Jim Cramer Weighed In on These 16 Stocks

On Tuesday’s episode of Mad Money, host Jim Cramer opened up about the emotional rollercoaster that comes with earnings season.

“I love earnings season. I hate earnings season. One minute, I’m basking in my chair, feet up, savoring the win. The next minute, I’m throwing the chair in fury that I could be so stupid and obtuse.”

READ ALSO: 17 Stocks on Jim Cramer’s Radar and Jim Cramer’s Latest Thoughts on These 17 Stocks.

After 45 years in the business, Cramer admitted he still does not give himself a break. He noted that Tuesday morning’s market action felt no different from the countless others he has experienced: a mix of wins and losses. He pointed to the volatility of earnings season as something even seasoned professionals find unnerving.

Cramer shared his initial excitement over correctly anticipating the GPU kingpin’s results, a call that gave him a fleeting sense of triumph. He explained that the sense quickly evaporated following disappointing performances from other firms, which hit harder than he expected. He said the emotional whiplash had him feeling like a “pathetic parody” of a Charitable Trust manager, one licking his wounds while harshly critiquing his own decisions.

“The bottom line: I’ll stay behind Wells and BlackRock, with the fig leaf of NVIDIA protecting me. But you need to know that, so far, I’m one for three this earnings season. One for three, and in this business, you know what that is? That’s downright awful. No excuses.”
Jim Cramer Weighed In on These 16 Stocks

Our Methodology

For this article, we compiled a list of 16 stocks that were discussed by Jim Cramer during the episodes of Mad Money aired on July 15. We listed the stocks in the order that Cramer mentioned them. We also provided hedge fund sentiment for each stock as of the first quarter of 2025, which was taken from Insider Monkey’s database of 1,000 hedge funds.

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).

Jim Cramer Weighed In on These 16 Stocks

16. Apple Inc. (NASDAQ:AAPL)

Number of Hedge Fund Holders: 159

Apple Inc. (NASDAQ:AAPL) is one of the stocks Jim Cramer weighed in on.  During the episode, Cramer discussed the company’s AI strategy, as he commented:

“This is one of the reasons why I’m so concerned about Apple. Here’s a company with absolutely no AI strategy that I can see that does buying back stock endlessly, which, by the way, has accomplished nothing. Take it from me… And it started down the path of the old IBM where if it wasn’t invented there, it wasn’t good enough. We know where that strategy only… [brought] IBM, and it took many years to recover from it. Apple can change course by spending big money to acquire Perplexity, which I regard as a just-the-facts-ma’am engine, no bias that I can find. Right now, at this very moment… where there’s no clear winner, and each offering seems to be fighting for second place, Apple can step in to become the number one AI chat company immediately…

Unlike these other guys, Apple knows how to promote, and it’s got the App Store to do it. But I fear that they don’t want to take the risk because this business will be all or nothing like Search, and they fear they could be nothing. I’m on Perplexity 50 times a day, and buying it would be electric.”

Apple (NASDAQ:AAPL) designs and sells smartphones, computers, tablets, wearables, and accessories. The company also provides cloud services, technical support, and a wide range of digital content and subscription-based platforms.

15. Quantum Computing Inc. (NASDAQ:QUBT)

Number of Hedge Fund Holders: 13

Quantum Computing Inc. (NASDAQ:QUBT) is one of the stocks Jim Cramer weighed in on. A caller asked if it is too late to invest in the stock during the lightning round, and Cramer commented:

“It’s not so much as it’s too late. It’s a money-losing company, and if we get rid of the fervor for the moment about quantum, you’ll be buying that $17 stock at $7, and that’s what I worry about the most.”

Quantum Computing (NASDAQ:QUBT) develops photonic-based quantum systems and optical devices, including modulators, frequency converters, and quantum-ready computing platforms. The company’s products also include reprogrammable edge computing chips, lidar systems, quantum vibrometers, and solutions for quantum networking and authentication. In January, Cramer mentioned the stock and said:

“I’m also concerned about a company called Quantum Computing, $2.4 billion, with $400,000 in revenues in the last 12 months and again, very big losses.”

14. Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM)

Number of Hedge Fund Holders: 187

Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is one of the stocks Jim Cramer weighed in on. A caller inquired after Cramer’s opinion of the company, and he stated:

“Okay, they report this week, so you got the gun to my head on that one. I just, I would rather just see what they report at this point. You know, I like NVIDIA very, very much, that’s the pure play. NVIDIA should have been up much, much more today, and I was talking to, you know, Ben Reitzes, and I go back and forth at Melius, I think the stock easily should have been up 25, and I reiterate that that’s the one you want.”

Taiwan Semiconductor (NYSE:TSM) produces and sells a wide range of semiconductor devices and integrated circuits using advanced wafer fabrication processes. The company’s technologies support applications in high-performance computing, smartphones, automotive systems, IoT, and consumer electronics. In an April episode, Cramer called it “one of the greatest manufacturers in the world.” He remarked:

“Taiwan Semiconductor is so low. I have to tell you… Look, I have tremendous conviction that it’s very difficult to politically… say that we will protect Taiwan Semi. I will say this, that is one of the greatest manufacturers in the world, and anybody who thinks that Taiwan Semi should be this low, this cheap is just not a believer in AI, and I am a believer in AI. There we go.”

13. Nebius Group N.V. (NASDAQ:NBIS)

Number of Hedge Fund Holders: 51

Nebius Group N.V. (NASDAQ:NBIS) is one of the stocks Jim Cramer weighed in on. A caller asked what Cramer thinks of the company, and here’s what he had to say in response:

“Okay, Nebius, I checked them out when I was at GTC… at the big NVIDIA trade show. And I came back and I said, CoreWeave, just buy CoreWeave. Don’t deviate, buy CoreWeave. And so far, that’s been very right.”

Nebius (NASDAQ:NBIS) is a technology company focused on building full-stack infrastructure for the global AI industry, offering GPU-based cloud platforms, developer tools, and data services. The company’s businesses include AI cloud solutions, generative AI data support, tech-focused education, and autonomous driving technology. During a June episode, Cramer said:

“Oh geez. My chief scientist, Ben Stoto, has over and over and over again said Nebius is the one to own, not CoreWeave. Oh no, he says, just right now, he’s just saying it’s a second-rate CoreWeave. We’re not going to own either, though. CoreWeave has moved up too much, and Nebius, we are not going to trust.”

12. GE Vernova Inc. (NYSE:GEV)

Number of Hedge Fund Holders: 111

GE Vernova Inc. (NYSE:GEV) is one of the stocks Jim Cramer weighed in on. During the lightning round, a caller asked if they could still add to their position in the stock. In response, Cramer said:

“No, I think at this point, we’re going to wait for GE Vernova to come in. We had a great club meeting on Friday, and I really just kind of hang my head in shame that I didn’t even buy more, but there’s nothing to do. This thing is such a horse. It’s just been a parabolic move, up 70%. We’re going to get a report… next week. Maybe what we say is, let’s hear what they have to say.”

GE Vernova Inc. (NYSE:GEV) provides technologies and services for generating, transferring, converting, storing, and managing electricity. The company’s offerings include gas, wind, and nuclear systems, grid solutions, power conversion, and electrification software. During the July 11 episode, Cramer mentioned the stock and said:

“Okay, we advise that GE Vernova is the one that’s going to have the longer runway, but… because it’s such a wild trader, we advise that you don’t buy all at once. So let’s say you want to buy 10 shares because this is, you know, this is a $600 stock, you want to buy 10 shares, just buy, just buy two or three. And remember, there’s no commission, so it doesn’t matter.

In the old days, you’d pay a big commission if you… tried to do that. But I do want you in it. I would use, with a stock like that, I would probably use 25-point incrementals. So I do 25 by two and then wait 25, then two, and then wait 25, then two, wait 25, and then, we take a look at it again and see, but it might be my last 25. Get a decent average. Yet it’s very hard to trade these stocks that are so big. I always try to get managements to do a split. I know it doesn’t create any value, but it certainly makes it a little less intimidating to do that kind of buying.”

