In this piece, we will look at the stocks Jim Cramer recently discussed.
In a recent appearance on Squawk on the Street, Jim Cramer discussed fluctuations in stock market futures. Even though futures rose on hopes of a thaw in trade tensions between the US and the EU, Cramer wondered if they had gained too much to make further buying unwise. He remarked:
“Yeah l mean look, we come in and it’s just a radical reversion. Think about where we were Friday. We did feel that the President got very angry, we felt that other than the deal that we’re gonna talk about with Nippon Steel, there really was nothing positive. We started hearing that the Senate’s gonna disagree with the housing bill. Obviously everybody’s concerned about the, about the ten year just going off. Then suddenly we wake up to a possible deal. I mean a deal. That changes everything. We just need one deal to have everyone fall in line. And then you also have, not to be too political about it, David you get Putin as bad guy. That suddenly Europe has a reason to make a deal. Because, listen you sell us arms, you make up more NATO like. We’ll make a deal. I mean everything’s coming together in terms of smoothing out things. It helps that he changes the narrative.”
Further commenting on the trade tensions, he mentioned President Trump’s threat to impose 50% tariffs on the EU. As per Cramer:
“I think that what we’re close to is a serious discussion that they have is serious, not us. I mean we say a lot of things. Our President says a lot of things. And there’s no sign that it’s that kind of impetuous 50%. I think it’s more like, okay, we gotta move on. And we see a possibility. Now, look I don’t know, I mean the President is arbitrary about this stuff. But who, did you think that you’d wake up to see the EU saying, perhaps substantive things?”
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 May 27th.
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).
12. PDD Holdings Inc. (NASDAQ:PDD)
Number of Hedge Fund Holders In Q4 2024: 87
PDD Holdings Inc. (NASDAQ:PDD) is a Chinese eCommerce company whose shares are flat year-to-date. Since it sources products from China and sells them in America, the firm has been caught in the center of trade tensions between the US and China. PDD Holdings Inc. (NASDAQ:PDD) had relied on the Deminimis rule to ship its products in the US. This rule exempted its parcels from tariffs, and once the exemption was lifted, the firm faced significant uncertainty. PDD Holdings Inc. (NASDAQ:PDD)’s shares sank by 19% in the days after its first quarter earnings that saw net profit drop by a whopping 47%. Cramer’s remarks about the firm focused on the firm’s warning that it was facing a growth slowdown and had to invest in order to support its customers and merchants. Here is what he said about PDD Holdings Inc. (NASDAQ:PDD):
“Did you see they said ‘radical change in external policy environment, such as tariffs, has created significant pressure for our merchants, who often like the capability to quickly, and effectively, deal with this.” I think that means, death rattle David. . .well because if they can’t adapt to the new world, this is virtually a trade embargo for their deminimis nonsense that they send over here that I’ve told you about when I ordered.”
11. CVS Health Corporation (NYSE:CVS)
Number of Hedge Fund Holders In Q4 2024: 73
CVS Health Corporation (NYSE:CVS) is one of the largest pharmaceutical retailers in America. The firm’s shares have gained 44% year-to-date due to weakness at the firm’s primary rival Walgreens. Cramer’s previous remarks about CVS Health Corporation (NYSE:CVS) have praised the firm’s CEO and his turnaround efforts. The shares gained 4% in May after the firm raised its 2025 profit forecast to a midpoint of $6.10 per share from an earlier $5.87 per share. CVS Health Corporation (NYSE:CVS)’s turnaround efforts which have seen the firm appoint a new CEO and exit its Obamacare direct sales business have contributed to the strong 2025 share price performance. In his recent comments about CVS Health Corporation (NYSE:CVS), Cramer wondered what would happen if the firm automated its pharmacies through robots:
“I mean one of the things that is really meant to be changing here is healthcare. And you don’t want, uh, CVS, for instance, if they were to buy a robot, you don’t want them saying, do remember that scene, It’s a Wonderful Life, where the pharmacist gave them the wrong prescription? You don’t want that. You don’t want It’s a Wonderful Life, to be your life.”
