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 market focus on the Federal Reserve, its governing members, and potential interest rate cuts. Cramer believes that investors are focusing too much on the Fed as he commented:

“Well, I think one of the things that we have to get away from is talking about the Fed. . . we have a jailbreak going on, it’s one of the most amazing things I’ve ever seen. This is not led by tech, although some of the semis might. It’s led by financials, industrials, some of the data centers, you hear that from Safra [Oracle CEO], but it’s a very diversified with the exception of the Proctors and PepsiCos. Very diversified rally, of which I could argue that JPM is more important than Apple. I could argue that what matters more is tariffs, although it’s a little opaque. But the obsession with what the Fed’s going to do has cost you a lot of money, because it’s kept you out of the market. You want to stay out of the market, you got to be in the market big. Retail’s been in the market big.”

Discussing a handful of stocks, Cramer differentiated between individual and institutional investors and outlined the strategies that both have relied on:

“Individuals focused on whether I can sell Apple. That NVIDIA broke out, was I in there. The individual’s focused on what’s hot but also staying in, not wanting to be part of the eight days what we know from Ken Langone told me, where most of the action is. Uh, the institutions are focused on what the Fed’s going to do. Frankly, the individuals don’t even know what the Fed is. But, we have to give the individual credit, because the individual’s buying Alphabet at 176.”

After co-host David Faber asked Cramer what he would do in the second half when it comes to trading stocks, the CNBC host replied:

“What companies are doing well? It’s a throwback to the 90s, David. . . .what I’m saying is the idea we’re supposed to think about getting out of stocks if the Fed’s going to ease or not ease enough instead of looking at companies that are doing well and buying them”

Cramer also commented on President Trump’s announcement regarding the resolution of TikTok’s ownership crisis. He believes that the resolution depends on the US-China trade negotiations:

“My thinking is it’s contingent on the tariff negotiation with China. Which therefore means that these rich people who’ve been assembled, do they understand that they are now part of the gambit?”

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 June 30th.

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).

16. Oracle Corporation (NYSE:ORCL)

Number of Hedge Fund Holders In Q1 2025: 97

Oracle Corporation (NYSE:ORCL) is a hardware and software computing resources provider. The firm enables businesses to conduct their daily operations through its software, and it also provides hardware computing resources to the AI industry. Oracle Corporation (NYSE:ORCL)’s shares jumped by 3.9% on Monday after the firm announced a major cloud contract through an SEC filing. Cramer commented on the development:

“So Safra Catz this morning, the CEO of Oracle, comes out this morning and says things are even better than you think. So here’s a stock that is up 14, that’s not trading with the Fed, that’s trading with Oracle having a new business model from 110 to 223. That’s of great interest to many of our viewers because they made a lot of money.

“[On a recent 8K filing] Well what it says is again, the data center is alive and well and you’re gonna see all the data centers stocks keep going up. Okay so this is a secular trend, that is so important that again if we decide you can’t buy it cause of tariffs, July 9th, then you miss a very huge gain. I would say, that’s new information. I don’t know who it is. David, for all I know it’s a private equity company [a new client].

“[On how the 8K came with a disclosure that the contract it mentioned won’t affect the firm’s guidance provided on June 11th] Well that’s what matters. . . that’s not good. People are going nuts for something they shouldn’t be. It should be no different today. . .”

Cramer also discussed the stock later in the day. Here’s what he said on Mad Money:

“Right now, for example, we’re seeing billions of dollars worth of orders for data centers to be built by Oracle. We already knew that Oracle was doing well, but it just put out a press release today, saying it’s doing even better. So what happens? The stock goes from $118 to $218… in a couple of months’ time, then it keeps going higher. What matters is that the fundamentals are terrific, and as long as they stay terrific, well, the younger people would keep buying the stock.”

15. Circle Internet Group (NYSE:CRCL)

Number of Hedge Fund Holders In Q1 2025: N/A

Circle Internet Group (NYSE:CRCL) is a stablecoin company that is one of the latest listings on the stock market. Since the shares became available for trading, they have gained 131%. Circle Internet Group (NYSE:CRCL)’s shares have benefited from the fact that investors are enthusiastic about stablecoin acceptance after fresh legislation. Cramer has maintained that the stock might be overvalued. He shared his thoughts in detail:

“Is Circle worth 80? Is Circle worth 100?. . .If you think Circle is going to be the stablecoin, then I think you want to take a hard look at it, maybe there are others, maybe it’s going to be SoFi.”

“The key to Circle, it’s the crypto ecosystem, but it’s really the focus is on stabecoin. Because right now we have Tether and that’s a little sketchy. That’s a non-sketchy stablecoin. But what I think is interesting David, and if I were to tell you, that JPMorgan on the upper left were to start this with an Underweight, ‘outside our comfort zone, sell,’ by JPMorgan. Price target of 80. Now Goldman Sachs on the other hand has a Hold, price target of 83. With a Hold. These are the underwriters. So you and I know that this is a period that is very similar to another era that we are very familiar with. And, this is, you’re trying to figure out whether it’s 1998, 1995. But David, this stock is at 181 and the firm that brought it public, says it should be at 80!”

Earlier, Cramer described Circle Internet Group (NYSE:CRCL)’s performance as one of the most bullish things he’s ever seen:

“Look can I just say that these are some of the most bullish things I’ve seen in my career? . . . . That this Circle just keeps being bought, that Palantir keeps being bought. That a Broadcom is going, that Goldman is going. . .”