11. Fluence Energy, Inc. (NASDAQ:FLNC)

Number of Hedge Fund Holders: 26

Fluence Energy, Inc. (NASDAQ:FLNC) is one of the stocks Jim Cramer weighed in on. Asking about the company, a caller highlighted that the stock is trading at less than half of the price-to-sales ratio and is expected to grow 60% in the coming year. Cramer commented:

“Yeah, but it’s losing a lot of money. It’s down 50%. I’m going to have to take a pass on that name. I’m very sorry.”

Fluence Energy. (NASDAQ:FLNC) provides integrated energy storage solutions and optimization software, and offers a range of products for grid-scale, commercial, and solar-connected applications. On July 17, Barclays analyst Christine Cho raised the price target on the company stock from $5 to $9 while maintaining an Equal Weight rating. According to the firm, the One Big Beautiful Bill contributes to narrowing the cost gap between batteries compliant with foreign entity of concern regulations and Chinese batteries.

10. The Walt Disney Company (NYSE:DIS)

Number of Hedge Fund Holders: 104

The Walt Disney Company (NYSE:DIS) is one of the stocks Jim Cramer weighed in on. A caller inquired if DIS is still a good stock to invest in, and Cramer replied:

“Okay, Disney’s had a real rip-snorting rally from the bottom, but it’s still only up 6.8%. It’s got a good movie slate coming, only sells at 20 times earnings, and the theme parks are doing incredibly well. I think the answer is absolutely. I think it’s a very good long-term holding and I encourage you to buy it right here, right now.”

Walt Disney (NYSE:DIS) creates and distributes film, television, and streaming content, operates theme parks and resorts, and provides branded merchandise, live entertainment, and publishing. The company manages a portfolio of globally recognized brands and franchises across entertainment and consumer experiences. On June 10, Cramer discussed the company, as he said:

“We pivoted to interviewing Bob Iger, CEO of Disney, who traced out his plans now that the company owns all of Hulu. The stock was around $115 when Iger started talking, and by the end of the interview, at least partly by the day, it was at $118 and change. That’s a tour de force performance, the kind of value added this network proudly provides.

I felt great about it, but I could feel the contempt that many younger investors have for what I think is a very strong kind of journalism where we flesh out what really matters to an iconic big capitalization stock that has everything to do with linear television, ESPN, exciting movies, cruise ships, theme parks… Who doesn’t want to know about that? Well, how about the people who just stopped going to Disney World with their parents, and it’s the last place they would ever be caught dead at?”

9. AMC Entertainment Holdings, Inc. (NYSE:AMC)

Number of Hedge Fund Holders: 17

AMC Entertainment Holdings, Inc. (NYSE:AMC) is one of the stocks Jim Cramer weighed in on. Cramer discussed the stock in light of its latest analyst coverage, as he remarked:

“Wedbush just upgraded AMC last week. AMC, yeah, lowly worm precisely because it’s got so much IMAX exposure, something that can help the movie theater chain defend its market share… That said, the analyst acknowledged that, ‘They do not see substantial growth in 2025, 2026, or beyond for AMC.’ Personally, I wouldn’t buy AMC stock. It’s a money loser with a hideous balance sheet. Again, the movie theater business is in bad shape with the exception of IMAX, which is why AMC stock is down over 40% for the past 12 months while IMAX is up more than 60%.”

AMC Entertainment (NYSE:AMC) operates movie theaters and is involved in the theatrical exhibition business, offering film screenings and related services through its owned and affiliated locations. During an April episode, when a caller asked if the stock would get back to pre-COVID growth, Cramer replied:

“No, the answer is that they should have reorganized by now, and they haven’t. They have way too much debt. I want you to stay away from that one.”

