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 President Trump’s recent remarks about some mainstream media channels and his response to the Iran-Israel war. Sharing that he doesn’t watch mainstream media, Cramer remarked that Trump’s response reminded him of President Reagan:
“Yeah look I think, do I watch the mainstream media? No. I mean to me I thought about Reagan. Reagan believed in, uh, peace through strength. This seemed like Reagan. Peace through strength. And peace through strength works. And it brought down the Soviet Union.”
The conversation then shifted to the war dominating media coverage. When co-host Carl Quintanilla asked if the Israel-Iran war could be contained, would attention shift back to tariffs, trade deals, the Fed, and AI, Cramer replied:
“I think that we do. That’s what I said last night. I mean look, the President seems to be angry at pretty much everybody. Look I’m not gonna tell him how to do it, but first he may have won. Winners don’t need to say anything. They don’t have to explain everything. Maybe he won. Second, I think this broad sweeping attack on everyone in the media, it, it’s just, I didn’t get a call from Brian Roberts last night, I’m never gonna get a call from Brian Roberts, he’s our boss, right. But he is attacked by the President.”
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 24th.
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).
11. KB Home (NYSE:KBH)
Number of Hedge Fund Holders In Q1 2025: 31
KB Home (NYSE:KBH) is a home building company that is frequently discussed by Cramer on his morning show. Its shares are down by 19.4% year-to-date as high interest rates continue to impact the housing market. KB Home (NYSE:KBH)’s shares have suffered from several negative catalysts which include a slowdown of consumer demand leading to weak quarterly results. The firm’s latest earnings report saw it cut its full-year guidance to a midpoint of $6.4 billion from an earlier 6.80 billion. The guidance missed analyst estimates of $6.57 billion. Here’s what Cramer said about KB Home (NYSE:KBH):
“Look there’s too many KB Homes. I mean KB Homes, I like to default to the actual companies, KB Homes is again, and KB Homes just said listen, we would have done much better but the rates are too high. I keep waiting, for the great teaser rate that you would get if the Fed cut rates. Will you get a three, teaser, which would then, I would be able to use instead of, give up my three and a half?
“Look you know I think that Chairman Powell is terrific. He wants to see what happens with the tariffs. But at the same time there’s no doubt about it, KB Homes, big home builder, not a crybaby, saying listen, rates are too high.
“[On KBH saying market conditions have softened] They have. I think they have to take it. I’m hoping, that a speech that goes today, takes into account everything. And last night to me was a blow. In favor of what these so called dissidents might be saying.”
Cramer has extensively discussed KB Home (NYSE:KBH) in his previous appearances. In a March show, he outlined:
“The home builder has inflation issues and has mortgage issues, right? Rates are too high. The stock’s down from just under $90 to around $60. So you could say those are now baked into the stock price but some investors thought the same way about Lennar, another national home builder. They reported an upside surprise on earnings but talked about how housing prices are going down albeit slowly, but that was certainly enough to kill that stock.
So I don’t see a bottom in KB Home, especially when it was trading at $42 in the fall of 2023. The stock’s had a relentless run. Time to bide your time, wait for a better moment. For the record, if you insist on owning a home builder, do you mind if you just go with Toll Brothers? I think that’s best of breed. Lennar did shake off more than half its losses by day’s end, closing at $115, that’s only down five. I saw it at one point down 12. Lurking behind all the negativity here is the likelihood, yes, of a recession, recession aided by stagflation.”
10. Energy Transfer LP (NYSE:ET)
Number of Hedge Fund Holders In Q1 2025: 36
Energy Transfer LP (NYSE:ET) is one of the largest oil and gas midstream companies in the US. The firm stores and transports oil and gas across the US. Energy Transfer LP (NYSE:ET)’s shares have lost 10% year-to-date primarily due to economic uncertainty weighing down the demand for energy in the US. Cramer’s remarks about the firm revolved around ethane and US trade negotiations with China. The CNBC host has regularly pointed out that ethane is a key leverage point available to the US to try to gain an advantage over China in the negotiations. In a morning appearance last month, he shared that ethylene was “the one thing that they’re panicked on in China” due to large-scale plastics production. This time around, Cramer took a slightly different tone:
“Look Rusty [Rusty Braziel, RBN Energy chairman] said last night that the US is trying to hold China hostage on ethane. Ethane’s been stopped, we make a lot of ethane because of natural gas liquids. But the Chinese just switched to other countries. So the companies that are being hurt, ET is being hurt. . . .that’s Energy Transfer . . . that’s a lot of ethane. It’s not ethane versus rare minerals. Carl, ethane is a little less rare than rare, okay.”
