Jim Cramer Highlighted 12 Stocks and Tariff Panic

Page 11 of 11

1. Wells Fargo & Company (NYSE:WFC)

Number of Hedge Fund Holders: 96

Wells Fargo & Company (NYSE:WFC) was mentioned during the episode, and here’s what Cramer had to say:

“I spied the financials as being good. Wow, what’s that all about? I think we may be going along the route that says there will be no tariffs on the banks and the banks could soon be less regulated under this administration. Just this morning, Morgan Stanley talked about how Wells Fargo could be a huge winner if it finally sheds the darn asset cap implemented back in the early days of 2018…. If you read the piece, you’d think that the stock is just screaming by. It had me from the first line, ‘It’s a new era for bank regulation.’

Morgan Stanley said that once the asset cap is gone, it will allow Wells Fargo, which we own for the Charitable Trust, to put up better loan growth, better trading revenues, and lower expenses. Wow. I think that this piece was a bit of a life raft in the Atlantic. A note that says, ‘Hey, look at me, look at me. Remember the president said, there’ll be less regulation? Now it’s gonna happen. Hey, hey.’ Sure enough, Wells Fargo went up and it took the other big banks along with it.”

Wells Fargo & Company (NYSE:WFC) is a global financial services firm that provides a variety of banking, investment, mortgage, and financial solutions.

Overall, WFC ranks first among the 12 stocks Jim Cramer recently highlighted. While we acknowledge the potential of WFC, our conviction lies in the belief that AI stocks hold greater promise for delivering higher returns, and doing so within a shorter time frame. There is an AI stock that went up since the beginning of 2025, while popular AI stocks lost around 25%. If you are looking for an AI stock that is more promising than WFC but that trades at less than 5 times its earnings, check out our report about this cheapest AI stock.

READ NEXT: 20 Best AI Stocks To Buy Now and 30 Best Stocks to Buy Now According to Billionaires.

Disclosure: None. Insider Monkey focuses on uncovering the best investment ideas of hedge funds and insiders. Please subscribe to our free daily e-newsletter to get the latest investment ideas from hedge funds’ investor letters by entering your email address below.

Page 11 of 11