In his previous comments, the CNBC host praised the firm’s management. Here’s what he said:
“Now we’ve got some healthcare, some issues to talk about on Thursday, that’s right, and these are anything but common steady healthcare companies…. There’s CVS, which is under new management, put up some really good numbers, and it’s just, that’s in health insurance, but also it’s core drugstore business, which they’ve closed, all the under performers… As for CVS, the health insurers have taken it on the chin of late. UnitedHealth and Centene both missed expectations. I bet Aetna sticks it.”
10. Palo Alto Networks, Inc. (NASDAQ:PANW)
Number of Hedge Fund Holders In Q4 2024: 77
Palo Alto Networks, Inc. (NASDAQ:PANW) is a cybersecurity company. The firm’s shares have gained 8.9% year-to-date as it has managed to weather the storm that has hit the broader technology industry. Palo Alto Networks, Inc. (NASDAQ:PANW)’s sector, cybersecurity, has been a top Cramer pick in 2025. The CNBC host has praised these companies as he believes that not only do they stand to experience greater demand as firms seek to secure their AI systems, but also due to their non-existent exposure to trade frictions between the US and China. Here are his recent thoughts about Palo Alto Networks, Inc. (NASDAQ:PANW):
“Nitesh Arora came on the show from Palo Alto last week and said the Agentic, the ability to be able to get into Agentic, uh very difficult. That is something that George Kurtz thinks too. We don’t wanna have our robots go rogue. Which is they wouldn’t really go rogue, someone would make them go rogue.”
Palo Alto Networks, Inc. (NASDAQ:PANW) recently reported its earnings. Cramer discussed the results in detail and commented:
“Okay so Palo Alto did not, you know they beat it, but they did not raise. Now there’s a history of them doing that. I do think that this is an overreaction. I do think that, remember I said April was a tough month in this country. But this is the opportunity, now this is another one, this one usually goes down between seven and ten percent. Then it stabilizes tomorrow and by next week it starts going up. That’s the pattern. And you know look I can just tell you that’s a correct analysis or I can tell you that what happens every time. TJX, same thing. These companies do not put themselves in harm’s way. They do not raise big because they know that that’s going to lead to sadness.
“Yeah look I just think that it’s business as usual there. It’s AI. They have this, they are all in on AI and you have to be. And the threats are as horrible as ever. But at the same time, if you do not raise, the next quarter, especially when it’s the end of your fiscal year, then your stock gets hit. That’s the game. That’s just the game. We know that.”
9. Snowflake Inc. (NYSE:SNOW)
Number of Hedge Fund Holders In Q4 2024:
Snowflake Inc. (NYSE:SNOW) is a software company that provides a cloud-based platform for data storage and analysis. In today’s age of AI, the firm’s shares have gained 31% year-to-date. The stock is up by 16% since late May as the firm’s first-quarter earnings smashed estimates out of the park. During the quarter, Snowflake Inc. (NYSE:SNOW) reported $996.8 million in revenue which surpassed analyst estimates of $959 million. The firm’s second-quarter revenue guidance of $1.035 billion to $1.040 billion also significantly surpassed analyst estimates of $1.021 billion. To fully round its stellar performance, the firm’s 2026 revenue guidance of $4.33 billion also beat $4.28 billion in estimates. Cramer’s comments about Snowflake Inc. (NYSE:SNOW) revolved around truly autonomous trustworthy AI agents with a comprehensive understanding of data that they are using during their work. He agreed about the firm’s agents’ ability to do so:
“Yeah I mean I had Snowflake on, I could say Snowflake’s doing that.”
In a previous appearance, he praised Snowflake Inc. (NYSE:SNOW)’s management:
“Tonight, I’ve got Snowflake, which is right now at the cusp of a breakout. That’s Ramaswamy, he’s done a really terrific job.”
