In this piece, we will look at the stocks Jim Cramer discussed.
In his appearance on CNBC’s Squawk on the Street yesterday, Jim Cramer discussed a Wall Street Journal report that claimed that defensive stocks were leading for the month. Instead of pointing to investor worries about economic performance, the CNBC TV host attributed the move to a rotation:
“Well look, they can say what they want. That’s called a rotation. I can’t believe that we could have this market that just would go through all these different stocks and then we burn out on the banks just because a couple of subpar banks. . . .you get these situations, and then what comes full circle? Let’s pick a Mag 7, or a Fantastic 10. . .”
However, his most important remarks came at the end of the show when he discussed the recent Amazon Web Services (AWS) outage. Cramer pivoted to young people buying stocks and advised them not to overstay their welcome:
“Look when Robinhood was down because of the major AWS outage I figured okay this is going to take a day off from the incessant buying of Robinhood. It didn’t. When we talk about these ETFs, when we talk about all the different, when I say everything that’s contrary to investing, a lot of it’s based there. And it’s because of younger people and I think they offer such a great IRA plan. They’ve done everything they can to be as responsible as possible. But people just go there and they buy, this is where all the rare earth is bought, where the nuke is bought. And I just hope these people all do okay. Because I think as the insider selling picks up and there will be, I don’t want those people to be blown away the way they were in 2000. So this is something to watch. Those ETFs are a disaster and a disgrace. . .so far, so good. Do not overstay your welcome. Take profits in every single one of these. Take profits in rare earth, take profits in nuke, take profits in nuke. . .just sell them, just sell them, sell them, please. Take some profits. Just don’t do this to yourself.”
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 20th.
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 427.7% since May 2014, beating its benchmark by 264 percentage points. (see more details here).
13. Apple Inc. (NASDAQ:AAPL)
Number of Hedge Fund Holders In Q2 2025: 156
Cramer started the show by discussing Apple Inc. (NASDAQ:AAPL) as he commented on a “rotation” into defensive stocks. He has discussed the firm several times since the iPhone 17 launch. He continued to praise Apple Inc. (NASDAQ:AAPL)’s latest smartphones in this appearance as well:
“Let’s go back to Apple. I mean it’s just like okay, let’s rotate to the ones not up for the year. It’s getting its groove back. We’ve been saying the 17 is unbelievable since the, since it started. . .now everyone’s catching up. David, the 17, it’s a long cycle. Don’t use the term supercycle because it jinxes it. . .It means good earnings when they report, that’s what it means. Better than expected.
“[On Counterpoint saying the first ten days had beaten the 16 by about 14%] Well how could they not think that. You’ve got the lighter than ever Hershey bar one. Then you have this one with like the camera. . .I think that it’s remarkable. I think people from beginning underestimate. Because they felt that Apple had lost its mojo. And here we go. With Reitzes saying Apple’s on a mission to silence its critics. You know how many critics there are? . . This is going to be like a super mission. . .I think people are saying, you know, bring it on, who cares. They’ll be ready in a couple of months, they don’t want, they want Siri to be perfect.
[On Evercore going Tactical Outperform, Loop going 315] 315! I mean that’s NVIDIA like for heaven’s sake. . .Apple’s been a dog, okay. It’s been a dog of a stock. It’s kept back the Magnificent 7.”
12. Amazon.com, Inc. (NASDAQ:AMZN)
Number of Hedge Fund Holders In Q2 2025: 335
Amazon.com, Inc. (NASDAQ:AMZN) was at the center of news coverage yesterday after its cloud computing division, AWS, experienced an outage. Given the firm’s considerable presence in the cloud market, the outage meant that firms such as Snapchat, Canva, Coinbase, and Duolingo experienced difficulties. Cramer has discussed Amazon.com, Inc. (NASDAQ:AMZN)’s cloud business several times in 2025, especially after the firm’s second-quarter earnings. He has wondered whether the firm’s reliance on its in-house Trainium chips might be contributing to an AWS growth slowdown. This time, he dismissed the notion that the outage would sustainably impact Amazon.com, Inc. (NASDAQ:AMZN)’s share price:
“Now you’re gonna see Amazon’s going to keep it back. . .Oh Amazon’s been terrible, terrible. No it’s just been, this has been [inaudible] horrible for Amazon. People have had negative things to say about Amazon Web Services and suddenly you know, it happened. . .people are saying maybe I need Google Cloud.
“I think it’s [AWS growth] going from 18-19 to 21-22 and this just gets in the way of the narrative.
“I’m thinking that if Amazon stock snaps back today, it may be a sign that the long horrible slide could be running to its conclusion.”
