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 recent stock market performance. The end of the year’s first half, June, ended up being a great month for stocks. It saw the S&P 500, the NASDAQ Composite, and the NASDAQ 100 stock indexes close the month 5%, 6.6%, and 6.3% higher. During the show, Cramer discussed that the strong performance was broad and spread out across sectors instead of being isolated to technology stocks as is mostly the case. He added:
“I was working this weekend, I’ve got an annual meeting for the club on Friday. And I, I posited that maybe things are good and they’re working and I said, look, I know there are people in this room who are anti-Trump. Some people are pro-Trump of course. But the fact is is that there are a lot of things that are indeed working. And we’ll talk to Peter Navarro, the question is, can you keep buying here? Can you keep buying when things are good. And when I go through the research this morning, I mean people are just kind of saying, listen it doesn’t matter. . . .So I think that is the theme. It’s not too late. I would like to see a pullback just because we’re up a huge amount, we’re very overbought. . .a lot of things are going the President’s way, and I don’t see that in the press. It is.”
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 7th.
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. GE Vernova Inc. (NYSE:GEV)
Number of Hedge Fund Holders In Q1 2025: 111
GE Vernova Inc. (NYSE:GEV) has been one of the top-performing stocks in 2025 as its shares have gained 55% year-to-date. It is also one of Cramer’s top stocks as the CNBC host has maintained that the firm is among the few nuclear power equipment providers that have a clear idea of the future. Cramer’s previous comments about GE Vernova Inc. (NYSE:GEV) have speculated that the stock could close the year higher than its level at June’s close. He maintained this sentiment during this appearance:
“Very positive piece about GE Vernova. let me use that, and that’s the company that makes gas turbines. . .But when you look at that company you say all right I missed that one clearly. And no it’s not too late.”
Cramer’s earlier comments about GE Vernova Inc. (NYSE:GEV) discussed the stock’s potential for the remainder of the year. Here is what he said:
“But what do we do with the very different set of winners for the first half? I want you to consider the GE Vernovas and the Howmets and the Palantirs, the stocks that are likely to finish the year dramatically higher from these exalted levels. What do you do with the stocks that have been on a run nonstop for 26 weeks, though? I think you send them on one of those two-week vacations like that Southeast Asia, Cape Town, maybe New Zealand. You pay no attention to them. Let them have a good time. Just take them off your screen, come back to them when the rotations run its course.”
11. Apple Inc. (NASDAQ:AAPL)
Number of Hedge Fund Holders In Q1 2025: 159
Apple Inc. (NASDAQ:AAPL) has continued to be a consistent appearance on Cramer’s morning show this year. He has discussed the firm primarily in the context of its share price woes that have been driven by US and China tensions and investor perceptions of a lack of progress on artificial intelligence. In this show, Cramer interviewed President Trump’s counselor, Peter Navarro, and asked him why Apple Inc. (NASDAQ:AAPL)’s commitments to move production to India and invest $500 billion in the US were insufficient. Navarro responded by pointing out that the Trump administration had repeatedly asked Apple Inc. (NASDAQ:AAPL) to move production to the US, and the firm’s CEO, Tim Cook, had been asking for more time for years. “It’s a long-running soap opera,” said Navarro, as he wondered why Cook couldn’t produce iPhones outside China and in the US despite technological advances. In turn, Cramer’s response to Navarro saw him point out that Apple Inc. (NASDAQ:AAPL) had shifted production to India:
“But I do want to know as the trade. . .we’ve got some things that disturb me. You have a great American company which has that arguably has put 2.9 million people to work in our country. It’s Apple. It seems like no matter where Apple goes, we find that they have to be taxed high. I know that they’re committing 550 billion to the country, and unless you directly contest Tim Cook’s honor, what is enough for you?
“But India was something you wanted at one point. You wanted India. You wanted Vietnam. Suddenly, you know these are not easy decisions. You wanted us to leave China. Apple is trying very hard there. They’re a huge manufacturer. How about something like this. Apple is a great company. They are a gem of our country. And what we’re going to do is we’re gonna respect that they moved to India when it comes to us. We sure wish they would do more but they are doing 550 billion away from that. What more do we need from this great American company?
“And I did think the government is taking a lot of cheap shots at Apple. I don’t like it. They moved to India, I thought that’s what the government wanted them to do.”