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 shared what the Trump administration could do to stop the stock market bloodbath unleashed by tariffs. Commenting on potential actions on Friday, he outlined:

“We do need that path to help companies. And that should happen this weekend. It wouldn’t violate anything the President says. . .Possible yield getting cut because of the dividend and I say no, stay the course. Because I believe that the President will see the light and say it’s the countries that are problem not our great American companies, we’re not gonna hurt those companies because that hurts the worker. It is such a clear path that I’m offering right now that if they don’t take it it’s foolish.”

Cramer’s co-host Carl Quintanilla asked him about his thoughts about tariffs generating revenue for the US government. In response, Cramer commented:

“Well you still get plenty of revenue if you just give companies a chance to be able to open jobs here. But they have to make an [Jensen Huang’s. AI GPU company] like commitment, they have to say listen we’re not waiting, we’re building the factory, we’re putting people right. We have found space. We have found work. Because they have to do that in order to be able to say look, there’s going to be immediate revenue in our country. If they don’t do that, then I understand they won’t be able to raise enough revenue.”

Cramer continues to believe that US companies that create jobs in America should be helped by the government. According to him:

“I’m concerned about companies and what they’re trying to do for workers. And there needs to be a bridge. We’re bridging the farmers. You know they’ll bridge the farmers. You have to offer a path to make it so that we still get those trillions, still get them, but companies that really want to help the American worker, commit right now, boots on the ground. . .that’s what I need.”

Adding more details about the impact of tariffs on US workers, he outlined:

“And we’ve got great digital companies. Again, we have amazing companies that I wanna stick up for the workers of our companies. Because, they’re the ones who’ll indeed be sacrificed. Because the plans all have to be cut back. There’s gonna be, there’s gonna be this period where there’s gonna be a reframing of hiring. And they, we had great numbers today, we’ll have great numbers for the next three months. But after that there’s really no incentive to hire because you’re not gonna expand.”

When Quintanilla asked Cramer what he thought about Buffett holding $334 billion in T-Bills, Cramer stated:

“You know I mean this was the time to, to not do anything. But I think that he had the luxury of, that our viewers don’t have. Which is our viewers are trying long term to invest in the stock market.”

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 April 4th.

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).

8. NIKE, Inc. (NYSE:NKE)

Number of Hedge Fund Holders In Q4 2024: 73

NIKE, Inc. (NYSE:NKE) is a troubled athletic apparel retailer that just can’t catch a break. Ahead of last week’s tariff-induced selloff, the shares were already struggling as the firm navigated through a turnaround under the leadership of a new CEO. During the selloff, its shares dipped by 11.9% due to the firm’s consumer exposure and supply chain. Here’s what Cramer said about the firm on Friday:

“Look, Nike. They are really in trouble. But, they went and played by the rules. They went to Vietnam. I think you offer these companies a path and say listen, we’re gonna exempt you.”

“Nike did nothing wrong. Lulu did nothing wrong. These companies they didn’t do anything wrong. They played by the rules. They left China. RH left China. They played by the rules. Why hurt the people who played by the rules?”

7. The Home Depot, Inc. (NYSE:HD)

Number of Hedge Fund Holders In Q4 2024: 88

The Home Depot, Inc. (NYSE:HD) is a home improvement retailer that is one of Cramer’s top stocks in the sector. He believes that the firm can benefit from a shortage of homes in the US. The Home Depot, Inc. (NYSE:HD) shares are down by 14% year-to-date, and they dipped by 4.6% as they were buoyed by the firm’s domestic exposure and the potential of homebuilding stocks to benefit due to lower rates. Here’s what Cramer said about The Home Depot, Inc. (NYSE:HD) on Friday:

“I wanna talk about Home Depot. I think it’s exactly the kind of stock you have to buy. Because rates are coming down. And there will be housing turnover. And it’s a win for them. It’s a very good situation. Lowe’s is up too.”

“Because the rehab is very important. The remodel is very important. . .Home Depot can say, okay look guys. We’re real big. You’re not. Here’s your price. And that’s one of the great things about Ted Decker.”

6. Merck & Co., Inc. (NYSE:MRK)

Number of Hedge Fund Holders In Q4 2024: 91

Merck & Co., Inc. (NYSE:MRK) is one of the biggest pharmaceutical companies in the world. In his previous remarks about the firm, Cramer has continued to share optimism about the firm’s CEO, Rob Davis. He also believes that Merck & Co., Inc. (NYSE:MRK) is being unfairly targeted in China and expressed surprise about its HPV vaccine GARDASIL struggling in China. He continued to maintain this tone as Merck & Co., Inc. (NYSE:MRK)’s shares dipped on Friday:

“How about GARDASIL and Merck? There we have a vaccine for women. And they wouldn’t give it to the people because they are not as responsive to their people as they should be. I think obviously they’re very good at famine.”

