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 the railroad sector and his opinion about the firms. Rail stocks were thrown in a frenzy recently after a report claimed that Union Pacific was interested in acquiring rivals. The news broke after Cramer and co-host David Faber discussed the issue in detail in an earlier program. Since then, Cramer has remained optimistic about rails:
“The rails? Yes! I mean there’s three rails. It’s just nuts. They’re trying to go back to laissez-faire. I mean remember the Interstate Commerce Commission was started by the rails. I mean I’m not saying that everybody’s corrupt, I’m just saying that it’s unfettered capitalism. And people forget what unfettered capitalism looks like.”
The CNBC host also commented on a changed business regime under Trump:
“They do think that it’s gonna be like, that it’s going to revert to Biden’s government. It’s not. I was reading my friend Rusty Braziel this morning about the number of pipelines that are being built to take natural gas in different places. And, it’s just, you want to open a natural gas pipeline? It’s a free fire zone. Anybody, you can fight them locally, but you know this regime is much more aggressive than say the Nixon regime for pro-business.”
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 19th.
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).
10. Alphabet Inc. (NASDAQ:GOOGL)
Number of Hedge Fund Holders In Q1 2025: 227
Alphabet Inc. (NASDAQ:GOOGL) is a stock that Cramer has admitted to being wrong about. The CNBC TV host has lamented selling the shares due to the firm’s troubles with the Justice Department. In his previous remarks, he commented that Alphabet Inc. (NASDAQ:GOOGL) might be worth more than $2 trillion if its Search business experiences a resurgence. Here are his latest thoughts:
“[On whether he was optimistic about the upcoming earnings] Unfortunately yes. I sold the stock for my trust. I got fed up because I just didn’t, well look I’ll tell you how wrong I was. I thought it mattered that the judiciary found that they were monopolistic. And you what that revealed me as? A small minded person. And I don’t like to be small minded in the face of people making money. I read the opinion. And it said that they are monopolistic. And I said to myself well they could be like Standard Oil. And then I sold it. . .I thought that Eddie Cue’s story about how the actual use of Google would be down. Again, I was not in keeping with the times.”
“But Alphabet, YouTube just turned out to be the home run. I, even though I was probably in the terms of my own view for my trust, I actually did feel that the court’s ruling would matter. And that’s cause I was pre-Trump, I think.”
9. Warner Bros. Discovery, Inc. (NASDAQ:WBD)
Number of Hedge Fund Holders In Q1 2025: 60
Warner Bros. Discovery, Inc. (NASDAQ:WBD) is a media and entertainment company whose shares have gained 20% year-to-date. The stock. has performed particularly well since late May after the firm announced that it would split itself into two businesses. Cramer’s previous comments about Warner Bros. Discovery, Inc. (NASDAQ:WBD) have praised the firm’s CEO’s congeniality and commented that it is the right approach with the Trump administration. Here are his recent thoughts:
“[On Superman doing well] Well look I think that Zas who is in the driver’s seat right now is going to be able to split the company into what I would think would be not that great a company which is cable but he would disagree with me. And then you’re gonna get the studio. And the higher it goes, and he finishes his balance sheet, the more likely it’s gonna happen. David Zaslov is very smart. And there was too much, you know initially there was too much debt and he’s taken care of that. He’s a businessman for heaven’s sake.
“[On stock almost double off of April] I think that’s incredible.”
Previously, Cramer discussed Warner Bros. Discovery, Inc. (NASDAQ:WBD)’s CEO:
“[On the comeback] How about Zas huh! I know [the Superman buzz is real] I talked to Zas this morning, everybody in the business knows that it works for Zas, Zaslov, because people know that he is. . .everybody knows he’s one of the most convivial, kind guys. Why am I emphasizing whose nice and who’s not? Because the companies that have executives these days who are supposed be cordial, and outgoing and terrific like a Jassy. They’re being cut slack. We’re just in some era that maybe it’s defined by Chuck Robbins. Who I think is the ultimate gentleman. We see this again and again. We see a discourse that is opposite of the White House.”
8. Verizon Communications Inc. (NYSE:VZ)
Number of Hedge Fund Holders In Q1 2025: 65
Verizon Communications Inc. (NYSE:VZ) is one of the largest telecommunications carriers in America. Its shares have gained 6.8% year-to-date and marked a strong 4.3% jump in July after the firm’s second-quarter results saw it raise its midpoint full-year free cash flow guide to $20 billion from an earlier $18 billion. Verizon Communications Inc. (NYSE:VZ) ‘s adjusted EPS of $1.22 for the quarter also beat analyst estimates of $1.19, while its midpoint 3% operating income growth also overshot the estimates. Cramer was upbeat about the results:
“Oh my god. Even Verizon was good.
