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 commented on the recent downgrade of US credit. In a surprising development that led markets to end flat during the day, ratings agency Moody’s downgraded America’s perfect credit rating from the highest rating of AAA to AA+. Mentioning the development, Cramer said:
“No we gotta go back to when there was a surprise. Of course when we saw S&P downgrade our. . .debt Triple A to AA+. And that was, you know we got hit pretty badly, down 6.6% in August 5th of 2011. But then we had, we had Fitch downgrade us. And that was not that bad. That was a down 1.38, when. . .And David, what’s happening, that didn’t happen then, was that is an alternative, the money keeps going to these European stocks. And it’s rather amazing because when you look at dollar denominated, you. . .Germany and Spain up 30%!”
The CNBC host also linked the lack of faith in US debt with younger generations relying on Bitcoin. He outlined:
“Well, I think that Bitcoin is where, I was doing a bottle signing for my wife. . . .younger people, they don’t wanna talk about stocks. They just talk about how, what a mess this debt is. So we’re buying crypto. And one of them said really interesting, which was like, the President is no longer as focused on the market. President’s focused on Bitcoin. Now, I think that there have been a series of articles about the President and Bitcoin. Not that complementary. But, it does point out to the fact that he sees more than. . .”
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 May 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).
12. 23andMe Holding Co. (OTC:MEHCQ)
Number of Hedge Fund Holders In Q4 2024: N/A
23andMe Holding Co. (OTC:MEHCQ) is a healthcare company that is known for selling DNA and genetic analysis kits. It’s faced a lot of turmoil which led the shares to be de-listed and to trade over-the-counter. However, 23andMe Holding Co. (OTC:MEHCQ)’s pink sheet stock soared by 261% in May after Regeneron announced that it would acquire the firm. Here is what Cramer said about the development:
“One of the things that Jensen’s [Jensen Huang NVIDIA CEO] been talking about . . is you need AI tools to be able to look at if you can at the correlations between genetics and disease and health for a large number of people. So what did Regeneron do today? It bought 23andMe for 256 million dollars in order to be able to get those correlations. I think it’s a very smart deal, you may think that they overpaid, but to have AI and that? You may be able to find specific patterns. And that’s what, uh, smart people are doing with AI. So I think that Leonard Schleifer’s gonna do that.
“No I don’t know but I know that it turned out to be worth a lot more than people thought! And I think that one of the things we’ve seen over and over again is this that you use NVIDIA to find out specific patterns about what you see. Particularly for cancer.”
11. CoreWeave, Inc. (NASDAQ:CRWV)
Number of Hedge Fund Holders In Q4 2024: N/A
CoreWeave, Inc. (NASDAQ:CRWV) is a technology infrastructure firm that provides businesses with computing resources for cloud computing and AI workloads. It is the first firm to publicly list its shares in 2025, and since then, the stock has gained 127%. Cramer’s previous comments about CoreWeave, Inc. (NASDAQ:CRWV) have dismissed reports of it being formed by NVIDIA to create GPU demand. Here are his latest thoughts:
“And a lot of times they [data center companies] have to go and work with CoreWeave. Because actually they have the operation.”
“Right I guess I’m just saying that when I heard Jensen mention, and he says boy we love CoreWeave in the data center, now they are a large partner with CoreWeave, we saw how much stock they own.”
10. Kohl’s Corporation (NYSE:KSS)
Number of Hedge Fund Holders In Q4 2024: 26
Kohl’s Corporation (NYSE:KSS) is somewhat of a regular feature on Cramer’s morning show. The CNBC host has blasted the firm’s management during some appearances and then expressed remorse for his hard-hitting statements. In his recent comments, Cramer remarked that Kohl’s Corporation (NYSE:KSS) was a “disaster” despite trying to do the right thing. His latest remarks came in the context of President Trump warning Walmart that he is closely monitoring the firm for price increases:
“The scale. Look, Walmart sells a lot of clothes. So does Kohl’s. How does Kohl’s make it eight to seven dollars, I mean Kohl’s they just had to lose another CEO.”
