Jim Cramer Reveals His Trading Strategy For H2 2025 & Discusses These 16 Stocks

4. The Goldman Sachs Group, Inc. (NYSE:GS)

Number of Hedge Fund Holders In Q1 2025: 77

The Goldman Sachs Group, Inc. (NYSE:GS)’s strong share price performance in 2025 has also caught Cramer’s attention. The firm’s shares have gained 22.9% year-to-date in a breath of fresh air for investors who had to contend with poor business performance until very recently. During this appearance, Cramer and his co-host David Faber discussed how the recent stock market rally was driven by banking and financial stocks. To wit, while the S&P 500 has 4.4% over the past month, its banking component has beaten the broader market by gaining 9%. Cramer’s previous comments about The Goldman Sachs Group, Inc. (NYSE:GS) have pointed out that the firm’s share price performance is due to strong activity in the mergers and acquisition market. He kept at it this time around as well:

“Goldman obviously is M&A, it’s doing very, very well.”

Previously, he commented on the ups and downs in The Goldman Sachs Group, Inc. (NYSE:GS)’s shares in detail:

“But as it became clear that the new Trump administration was going to prioritize tariffs over its more pro business policies, that’s a real negative for both IPOs and M&A, this thing pulled back hard, only falling nearly 35% from peak to trough by the time it bottomed at $440 [on] April 7th. Since then, though, Goldman’s been rallying hard in part because of the IPO market bouncing back and also because there’s been a pickup in mergers and acquisitions….

Of course, the stock got hit today after JPMorgan executives lowered expectations for their investment banking business at an investor day event. But… I’m not worried about that. I think you can buy Goldman on the weakness.”