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.”
8. Advanced Micro Devices, Inc. (NASDAQ:AMD)
Number of Hedge Fund Holders In Q1 2025: 97
Advanced Micro Devices, Inc. (NASDAQ:AMD) is a semiconductor designer that competes with Intel and NVIDIA in the CPU and GPU markets. It is the smaller rival for both these firms, and a major success has been its ability to eat away Intel’s data center market share over the past couple of years due to the latter’s manufacturing woes. In the AI wave, Advanced Micro Devices, Inc. (NASDAQ:AMD) has been a distant second to NVIDIA and has failed to capture a major portion of the market. The firm’s shares have gained 6% year-to-date primarily on the back of a 10% jump in June. This jump came after analysts at Piper Sandler opined that the firm’s GPU business could recover in the fourth quarter of this year. As for Cramer, he wondered whether the US was open to offering Advanced Micro Devices, Inc. (NASDAQ:AMD)’s GPUs to China as part of concessions during trade talks:
“I continue to think that when I look at Advanced Micro stock going up, that Advanced Micro has a GPU like NVIDIA. Not as powerful. Maybe that’s who they’re offering.”
Ahead of the analyst upgrade, Cramer discussed Advanced Micro Devices, Inc. (NASDAQ:AMD) in detail:
“So traders say if I can’t make money after Broadcom reporting a great quarter, the playbook says time to move into the lower quality, cheaper stocks that are less likely to disappoint or should never have been down to begin with. I understand the sentiment, but the problem is that these stocks have already rallied pretty hard, too…I saw some upgrades for AMD…. They’ve moved, especially AMD by the way, on speculation it might be involved with any China deal. Rare earth materials for us, AMD chips for them.
Now, this kind of rotation could be a good one. The stocks that are rallying are excellent. They may be just playing catch-up. It’s a heavily broadening out of the winners, right? Remember when it was just the Mag Seven? We’ve come a long distance, but what comes after this could be treacherous. I’ve seen the end of rallies, and they often take up the laggards last. After it happens, if we have good news, everything’s fine. However, if there’s any degradation in the numbers, it could get very ugly. Right now we’re fine… I’ve always liked AMD, as you know.”
7. NVIDIA Corporation (NASDAQ:NVDA)
Number of Hedge Fund Holders In Q1 2025: 212
NVIDIA Corporation (NASDAQ:NVDA) is the world’s premier AI GPU company. Its shares have been quite volatile in 2025 and have gained a modest 4% year-to-date. NVIDIA Corporation (NASDAQ:NVDA) has suffered from investor skepticism about AI demand earlier this year. Yet, despite the turmoil, Cramer has maintained that the firm is in a commanding position for AI and should experience solid demand in the future. More recently, US sanctions on China which directly cover NVIDIA Corporation (NASDAQ:NVDA)’s GPUs have influenced the stock price. The shares surged after the firm’s latest earnings report it was revealed that the impact of the sanctions was less than what had initially been feared. Cramer discussed US chip sanctions and what NVIDIA Corporation (NASDAQ:NVDA) CEO Jensen Huang is likely thinking:
“[On Huang wanting China to have access to NVIDIA chips] Yeah he does, because he doesn’t have, he just wants to give them the Biden. The Biden chip. The H20.”
NVIDIA Corporation (NASDAQ:NVDA) is a regular feature of Cramer’s morning show. He recently discussed the stock in detail:
“Uh, but, there’s, you might see NVIDIA going up here. Now, NVIDIA gave a very good talk, this was Jensen’s time to go. Uh, sovereign AI again. . . but I have to tell you Carl, here it goes again, I talked about it last night at the top of the show. They’ve made a manifesto about quantum, about how quantum’s here. There are four quantum stocks that we have to follow. Some of my people that I work with were very, I think that they were, probably concerned that I went out and said, look we ought to be looking at Rigetti, we ought to be looking at, you know the ones that people talk about. But they’re gonna fly!”
“When I first talked to him about it, a year ago, it’s like Jim, I mean come on, quantum isn’t even that good. Now quantum is, uh, wow, really good.”
