Jim Cramer Discussed These 13 Stocks & Shared Major Warning For Rare Earth Stocks

3. Capital One Financial Corporation (NYSE:COF)

Number of Hedge Fund Holders In Q2 2025: 132

Capital One Financial Corporation (NYSE:COF) is one of Cramer’s top bank stocks. He has repeatedly praised the firm’s acquisition of Discover Financial and outlined that the deal could allow the bank to compete with major players in the payments industry. The CNBC TV host is also enamored by Capital One Financial Corporation (NYSE:COF)’s CEO and pointed out that the stock would be one to buy if the Fed cuts interest rates. This time, he discussed the bank’s earnings report and revealed that his charitable trust owns the stock:

“The one that I think is going to be the test case David, my charitable trust has a position in Capital One. Now they report tomorrow, alright, after the close. And that’s going to be more important than any. . .because. .that has the borrowers [inaudible] scratch.”

Previously, Cramer commented on Capital One Financial Corporation (NYSE:COF)’s shares in the context of the Federal Reserve’s interest rate cuts and analyst coverage:

“I would tell you that when the rate, when the economy gets weaker and the Fed moves and cuts rates, this is the one you want to buy. So I think these people are being very shortsighted. I don’t think they understand who really runs this bank because Fairbank’s really unbelievable. I think the stock deserves to be at the 230 range. I would be a buyer heavily here. I think these analysts are going to miss the next big move, and they’re making a major mistake, and I’m calling them out on it.”