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 stock market movements as the US and China started their trade negotiations in London. The negotiations were much welcomed by investors as tussles between the world’s two largest economies had roiled markets and led to concerns about global macroeconomic stability. Cramer discussed American and Chinese stock market performance and asserted that it was unlikely for the US to exit the negotiations without some semiconductor-related concessions.
According to him:
“Yeah well uh, Chinese stocks went down at the end of yesterday’s session. Of course our stocks went down at the end of yesterday’s session. I think there’s just a lot of people who are hopeful. And then the hope’s dashed and they’re just leaving. . . I don’t think you can get out of there without giving them semiconductors. David, I don’t care what they say that they can make it all up with packaging, and that there’s no problem, they’ve got it all ready. They don’t have what we have. And they want it. And boy do we ever need what they have.”
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 10th.
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. Ford Motor Company (NYSE:F)
Number of Hedge Fund Holders In Q1 2025: 39
Ford Motor Company (NYSE:F) is one of the biggest car manufacturers in America. Its shares are up by 9% year-to-date after having recovered all of their post-Liberation Day losses. Ford Motor Company (NYSE:F), like other car manufacturers, has seen several headwinds drag its shares down in 2025. The firm has suffered from investor worries about tariffs impacting its supply chain and costs, President Trump’s EV policy rollbacks affecting infrastructure, and the continued burden of high warranty costs on Ford Motor Company (NYSE:F)’s income statement. Cramer has commented on all these factors in 2025. He believes the firm is better off than peer and rival GM on the tariff front but also believes that it could suffer from losses on EV infrastructure that’s already been built. His recent remarks about Ford Motor Company (NYSE:F) saw the CNBC host maintain that the firm should continue to be worried about trade tensions despite other firms being nonchalant. Cramer commented:
“There’s a little bit of a disconnect. If I were the CEO of Ford. . .I’d be worried.”
In a previous appearance, Cramer commented on Ford Motor Company (NYSE:F) suffering from shifting US government policies on EV infrastructure:
“I’m just very concerned about Ford. . . I just think that they, like many companies, built a lot of infrastructure, that was around, electric vehicles. They are under pressure.”
9. General Motors Company (NYSE:GM)
Number of Hedge Fund Holders In Q1 2025: 79
General Motors Company (NYSE:GM), along with Ford, has struggled in 2025 primarily due to worries of a trade war disrupting the firm’s supply chain. Its shares have lost 6% year-to-date primarily due to the firm’s extensive supply chain reliance on Mexico. Cramer has noticed this vulnerability in his previous appearances and pointed out that General Motors Company (NYSE:GM) is in a worse position than Ford. His other comments have revolved around the firm and Ford suffering from President Trump rolling back EV policies of the Biden administration which led to General Motors Company (NYSE:GM) investing in EV infrastructure. His recent remarks about the firm asserted that it should continue to worry about trade tensions even if other companies were being relaxed:
“There’s a little bit of a disconnect. If I were the. . .CEO of GM, I’d be worried.”
In his earlier thoughts about General Motors Company (NYSE:GM), Cramer speculated that perhaps there was some juice in the stock after its beating in 2025:
“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.”
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