“Taiwan Semi was the proxy, as that went up you could buy NVIDIA. David, all anyone cares about, and I think this is wrong, is that an NVIDIA chip requires a package [trade deal package with the EU]. . . yes, that’s all people care about. I think that’s a big mistake. There’s much more to it than that. But that is the focus.”
6. Apple Inc. (NASDAQ:AAPL)
Number of Hedge Fund Holders In Q1 2025: 159
Apple Inc. (NASDAQ:AAPL) has been one of Cramer’s top stocks this year. Despite the fact that the firm’s shares have struggled in the first half of 2025 due to slow momentum on AI and US trade tensions with China, Cramer has maintained that Apple Inc. (NASDAQ:AAPL) is one of the greatest companies in the world. In his latest comments, the CNBC host remarked on acquisitions, the firm’s deal with Google, and its trade war woes:
“Look, their policy, and I remember when suggested Tim Cook to buy Netflix, um, I’ve suggested to buy a lot of things. . .I thought that Apple had a lot of good things [at WWDC] I don’t think that people realize that Apple has such an aversion to buying companies, and a great proclivity to say, look, you want our billion, 1.3 billion? We’ll take you as our sole-source. Now the problem is that Google one of the things that Google’s going to be in trouble for . . . .Google wrote a check, for 20 billion to Apple in 2022. And this is what the government hates that they did that. So I would pivot if I were Apple instead of saying to Perplexity, you know what, I think you should pay us, I think they should say, we pay you. Now that’s not what you ever want to hear, right.
“[On if he’s going to keep defending Apple] You bet I am. Because if I were told, to move out of China and so I moved to India and then it turned out that was the wrong country? Oh, sorry. If I gave 500 billion dollars four years to build things here, well that didn’t protect me? Sorry. Are you kidding me? . . Maybe there’s a lot on his mind. . .”
In his previous comments, Cramer discusses Apple Inc. (NASDAQ:AAPL)’s trade war woes in detail:
“Finally, let’s understand something. Apple is not a company that stands still… Can we stipulate that in the last year, it’s reasonable to believe that Tim Cook, the CEO, might have been a little distracted? Here’s a man… who’s been trying to do everything he’s supposed to do in order to meet the demands of the president of the United States. The president wanted investment in the U.S. What does he do? He announces that Apple’s going to spend $500 billion in the US over four years…
President then made it clear he didn’t want Apple to make as much product as it did in China. So unbelievably and in almost no time… Cook moved a huge amount of iPhone production to India. Then Trump says that India’s not the right place. The phones have to be made here. I mean, come on… But the bottom line: As long as nobody switches to Android, call me sanguine about Apple. Not more than that, not certainly less than that. Sanguine doesn’t mean buy, but it sure doesn’t mean sell…”
5. T-Mobile US, Inc. (NASDAQ:TMUS)
Number of Hedge Fund Holders In Q1 2025: 75
T-Mobile US, Inc. (NASDAQ:TMUS) is a major American telecommunications carrier. Its shares are flat year-to-date even though they were up by 23% by mid-February. T-Mobile US, Inc. (NASDAQ:TMUS) has suffered due to various factors. One such headwind came in April after the firm’s first-quarter earnings report. The results saw the stock fall by 11% after T-Mobile US, Inc. (NASDAQ:TMUS) added 495,000 subscribers in the first quarter which fell short of analyst estimates of 502,000. The shares were dealt with another setback in June after a major investor, Japan’s Softbank, dumped a whopping $4.8 billion of T-Mobile US, Inc. (NASDAQ:TMUS)’s shares. As for Cramer, he has been wondering for quite a while whether the firm’s CEO Mike Sievert might be on his way out. His recent remarks also revolved around the possibility:
“We don’t know if he’s [Sievert] going to leave yet, we don’t know when, they’re not gonna put a release out. They’re not gonna put a release out. It’s not done and I hope he stays because I think he’s fantastic.”
In his previous remarks, Cramer has also commented on T-Mobile US, Inc. (NASDAQ:TMUS)’s iPhone deals:
“Remember, T-Mobile you can still get a very good deal on T-Mobile phones. If you want to go in and get an Apple phone, I do suggest. that people recognize that you’ll probably be getting a Samsung phone, a year from now if a certain part of the White House has its way.”
