In this piece, we will look at the stocks Jim Cramer recently discussed.
In his appearance on CNBC’s Squawk on the Street on Friday, Jim Cramer discussed the read-through of President Trump’s transcript of the interview given to Time Magazine. Cramer commented:
“I’ve worked for Time for a while . . very few people actually do David anything that’s contemporaneous, so to speak, so you’re looking at something . . .I think that there are talks, but I don’t think they’re at a level that matters. I think we should just continue to think that there’s going to be a day that comes, where everything’s a lot more expensive.”
The CNBC host also commented on President Trump’s advisor Peter Navarro and his absence. Navarro is known to be a strong proponent of tariffs on America’s trading partners. Mentioning Navarro, Cramer outlined:
“We don’t know what Navarro’s up to. Obviously Navarro is the hardest line American, there’s 340 million of us, he’s the hardest. And I’m not sure exactly where he is positioned versus Bessent which, Bessent’s seems to be oppositional to, a bunch of people who are hardliners, don’t you feel?”
Since the primary target of the trade tariffs in China, Cramer mentioned his discussions with business executives and what they’re doing to navigate the Chinese tensions. He explained:
“Well look I think that it’s about blinking, nobody’s blinking. And I think that, we obviously have four hundred and forty billion at stake, they have like a 150 billion, is a 150 billion more important? I know that every data. . .makes me feel like they don’t need us. Whatever, they don’t need us, and then everyday I meet CEOs, who have somehow, almost mystically, got out of China. . .I was with a CEO last night. . .I was saying, wow, the China. . .you guys must be, are you ready? He said what you think we just sat there and took it? This is about who does hundreds of millions of dollars of business in what I thought was China, gone, gone. . . .they’re not building in China. And he made it sound like I was rude, that they would just sit there and take it. And then he went on to tell me, the only people who sat there and take it were the people who didn’t bother to even listen to what was being said. And that the exodus is extraordinary.”
Judging by the high tariffs on China, Cramer has long maintained that the tariffs are an embargo instead. He maintained the opinion:
“I don’t think that, I think that there is an embargo. It’s just an embargo, and I think that companies, kind of reminds of when Saigon fell, I mean there’s companies that are like hanging on to the skids of the helicopter and they’re trying to get out of China. And then there’s other companies in China, and David, they kinda didn’t get the memo. They missed the Navarro memo.”
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 25th.
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).
CoreWeave, Inc. (NASDAQ:CRWV) is a technology company that hosts infrastructure that allows firms to compute AI workloads. It was the first IPO of. 2025, and since they were listed, the shares have gained 5.9% after having initially struggled after the IPO. In his previous remarks about CoreWeave, Inc. (NASDAQ:CRWV), Cramer wondered about the impact of GPU depreciation on the firm’s balance sheet and dismissed reports that it was formed by NVIDIA to create GPU orders. Here are Cramer’s latest thoughts:
Resmed Inc (NYSE:RMD) is a medical device company that primarily targets sleep apnea and respiratory problems. Its shares are up by 1.83% year-to-date, primarily on the back of a massive 10% jump in April. Resmed Inc (NYSE:RMD)’s shares soared after its third quarter financial report saw the firm grow revenue by 8% and operating income by 14%. Here are Cramer’s comments on Resmed Inc (NYSE:RMD):
“Well we have a guy, Mick Farrell’s his name and Resmed is a company that does, it’s sleep apnea. . .so to speak. And a lot of people felt that he was going to be destroyed by GLP because they had something for sleep apnea. And it’s only helped them. And Mick’s broke that story on our show. And it’s just been a remarkable stock. I really like him. I actually asked him for medical help once on something and the guy is really a, he’s the jack of all trades and the master of them.”
Hasbro, Inc. (NASDAQ:HAS) is an American toy company that sells some of the most well-known brands such as Monopoly and Nerf. The firm’s shares have performed well in 2025 and have gained 9.2% year-to-date. However, the firm’s shares had bled 23.7% from its February post-Q4 earnings high after the firm beat analyst estimates. Yet, the stock turned around in April as it gained 17% after a strong Q1 earnings report. Year-to-date, the shares are up by 9%. Here’s what Cramer said about Hasbro, Inc. (NASDAQ:HAS):
“And, or surprisingly aren’t [exposed to China], like Hasbro, not as bad. Yes, and then you say to yourself, does it have China? And if the answer is if it has China, then it’s like you know, it’s forget it Jake.”