8. IMAX Corporation (NYSE:IMAX)

Number of Hedge Fund Holders: 28

IMAX Corporation (NYSE:IMAX) is one of the stocks Jim Cramer weighed in on. Cramer said that the company stock “might be the smartest way” to invest in the movies. He commented:

“Sometimes a stock will come across my screen, and I say to myself, how the heck is this thing doing so well? And that’s how I feel about IMAX Corporation. We constantly hear that nobody goes to the movies anymore, right? Yet the stock of IMAX is up more than 60% over the past 12 months. So what the heck is going on here? A lot of it comes down to how IMAX makes its money. Even if you’ve been to an IMAX theater, it almost certainly wasn’t owned by them. They only own one location. Instead, this company sells or leases its theater systems and then collects more money from ongoing maintenance services…

If you want to invest in the movies, IMAX might be the smartest way to do it, even though the stock trades at just under 25 times this year’s earnings estimates, which is not exactly cheap. The fact is that IMAX is expected to put up 19% earnings growth this year and another 19% next year. Paying 25 times earnings for 19% growth, that’s pretty good. Now, all that said, IMAX reports again on Thursday of next week. And while I’m optimistic about the quarter, expectations have gotten pretty high, wild high, some would say, as the stock rallied over 36% off its April lows.

So if you don’t have a position on IMAX already but want to maybe put on a small position before the quarter, please wait to see how the report goes. Maybe the stock will pull back, and you can buy at a discount. Bottom line: At a time when the movie studios and the movie theaters are struggling, IMAX has tremendous momentum because it’s proven to be the best way to sell tickets. If you’re at all inclined to invest in the movie industry, IMAX seems like your best bet.”

IMAX (NYSE:IMAX) provides technology and services for immersive entertainment, including film remastering, theater systems, streaming solutions, and live events. The company supports content creators and venues with advanced visual formats, proprietary cameras, and post-production tools.

7. The Bank of New York Mellon Corporation (NYSE:BK)

Number of Hedge Fund Holders: 50

The Bank of New York Mellon Corporation (NYSE:BK) is one of the stocks Jim Cramer weighed in on. During the episode, Cramer discussed the firm’s earnings, as he said:

“This morning, everybody was focused on the numbers from the big banks, JPMorgan, Wells Fargo, and Citigroup, but they were also watching the report from BNY, and that’s the old Bank of New York Mellon. This is one of the top custodial banks in America. And this morning, BNY reported another strong quarter with easy top and bottom line beats, not to mention a stunning nearly 28% return on something called tangible common equity. That’s one of the best results I’ve ever seen from a bank. BNY even raised its full-year net interest income forecast with the quarter. Very few did that.”

Bank of New York Mellon (NYSE:BK) provides a range of financial services, including investment management, custody, clearing, cash management, and wealth planning. The firm serves clients such as financial institutions, corporations, government entities, and high-net-worth individuals.

6. Meta Platforms, Inc. (NASDAQ:META)

Number of Hedge Fund Holders: 273

Meta Platforms, Inc. (NASDAQ:META)is one of the stocks Jim Cramer weighed in on. A caller asked if Cramer thinks the stock is a buy, sell, or hold for the long term, and he remarked:

“Yeah, absolutely. I love the fact that it came in. I want stocks to go down a little so we can prevent the kind of situation that we got with BlackRock and present the kind of situation we got with Wells Fargo. Meta’s coming in a little. That is great. The stock is very inexpensive when you back out the cash. Very inexpensive, by the way, if… [it] ever decide to try, I don’t know, billing for WhatsApp. It is a fantastic company, and I’m glad you brought it up to me.”

Meta (NASDAQ:META) develops technologies and applications that enable people to connect and share through social media, messaging, and immersive experiences. The company’s products include platforms like Facebook, Instagram, WhatsApp, and virtual and augmented reality tools.

5. Caterpillar Inc. (NYSE:CAT)

Number of Hedge Fund Holders: 62

Caterpillar Inc. (NYSE:CAT) is one of the stocks Jim Cramer weighed in on. Highlighting that they think housing will win if there is a turnaround in the economy, a caller asked about the company. In response, Cramer said:

“I think, you know what, I gotta tell you something… I mean, the primarily not housing, but you’re absolutely right. You have to have housing. Vulcan Materials is actually more of a play, as is Martin Marietta Materials. However, Caterpillar is an ancillary to that. Caterpillar’s done incredibly well this year. I will miss Jim Umpleby, who’s stepped up to chairman, but I think he left Caterpillar in the best hands I’ve ever seen the stock in. It’s a buy, and I think you will do quite well. Now, at this point, I would wait till after the quarter, which is August 5th. You don’t need to get ahead of it.”

