In this piece, we will look at the stocks Jim Cramer recently discussed.
In a recent appearance on CNBC’s Squawk on the Street, Jim Cramer discussed the disinflationary effects of AI. While the CNBC TV host agrees that AI can help prices drop all over America, he also believes the recent data, which shows rising goods prices and lowered services prices, doesn’t spell good news for America:
“I do think that there is going to be a disinflationary AI. But I also think if you have rising goods prices, and you have lowered service prices. . .well that’s not exactly nirvana for America. We have people making less, costs more. That is not good. I went over every single item of the CPI last night. Just point by point, put em all through, you know get every single, I’m not talking about like oranges, look there’s inflation coming. There is. And, we’re rich. Look, I think that there’s a time. When I lived in my car I looked at every penny, and I’m very lucky now. When I say I’m rich. . .I’m saying that, a rich person doesn’t understand the stuff. They don’t know why people go to Aldi or Dollar General versus going to Kings. . .they don’t understand it. But this stuff is real. And it’s meaningful. And I think that the, the wealth of the people who are on TV betrays us. We’re not in touch with the way that people go to the store.”
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 July 17th.
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).
10. Union Pacific Corporation (NYSE:UNP)
Number of Hedge Fund Holders In Q1 2025: 85
Union Pacific Corporation (NYSE:UNP) is one of the biggest railroad companies in America. Like its peers, the firm’s shares have also struggled on the stock market. However, until recently, Union Pacific Corporation (NYSE:UNP)’s shares were actually up 1.5% year-to-date, but recent events have turned the performance into a loss. These include reports that the firm might acquire either CSC or Norfolk Southern to consolidate the rail market. Investors are worried about whether financing the deals could affect the firm’s bottom line. Here is what Cramer said about Union Pacific Corporation (NYSE:UNP):
“Yeah I don’t want to give the impression that the rails aren’t great. . .I like Union Pacific too. I like Norfolk Southern because I think, I’m very bullish on industrial. And the industrials so you don’t need to fool around . . .So don’t sell a rail, don’t sell any of these capital equipment companies because I don’t think people realize legislation is about capital equipment.”
The CNBC TV host previously discussed Union Pacific Corporation (NYSE:UNP)’s business as he briefly commented:
“But Union Pacific’s a very energized company. Jim Vena, serious play. He’s done a great job.”
9. J.B. Hunt Transport Services, Inc. (NASDAQ:JBHT)
Number of Hedge Fund Holders In Q1 2025: 40
J.B. Hunt Transport Services, Inc. (NASDAQ:JBHT) is one of the largest trucking companies in America. As the firm’s performance depends on economic performance, it’s unsurprising that the shares have lost 13% year-to-date. J.B. Hunt Transport Services, Inc. (NASDAQ:JBHT)’s stock is still down by 2.6% since the pre-Liberation Day tariff high. Some factors that have influenced the shares include weak earnings reports on the back of growing stocks. However, Cramer advised viewers against selling the stock:
“. . .I’m very bullish on industrial. And the industrials so you don’t need to fool around. . .things are better for these companies. We saw that with JB Hunt, which I didn’t think had that great a quarter but it was, people regarding as an inflection quarter. So don’t sell a rail, don’t sell any of these capital equipment companies because I don’t think people realize legislation is about capital equipment.”
Previously, Cramer shared that J.B. Hunt Transport Services, Inc. (NASDAQ:JBHT) was quite popular among retail investors:
“Well what people wanted frankly, they’re buying the transport, they’re buying JB Hunt. They’re buying the most pedestrian of things. Which I’ve got to tell you is really rather amazing again. It’s an indicator of people are really, really bullish. They think that there’s going to be return to trade. That they were too negative during this period.”