9. TXNM Energy, Inc. (NYSE:TXNM)
Number of Hedge Fund Holders In Q4 2024: 30
TXNM Energy, Inc. (NYSE:TXNM) is a mid-sized utility that caters to the needs of consumers in New Mexico. Its shares jumped by a 7% in May after investment giant Blackstone announced that it would acquire the firm. Cramer believes the move is part of Blackstone expanding its presence in the data center space. Here is what he said:
“We know Blackstone has a lot of data centers. We know TXNM is in the area with a lot of data centers. I still think this is motivated by the need to have cheap power. Although remember, they are not a generator.
“I think it just a great acquisition. I think all the companies that are in the business of low power, low cost power, which is in say Texas, good place, it’s a great business to be in. And John Gray who runs Blackstone, knows that this is just a, that their own data center company might be worth the price of Blackstone.”
8. ITT Inc. (NYSE:ITT)
Number of Hedge Fund Holders In Q4 2024: 36
ITT Inc. (NYSE:ITT) is a mid-sized American industrial firm that makes and sells pumps, valves, shock absorbers, brake pads, and other items used in the automotive, industrial and energy industries. The stock is up by 7.9% year-to-date, on the back of strong performance around the days of its latest earnings report. Cramer called ITT Inc. (NYSE:ITT) a “quiet” stock that consistently performs. Here are his complete thoughts:
“I just think that, one of the things that people have to recognize is these quiet companies which go up and go up and go up. Because they’re plumbing and they’re like piping and they’re, you know these just generic companies that are so good that are doing so much better than the ones that we hear about and think about. So I’m trying to emphasize those.”
7. Target Corporation (NYSE:TGT)
Number of Hedge Fund Holders In Q4 2024: 56
Target Corporation (NYSE:TGT) has been the feature of several of Cramer’s morning appearances. The CNBC host has commented extensively on the retail sector particularly due to the impact of President Trump’s tariffs. Cramer believes that larger retailers such as Walmart are better positioned to navigate through the inflationary impact of the tariffs. His latest comments about Target Corporation (NYSE:TGT) came in the context of the President’s warning to Walmart:
“But if you’re Target, which is the number three retailer, of the brick-and-mortar, you know they have 400,000 people at Target, Target can’t go against Walmart! On food. Walmart’s just huge scale. I’m worried. . .but they’re the best!
“Yes but if there was, the customers are watching they’re gonna be thrilled. Because customers can go to other places. You wanna go to Dollar General, fine! You wanna go to Target? Fine! You can go to Amazon, same-day for some things. But do they know that Walmart’s prices are appreciably lower than the rest!”
“Target reports this week and there are a lot of people who are really worried about Target. Because Target has so much product made overseas.
“I told Brian Cornell, I wanted his prices rolled back to 2018. And he nodded, he nodded. . . .”
6. Blackstone Inc. (NYSE:BX)
Number of Hedge Fund Holders In Q4 2024: 67
Blackstone Inc. (NYSE:BX) is one of the biggest asset managers in the world. The firm has been quite busy this year as it’s been announcing deals back and forth. Blackstone Inc. (NYSE:BX)’s shares dipped by 7.8% in April after reports surfaced about China reducing private equity investments in the US. Cramer’s latest comments about the firm came as Blackstone Inc. (NYSE:BX) announced that it would acquire a utility company:
“We know Blackstone has a lot of data centers. We know TXNM is in the area with a lot of data centers. I still think this is motivated by the need to have cheap power. Although remember, they are not a generator.
“I think it just a great acquisition. I think all the companies that are in the business of low power, low cost power, which is in say Texas, good place, it’s a great business to be in. And John Gray who runs Blackstone, knows that this is just a, that their own data center company might be worth the price of Blackstone.”
