In this piece, we will look at the stocks that Jim Cramer recently discussed.

In his recent appearance on CNBC’s Squawk on the Street, Jim Cramer discussed the impact of markets extending their rally after President Trump’s remarks suggested that his administration was de-escalating its showdown with China. To further assuage market concerns, Trump also asserted that he had no plans to fire Federal Reserve Chairman Jerome Powell. Cramer remarked:

“Well I think that if you go back to Monday’s stock market, that was one of the worst days in my career that I’ve ever seen. I had that comparisons to 1932, a lot of people just saying let’s just forget about this, let’s turn it off, I don’t want to be in this anymore. David, there seemed to me on Monday to be a belief that we’re really on our own, do whatever you want, tariff away, we don’t need anybody, interest rates going the wrong way, gold going the wrong way. It was just a hideous day.”

Given that Cramer has interacted with the markets in one form or the other before most of us were born, naturally his remarks about Monday being the worst of his career raised eyebrows. Co-host David Faber refused to believe it and asked Cramer whether he really did think that it was the all-time worst day. In response, Cramer clarified that it was the worst day in terms of despair. “No, because in terms of despair. Despair. Level of despair. . .Just saying the level of despair on Monday when I left,” he said.

Cramer also outlined that those who had predicted that a bear market was in play were proven wrong. “Everyone said bear market rally yesterday, well you know those people have been pantsed,” he said. “There was a guy on this morning . .was talking about tariffs, you know I was really hammered. I said jeez you know it’s early in the morning,” Cramer added.

However, even though the bears were ‘pantsed,’ it didn’t mean that the performance was stellar. Commenting on JPMorgan calling recent market events a wholesale divorce from dollar-denominated assets, Cramer outlined: “I felt like I could go very easily into pretty much any market in the world and be better than ours.”

The CNBC host also shared that Treasury Secretary Bessent appears to be driving the policy, as for now. According to him: “I think that Bessent, Treasury Secretary Bessent, is regarded as being at the tiller, right now. And he understands the stock market. And there’s, Navarro, who understands death by China.”

Commenting on the link between Bessent and President Trump, Cramer shared:

“Look obviously he [Bessent] just knows there’s some connection between the stock market and the country. And I know that the President, first go around, regarded as being really important. In the second go around he’s just said basically it’s an abstraction even to the point where I can do tariffs higher than Smoot-Hawley and not care what happens.”

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 23rd.

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. Williams-Sonoma Inc. (NYSE:WSM)

Number of Hedge Fund Holders In Q4 2024: 40

Williams-Sonoma Inc. (NYSE:WSM) is an American home furnishing products retailer. Its shares have lost 19% year-to-date as they have struggled from multiple headwinds including a weak growth forecast and the impact of tariffs on its products. Cramer rarely talks about the stock in his morning show. This time around, he commented on the firm’s recent share price movement which has seen the stock gain 9% since April’s tariff-induced bottom:

“Williams Sonoma, last quarter good, people forgot about it. Now people are coming back to it.”

9. Old Dominion Freight Line, Inc. (NASDAQ:ODFL)

Number of Hedge Fund Holders In Q4 2024: 50

Old Dominion Freight Line, Inc. (NASDAQ:ODFL) is one of the biggest trucking logistics companies in the US. As a result, the firm’s shares are dependent on economic activity. Year-to-date, Old Dominion Freight Line, Inc. (NASDAQ:ODFL)’s shares have lost 9.6% which is lower than the beating several big tech stocks have taken. Part of the reason behind the share is the firm’s lower exposure to tariffs and robust earnings performance. Here’s what Cramer said about Old Dominion Freight Line, Inc. (NASDAQ:ODFL):

“Old Dominion, the freight company, they report a quarter and uniformly on the call they like hated themselves. I told you they’re self haters, oh like we screwed up on this, we’re bad on that. Stock’s up 13. Now in light volume. But that’s the kind of, you know, when you get a company, a trucking company that reported a quarter where they think the quarter was bad themselves, and the stock’s up 13, that’s a market that wants to take on little bit more of an aggressive posture.”

8. 3M Company (NYSE:MMM)

Number of Hedge Fund Holders In Q4 2024: 79

3M Company (NYSE:MMM) is one of the biggest industrial conglomerates in the world. Its shares have gained 7% year-to-date despite the fact that they tumbled by 14% in early April. 3M Company (NYSE:MMM) has benefited from several factors such as a robust earnings report which saw the firm’s first quarter profit-per-share of $1.88 beat analyst estimates of $1.77. Here’s what Cramer said about 3M Company (NYSE:MMM):

“I think that 3M the other day, is back. They’ve got that company together. . . .these companies have all kind of said, you know we’re not hurt that much by tariffs. We’re doing pretty well. And then you start getting a narrative which says maybe no recession.”

7. RTX Corporation (NYSE:RTX) 

Number of Hedge Fund Holders In Q4 2024: 80

RTX Corporation (NYSE:RTX) is a major American defense contractor. The firm’s shares are the talk of the town in April after it warned of a massive hit to its full-year earnings this year due to tariffs. RTX Corporation (NYSE:RTX)’s stock sunk by 9.8% after the results but they have gained 7.2% since then. In his previous comment about the firm, Cramer lamented RTX Corporation (NYSE:RTX)’s honesty and asserted that it should have been more cautious. Here are his latest comments:

“If RTX can get back on track, these companies have all kind of said, you know we’re not hurt that much by tariffs. We’re doing pretty well. And then you start getting a narrative which says maybe no recession.”