“Yeah and then, it’s Andrew saying look I think that maybe you’re just taking share. In other words that what’s happening is this that there’s a pie and there’s nothing that’s going to prove me wrong. I don’t know how that’s going to prove me wrong. . .Verizon had a really good quarter.
“[On cash flow guide being strong] That’s what I looked at. And they’re very optimistic and that’s terrific.”
Previously, Cramer linked Verizon Communications Inc. (NYSE:VZ)’s dividend yield with the stock appearing more like a bond:
“I think it’s okay. It’s really just a bond. I mean, there’s a lot of competition now in the telco business.”
7. AT&T Inc. (NYSE:T)
Number of Hedge Fund Holders In Q1 2025: 87
AT&T Inc. (NYSE:T) is a major American telecommunications carrier. Cramer’s previous comments about the firm have shown that the stock is growing on him despite him favoring T-Mobile. AT&T Inc. (NYSE:T)’s shares have gained 20% year-to-date, primarily on the back of strong earnings reports for its Q4 2024 and Q1 2025 results. However, the stock slipped by 3.4% in pre-market trading after AT&T Inc. (NYSE:T)’s second-quarter results despite the fact that its 401,000 subscriber additions beat analyst estimates of 295,700 by a wide margin. The stock struggled as the firm’s 243,000 fiber subscriptions missed analyst estimates of 250,610. Cramer was optimistic about AT&T Inc. (NYSE:T) ahead of its earnings report:
“I’ve been telling people to buy AT&T. I think AT&T’s going to be fabulous.”
Previously, Cramer discussed AT&T Inc. (NYSE:T)’s share price:
“Now remember, I infamously didn’t like it at 22. So you could say, what are you doing liking it at 28? But I did change my mind at 24. Now, here’s what you need to know: I read a piece today, of research, that said that basically this is the best in the industry, and you know what? I like T-Mobile, but boy, this thing is a really good situation…”
6. Tesla, Inc. (NASDAQ:TSLA)
Number of Hedge Fund Holders In Q1 2025: 104
Tesla, Inc. (NASDAQ:TSLA) is one of Cramer’s most frequently discussed stocks. While the shares have struggled in 2025 and have lost 12.4% year-to-date due to worries about the firm’s vehicle deliveries, Cramer has maintained that there’s more to it than cars. The CNBC TV host believes that Tesla, Inc. (NASDAQ:TSLA) will significantly benefit from tailwinds from humanoid robots and self-driving cars. He kept up this tone this time around as well:
“[On BofA raising target on cash position and saying Tesla deliveries are going to make the week’s print] Listen that’s irrelevant. What matters is this that they have a vision. What’s the vision? It’s robots. Uh, autonomous. And if you want to be small-minded and focus on autos, I think you’ll miss a big move. Now, am I being facetious? No. I mean this is the new market.”
Cramer discussed Tesla, Inc. (NASDAQ:TSLA)’s position after President Trump’s tariffs on copper:
“Okay so Tesla has a 180 pounds of copper. These electric vehicles are filled with copper. And a typical ICE vehicle has far fewer. Now candidly, Musk is trying to get this down to 40 pounds. But if you didn’t know better you would say boy this is really aimed at, at Tesla. . . If I were Elon, which I’m most certainly not. . .I would say holy, he’s coming after me, I’m a copper user. But everybody uses copper. . . most of the world’s copper is used by China.”
5. Texas Instruments Incorporated (NASDAQ:TXN)
Number of Hedge Fund Holders In Q1 2025: 66
Texas Instruments Incorporated (NASDAQ:TXN) is a semiconductor company that makes and sells power management and other associated products. Cramer’s previous comments about the firm have opined that investors have now started to catch up to Texas Instruments Incorporated (NASDAQ:TXN). However, the firm’s shares dipped by a whopping 9.5% in July after the firm forecast Q3 revenue to sit at a midpoint of $4.63 billion, which was only slightly higher than the $4.59 billion analysts had expected. Texas Instruments Incorporated (NASDAQ:TXN) also suffered from management warning investors that tariffs were reshaping global demand for its products. Here is what Cramer said:
“They’re so good. And look at the price targets. They’re so below, I don’t know, hit up Texas Instruments, I don’t even know where it is. Like you look at these and you just say, what were people doing with price targets of 190? 170? Look at that, I mean people who were, target 160. And those are the people who have to take up their numbers. And they don’t want to take up their numbers like today, because, then they are revealed as people who were not believers in the year of magical thinking.”