4. Netflix, Inc. (NASDAQ:NFLX)
Number of Hedge Fund Holders In Q1 2025: 150
Netflix, Inc. (NASDAQ:NFLX) is another one of Cramer’s top stocks. He has discussed the firm several times in his morning show. The CNBC TV host believes that Netflix, Inc. (NASDAQ:NFLX) has the widest moat in its industry which has allowed it to establish a dominating position. His recent remarks have also commented on the firm’s global programs which he believes offer a key differentiating point over US productions. In this show, Cramer elaborated on Netflix, Inc. (NASDAQ:NFLX) spending a billion dollars in Spain:
“[On spending billion dollars in Spain] Fantastic. . . when you’re on the conference call, they talked about how demand for content and you make it there versus how we do it which is we parachute down and then we get a couple of scenes. They are just, they talk about playing chess and checkers. I mean they are loved overseas because they provide a lot of jobs, the product is very colloquially Spanish. They’re tough to beat.
“How about they make a movie in Uruguay about, you know about the plane crash and cannibalism. It’s like. . Uruguay must be like, this is our chance. Because no, Netflix is a global source.”
In his earlier remarks, Cramer explained why Netflix, Inc. (NASDAQ:NFLX) is a “king”:
“The dominant winner in this new high list… well, it’s so easy. You probably even know if you just watched a couple hours of our show, and that’s Netflix. Now here’s this stock that seems to permanently reside on the new high list. It’s one of those positions that every time it moves up, some analyst raises numbers and raises price targets. Truly virtuous circle.
Right now, Netflix is going up on its content slate, including the upcoming season of Stranger Things and Squid Game. It’s also been going up because its ad tier is working well, and it should only get better as they develop more ways to help advertisers target the right viewers. At the end of the day, Wall Street loves the subscription business, and Netflix, it’s the king of subscriptions.”
3. Warner Bros. Discovery, Inc. (NASDAQ:WBD)
Number of Hedge Fund Holders In Q1 2025: 60
Warner Bros. Discovery, Inc. (NASDAQ:WBD) is one of the largest media companies in the world. Its shares have lost 1.3% year-to-date as they are yet to recover from a massive 27% drop in April after the Liberation Day tariffs. Warner Bros. Discovery, Inc. (NASDAQ:WBD)’s stock fell after the tariffs because investors were worried about the firm’s movies being subject to retaliatory actions from foreign nations. However, since the post-Liberation Day drop, Warner Bros. Discovery, Inc. (NASDAQ:WBD)’s shares have gained 36.8%. In his previous comments about the firm, Cramer praised the firm’s CEO David Zaslav, and wondered whether inflation in streaming prices could force viewers to turn back to traditional media. Here are his recent thoughts about Warner Bros. Discovery, Inc. (NASDAQ:WBD):
“They have a deal with Disney. Look I happen to think the company’s worth more than it’s selling for because I love the studio. Studio business is a great business.
“No I mean they they still have a lot of characters they don’t seem to, doesn’t seem to create the value that I keep thinking.”
In his previous comments, Cramer discussed Warner Bros. Discovery, Inc. (NASDAQ:WBD)’s financial position:
“Here’s my feeling, all right, David Zaslav runs Warner Brothers Discovery. He’s done the first thing absolutely right. He has made that balance sheet to be palatable. Now he just has to break out of the hell that is Linear and be thinking about all the new exciting things that could be done. I want you to stay long on those couple hundred. I would even be tempted, dare I say…. I would actually buy the stock. That’s right. I would buy Warner Brothers Discovery. I’m willing to stick my head out and see what happens.”
2. Dollar Tree, Inc. (NASDAQ:DLTR)
Number of Hedge Fund Holders In Q1 2025: 67
Dollar Tree, Inc. (NASDAQ:DLTR) is one of the largest discount chain operators in America. Yet, despite the fact that it boasts lower prices, the firm’s shares have lost 8% over the past year. Dollar Tree, Inc. (NASDAQ:DLTR)’s shares sank by a whopping 33% in August and September last year after the firm’s Q2 earnings missed analyst estimates and it cut its full-year profit outlook to a midpoint of $5.40 per share over the previous forecast of $6.75 per share. Year-to-date though the stock has gained 29% on the back of strong earnings and the decision to sell a portion of its business. Cramer commented on how Dollar Tree, Inc. (NASDAQ:DLTR)’s comments of slowing consumer spending didn’t align with what he had heard elsewhere.