8. Salesforce, Inc. (NYSE:CRM)
Number of Hedge Fund Holders In Q4 2024: 140
Salesforce, Inc. (NYSE:CRM) is a software-as-a-service company that primarily deals with the customer relationship management market. It is one of the biggest firms of its kind and has leveraged AI to its benefit. Salesforce, Inc. (NYSE:CRM)’s shares have lost 20% year-to-date as the firm has struggled primarily due to investor worries about a growth slowdown in the US economy. Cramer regularly discusses the firm in his show. He has been appreciative of Salesforce, Inc. (NYSE:CRM) CEO Marc Benioff and his campaign against Microsoft’s CoPilot AI products. His recent comments concerned the firm’s decision to buy cloud data management firm Informatica for $8 billion:
“Just posted by Marc Benioff, the CEO. Together we’ll supercharge Agentforce but also Data Cloud, Tableu, MuleSoft, and Customer 360. Customer 360 being their initiative to know everything about a customer. And the one thing I would say is that Marc told, he introduced me to Informatica many years ago and told me he loved them. It was an, it was at Dreamforce. And I’ll tell you what’s really interesting. Informatica, I sat down with them I said you guys think you’re so smart? Like what happened in the Wells Fargo scandal, it’s not clear. Boom! They had the whole thing. They knew exactly. . .how they made the money. It was so impressive, it was so impressive that I said, these guys are to watch. And this was I remember, that was when they were private. I remember when they were public. Marc adored them many, many years ago. Now, that said, when you do an acquisition and you’re reporting this week, I think it’s going to make people say what’s the matter with their numbers that they had to do this?
“The cadence of earnings has been slowing down . . .no, [at] Informatica. Now a lot of people know that Salesforce. . . look it’s a single digit guide. I actually liken this to Cisco buying Splunk. I think this is little more of a Splunk like company.
“We don’t want Salesforce, because my charitable trust owns it, to drop anymore either. Not to equate, you know necessarily about life and stocks, but it sure works for me.”
7. RTX Corporation (NYSE:RTX)
Number of Hedge Fund Holders In Q4 2024: 79
RTX Corporation (NYSE:RTX) is one of the biggest defense contractors in America. The firm’s shares have gained 19% year-to-date after recovering from a massive 9.8% dip in May after it warned about a $850 million tariff hit. RTX Corporation (NYSE:RTX) has benefited from a potential agreement between the US and EU which could see Europe increase its defense spending and buy products from the firm, particularly for use in the Russia-Ukraine war. Cramer also discussed in this context:
“And I think the EU may end up lining up with the President, cause he’s the President and the next thing you know we have a deal and we’re now providing missiles and RTX is a solid buy. And these big tech stocks will not be taxed. . .”
In a previous appearance, the CNBC host had also analyzed RTX Corporation (NYSE:RTX)’s latest financial results in detail after they were released. Comparing the figures to GE’s, he commented:
“As with GE, RTX had a solid earnings beat for the first quarter and unlike GE, they were able to pair that with a solid revenue beat. Also, like GE, RTX reiterated its full-year forecast, but there was a catch. The company said explicitly that their outlook did not incorporate the impact of the recently enacted tariffs. Did not. Now, there’s a world of difference between these two forecasts, then. Reiterating your guidance without baking into the tariffs is a de facto guide down. On the conference call, management went into detail about the impact of tariffs. They’re talking about a potential $850 million hit to profits from the tariffs already in place.
And then management added that these estimates don’t include secondary tariff-related impacts, such as changes to customer demand. These secondary impacts are also pretty important too. Personally, I like the first quarter numbers from RTX, and I applaud management for their transparency. But boy, oh boy, the market did not agree with that. RTX saw its stock fall $12 and 37 cents, nearly 10%, in response to the quarter this morning. Wow. I gotta tell you, I’m all over this one. I think there’s more to it than that.”