4. CSX Corporation (NASDAQ:CSX)
Number of Hedge Fund Holders In Q1 2025: 68
CSX Corporation (NASDAQ:CSX) is a major American railroad company that has been at the center of the news this July. Earlier in the month, Cramer and co-host David Faber discussed whether the railroad industry in the US could enter a period of mergers due to the different conditions under the Trump administration. Right on cue, a report surfaced that railroad giant Union Pacific would either acquire CSX or Norfolk Southern. In this appearance, Cramer recalled a recent conversation with Faber for a potential acquisition:
“[On Cowen taking it to buy] David, don’t you think that one of these is going to merge? [Mimicks David Faber with arms crossed and a grim look with pursed lips] And that means yes.
“CSX is going to merge with Union Pacific, am I off the rails? I am in charge of the rails. It’s just the way, the people refuse to believe that this is a different government.”
Earlier, the CNBC TV host wondered whether Norfolk Southern or CSX would be vulnerable to an acquisition:
“I think that Norfolk Southern could be vulnerable. I’d like to think that Joe Hinrichs at CSX, no.”
3. Union Pacific Corporation (NYSE:UNP)
Number of Hedge Fund Holders In Q1 2025: 85
Union Pacific Corporation (NYSE:UNP) is one of the largest railroad companies in America. The firm has been in the news lately due to reports that it might acquire either Norfolk Southern or CSX. Union Pacific Corporation (NYSE:UNP)’s shares fell by 2.5% after the reports of an acquisition surfaced, as investors worried about the impact of any funding on its income statement. Cramer discussed the chatter in this appearance:
“CSX is going to merge with Union Pacific, am I off the rails? I am in charge of the rails. It’s just the way, the people refuse to believe that this is a different government.”
Earlier, Cramer discussed Union Pacific Corporation (NYSE:UNP)’s business and its CEO:
“But Union Pacific’s a very energized company. Jim Vena, serious play. He’s done a great job.”
2. Opendoor Technologies Inc. (NASDAQ:OPEN)
Number of Hedge Fund Holders In Q1 2025: 21
Opendoor Technologies Inc. (NASDAQ:OPEN) is a technology company that primarily enables home sellers to list their properties online for sale. The shares have gained 43% year-to-date despite having dropped by 29% in July. Opendoor Technologies Inc. (NASDAQ:OPEN)’s shares fell as the firm’s speculative run fueled by Reddit users ran out. Cramer discussed the share price movement in detail:
“Promotion, that’s what people are doing. Is it a dump? No it’s a pump. And the goal is to get it to eight. And if you want to get involved with that, understand, that’s a part of this chit game. This is a parlay. There are a lot of parlays going on. And, this one, look I don’t want to dignify it, but I recognize it. It’s a squeeze. It’s a short squeeze. And people who are shorted, you better cover because they’re gonna overrun you. Do I like this? It doesn’t matter. It’s not a like or dislike, that’s like a silly, though I really dislike this, who. . .cares?”
1. Pinterest, Inc. (NYSE:PINS)
Number of Hedge Fund Holders In Q1 2025: 86
Pinterest, Inc. (NYSE:PINS) operates a website that enables users to engage in artistic endeavors such as arts and crafts and home decoration. The firm’s shares have gained 24% year-to-date and have gained 53% since their early-April drop. The stock has benefited from several catalysts, such as analyst upgrades and strong earnings performance. Cramer’s a fan of Pinterest, Inc. (NYSE:PINS):
“I’m always looking for companies like Square now Block, that could take off even if it doesn’t get added to the S&P. And there are a couple of notes about Pinterest. I think that Bill Ready has done a remarkable job as CEO. Pinterest is going to be a part of what’s scraped by these, the five big ones. And we should highlight the five big ones, they do matter. And I just think Pinterest is a place where people go to learn, and people go to have crafts. It’s an underrated site. It’s 25 billion. It could be 50 billion.
“[On Morgan Stanley saying there growth acceleration is not being priced] Look, I think this is a remarkable site. Because, if you want to take trip, if you want to learn to paint, if you want to learn to cook, if you want to cook something really special, it’s where you go. It’s a very useful site. And it seems to me to be a, a very much of a site that you’re not going to see the stuff that we just talked about.”
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