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.”
10. NVIDIA Corporation (NASDAQ:NVDA)
Number of Hedge Fund Holders In Q1 2025: 212
NVIDIA Corporation (NASDAQ:NVDA), one of Cramer’s favorite stocks, has continued to delight him in the second quarter. Even though the shares struggled throughout this after the DeepSeek selloff, Cramer remained a NVIDIA Corporation (NASDAQ:NVDA) bull as he pointed out that not only will the firm benefit from robust AI demand but also from future adoption and growth in humanoid robots. This time around, he commented on some of the drivers of the stock’s performance:
“[On Citi going to $190 on an expanded total addressable market] I think that people should read if they have access to Citi’s notes. They’ve got a tag team of great analysts there. And, I agree with everything that they wrote because this is the ascendant time. I don’t think people realize that this market has been in the grips of high price-to-earnings multiple capital software that frankly is not doing nearly as much.”
“And the NVIDIA came up! I mean one of the. . look at the NVIDIA comeback. I mean without China which was Jensen Huang had said could be a fifty billion dollar opportunity with a 4.5 billion dollar write-off. They managed to get to an all-time high! A lot of people felt that NVIDIA was done. When the stock touched a hundred. What a comeback. Now some of that is because of sovereign that the President went and developed new markets for them. I do think we’re not paying enough attention to the CAdence, Synopsis deals, where the President has green lit. They are the two best partners of NVIDIA. And I keep thinking of what Jensen Huang said on Mad Money which was that I trust the President. He trusts the process. And the process would be having Cadence and Synopsys in there because those are one or two of the most important players that then you have NVIDIA, you tend to have Cadence and Synopsys. So it. would be natural if the government of China would say you know what, we’re going to get long term rare mineral deals not the short term deals in return for a different version of NVIDIA. And that’s what I felt NVIDIA’s stock has showed. That that’s a possibility. That’ll be something.”
9. Salesforce, Inc. (NYSE:CRM)
Number of Hedge Fund Holders In Q1 2025: 140
Salesforce, Inc. (NYSE:CRM) is one of the largest customer relationship management software providers in America. The firm has been a regular feature of Cramer’s morning show this year, particularly due to CEO Marc Benioff. Cramer has repeatedly mentioned Benioff’s attempts to point out the lack of utility of Microsoft’s CoPilot AI platform. More recently, he has commented that Salesforce, Inc. (NYSE:CRM) has struggled, as while the market is appreciative of the firm’s AgentForce platform, investors also believe that the firm’s other products might not be performing so well. He reiterated the theme this time around as well:
“Now this is tough for me, because my charitable trust owns Salesforce. And Salesforce, even though it’s embraced agentic, is regarded as company, that well you know what they have a lot of stuff that really doesn’t do anything. How about that Texas Instruments? And it’s a nice renaissance.”
In his earlier comments about Salesforce, Inc. (NYSE:CRM), Cramer explained the bifurcation in detail:
“Okay, here’s the problem with Salesforce. There are two Salesforces. There’s Agentforce, which is doing very well, and then there’s the rest of Salesforce, and all I hear about over and over again is that business is doing poorly. That’s why I’ve not added to the position. I need to see the quarter… Sorry, Marc, but I gotta call ’em as I see ’em. That’s kind of me.”
8. Broadcom Inc. (NASDAQ:AVGO)
Number of Hedge Fund Holders In Q1 2025: 158
Broadcom Inc. (NASDAQ:AVGO) is a semiconductor designer primarily known for its networking chips and modems. In today’s AI era, the firm’s shares have seen investor interest due to its custom chip design business. NVIDIA’s AI GPUs are the best-performing AI chips in the world, which has constrained their supply and led to high prices. As a result, custom chip designers such as Broadcom Inc. (NASDAQ:AVGO) have attracted companies such as OpenAI to design chips that could supplement NVIDIA’s AI chips in data centers. Broadcom Inc. (NASDAQ:AVGO) is also one of Cramer’s top stock picks for the second half. Here are his recent remarks about the company:
“Like when I looked today there’s a big Broadcom bond deal and I’m saying wow well they did a lot great things. And I see semis doing terrific things and I see them all still not that high when it comes to the price-to-earnings multiple.”
Earlier, Cramer discussed Broadcom Inc. (NASDAQ:AVGO)’s strong share price performance this year:
“You know there’s a stock, it has 1.2 billion dollars of valuation. 1.2 trillion. And the trillion’s still a lot. The company’s called Braodcom and it just hit an all time high!. It’s all time high. Now we should remember that there are companies out there that are smoking hot. Right now. And they are the leaders.