In his previous comments about Energy Transfer LP (NYSE:ET), Cramer advised viewers to consider dividend yield when buying the stock:
“Yes. ET is smart. I mean, look, you buy, this is the way you buy ET, just so you know, this is a pipeline company. You, you, you buy it by the percentage yield. So it’s got a 7% yield now, you buy some, 8, you buy some, 9, you buy some. That’s how you buy these stocks and I’m gonna continue to pound that that’s the way to do it.”
9. Enterprise Products Partners L.P. (NYSE:EPD)
Number of Hedge Fund Holders In Q1 2025: 31
Enterprise Products Partners L.P. (NYSE:EPD) is an oil and gas midstream company that works with natural gas, petrochemicals, crude oil, and other petroleum products and derivatives. Cramer’s comments about the firm revolved around ethane which is turning out to be a key material in the US-China trade discussions. In a May appearance, he had outlined that the US could use ethylene production to its advantage as China bought copious amounts from America and needed it for plastics production. However, his recent remarks about Enterprise Products Partners L.P. (NYSE:EPD) revealed that the Chinese had switched to alternative ethane producers:
“Look Rusty [Rusty Braziel, RBN Energy chairman] said last night that the US is trying to hold China hostage on ethane. Ethane’s been stopped, we make a lot of ethane because of natural gas liquids. But the Chinese just switched to other countries. So the companies that are being hurt . . . .that’s. . .Enterprise Product Partners, that’s a lot of ethane. It’s not ethane versus rare minerals. Carl, ethane is a little less rare than rare, okay.”
Cramer had also commented on ethane and Enterprise Products Partners L.P. (NYSE:EPD) in April. Here’s what he had said back then:
“Okay, now, people are selling this thing because they have a lot of ethane business. They have a lot of certain natural gas liquids that are really stalled right here. I say don’t worry about it. This is actually a fantastic chance to buy.”
8. Ford Motor Company (NYSE:F)
Number of Hedge Fund Holders In Q1 2025: 39
Ford Motor Company (NYSE:F) has become somewhat of a regular feature on Cramer’s morning show due to the auto industry’s exposure to trade tensions and tariffs. Over the course of this year, he has maintained that the firm can experience business disruption from tariffs. However, Cramer also believes that when compared to GM, Ford Motor Company (NYSE:F) is in a better position to navigate supply chain uncertainties. His recent remarks about the firm saw Cramer wonder if its EV investments could be at risk from the Trump administration and outlined that the firm’s CEO should be worried about trade tensions. Here are Cramer’s latest comments about Ford Motor Company (NYSE:F):
“Well look there could be big shutdowns of assembly lines if they don’t get all they need.
“Right . .look I can’t wait to hear what Powell says because car prices are the ones that I think you’re gonna feel it first. You’ll feel that . . .and it’s going to be bad.
“I mean autos are right in the firing line and I feel badly for them because now I know, you can figure these things out, like what, you’re gonna say to yourself, why does Ford Motor, a great company with a great balance sheet, sell at seven times earnings? And the answer is because earnings could evaporate very quickly if they have to charge the extra costs.”
In a previous appearance, Cramer commented on Ford Motor Company (NYSE:F)’s stock and the trade environment:
“Right well first if you wanna try to make money make off, you’re a trader, it’s General Motors, which had the most problems. . .four billion dollar shifts production from Mexico. So that’s a clear ramp to 53 I think. Ford’s got it too, they were the two that were held back.”
7. Tesla, Inc. (NASDAQ:TSLA)
Number of Hedge Fund Holders In Q1 2025: 104
Tesla, Inc. (NASDAQ:TSLA) is another feature of Cramer’s morning show. Despite tumultuous share price performance in 2025, Cramer continued to assert before the firm’s recent share price gains that the stock had a lot of potential due to self-driving and humanoid robots. Tesla, Inc. (NASDAQ:TSLA)’s shares have lost 13.6% year-to-date despite making serious gains in May after CEO Elon Musk announced that he would step back from his government duties and start focusing on the firm’s affairs. The stock has dipped by 9.7% over the past month and was sold lower recently after data from Europe continued to indicate delivery constraints. Cramer’s comments about Tesla, Inc. (NASDAQ:TSLA) revolved around its just-launched robotaxi service:
“[On videos of robotaxi cars making mistakes in Texas and NHTSA contacting Tesla as a result] Look I mean drivers make mistakes all the time. Why should we hold Tesla to a standard where there can be no mistakes?
“Is it questionable David, that the car that we saw in the wrong lane, was that car drinking? I rest my case.
“Well look, all I can tell you is, it’s happening it’s going to happen, I think Tesla’s right to go higher. They actually have a good product, it’s very inexpensive. And by the way, Musk is back being Musk. I mean Musk is just doing his job.
“Well he’s back, he’s [Musk] back. And look the stock market reflects it.”