6. CoreWeave, Inc. (NASDAQ:CRWV)
Number of Hedge Fund Holders In Q4 2024: 36
CoreWeave, Inc. (NASDAQ:CRWV) is a data center infrastructure provider with a key role in the AI industry. Cramer frequently discusses the firm in his show, and he believes that it can benefit a lot from the ongoing AI wave in America. He has also dismissed reports that CoreWeave, Inc. (NASDAQ:CRWV) was set up by NVIDIA to generate AI GPU demand. The firm’s stock was 2025’s first IPO, and the shares have gained 290% since then. Here’s what Cramer said:
“CoreWeave, up a hundred and fifty seven percent, and Barclays says enough is enough. Buy to Hold. I think it’s a short squeeze by [inaudible] hedge funds who you and I both know should never short an unseasoned stock like this one. But I will say this, Moffett also says, that things have gotten too high and maybe it’s time to cool off. I come back and say, CoreWeave, if NVIDIA blows the number away, you’re going to want to be. .
“But this is Michael Intrator’s baby. Uh you know I like Intrator very much. I think he’s hilarious.
“So I mean look do I want to buy it up here? Ohh, jeez I don’t know, you’re buying on a short squeeze. But I do think that when I went to a data center that was a CoreWeave data center, David, it was one of the reasons why I liked it. Not just because it was clean as a whistle and you could eat off the floor, that’s not that kind of, but the power, the sheer power of how much you can get. The fact that it was located in Vegas, the safest place on Earth because it’s dry, there’s no earthquake. They thought of everything. But the most important thing is, when something breaks, CoreWeave is there. And these things break. And people don’t think they break. They break all the time!”
5. Meta Platforms, Inc. (NASDAQ:META)
Number of Hedge Fund Holders In Q4 2024: 273
Meta Platforms, Inc. (NASDAQ:META) is another frequent feature of Cramer’s morning show. Throughout this year, the CNBC host has attributed the firm’s share price gains to its efficiency initiatives and praised its data center investments. Meta Platforms, Inc. (NASDAQ:META)’s shares have gained 13% year-to-date as it has remained insulated from the post-tariff fallout. Cramer has also remarked that the firm might suffer from a drop in advertising sales if Chinese eCommerce platforms Shein and Temu were to reduce their US operations or face business troubles. This time around he commented on Meta Platforms, Inc. (NASDAQ:META)’s AI:
“Oh by the way, Meta AI, if you want to know like how cool Ryan Reynolds is, bingo. I mean you won’t believe it. They scrap everything about how cool Ryan Reynolds is. He’s cool. He’s a cool guy.
“I’m just saying that Meta AI, if you’re trying to figure out whether to watch something, you know like maybe you’re interested in Walton Goggins, oh my god, Meta AI for the Gogster.”
Cramer also discussed Meta Platforms Inc. (NASDAQ:META) in detail after the firm’s Q1 earnings report. He commented that the results were better than big tech peer Microsoft:
“[Talking about the market’s gains] Led by two of these mega caps, the Microsoft and Meta platforms, we’re reminded of how the mega caps got so big to begin with. It’s their scale, their smarts, their moats, their balance sheets, and their sensational products. […] Meta Platforms jumped $23, 4.23%. Spectacular gains, tremendous outlooks, tremendous! […]
As good as Microsoft was, believe it or not, I thought Meta was better. Mark Zuckerberg has cracked the code in terms of trying to make digital advertising work for anyone, any company. […] He’s so confident when I heard that I wanted to start a new business just to see if it worked.
Even better, I could see where any company that advertises on television would be best off just giving a huge chunk of those ad dollars to Meta, not linear TV because it’s true. The performance is clearly better. […] because spending patterns and brand loyalty start with the teens.
A teen lead can be worth 10 times the lead of an older person. If you want to reach teens, you got to go to Zuckerberg. You got to go to Meta. So, if you’re a big consumer package goods company, you can simply give all your money to Meta, fire most your internal ad people, drop your expensive ad agency, and save yourself a fortune. […]
It was just incredible. Not only that, but Zuckerberg talked about monetizing the asset that’s potentially the best thing Meta owns. WhatsApp! More than three billion people use this as a principal communications platform and it costs nothing. That could change, and it could give the company a gigantic new revenue stream. This was an all systems go quarter.”
