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 briefly commented on gold and silver prices. With prices for the latter surging to record highs, the CNBC TV host wondered whether he should melt and sell his family silverware. “When are people going to start melting their, I mean my folks gave me their silverware, it’s kind of awful. I should like go melt it right?” Cramer said.
As gold crossed the coveted $5,000 mark, Cramer reminded listeners that he had continued to advocate buying gold when the price was at $4,000 per ounce. He compared the dynamics of gold and silver and stated:
“Look I’m a gold bug, up here, I was saying the other day, when gold was at four thousand, you gotta still buy gold. I’m reiterating. They find one percent, one percent every year. There’s just not enough gold, it is precious, silver we kind of can find.”
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 29th. 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).
12. Meta Platforms, Inc. (NASDAQ:META)
Number of Hedge Fund Holdings: 273
Meta Platforms, Inc. (NASDAQ:META)’s shares are up by 1.2% over the past year and by 8.6% year-to-date. The firm’s fourth quarter earnings report created quite a bit of a stir on Wall Street as it led to several analysts sharing their thoughts. For instance, Barclays bumped the share price target to $800 from $770 and kept an Overweight rating on the shares. The bank commented that Meta Platforms, Inc. (NASDAQ:META) was leading in the advertising space, and its AI strengths appeared to be assuaging investor worries about high capital expenditures. Similarly, Evercore also raised the share price target to $900 from $875 and kept an Outperform rating. As per Evercore, the social media company’s fourth-quarter revenue and first-quarter guidance were among the drivers of share price following its earnings report. Meta Platforms, Inc. (NASDAQ:META)’s earnings also led to Cantor Fitzgerald raising the share price target. The financial firm bumped the target up to a hefty $860 from $750 and kept an Overweight rating. As for Cramer, the CNBC TV host was vindicated for his faith in the company after the third quarter earnings, following which he had taken the contrarian view and insisted that Meta Platforms, Inc. (NASDAQ:META) was aggressively spending in order to ensure OpenAI did not encroach on the firm’s social media moat. Naturally, Cramer had a lot to say after the latest earnings report:
“First company, other than NVIDIA, where I just say, you know what, AI, they are really monetizing it and doing it in a way that is just is incredible. For things like reels, where they’re getting a lot more engagement. Engagement being the key word here. People are very excited about looking at the ads. And remember, they have three billion people, okay. Little more than three billion. And it’s working. If you want to advertise, and you are saying consumer product company, I want to give a check to Mark Zuckerberg. I’m gonna have really big ROI myself and so is he.
“And he’s gonna make more. And he has figured out how to have AI make AI. This was tour de force call, it was very straight forward. We did a note last night for the club, and I just said, this has got to be up a hundred. I mean cause even Reality Labs, even the glasses may have a pay off. . .by the way they did hire a lot of big, expensive talent.
“It was just the kind of call, like where Jensen would say, we’re in the industrial revolution, and when we give a dollar to someone for AI, it’s explosive. This was the most justifiable call in terms of what’s going on with AI that I’ve heard, Carl. And it cheered me, because this was the company that had been spending the most and getting the least. Well, uh uh, not anymore.
“Who else says, listen the next quarter is going to be explosive? I’ve not heard that from anybody. I’ve heard a lot of people say, listen things are going to be good, but the next quarter is going to be unbelievable? I mean what is he doing, worldwide, he is getting to everybody, and people love it. He talked about Facebook numbers being great, it was a terrific call.
“I don’t want to spend too much time on Meta, but you almost feel like you have to, because what you think when you got this is this that, you know what, all along what was supposed to happen, is this that we should have agentic, we have agents doing our work, we adore our work, it turns out the agentics are doing it really well, it’s only getting better with Vera Rubin, that’s the next generation NVIDIA, and wow, I mean, up 65, uh uh, more. Because if you spend more on AI, you make even more.”
11. Microsoft Corporation (NASDAQ:MSFT)
Number of Hedge Fund Holdings: 312
Along with Meta, software giant Microsoft Corporation (NASDAQ:MSFT) also reported its earnings as January ended. However, unlike Meta, the shares closed lower following the report. Ahead of the earnings, Cramer was cautious about the firm but continued to cite faith in its management. After the report, RBC Capital kept an Outperform rating and a $640 share price target. Even though the shares dipped, the financial firm commented that Microsoft Corporation (NASDAQ:MSFT) had executed well in the quarter and had a sizable footprint in the AI and cloud computing industries. However, unlike RBC, Cramer is skeptical about the AI initiatives. In his extensive commentary, the CNBC TV host wondered whether Copilot was gaining traction and continued to heap praise on Microsoft Corporation (NASDAQ:MSFT)’s management:
“You went there and that’s where I was going to go. 15 million people and they’re proud of CoPilot? They have 1.5 billion users what is that about 1% of the people. This was a reality call, and the reality call was like, look all these things you guys have been adding, you force fed them to us, my partner, Ben said, go CoPilot, it drove him to a Dell homepage. This thing is not working, they won’t accept that. We don’t use Copilot. They will find some companies that do use Copilot, they use Copilot. But David, the spend, if you allocated it, they say if you allocated it more to Azure less to Copilot, it would have been fine, Azure would have grown. Are you going to buy into that?
“Look, I want people to understand at home, these companies are amazing. . .I wanna give Microsoft credit with this, it’s a great company doing really well. But in the end, they’re trying to groom people, get people to go to stuff, that frankly I don’t think people want.
“Amy Hood is my favorite CFO in the world. I’ve known her for a long time, she’s great. This company is fantastic. I think that, I’m making fun of Clippy, I mean Copilot, should we do that? But what really matters to me, is that, if you’re looking for money spent on AI, I want Mark, Zuckerberg, because he’s got the products people want.
“Good piece by Citi this morning. And the headline is, Self Inflicted Azure Slowdown, Copilot Momentum Accelerates. I’m not buying into the acceleration of Copilot, but I would say, they could have allocated, they could have allocated not to Copilot, not to their GPUs, just allocated to Azure and the conversation would have been different today. So I’m trying to give them a break, because they’re a great company.”