5. Regeneron Pharmaceuticals, Inc. (NASDAQ:REGN)
Number of Hedge Fund Holders In Q4 2024: 68
Regeneron Pharmaceuticals, Inc. (NASDAQ:REGN) is a biotechnology company primarily known for its treatment for age-related macular degeneration. The firm made quite a splash in May when it announced that it would acquire bankrupt DNA company 23andMe. Cramer was impressed by the deal that sent 23andMe’s pink sheet shares up by 261%. Here’s what he said:
“One of the things that Jensen’s been talking about . . is you need AI tools to be able to look at if you can at the correlations between genetics and disease and health for a large number of people. So what did Regeneron do today? It bought 23andMe for 256 million dollars in order to be able to get those correlations. I think it’s a very smart deal, you may think that they overpaid, but to have AI and that? You may be able to find specific patterns. And that’s what, uh, smart people are doing with AI. So I think that Leonard Schleifer’s gonna do that.
“No I don’t know but I know that it turned out to be worth a lot more than people thought! And I think that one of the things we’ve seen over and over again is this that you use NVIDIA to find out specific patterns about what you see. Particularly for cancer.”
4. Lowe’s Companies, Inc. (NYSE:LOW)
Number of Hedge Fund Holders In Q4 2024: 70
Lowe’s Companies, Inc. (NYSE:LOW) is one of the largest home improvement retailers in America. Its shares have lost 5.9% year-to-date primarily on the back of weak 2025 profit guidance fueled by economic uncertainty and weak consumer spending. In his previous comments about Lowe’s Companies, Inc. (NYSE:LOW), Cramer has praised the stock’s attractiveness. Here are his latest remarks:
“Home Depot, Evercore said they like it and they don’t like Lowe’s. If you don’t like Home Depot they don’t like Lowe’s. That’s silly stuff.”
3. United Airlines Holdings Inc (NASDAQ:UAL)
Number of Hedge Fund Holders In Q4 2024: 86
United Airlines Holdings Inc (NASDAQ:UAL) is another frequent feature of Cramer’s morning show. The firm’s shares have lost 20.4% year-to-date as part of souring investor sentiment about what Cramer has described as the end of a travel bull market. His recent comments about United Airlines Holdings Inc (NASDAQ:UAL) praised the firm’s operational strategies of trimming excess capacity and eliminating bad routes. Here are his latest thoughts:
“[On airlines price target upgrades] Did you see that price target of United?
“Yeah I mean they’re taking about United Airlines going from, saying that it’s gonna have eleven twenty two to thirteen dollar earnings. They’re using a 105 dollar price target up from 67. They must be thinking they’re sitting on a gold mine!”
2. The Home Depot, Inc. (NYSE:HD)
Number of Hedge Fund Holders In Q4 2024: 88
The Home Depot, Inc. (NYSE:HD) is the largest home improvement retailer in America. Cramer frequently discusses the firm in his morning show and is a fan of the firm. His recent remarks have however pointed out that the impact of tariffs and high interest rates has dented sentiment surrounding the gardening season in America. Here are Cramer’s latest remarks:
“Home Depot, Evercore said they like it and they don’t like Lowe’s. If you don’t like Home Depot they don’t like Lowe’s. That’s silly stuff.”
1. Capital One Financial Corporation (NYSE:COF)
Number of Hedge Fund Holders In Q4 2024: 89
Capital One Financial Corporation (NYSE:COF) is one of the biggest banks in America. The firm has been at the center of news coverage in 2025 after its highly anticipated merger with Discover Financial finally secured regulatory approval. Cramer has been a fan of the deal’s potential, and this time around, he termed it a genius move that could disrupt the payments industry in America. Here’s what he said about Capital One Financial Corporation (NYSE:COF):
“I’ll give you a regional [bank] that I love David, let’s see if you can guess it. . . .How’s that stock [COF] doing?
“I think, I think that Richard Fairbank, the genius who runs Capital One, could very well use the Discover network to go against Mastercard, Visa, and American Express cause it has a lower [inaudible]. How do you like that? They have a hundred and twenty million cards! They have a hundred and twenty million cards! Why couldn’t they have their own network? Why couldn’t they just tell the retailers look this is what we’re going to use from now on and we’re gonna save you a lot of money.
“Why is the stock down now? Stock’s down. I love the stock. It was going to be up big today. I thought it would be up ten.”
COF is a stock Jim Cramer recently discussed. While we acknowledge the potential of LLY as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than LLY and that has 100x upside potential, check out our report about this cheapest AI stock.
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