4. Tesla, Inc. (NASDAQ:TSLA)
Number of Hedge Fund Holders In Q4 2024: 104
Jim Cramer frequently discusses EV giant Tesla, Inc. (NASDAQ:TSLA) in his morning show and on Mad Money. Despite the fact that the firm’s shares have struggled in 2025 as investors worry about its vehicle deliveries being impacted by CEO Elon Musk’s politics, Cramer is convinced that Tesla, Inc. (NASDAQ:TSLA)’s narrative depends on technology. He believes that autonomous driving and humanoid robots will drive the firm’s share price in the future. He also believes that Musk’s xAI’s AI platform Grok is the best AI platform in the market. Here are his recent thoughts about Tesla, Inc. (NASDAQ:TSLA):
“Excellent piece by UBS, the Evidence Lab today talking about a survey where it [the impact of Musk’s politics on sales] is very significant. And not something that I think is a very easily going to be remedied or forgotten about. Because, I mean, Carl that, look anyone who speaks up about how they feel about either side in this climate, is going to really hurt their standing with the other side. I don’t think this is any worse than if somebody publicly, whose not in public life, but comes out publicly and says you know what I don’t like Trump. I think that that’s person’s numbers are going up whatever that person’s trying to. If they’re selling soap, it’s going to go down. I mean let’s be fair about this.”
In a recent appearance, he also discussed the possibility of President Trump allowing the firm’s autonomous vehicles on the interstate highway system:
“David I felt that his longer, larger without saying it concept was that the interstate’s going to be open. The President’s gonna grant the interstate. And so we’re gonna go from New York to Boston on the interstate. That’s what he was saying. . .it’s I-95.”
3. Apple Inc. (NASDAQ:AAPL)
Number of Hedge Fund Holders In Q4 2024: 164
Apple Inc. (NASDAQ:AAPL) is one of Jim Cramer’s favorite stocks. While he has long held the opinion that viewers should hold the stock and not trade it, recent events have made him wonder whether the shares can outperform. In his previous appearances, Cramer has commented that Apple Inc. (NASDAQ:AAPL)’s AI appeared to be falling behind the curve and added that President Trump might not care that the firm plans to shift iPhone production from China to India. Here are his recent remarks about Apple Inc. (NASDAQ:AAPL):
“Tim Cook is not certain that the coverage, no let me back up, I’m just saying, who would like that coverage? . . .well, how about the fact that there have been other years. Maybe it should be an accumulated body of work.
“How about you do what Jensen Huang did? He took a very big write-off, took a 5.5 billion dollar write-off and said you know what, I’m getting out just like the President wants. Uh, I think Tim Cook has every right to try to say look I thought I was playing by the rules. Let’s have some more negotiations. But I also think if I were Tim Cook, I would find some way to yes indeed make some of the iPhone in the United States, beyond the glass which they support from Corning. You have to give the President something.
“Then maybe you have to revitalize the supply chain. We know that everybody says it’s a three thousand-dollar phone. You gotta take the hit . . the India hit is easier to take.
“I thought the Ben Reitzes piece, once again, this fellow from Mellius, he is constructive. And he made me feel like you know what before you just decide to sell the stock or give up, understand that there’s courses of action. And I also rebel at the idea, that this has been, we gotta roll back our view of Tim Cook. Tim Cook has created the greatest product in history that we all love. With the highest customer satisfaction. And what do people want? They want the car that drives on water, they want the gun that shoots around the corner. People want things that are just, that you can’t. You’re not gonna get that.
“Everyone has this loser phone that they put their pictures on and they press the apps and they pay a little money for the apps. And what a ridiculous thing. You know give me a flip phone. I mean what the f, I mean come on. I mean I read these articles. Every one of them is written on this or is talking to this. I mean I am. . . .what phones are these critics using?”