“I had a, this outfit called HundredX on last night, it was a terrific Goldman guy who’s left Goldman to do this. Robert Pace. The indications of spend for the consumer, it’s going up. I mean, nothing is as it seems. I mean his work is just superb and it just says, right now the consumer is actually looking to spend more, maybe much more. That’s not what you get from Dollar Tree.”
In his previous remarks about Dollar Tree, Inc. (NASDAQ:DLTR), Cramer discussed the firm’s dependence on China:
“Hey man, these are so-called last resort retailers where you go when you have any trouble stretching your budget. They’re masters at finding low-price merchandise, but with the tariffs on China, previously low-cost merchandise, they gotta scramble to find the equivalent from countries that at this point might have more leverage than you’d expect. I mean, they never expected all these orders.
I think all three chains will have good quarters because they were able to bring in a lot of merchandise before the tariffs hit. It’s the guidance I’m worried about because the tariff regime means that either they need to raise prices substantially or accept a much lower level of profitability. Their stocks could be terrible. I wish they could be as adept as Costco, which reported this outstanding number.”
1. Dollar General Corporation (NYSE:DG)
Number of Hedge Fund Holders In Q1 2025: 55
Dollar General Corporation (NYSE:DG) is a discount retailer with a presence all over the US. Its shares have gained 47% year-to-date, partly due to a 15.8% gain in June. Dollar General Corporation (NYSE:DG)’s shares rose after the firm’s Q1 2025 earnings saw it post $1.78 in adjusted earnings and 10.4 billion in revenue. Both of these beat analyst estimates of $1.48 and $10.31 billion by a wide margin. Dollar General Corporation (NYSE:DG)’s strong performance allayed investor concerns about a slowdown in consumer spending. However, while the firm has warned about a consumer slowdown, Cramer shared how he’s hearing otherwise:
“I had a, this outfit called HundredX on last night, it was a terrific Goldman guy who’s left Goldman to do this. Robert Pace. The indications of spend for the consumer, it’s going up. I mean, nothing is as it seems. I mean his work is just superb and it just says, right now the consumer is actually looking to spend more, maybe much more. That’s not what you get from Dollar Tree, Dollar General.”
In his previous remarks about Dollar General Corporation (NYSE:DG), Cramer commented on the firm’s spectacular earnings report:
“But Dollar General and Dollar Tree have behaved very differently after reporting earnings over the past couple days. When Dollar General announced its results yesterday and the numbers were excellent, the stock caught fire…
… The difference between these two comes down to what they had to say about their ability to control costs and offset the impact of, you bet, go ahead, the president’s tariffs… Unfortunately, we’re also in the middle of some volatile trade negotiations. President’s tariffs are potentially hurting their ability to keep prices low, and this is why Dollar General soared yesterday and Dollar Tree plummeted today, because Dollar Tree seems to have trouble, let’s say, more trouble with the tariffs.
At Dollar General, management remains confident they’ll be able to navigate these challenges by pulling a few levers, negotiating cost concessions with their vendors, shifting manufacturing to other countries when possible, or even just finding substitute products made in places where the tariffs are lower. While management’s confident this can work, they do expect the tariffs to result in some price increases as a last resort…
While both companies source some of their merchandise from overseas, especially from China, there’s a major difference in how much each company imports directly. See, Dollar General only imports 4% of its goods directly from foreign manufacturers. For Dollar Tree, it’s 40%…
… So let me give you the bottom line: While both these companies might have the word dollar in their names, the subtle differences in their supply chain structure are having a huge impact on their stocks. That’s why Dollar General soared yesterday, and Dollar Tree is now in the [house of pain]. And it’s why you should watch out for the distinction between direct imports and indirect imports in the rest of retail because going forward, it’s really going to matter.”
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