“We’re back to just talking about what’s a great secular trend. It’s like nothing happened.”
7. Microsoft Corporation (NASDAQ:MSFT)
Number of Hedge Fund Holders In Q1 2025: 284
Microsoft Corporation (NASDAQ:MSFT)’s fate on the stock market appears to have turned around as we start the year’s second half. The shares have gained 18.5% year-to-date, after having bottomed for the year and having lost 14% by late April. Since then, Microsoft Corporation (NASDAQ:MSFT)’s shares are up by 38% primarily on the back of investor bullishness about the firm’s AI initiatives. AI and cloud computing are the largest drivers of the share price, and the latest bullish rally in the shares came after the firm revealed in April that Azure revenue had grown by 33%. Microsoft Corporation (NASDAQ:MSFT) has also benefited from Apple’s woes and managed to surpass Apple’s market value this year. Here’s what Cramer said about the firm:
“[On his new acronym, MNM] Well what I did was take a look at what finished strong. And I’ve got to tell you, I mean first of all, Microsoft finished and that was just one incredible run. That is a higher multiple.”
Earlier, Cramer discussed the key drivers of Microsoft Corporation (NASDAQ:MSFT)’s share price:
“How did Microsoft. . .manage to triumph, especially when all their stocks had hit some pretty hideous darn levels early in the quarter?… Well, why don’t we start with Microsoft? Here’s the story you used to be able to set your clock on. It revolved around business software and Azure, that’s the cloud computing business. In January, Microsoft shocked the world by missing Azure’s numbers. Yep, they blew the estimates. The division grew 31%, but the Street was looking for 31.9%.
Coming from a company that rarely misses and almost always guides up, this was seen as a stunning defeat, and the stock dropped over 6% immediately. Stock dropped from $442 before it reported to around $345 at its lows in April. But when Microsoft reported again at the end of April, their Azure business actually grew at a 33% clip. I know it seems like nothing, a gossamer… but it drove the stock right up to $500 at the end of the quarter. On less than two percentage points of growth, the stock added over $150 and hit the new high list… So, what did we discover? Microsoft doesn’t miss more than once.”
6. Meta Platforms, Inc. (NASDAQ:META)
Number of Hedge Fund Holders In Q1 2025: 273
Meta Platforms, Inc. (NASDAQ:META) is the largest social media company in the world. Its shares have performed well in 2025 as they have gained 20% year-to-date. Cramer has discussed the stock several times in his morning show this year. He has attributed Meta Platforms, Inc. (NASDAQ:META)’s share price gains to the strong performance of the firm’s advertising business and cost-cutting initiatives. At the same time, the CNBC TV host has sharply criticized Meta Platforms, Inc. (NASDAQ:META)’s AI platform and gone as far as to suggest that the firm’s AI platform is among the worst offered by big tech and OpenAI. This time around, he commented on Meta Platforms, Inc. (NASDAQ:META)’s valuation:
“Meta still has a low multiple. Meta’s recreating and. . .remediating the entire advertising business. Along with Amazon and along with YouTube. And Meta’s the leader.”
Earlier, Cramer discussed Meta Platforms, Inc. (NASDAQ:META)’s share price performance in detail:
“How did . . .Meta manage to triumph, especially when all their stocks had hit some pretty hideous darn levels early in the quarter?
… Finally, there’s the toughest one to explain, Meta. This stock started the year at $630 and then got caught up in the rise and fall of everything growth, sinking from $740 in February down to $480 in April. A week later, and only a few points from the bottom, Meta reported a magnificent quarter. They crushed the estimates. On the conference call, we discovered you no longer needed to advertise anywhere else, save Amazon and Google. They didn’t mention that, but that’s me. Now, on that call, you realize that when you go with Meta, your ad will be shown only to the people who want to buy your product, no other medium… and that’s why the stock finished the first half at $738 yesterday. This machine really works… So, what did we discover?… Meta is a ridiculously cheap stock that should never have traded down to $480.”