“GARDASIL vaccine and Rob [Davis]. I mean when you take a look at a company like Merck. They’re doing everything right. And the Chinese just say, you know what, we. . . people didn’t care. Rob. Davis did such a good job. And the government didn’t care. People didn’t care. They’re willing to hurt themselves and I think that’s unfortunate. Willing to hurt their own people and Rob Davis knows that.”

5. Pfizer Inc. (NYSE:PFE)

Number of Hedge Fund Holders In Q4 2024: 92

Pfizer Inc. (NYSE:PFE) is another major global pharmaceutical firm. In his previous remarks about the company, Cramer has wondered whether the firm is “dead money.” Pfizer Inc. (NYSE:PFE) has struggled with its balance sheet, and the stock dipped in 2024 due to the firm’s high debt levels. The CNBC host has also expressed disbelief at China’s unwillingness to work with the firm. Here’s what he said on Friday:

“Nooo, take a look at what they’re willing to do to Dr. Bourla and to Pfizer. They’re willing to, not give them the vaccine. We had the vaccine for them”

4. The Boeing Company (NYSE:BA)

Number of Hedge Fund Holders In Q4 2024: 103

The Boeing Company (NYSE:BA) is the struggling aircraft manufacturer whose shares have started to turn the corner in 2025. The firm struggled throughout 2024 as safety concerns hampered its production and aircraft deliveries. Year-to-date, The Boeing Company (NYSE:BA)’s shares are down by 24.8% after having bled 23% since President Trump announced his tariffs. Here’s what Cramer shared on the stock’s massive losses:

“[On BA and CAT being the worst two Dow names] Yeah I know, I mean because of China, although Caterpillar has diversified away from China so much and Boeing has got so many orders it shouldn’t be. Those are both mistakes. Shouldn’t be. Don’t sell those.”

3. Apple Inc. (NASDAQ:AAPL)

Number of Hedge Fund Holders In Q4 2024: 166

Apple Inc. (NASDAQ:AAPL) was one of the worst-hit technology stocks during the tariff-induced stock market selloff. The pessimism surrounding the firm is due to its Chinese supply chain, which carries the risks of higher product prices in the US and the risk of retaliatory action from China against US companies. In his earlier remarks about Apple Inc. (NASDAQ:AAPL), Cramer has posited that the firm might benefit from exemptions. Here are his latest comments:

“[On Webush saying a domestically made iPhone would cost $3,500] So, you have to come up with a solution that says look we’re gonna do something else. And I thought that Apple did, I feel terrible what Apple done, Apple committed the most. . .jobs in the country. They just did. And that should have made it so the President says to China, listen, we are doing what’s right with Apple. . . Stand up for them. Stand up for them.”

“[On AAPL losing a Walmart in market cap] I know but you know if you’re the President, you can say, Apple is going to be booming. They’re gonna boom. You know I think that they’re gonna boom too. I just say in the interim, I don’t want them to be hurt. Now maybe the President thinks they have to be hurt. Remember he did, the forecast was basically pain.”

2. NVIDIA Corporation (NASDAQ:NVDA)

Number of Hedge Fund Holders In Q4 2024: 223

NVIDIA Corporation (NASDAQ:NVDA) is another poor-performing technology stock in 2025. Its shares are down by 31% year-to-date primarily due to the massive DeepSeek selloff and the tariff selloff due to investor worries about growth. As NVIDIA Corporation (NASDAQ:NVDA)’s shares dropped on Thursday, Cramer asserted that the firm had avoided tariffs due to its decision to work with TSMC and build chips in the US. Here’s what he said on Friday:

“Well I do want to make it so that, you have a path. And NVIDIA’s a winner. Did the right thing.”

1. Microsoft Corporation (NASDAQ:MSFT)

Number of Hedge Fund Holders In Q4 2024: 317

Microsoft Corporation (NASDAQ:MSFT) managed to somewhat hold its ground during the tariff selloff due to its software business being insulated from high import costs. The shares are down 14.7% year-to-date and have dropped by 7% since the tariff announcement. Here is what Cramer said about Microsoft Corporation (NASDAQ:MSFT) on Friday:

“[On Microsoft celebrating its 50th] Oh that’s terrific. You know Steve Balmer’s my classmate . . .Harvard crimson, terrific guy. Satya obviously knows what he’s doing, I’d love to ask him about whether he’s really backing away from the data centers or whether he’s working with OpenAI. Because I think you can’t really, stop the build out. One of the things you can’t stop, is the build out AI cause it’s too important for the future. We don’t have enough workers.”

MSFT is a stock Jim Cramer recently discussed. While we acknowledge the potential of MSFT as an investment, our conviction lies in the belief that some 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 MSFT but that trades at less than 5 times its earnings, check out our report about this cheapest AI stock.

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