said okay, now it’s really, it’s very, it’s one of the most expensive vacations in the country.”

6. Cisco Systems Inc. (NASDAQ:CSCO)

Number of Hedge Fund Holders In Q2 2025: 81

Computer equipment provider Cisco Systems Inc. (NASDAQ:CSCO) has crossed Jim Cramer’s attention several times this week. Recently, he commented on the firm’s new networking chip announcement and remarked that the launch did not mean that chip designer Broadcom would suffer. Cisco Systems Inc. (NASDAQ:CSCO)’s role in the dotcom bubble, which saw it become the most valuable firm on the market before the crash, has also made it a topic of discussion in the current AI wave. Cramer believes that the firm’s current multiple makes such comparisons unwarranted. In this appearance, along with the valuation, he also discussed a recent Morgan Stanley note about Cisco Systems Inc. (NASDAQ:CSCO). The note had increased the share price target to $77 from $73, which followed a $3 hike in August. Here is what Cramer said:

“I mean look, my charitable trust owns Cisco, okay. Now Cisco is, remember it was a 400 billion, it was right at the top. Well it sold at what, 40 times earnings, it sells at 17.

“[On Morgan Stanley price increase] I liked that.”

5. CVS Health Corporation (NYSE:CVS)

Number of Hedge Fund Holders In Q2 2025: 71

CVS Health Corporation (NYSE:CVS) is one of the largest healthcare services and pharmacy companies in the US. The firm scored a major win last week when 81% of users of its Aetna service rated it four stars or higher. The data saw CVS Health Corporation (NYSE:CVS) pull ahead of major rivals such as UnitedHealth and Humana. These ratings allow insurers to potentially receive more in government bonus payments. Cramer has discussed the firm several times in 2025. For instance, in an August appearance, the CNBC TV host remarked that while he was uncertain about investing in the sector, for those interested, CVS Health Corporation (NYSE:CVS) might be the right option. During this appearance, he underscored the importance of the Aetna ratings and admitted that he was wrong about the service:

“Well this is the way America works. That’s why CVS could probably really break out here. Because Aetna did not have a plan that I thought was a killer plan. I was wrong.”

4. Oklo Inc. (NYSE:OKLO)

Number of Hedge Fund Holders In Q2 2025: 36

Oklo Inc. (NYSE:OKLO) is a nuclear power plant developer. Cramer has discussed the firm several times this year, primarily in the context of speculative stocks and retail trading. While initially he wasn’t a fan of Oklo Inc. (NYSE:OKLO), Cramer briefly changed his mind before advising viewers on a Mad Money episode to “not touch it.” In fact, Cramer went as far as to call the stock “a dog” in late September. In this episode, he remained adamant that some traders drove Oklo Inc. (NYSE:OKLO)’s shares to simply “spite” him:

“Oklo’s now up two. They’re doing this to spite me. Really there are guys out there. . .Cramer just said Oklo’s down, let’s move Oklo. I am not kidding. You think, he thinks, that I am wrong. David, get up at three thirty and watch what they move. That’s when they move their stocks, they move them when there’s no resistance.

“You know what they do? Nothing. It’s a company about nothing. No it’s small nuclear reactor, and it’s got contracts. David, they’ve got contracts!. . .I love Oklo.”

3. Warner Bros. Discovery, Inc. (NASDAQ:WBD)

Number of Hedge Fund Holders In Q2 2025: 67

Warner Bros. Discovery, Inc. (NASDAQ:WBD), the media and production company, became the talk of the town last month when chatter surfaced about a takeover offer from Paramount Skydance. The latest on this front is a report from Bloomberg that suggests that the firm might have rejected Paramount’s advances. Cramer has discussed Warner Bros. Discovery, Inc. (NASDAQ:WBD)’s deal in detail previously and pointed out that the deal might front-run the firm’s efforts to separate its studio and streaming platform. This time, he discussed the deal in the context of the broader market:

“I think that David this is the most logical deal you could have in a very challenged industry. You see the stocks, many of these stocks, this stock of course was doing a little bit better before this because of the studio. This is what all of us are hoping. . .well I don’t want to be objective about our industry. These are the things that have to happen for our industry to have some sustenance.

“But there is, without a doubt, a raise on debt for doing this deal. You wanna own that one because it’s going to be a winner in a very challenged industry.”

2. PepsiCo, Inc. (NASDAQ:PEP)

Number of Hedge Fund Holders In Q2 2025: 68

Cramer has discussed PepsiCo, Inc. (NASDAQ:PEP) several times this year and primarily in the context of the effects of weight loss drugs on its sales. He’s remained optimistic about the firm’s CEO, Ramon Laguarta, and maintained the opinion this time around as well:

“We don’t think of innovation when it comes to snacks, when it comes to drinks. That’s wrong. Ramon Laguarta is going to save his job. . because the roster of new things he introduced the other day, the stock’s now up almost ten straight points. The Elliott people have to be impressed. I’ve always liked Ramon, I think that he’s been the only guy who has said listen, GLP-1 is a threat to mine. . .I liked his honesty, all these other guys saying listen, don’t worry about it, don’t worry about. He said look I got a real problem, also with food dye, I got a real problem. He aggressively challenged these things and he’s in a very challenged industry. But I like what he’s doing.

“[On nice follow through to yesterday’s gain] Yes, because it’s a different PepsiCo overnight. Actually he’s been working on getting the color out, the dyes out. He’s been working on new ideas and it’s paying off. And I’m glad, because he is a decent good guy who’s got to get this ship going again. He will.”

1. Starbucks Corporation (NASDAQ:SBUX)

Number of Hedge Fund Holders In Q2 2025: 66

Starbucks Corporation (NASDAQ:SBUX)’s turnaround, led by CEO Brian Niccol, has consistently placed the firm on Jim Cramer’s radar. Recently, he’s started to wonder whether Niccol might have a tough road ahead of him. Yet, Cramer’s a believer in the Starbucks Corporation (NASDAQ:SBUX) and explained why as part of his Morning Take to members of his investing club:

“Now it’s very interesting, because that stocks been down with a lot of consumer stocks. . .I wanna buy it. Why do I wanna buy it? Because, well coffee, I know that it costs a little more to get a cup of coffee. He’s introducing things, I’ll tell you what he’s like. He’s like Ramon Laguarta. Ramon Laguarta saved his job by introducing a huge number of snacks and drinks. And I think that if you believe that Ramon Laguarta can get that stock from 139 to 149, I suppose, you better start believing this man can get the stock to 100. I think he’s got a plan, I think his plan’s going to work out. Don’t forget, he can sell China. . . are multiple buyers for China. He put together a couple of good weeks and he urged me, please don’t get ahead of this because he’d given a memo out, he wanted me to know, please, don’t extrapolate, don’t extrapolate.”

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