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 discusses robotics and AI. The CNBC TV host is a strong believer in robotics, so much so that his co-hosts have often pointed out that he’s more optimistic about them than even Elon Musk. This is because while Musk believes that robots can become commonplace in 2030, Cramer believes that they could be with us much sooner than that.
In this show, he discussed a discussion with Amazon’s CEO and his key takeaways regarding robotics. Cramer revealed:
“And I’m frantically trying to match, as we say, the Bloomberg story with Apple. I would point out that there is a, Andy Jassy said something to me that me realize where you and I are on this. He said people like working with the robots. And the robots kind of like working with people. And I was thinking to myself when will we get to the point where we have to like them? When they have the ability to reason. And all of this is about reasoning. Andy Jassy [inaudible] with the statement that I made that the big gating factor is how much it seemed like that NVIDIA costs. He said no NVIDIA’s a great partner. But this is all about the big jump from dumb machines to machines that have personality and have reasoning abilities. So this is where you said it would get to, and it got there much faster.”
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 1st.
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).
11. Amazon.com, Inc. (NASDAQ:AMZN)
Number of Hedge Fund Holders In Q1 2025: 328
Amazon.com, Inc. (NASDAQ:AMZN) has appeared frequently on Cramer’s morning show recently. Most of the time, he has discussed the firm’s Alexa assistant and outlined that an Alexa upgrade could be a game-changer for Amazon. Cramer frequently uses AI assistants for his show, and this time, he shared that Amazon.com, Inc. (NASDAQ:AMZN)’s Alexa is quite knowledgeable:
“What I said to Jassy is when are we going to see the merger between Alexa Plus and robots. Because Alexa Plus is reasoning. And Alexa Plus can, you go back and forth with Alexa Plus. I’ve had my, you know I used to speak to regular Alexa and it was very one way. It was a really bad marriage. No I’m not kidding.
“Let’s talk money. Alexa Plus has lost them billions. This is not going to do that. This is about making money. So you’re gonna have a delta. When you see these things, that they’ve been losing money on and they switch like international, then you have to recognize wow. this is now a new trajectory. Nobody cares right now. It’s part of a group of stocks that people just think are not where the action is. And I think that that’s big mistake. I think that you could have Amazon Prime three days and you could raise numbers.
“[on whether Alexa could compete with ChatGPT, Siri, and others] I thin. . .Alexa Plus is very knowledgeable about a lot of things. Right now Siri, not that smart about things. Yesterday I got something wrong about HPE. HPE is going to be able to keep Aruba. Some of that was because I was looking at these sites during our show and the sites can misinform you.
“I asked Andy Jassy by the way, whether, there was a Reuters story yesterday, that said his prices were, they did this analysis, and the prices are up already because of the tariff. Andy just point blank denied that. He said that this is not true. He did say that a lot of companies bought stuff forward. But he is not seeing any inflation from China yet. Now this is the crux of when will the Fed see it, when will we see it. We’re not seeing it yet.”
“I think that when it comes to inflation, Amazon. . .they are with the people.”
“But Amazon is keeping prices low. . .I have been all in on Amazon since it was two dollars. Not unlike NVIDIA. Two dollars!”
10. Walmart Inc. (NYSE:WMT)
Number of Hedge Fund Holders In Q1 2025: 100
Walmart Inc. (NYSE:WMT) is one of Jim Cramer’s top retail stocks. Along with Costco, he believes that the firm can leverage its scale and market presence to lower prices for consumers. Walmart Inc. (NYSE:WMT)’s shares are up by a modest 8.5% year-to-date after it recovered from a major 9.9% drop in February and a 12% drop in March. The shares fell in February after the firm’s midpoint 2025 EPS guidance of $2.55 fell short of analyst estimates of $2.76 and fueled concerns about the US consumer’s health. Walmart Inc. (NYSE:WMT) also came in the President’s crosshairs earlier this year after Trump warned the retailer not to raise prices. In his previous comments about the company, Cramer speculated that Walmart Inc. (NYSE:WMT) has negotiated the best deals that it could for its products. Here are his recent thoughts:
“I think that when it comes to inflation. . .Walmart, they are with the people.”
Cramer discussed Walmart Inc. (NYSE:WMT) in May and shared how the firm enjoys an advantage over its retail peers:
“I am questioning, how well it’s doing. It’s not big enough. They’re not opening a lot of stores, it’s part of urban strategy that seemed just okay. There were issues even, you know, off of George Floyd, but they recovered very quickly. . . .But I think that that’s more, if you might show some others, yeah Walmart’s really good too, TJX is really good too.
“Go look at the prices, when I. . .would walk with Brian through a Target store, I said this is too high, this is too high, this one’s too high. Where is the 2019? How about 2019 prices? I know that right now Walmart’s got some 2019 prices.
“Look, when you put up a chart of Dollar Tree, Dollar General, not Dollar Tree. Dollar General, I think that if Target can really lower price, you can have a kind of a conversion of. . .
“I’ve gone over this with Brian many times. I think everyone loves to go to Target. They’ve got those great brands that are their own. They have to cut price, cut price, cut price. They have no choice. They have to cut price.
“By the way the retail group is total chaos today. I mean Home Depot’s back down, Lowe’s is down. I thought Lowe’s had a good quarter. Again Target, it’s not existential. They got a really good yield. They’re gonna figure it out. I’m just saying that you’re up against a wall here, and the wall is Walmart.”
