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.”
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