5. Cadence Design Systems, Inc. (NASDAQ:CDNS)
Number of Hedge Fund Holders In Q1 2025: 59
Cadence Design Systems, Inc. (NASDAQ:CDNS) is one of the most important companies in the semiconductor industry. It is one of the few firms in the world that offers electronic design automation (EDA) software that enables chip designers like NVIDIA, Intel, and AMD to design their products. Cadence Design Systems, Inc. (NASDAQ:CDNS) scored a win earlier after it was revealed that the Trump administration had rescinded restrictions that required the firm to secure an export license to sell products to China. Cramer commented on the development and the firm’s relationship with NVIDIA:
“And the NVIDIA came up! I mean one of the. . look at the NVIDIA comeback. I mean without China which was Jensen Huang had said could be a fifty billion dollar opportunity with a 4.5 billion dollar write-off. They managed to get to an all-time high! A lot of people felt that NVIDIA was done. When the stock touched a hundred. What a comeback. Now some of that is because of sovereign that the President went and developed new markets for them. I do think we’re not paying enough attention to the Cadence. . .deals, where the President has green lit. They are the two best partners of NVIDIA. And I keep thinking of what Jensen Huang said on Mad Money which was that I trust the President. He trusts the process. And the process would be having Cadence. . .in there because those are one or two of the most important players that then you have NVIDIA, you tend to have Cadence. . . So it. would be natural if the government of China would say you know what, we’re going to get long term rare mineral deals not the short term deals in return for a different version of NVIDIA.”
Cramer previously discussed Cadence Design Systems, Inc. (NASDAQ:CDNS) in February. Here is what he said:
“Finally, the eighth largest decline during the final three days of the last week was Cadence Design Systems. Wow, good company, software play that helps tech companies design semiconductors and electronics, including Nvidia. Cadence fell 14% during the three-day period. We were looking at it mostly on Wednesday after the current report, a solid quarter with conservative guidance. But the stock kept falling at the end of the week as more concerns about overbuilding for AI infrastructure emerged. Cadence is a, is fully a part of that theme.
“So it continued to get hit, with the stock not, not far from the 52-week low now. It might actually be worth thinking about buying on weakness. Candidly, this weakness for Cadence could carry over to Nvidia when it reports on Wednesday. I’m just trying to keep you up on a stock that you may own.”
4. Synopsys, Inc. (NASDAQ:SNPS)
Number of Hedge Fund Holders In Q1 2025: 67
Synopsys, Inc. (NASDAQ:SNPS), along with Siemens and Cadence, is one of the key providers of EDA software in the world. This software is at the heart of the global semiconductor industry as it marks the start of a chip’s journey from an engineer’s mind to the foundry’s lithography machine and inside a computer. Synopsys, Inc. (NASDAQ:SNPS)’s shares are up by 13% year-to-date as they have struggled due to US chip restrictions on China. However, the firm, along with Cadence, scored a win earlier this month when the Trump administration lifted some of the restrictions. Cramer discussed the development and Synopsys, Inc. (NASDAQ:SNPS)’s relationship with NVIDIA:
“And the NVIDIA came up! I mean one of the. . look at the NVIDIA comeback. I mean without China which was Jensen Huang had said could be a fifty billion dollar opportunity with a 4.5 billion dollar write-off. They managed to get to an all-time high! A lot of people felt that NVIDIA was done. When the stock touched a hundred. What a comeback. Now some of that is because of sovereign that the President went and developed new markets for them. I do think we’re not paying enough attention to the . . .Synopsis deals, where the President has green lit. They are the two best partners of NVIDIA. And I keep thinking of what Jensen Huang said on Mad Money which was that I trust the President. He trusts the process. And the process would be having. . . Synopsys in there because those are one or two of the most important players that then you have NVIDIA, you tend to have. . .Synopsys. So it. would be natural if the government of China would say you know what, we’re going to get long term rare mineral deals not the short term deals in return for a different version of NVIDIA. And that’s what I felt NVIDIA’s stock has showed.”
3. CoreWeave, Inc. (NASDAQ:CRWV)
Number of Hedge Fund Holders In Q1 2025: 36
CoreWeave, Inc. (NASDAQ:CRWV)’s shares are among the top performers in 2025. Since their IPO in March, they have gained 284% primarily on the back of analyst and investor bullishness regarding the long-term demand for AI computing. In his previous comments about CoreWeave, Inc. (NASDAQ:CRWV), Cramer has called the firm a meme stock and warned that its high valuation means that there are investors who are eager to get out of the stock before it loses value. This time around, he discussed a recent deal CoreWeave, Inc. (NASDAQ:CRWV) made to acquire Core Scientific and his meetings with management at the time of the IPO:
“Yes and they’re all over me today. CoreWeave is saying that this helps them immensely in terms of the amount of power they have and it’s actually a good deal for their finances. The stock’s turned up, they were up big on, well CoreWeave was up big, and it’s given back that. This is the kind of deal that if I were Lina Khan at the FTC, I would say wait a second, Core and Core? No. We will not let a core merge with a core. . . No I mean to being facetious, but not really, in someways because I think she would say these are two companies that could compete. Which is true. But I think that this is the kind of deal that we ought to get used to having. It’s one of the things that makes me bullish. Which is that there’s not any, you know you can make a deal if you think it’s rational and not expect to be challenged. Now someone might say, you know Jim, that was really a cheap shot. No. The deference was cheap. The deference.