Ford Motor Company (NYSE:F) is one of the biggest car companies in America. Cramer has discussed the stock several times in 2025. Most of his remarks have focused on the firm’s warranty costs and exposure to high tariffs due to a globalized supply chain. Ford Motor Company (NYSE:F)’s shares are up by 9% in 2025 despite the fact that investors are worried about higher tariff-induced costs on the firm’s bottom line. In his comments, Cramer compared the firm’s P/E ratio to Comcast:
“Okay so, I’m just gonna go there. Comcast sells 7.8 time forward earnings. So you have to go very far to find companies with that low multiple. Their multiple is lower than Ford Motor, okay. Their multiple is, only GM, that I have found is a lower multiple. So what do you make of that?”
6. International Business Machines Corporation (NYSE:IBM)
Number of Hedge Fund Holders In Q4 2024: 60
International Business Machines Corporation (NYSE:IBM) is one of the biggest enterprise computing firms in the world. The firm has been the talk of the town in April due to its first quarter earnings report which sent the shares down by 6.6%. Cramer discussed the post-earnings selloff in detail and dismissed the investor reaction. He believes International Business Machines Corporation (NYSE:IBM) has great cash flow and can experience tailwinds from an upcoming product launch. Here are his latest thoughts about the firm:
“So remember most of these companies are like wow, bring it down, IBM, people were saying maybe IBM’s making too much money from a weak dollar. I happen to like IBM, for the record, but, the companies themselves are very pro weak dollar. So when you speak to them offline, they love it.”
Colgate-Palmolive Company (NYSE:CL) is a well-known oral care and consumer goods company. Its shares are up by a modest 1.35% year-to-date and have gained after President Trump announced his Liberation Day tariffs. Colgate-Palmolive Company (NYSE:CL)’s stock also gained a modest 1.3% in late April after the firm announced that tariffs would make a $200 million hit on the income statement which was lower than what analysts had expected. Here is what Cramer said about Colgate-Palmolive Company (NYSE:CL):
“I’ve got to tell you, when you look at a Colgate today, and you see that how much they benefit [from a weaker dollar].
“How about Colgate? Colgate has less China plans. That’s where they key is. When you’ll get a percentage of business, Kimberly Clark’s got more China. Proctor has way too much China. And so, once again, Colgate kind of skates through as being the one people want.”
GE HealthCare Technologies Inc. (NASDAQ:GEHC) is the former healthcare division of General Electric. The firm sells medical equipment and raw materials such as scanners and imaging agents. GE HealthCare Technologies Inc. (NASDAQ:GEHC)’s shares have lost 12.7% year-to-date on the back of a 24% dip in April after Liberation Day. In his previous remarks about the firm, Cramer has expressed concern about the firm’s China exposure. This time around, he took a slightly different tone:
“GE Healthcare. That is an exception. That they realize they need equipment, MRIs, they need MRIs. So I mean they’re not just, we make some things here, that they need.”
General Motors Co (NYSE:GM) is one of the biggest car manufacturers in America. It is a frequent feature on Cramer’s show, and he has discussed the stock primarily in the context of the impact of tariffs on US car production. Cramer’s recent remarks about General Motors Co (NYSE:GM) warned that the firm’s future earnings could be in danger and wondered if it’s a value trap. This time around, he compared the firm’s valuation to Comcast:
“Okay so, I’m just gonna go there. Comcast sells 7.8 time forward earnings. So you have to go very far to find companies with that low multiple. . . .Their multiple is, only GM, that I have found is a lower multiple. So what do you make of that?”
PepsiCo, Inc. (NASDAQ:PEP) is another frequent feature of Cramer’s morning show. In most of his appearances, the CNBC host has been full of praise for the firm’s CEO and pointed out that GLP-1 drugs create long-term headwinds for the firm. PepsiCo, Inc. (NASDAQ:PEP)’s shares have lost 10% year-to-date, with the latest drop coming in April after the firm’s first-quarter earnings missed analyst estimates. Here’s what Cramer said about the firm:
“David, PepsiCo, the research is so negative, that I struggle to think in their 4% yield, they have almost the multiple of, of, the lowest multiple in the group. And this was a very good company.”
“No, this is a premier company that is being besieged by GLP-1, by Bobby Kennedy Jr. in his serious. . .assault”
T-Mobile US, Inc. (NASDAQ:TMUS) is an American telecommunications carrier. The firm’s shares have gained 7.4% year-to-date despite having lost 11% in April after the firm reported its first-quarter earnings. These results saw T-Mobile US, Inc. (NASDAQ:TMUS) under-deliver on an important metric for telecommunications stocks, i.e. their subscriber count. During the quarter, it added 495,000 wireless subscribers while analysts were expecting 502,000 net additions. Here’s what Cramer said about T-Mobile US, Inc. (NASDAQ:TMUS):
“I thought Mike, Mike Sievert, did a very good job. . .It’s a buy.”
“It was a good quarter.”
TMUS is a stock Jim Cramer recently discussed. While we acknowledge the potential of TMUS 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 TMUS but that trades at less than 5 times its earnings, check out our report about this cheapest AI stock.
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