6. Broadcom Inc. (NASDAQ:AVGO)
Number of Hedge Fund Holders In Q1 2025: 158
Broadcom Inc. (NASDAQ:AVGO) is one of the largest semiconductor design companies in the world. While Cramer had frequently discussed the stock in the first quarter, it appeared to have fallen off his radar more recently. Broadcom Inc. (NASDAQ:AVGO)’s shares have gained 14% year-to-date after having lost 37% by early April. The shares have benefited from the strong performance of other semiconductor firms which has indicated to them that the demand for AI chips continues to remain robust. Broadcom Inc. (NASDAQ:AVGO) is among the few companies in the world that is able to design custom AI chips to fill any gaps left by NVIDIA due to high prices or tight supply. Here is what Cramer said about the firm:
“You know there’s a stock, it has 1.2 billion dollars of valuation. 1.2 trillion. And the trillion’s still a lot. The company’s called Braodcom and it just hit an all time high!. It’s all time high. Now we should remember that there are companies out there that are smoking hot. Right now. And they are the leaders.
“We’re back to just talking about what’s a great secular trend. It’s like nothing happened.”
In his earlier remarks about Broadcom Inc. (NASDAQ:AVGO), the CNBC host commented on the firm’s CEO and share buybacks:
“Broadcom announced a $10 billion buyback to be finished by year-end by a CEO by the name of Hock Tan, who is just one of the greatest CEOs of our era. And this stock was only up $1.89. What that says is this is a horrible stock market, not a horrible company or a horrible stock. The market itself is just nauseous.”
5. GE Vernova Inc. (NYSE:GEV)
Number of Hedge Fund Holders In Q1 2025: 111
GE Vernova Inc. (NYSE:GEV) is an American industrial equipment company that has benefited from investor attention due to its ability to manufacture nuclear power generation equipment. Nuclear power has emerged as a source of power for large AI data centers and has led to GE Vernova Inc. (NYSE:GEV)’s shares gaining 179% over the past year. It is one of Cramer’s few top nuclear stocks as the CNBC host believes the firm is experiencing stable demand for its nuclear reactors and can deliver them for nuclear power generation. GE Vernova Inc. (NYSE:GEV)’s shares have gained 48.3% year-to-date on the back of several catalysts such as analyst upgrades and strong earnings results. Cramer’s remarks about the firm involved discussing the firm as one of the quiet stocks that were making investors money. They followed as he discussed Broadcom, which ranks 6th on this list.
“How about GE Vernova. Once again.”
Earlier, Cramer discussed why his charitable trust owns GE Vernova Inc. (NYSE:GEV) shares:
“I prefer GE Vernova because they’re the ones that will build the reactors, and it’s what I call a real company. But this crowd is repelled by the truth. They refuse to believe in and simply think, I’m trying to keep people out of fantastic stocks, little stocks. I’m not. I just think the GE Vernova builds new plants, and that’s a good way to play nuclear power building. I mean… that’s why my trust owns it.”
4. The Goldman Sachs Group, Inc. (NYSE:GS)
Number of Hedge Fund Holders In Q1 2025: 77
The Goldman Sachs Group, Inc. (NYSE:GS) is a well-known investment bank whose shares have gained 16.5% year-to-date. The stock has benefited from growing deal-making activity as several firms have listed their shares for trading through IPOs and others have expressed interest in mergers and acquisitions. Stimulated by these factors, The Goldman Sachs Group, Inc. (NYSE:GS)’s stock has gained 44% since its early April bottom. Cramer’s previous remarks about the stock pointed out that he had bought it for his charitable trust after President Trump’s 2024 election victory which signaled more deal-making activity under the incoming administration. His latest comments discussed whether The Goldman Sachs Group, Inc. (NYSE:GS) was the only stock to buy if one is to bet on deal-making growth in the US:
“How well is Goldman doing. David there’s like five deals a day now.
“[On how there were other stocks in the M&A market] I think that people like the notion of a more brand name. But you’re right. You’re absolutely right. That’s a very, very good point.”
“Goldman stock is going to seven hundred, okay? Alright.”
Previously, Cramer commented on the momentum The Goldman Sachs Group, Inc. (NYSE:GS) was benefiting from:
“I think that it’s project momentum over at Goldman. I think that they’re doing incredibly well. I know David had been tepid about the deal flow and that you also said that IPOs really don’t matter.”
