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 Elon Musk’s xAI and its Grok assistant. Cramer frequently discusses Grok in his morning show, and he has gone as far as to share that he believes Grok is the best AI model amongst all others that he’s used. One aspect that’s impressed Cramer is Grok being up to date with the latest details, particularly about the latest earnings releases.
This time around, he shared discomfort with how Grok was interacting with him:
“Well, Grok just keeps liking me and it’s repulsive. It liked what I had to say about some of the things I said about Trump last week. . .It watches me closely, and it tells me, it critiques me. So it’s a little scary. Because you know what, it’s kind of like my father would critique me.”
Cramer added:
“It’s the most sycophant, I mean it’s like, repulsively, it’s cloying in how much it loves me.”
One of the hottest and controversial topics in the media right now is President Trump’s restrictions on China. The President is confident that he will reach a deal with China, and Cramer commented on how different AI chatbots yield different answers when asked about an embargo on China:
“. . .ask AI whether China would collapse if you embargoed it. . .and ask it among all sites. Including DeepSeek. You’d get a different answer from DeepSeek. DeepSeek by the way, not that reverential towards. . . a little more critical.”
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. Waste Management, Inc. (NYSE:WM)
Number of Hedge Fund Holders In Q1 2025: 66
Waste Management, Inc. (NYSE:WM) is one of the biggest waste collection and management companies in America. The shares have gained 18% year-to-date after having recovered from their 8.6% post-Liberation Day drop in April. Cramer has discussed Waste Management, Inc. (NYSE:WM) several times in his show in 2025. He believes the firm is enjoying tailwinds from President Biden’s infrastructure spending and is attractive due to its domestic exposure. However, Waste Management, Inc. (NYSE:WM)’s shares still remain vulnerable to recessionary concerns as they reduce the demand the firm experiences for some products. In his recent remarks, Cramer called the firm “timeless,” and this time, after co-host David Faber sarcastically commented that tariffs could reduce imports to the US and save the space for stuff thrown in landfills, Cramer remarked:
“I could buy Waste Management consistently because of Temu. . .well I got to find out how badly Shein’s been hurt.”
Cramer discussed Waste Management, Inc. (NYSE:WM) in detail earlier this year. Here is what he said:
“For some reason, road building is a big theme among the winners and that means you want to own Martin Marietta Materials. […] as well as WM, that’s the artist formerly known as Waste Management which gets a big boost from construction. […]
[Talking about each company’s strengths] Martin Marietta’s exposure to faster growth areas, while WM does well when more community roads are built. […]
Like the other stocks on this list, you have to love how domestic these companies are i’m thinking the road building plays are working as the money from all of Biden’s infrastructure program is finally being put to work better late than never although I’m sure there are Biden people who question that flip judgment. It’s working right here right now and I think it’s going to continue to do so even if interest rates edge higher because of the housing shortage I would own any of these.”
11. Macy’s, Inc. (NYSE:M)
Number of Hedge Fund Holders In Q1 2025: 37
Macy’s, Inc. (NYSE:M) is one of the largest retailers in America. The firm’s shares have struggled in 2025 as they have lost 27% year-to-date. The firm’s shares have been hit with the double-whammy of troubled sales and the potential impact of tariffs. Macy’s, Inc. (NYSE:M)’s is currently undergoing a turnaround effort that involves the firm closing its stores. The impact of tariffs was clear on the stock as it sank by 24% in the days after the Liberation Day tariff announcements. Cramer’s remarks about Macy’s, Inc. (NYSE:M) surrounded the firm’s turnaround effort:
“I’m worried about Macy’s very much.
“That’s gonna be a [inaudible] for Macy’s, because they’re still closing stores and you want growth.”
Cramer’s previous remarks about Macy’s, Inc. (NYSE:M) revolved around the impact of tariffs on the firm. Here’s what he said:
“I have to imagine that Macy’s or a Kohl’s could get hung up on these things too… Of course, these stocks are part of the S&P 500. Right now, they’re considered heavy. There are so-called death crosses all over the place, a chartist term that means the stock’s gonna really roll over and hurt you.
And yes, it is hard to stick your neck out because the president’s people haven’t been able to quell fear so the hunker down is going to hurt retail even if you believe that the White House has very good reasons to get tough on our trading partners, and they really do although the administration’s bad at articulating them and if the president makes some exceptions, then things are all part of one big no exclusions policy, well, that’s pretty positive. Me? I don’t know.”