“The Epic is real. I don’t like that and I believe that legally that, that will prove to be wrong. That Epic’s going to have to pay. But I did my due diligence with the lawyers, I think they lose, I think Epic loses that case. . . take off the 30 cents. The dollar that you might lose, if Alphabet’s not allowed to pay 20 billion, that’s real. That’s real. I think buck twenty. But I do point out that Tim Cook’s not been a first mover. He’s been a best mover. Let’s just hear the simple things. And it’s not going to be that lucrative, but let me just use it as a metaphor. Apple+. It’s starts, it’s like ohhh the morning show, whatever. I now watch a huge percentage of Apple+. And if you’re not watching Jon Hamm as a hedge fund manager, shame on you!”
2. Alphabet Inc. (NASDAQ:GOOGL)
Number of Hedge Fund Holders In Q4 2024: 227
Alphabet Inc. (NASDAQ:GOOGL) has been among the poorest performers in the big tech bunch in 2025 as its shares have lost 12% year-to-date. Cramer has discussed the firm several times on his morning show. He has wondered if Alphabet Inc. (NASDAQ:GOOGL) can enjoy any major catalysts to propel its share price later this year. He has also wondered whether the firm can continue to pay Apple to ensure that its search engine is the default option on iOS products. Cramer’s latest comments about Alphabet Inc. (NASDAQ:GOOGL) surrounded the firm’s Veo3 AI video generator and how he believes that it helped with the recent earnings report:
“Well I mean I know that [VO3 video offering from Google] saved Google’s quarter.”
Recently, Cramer also asserted that AI monetization is key for Alphabet Inc. (NASDAQ:GOOGL)’s future. Here’s what he said:
“I am in the Ben Reitzes, Melius, skeptical camp because it’s too expensive. . . stock’s not expensive because the plan may not work!
“Stunning innovation, but then next paragraph says look I don’t know if it’s gonna work. You see that? These tools were awesome. Yeah, okay. Ahead of Adobe, but they did say look it’s a little too expensive. . . monetization of AI research is all that matters.”
1. NVIDIA Corporation (NASDAQ:NVDA)
Number of Hedge Fund Holders In Q4 2024: 212
NVIDIA Corporation (NASDAQ:NVDA) is another frequently discussed stock on Cramer’s morning show. While market sentiment has weakened for the firm since January’s DeepSeek selloff, Cramer is still a believer. He believes that not only can NVIDIA Corporation (NASDAQ:NVDA) benefit from AI rollout, but also due to its exposure to humanoid robots. Throughout his appearance, he has asserted that the firm and its CEO Jensen Huang are ushering in a new AI revolution. This time around, he commented on NVIDIA Corporation (NASDAQ:NVDA)’s dealings with the US government and American sanctions on AI GPU sales to China:
“I mean NVIDIA when you left, NVIDIA looked like a heart attack. I mean who wants to touch that . . .today’s there’s a piece about what they’re doing with Blackwell in China.
“[on whether the market has incorporated what China’s going to look like] No it hasn’t. It hasn’t. And I can’t wait to talk to him [Jensen Huang] . . he travels with the President, he’s got effusive praise for the President. And he’s always been, including with President Biden, tell me what to do. I’m happy to do it. Remember, lover, not fighter. And he’s very happy in working with the President. And by the way, they make that very clear. They make it very clear they watch our shows. Like, look, you know it would be good if you said what is good.”
Recently, he also discussed NVIDIA Corporation (NASDAQ:NVDA)’s potential to benefit from global sovereign AI rollout:
“[On Melius note highlighting 16 GW of new incremental AI compute build out] I loved this piece this morning cause it said that sovereign AI really matters. That the UAE really matters. David, the big project that you guys talked about with Larry Ellison. . . .that’s very good for NVIDIA. What I worry about Carl, is that he took on, the government. Very, very hard. Saying, look, we are doing the wrong thing in China. That we should get them basically, they used to be all built on us. Now it’s 50%, they’re [inaudible] to use second rate rather than us. We have to chane the rules and we have to go back to being the dominant player in China cause it’s good for our country. It’s very philosophical. I regard Jensen as right. . .he’s the best there is.”
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