3. Palantir Technologies Inc. (NASDAQ:PLTR)
Number of Hedge Fund Holders In Q1 2025: 77
Palantir Technologies Inc. (NASDAQ:PLTR) is a business analytics company whose shares are among the top performers this year. The stock has gained 90% year-to-date due to the firm’s key role of providing software that allows for efficient business operations to the US government. Palantir Technologies Inc. (NASDAQ:PLTR) is also perhaps one of the largest pure-play software defense contractors in America which has helped stabilize its business as overall corporate spending remains slow. Cramer regularly discussed the stock during the first quarter as he outlined that Palantir Technologies Inc. (NASDAQ:PLTR) could benefit from efficiency drives in the US government led by Elon Musk’s DOGE at the time. This time around, he commented on whether the stock can touch $200:
“And by the way, Palantir. A guy asked me, why aren’t I more bullish on Palantir? I said when it was at 50 I said it was going to a 100. When I said it was a hundred, I said it was going to 200. I can’t raise it yet! Can it go to 200? First they had them on this morning, I mean you know different guy, they didn’t have Karp on. This guy didn’t curse. It was great because it would have been double curse if we had Karp and the President.”
Recently, Cramer also called Palantir Technologies Inc. (NASDAQ:PLTR) a meme stock. Here is what he said:
“The ultimate meme stock for the moment is this company called Palantir, which reports. It’s a cybersecurity company. Now this one’s moved up by persistent retail buying that starts around 4:00 AM every day when they literally walk it up a couple of points before the bell and then continue to keep it at that level until the close.
It’s possible the story’s not as big as the hype or the hope, but we know that Palantir’s got a constituency of retail buyers that just won’t quit. I don’t know if they’ll quit when they see the number.”
2. Circle Internet Group (NYSE:CRCL)
Number of Hedge Fund Holders In Q1 2025: N/A
Circle Internet Group (NYSE:CRCL) has recently started to become a regular feature on Cramer’s morning and evening appearances. It is one of the more recent firms to list its shares on the market. Since its June IPO, the shares have gained 138%. Circle Internet Group (NYSE:CRCL) is a financial technology company that primarily allows customers to conduct cryptocurrency transactions. However, despite strong post-IPO gains, the stock has suffered from the cryptocurrency sector’s characteristic volatility in June. Circle Internet Group (NYSE:CRCL)’s shares lost 24.6% in just two days after investors wondered whether the firm could stand its ground amidst the expected growth in the stablecoin sector. For his part, Cramer commented on Circle Internet Group (NYSE:CRCL)’s strong performance:
“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 Broadom is going, that Goldman is going. . .”
The CNBC TV host discussed Circle Internet Group (NYSE:CRCL) in detail earlier. Here is what he said:
“Finally, there’s Circle Internet Group. Again, I have conviction that this company has a bright future in the red-hot Stablecoin market. But I care about the stock price, not just the company. Less than three weeks ago, Circle Internet came public at $31. It’s now at $222 and change, and that’s after a 15% decline today. You may think you’ve made a fortune in this one. However, you’ve made nothing until you ring the register. I’m not questioning your conviction, I’m questioning your sanity. How can you not at least take your cost basis out? You can let the rest run. That way, you’re playing with the house’s money. That’s the ideal place to be because you’ll never lose.”
1. CoreWeave, Inc. (NASDAQ:CRWV)
Number of Hedge Fund Holders In Q1 2025: 36
CoreWeave, Inc. (NASDAQ:CRWV) is an AI infrastructure company that provides businesses with hardware to let them run their AI applications. It is one of the few pure-play firms of its kind and the shares have gained a whopping 298% since their IPO in March. Soon after the IPO, Cramer dismissed news reports that CoreWeave, Inc. (NASDAQ:CRWV) had been created specially by NVIDIA to create demand for AI GPUs. This time around, he commented on the strong share price performance which indicated that even Cramer hadn’t expected CoreWeave, Inc. (NASDAQ:CRWV)’s shares to perform the way that they did:
“Look can I just say that these are some of the most bullish things I’ve seen in my career? That CoreWeave could have been priced at 40 and it went to 178. That this Circle just keeps being bought, that Palantir keeps being bought. That a Broadom is going, that Goldman is going. . .”
Recently, the CNBC host discussed some of the drivers of CoreWeave, Inc. (NASDAQ:CRWV)’s share price performance:
“Take CoreWeave. This is the company that came public at $40 a share, [a] company I recommended and pushed incredibly hard to. People didn’t believe me. Many chose to bet against the stock. 32% of the shares are sold short. On Friday, CoreWeave hit a high of $187. Stock still sits at $172 and change. Sure, it reported a great quarter, but a lot of this move is because so many people were betting against it because the company picked a bad time to come public.
I had tremendous conviction that CoreWeave would make a big move, but not this big. Again, I think discipline must trump conviction, and you gotta do some selling here. Well, I still like the stock. I recognize that much of this move was powered by panicked short sellers. Take something off the table, please.”
While we acknowledge the potential of CRWV to grow, 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 CRWV and that has 100x upside potential, check out our report about this cheapest AI stock.
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