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 discussed the sentiment among CEOs when it came to President Trump. He commented that executives were wary of openly discussing Trump, and added that the hesitance appeared to be stemming from their fiduciary duty to shareholders:
“Yeah well, I guess the memo is, among these executives, it’s ill-advised to take the President on. I mean Jamie Dimon, 69 [inaudible] he’s done a remarkable job. . .I talk to all the CEOs I mention here, fortunately I have a good network. And for the most part, they just won’t discuss the President. I don’t take that to mean that they think he’s the greatest. There are people who say look it’s great that there is less regulation. But, something like, that they might let slip, a criticism, and they may not have said, these are all off the record discussions, I’m not going to betray them, but they might let it slip anywhere. Could make it so that their shareholders would feel like, why did you send their stock down? it’s fear of the President and fear of the shareholders saying, how could you not realize the President can do whatever he wants.?”
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 23rd and tweeted about. 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).
10. United Parcel Service, Inc. (NYSE:UPS)
Number of Hedge Fund Holdings: 55
Logistics giant United Parcel Service, Inc. (NYSE:UPS)’s shares are down by 21% over the past year and are up by 4% year-to-date. Evercore ISI raised the firm’s share price target to $113 from $94 and kept an In Line rating in January. The financial firm pointed out that United Parcel Service, Inc. (NYSE:UPS) was experiencing macroeconomic uncertainty but could see stable earnings performance. Earlier in the month, JPMorgan had raised the firm’s share price target to $99 from $97 and kept a Neutral rating. It outlined that the logistics company could suffer from lower rates in the coming months. More recently, Bernstein raised United Parcel Service, Inc. (NYSE:UPS)’s share price target to $128 from $125 and kept an Outperform rating on the shares. It pointed out that the retailer’s margins appeared to be improving despite dipping volumes due to a de-linking with Amazon. The shares are 2.3% lower since the firm reported its earnings. Cramer commented on the results in a tweet as he outlined:
“Big short squeeze coming UPS on sharply better than expected numbers”
The CNBC TV host then proceeded to praise United Parcel Service, Inc. (NYSE:UPS)’s dividend:
“UPS and KMB together part of a safe dividend portfolio”
9. Corning Incorporated (NYSE:GLW)
Number of Hedge Fund Holdings: 75
Corning Incorporated (NYSE:GLW) is one of the largest glass manufacturers in the world. The shares are up by 104% over the past year and by 12% year-to-date. The firm’s earnings report and a deal with social media giant Meta Platforms have led to several analysts discussing its stock. For instance, Wolfe Research raised Corning Incorporated (NYSE:GLW)’s share price target to $130 from $100 and kept an Outperform rating after the Meta deal was announced. The financial firm believes that the deal can double the glass manufacturer’s revenue and might be followed by another one with software giant Microsoft. Similarly, Oppenheimer raised Corning Incorporated (NYSE:GLW)’s share price target to $120 from $100 and kept an Outperform rating. It pointed out that the firm can scale its optical business to outdo its first-quarter guidance provided during the latest earnings report. As for Cramer, the CNBC TV host has repeatedly discussed Corning Incorporated (NYSE:GLW)’s potential to replace copper inside chips with glass for improved performance. In a tweet, he reiterated the opinion:
“Wait until CNBC Investing Club name Corning starts replacing copper INSIDE the chip….”
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