“I’ve got Michael Entrator. He has done a remarkable job, I don’t know if people care about CoreWeave anymore, but, Michael Entrator’s stock opened, it was at 40 and it went up to 156! You know, did people who buy that make money or did they just kind of say you know what, I’m glad I have my index fund but by the way, no. Ben Stoto and I were very positive on CoreWeave after meeting with the company and spending some time with them. Just very impressive people who were doubted and are doubted, there’s a very big short position. But you know what, they figured they have a, when you ask NVIDIA what do you think of them, and NVIDIA bought a quarter of that IPO, NVIDIA would say great partner, great partner.
“Entrator, I mean I remember you know he said listen I need three hours, and then he took five hours, and I was like alright, you know, I got nothing else to do other than talk about the market. Everything else can be on hold.”
2. Core Scientific, Inc. (NASDAQ:CORZ)
Number of Hedge Fund Holders In Q1 2025: 67
Core Scientific, Inc. (NASDAQ:CORZ) is a mining infrastructure company whose products allow cryptocurrency miners to mine currencies. The shares are flat year-to-date but would have fared much worse had it not been for a Wall Street Journal report in late June about the firm’s acquisition by CoreWeave. The shares jumped by 39% in the days following the report, but fell by 17.6% after CoreWeave confirmed the deal and analysts weighed in. Before the WSJ’s report, Core Scientific, Inc. (NASDAQ:CORZ)’s shares had lost 15% year-to-date. Cramer discussed the deal and whether it would have been approved by the Biden administration:
“Yes and they’re all over me today. CoreWeave is saying that this helps them immensely in terms of the amount of power they have and it’s actually a good deal for their finances. The stock’s turned up, they were up big on, well CoreWeave was up big, and it’s given back that. This is the kind of deal that if I were Lina Khan at the FTC, I would say wait a second, Core and Core? No. We will not let a core merge with a core. . . No I mean to being facetious, but not really, in someways because I think she would say these are two companies that could compete. Which is true. But I think that this is the kind of deal that we ought to get used to having. It’s one of the things that makes me bullish. Which is that there’s not any, you know you can make a deal if you think it’s rational and not expect to be challenged. Now someone might say, you know Jim, that was really a cheap shot. No. The deference was cheap. The deference.”
The CNBC host had last discussed Core Scientific, Inc. (NASDAQ:CORZ) in December. Here is what he had said:
“Yeah, I’ll tell you… if you think that today was a seminal market, in other words, that the Fed did something that is gonna make people very nervous, this stock will go down for maybe a couple [of] days. It is very intriguing, but remember, it’s losing money. Losing money stocks will not do well in this newer environment. So let’s be careful before we buy more of that stock.”
1. Capital One Financial Corporation (NYSE:COF)
Number of Hedge Fund Holders In Q1 2025: 93
Capital One Financial Corporation (NYSE:COF) is a sizable American bank that scored a major win in 2025 after all regulators cleared the firm’s acquisition of Discover Financial. Cramer has discussed the deal several times in 2025. In all his discussions, the CNBC host has remained optimistic about the deal and commented that the new entity can very well take on US payment giants Mastercard and Visa. Capital One Financial Corporation (NYSE:COF)’s shares have gained 22% year-to-date on the back of tailwinds generated by the deal. This time, he commented on whether the former Biden administration would have let the deal go through:
“Now um, we have a Cox deal with Charter. I think that the, no I know at the last minute, the Biden administration would have challenged the Discover-Capital One deal because those are two lower-end credit companies getting together. And they would have I think waited right to the end.”
Cramer also recently discussed Capital One Financial Corporation (NYSE:COF) in the context of other banking giants:
“It also bodes well for the banks, any banks, including Bank of America, Wells Fargo, and my favorite right now is Capital One. Now that Capital One has merged with Discover, its stock has the potential to keep climbing because it’s put together a credit card powerhouse. And I know it’s up a lot, but it can go higher.”
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