6. Vertiv Holdings Co (NYSE:VRT)

Number of Hedge Fund Holders In Q4 2024: 92

Vertiv Holdings Co (NYSE:VRT) is a data center hardware company that caters to the needs of the data center industry. As a result, the firm’s shares have struggled in 2025 as investor sentiment about the data center industry has cooled. Cramer has repeatedly asserted that the demand for data center products is strong and investor concerns are overblown. He maintained the theme in his latest comments about Vertiv Holdings Co (NYSE:VRT):

“I have . .GE Vernova and I’ve got Vertiv on tonight. . the CEOs. And I just want to say that there’s been a lot of what I regard as misinformation about the data centers slowing. And both, when you read the Vertiv notes, like forget it, the business is on fire.

“Well I don’t like compressed multiples and that’s what we’ve been getting. One of the things about compressed multiples is, as we say [inaudible] with NVIDIA, is that as people think wow . . it’s getting really cheap at 26, at 25, at 24, no, that’s a belief that, things are not going to work out. People expect. I believe in the data center but I think that there are people who just say Vertiv’s view of it is too bullish.

“I think that Vertiv will tell you, I think that GE Vernova will tell you, but look here’s what I worry about with the data center. It’s not like you have them saying, there’s even more orders, although you know GE Vernova said the orders were good. You still have this lingering idea that well Oracle can’t possibly be spending this much, Amazon can’t . . .”

5. AppLovin Corporation (NASDAQ:APP)

Number of Hedge Fund Holders In Q4 2024: 95

AppLovin Corporation (NASDAQ:APP) is a software company that enables firms to place their advertisements in video games. It’s one of Cramer’s favorite stocks, and his previous remarks have defended the firm against short seller reports. AppLovin Corporation (NASDAQ:APP)’s shares have lost 21.6% year-to-date as they have struggled to recover from the impact of the short-seller report. Here are Cramer’s latest thoughts about the firm:

“AppLovin I know is one of your favorites because you think that AppLovin is one of those companies that is like, will you give me a break. But they have free cash flow. . .”

4. GE Aerospace (NYSE:GE)

Number of Hedge Fund Holders In Q4 2024: 101

GE Aerospace (NYSE:GE) is the spinoff of General Electric and it makes and sells aircraft engines and other equipment. It is one of Cramer’s top stocks as the firm has benefited from the after-effects of Boeing’s aircraft production woes. GE Aerospace (NYSE:GE)’s shares are up 17% year-to-date, and in his previous comments, Cramer commented that the firm’s guidance raise in the current environment was remarkable. Here are his latest thoughts:

“I’ve seen obviously all the pieces of GE, very strong. . . these companies have all kind of said, you know we’re not hurt that much by tariffs. We’re doing pretty well. And then you start getting a narrative which says maybe no recession.”

3. Philip Morris International Inc. (NYSE:PM)

Number of Hedge Fund Holders In Q4 2024: 102

Philip Morris International Inc. (NYSE:PM) is one of the biggest tobacco companies in the world. As stocks were sold during the tariff selloff earlier this month, Cramer wistfully pointed at the demand inflexibility of the firm’s products. Philip Morris International Inc. (NYSE:PM)’s shares are up by 40% year-to-date, which reflects the somewhat defensive nature of the stock. Here are Cramer’s latest thoughts about Philip Morris International Inc. (NYSE:PM):

“Jeez I think Phillip Morris if they didn’t sell what they sell, by the way, you know that’s the number one story of all time is the breakup of Phillip Morris. It’s more than all the other stocks. Yes, in the last ten years it’s NVIDIA. But the longest CAGR is Phillip Morris. . .”

2. The Boeing Company (NYSE:BA)

Number of Hedge Fund Holders In Q4 2024: 103

The Boeing Company (NYSE:BA) is one of two major aircraft manufacturers in the world. The firm is currently in the midst of a turnaround effort spearheaded by its CEO Kelly Ortberg. In his previous comments about The Boeing Company (NYSE:BA), Cramer has speculated that perhaps the firm’s future is brighter now that Ortberg is in charge. This time around, he and his co-hosts interviewed Ortberg. Here’s what Cramer said before and after the CEO’s interview:

“We’re going to speak to Kelly Ortberg, soon. From Boeing. He holds the key. I mean, let’s say, if he just says I’ve got plenty of orders for the Chinese planes, don’t worry about it, and then you get into this thing. . . .where there are countries that just say I gotta get this President off my back. I’ll take five 777s. . . I mean that’s how you get the trade balance.

“[AFTER INTERVIEW] It’s a very important company for America. Very important stock. I was concerned that there would not be a turn in cash flow. But they took in the ten. Ten billion, their cash flow’s getting better. We hear that they’re gonna be delivering a lot of planes. Uh, the fact that they have customers from China. can we take that off the table, although obviously there’ll be a little glitch in terms of the timing issue. But Boeing could be back so to speak. And if that is, it’s a beginning of a couple of companies that are back.

“[On whether no Chinese orders matter] He just said look if they cancel, fine, we got other guys that want them.”

1. Oracle Corporation (NYSE:ORCL)

Number of Hedge Fund Holders In Q4 2024: 105

Oracle Corporation (NYSE:ORCL) is a technology company that provides enterprise resource planning (ERP) software and infrastructure for AI and data center computing. Its shares have lost 17% year-to-date on the back of souring investor sentiment about data centers. In his previous thoughts about Oracle Corporation (NYSE:ORCL), Cramer has remarked that the firm has ‘stolen’ OpenAI away from Microsoft. Here are his latest comments:

“[On Piper’s ORCL downgrade] that downgrade showed that they’re spending too much and the margins are bad so that. But I think that one could give up the. . .I think that could trade down.”

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