Caterpillar (NYSE:CAT) designs, manufactures, and sells machinery and engines used in construction, mining, energy, and transportation, along with related parts and services. The company also provides financial products, leasing solutions, and digital services to support its equipment and customer base.

4. Cloudflare, Inc. (NYSE:NET)

Number of Hedge Fund Holders: 65

Cloudflare, Inc. (NYSE:NET) is one of the stocks Jim Cramer weighed in on. A caller inquired about the company, and Cramer replied:

“Yeah, I thought it was brilliant. I thought Matthew Prince was brilliant. I think NET’s great. I’ve been behind this for, since probably for about 120 points. I think Matthew’s about as good as it gets, and the stock should be bought even up here.”

Cloudflare (NYSE:NET) provides cloud-based security, performance, and networking services designed to protect and optimize websites, applications, and IT infrastructure. Its solutions include Zero Trust security, DDoS protection, content delivery, and developer tools to support businesses. Cramer also discussed the company during a March episode of Squawk on the Street, as he commented:

“You wanna talk Cloudflare? A Sell to a Buy at Bank of America? It goes from price target 60 to 160? I have Mathew Prince on regularly, okay. Mathew Prince has done more cybersecurity and internet and also he does the. . he protects voting. . .but he has a very solid internet secure plan. And why anyone would say sell that company? It is extraordinarily wrong. But I like the fact that at least he owned up.”

3. Wells Fargo & Company (NYSE:WFC)

Number of Hedge Fund Holders: 88

Wells Fargo & Company (NYSE:WFC) is one of the stocks Jim Cramer weighed in on. Cramer discussed that the firm wants to “be a growth bank again,” and commented:

“Worse, no amount of cologne could cover up the stench of the steaming Wells Fargo today, another relatively strong bank that’s coming into earnings. After years of being restricted… in what it wanted to do because of the Federal Reserve due to previous scandals, Wells is finally ready to play offense, but it sure didn’t tell the Street about the sudden shakeup in the mosaic with the bank’s earnings. All people could focus on was how they missed so badly in net interest income, even though they weren’t even focused on it anymore, which is something that goes away if you get more aggressive, and they’re getting more aggressive to attract depositors, make loans.

Wells wants to be a growth bank again, not some bank account… It’s truly a good thing. In the meantime, though, management seemed unprepared to explain the transition, and the Street was horrified. I was horrified too, really a day ruiner… Now I’m quite confident that both stocks are going higher eventually, but now they have to shake out all the weak hands before that happens, and that takes time. You have to build a whole new shareholder base. The companies might help. They might come on and tell us where the sellers were wrong. Maybe Wells Fargo starts a gigantic buyback, they have one, but in earnings season, there’s no such thing as do-overs. The fact is that if BlackRock or Wells Fargo had reported quarters that were in keeping with what was expected, they wouldn’t necessarily be higher today, but they certainly wouldn’t have ruined earnings season for me.”

Wells Fargo (NYSE:WFC) provides a broad range of financial services, including banking, lending, investment, and wealth management solutions for individuals, businesses, and institutional clients.

2. BlackRock, Inc. (NYSE:BLK)

Number of Hedge Fund Holders: 67

BlackRock, Inc. (NYSE:BLK) is one of the stocks Jim Cramer weighed in on. Cramer discussed the stock in detail during the episode, as he said:

“Oh, then BlackRock comes out. Now I’ve championed BlackRock since $600, but it’s what have you done for me lately game. I hear it was at $1,111. I look at the headlines, and they seem solid, but there’s a seemingly disappointing line about inflows… When I saw the stock up 20, I knew whoever was excited about how BlackRock beat the quarter was a dead man walking. Why? Well, because this is an inflow story, and those moronic quick draws would lose money, but I had no idea they’d lose almost 90 points.

When the stock opened, it was a charnel house. And even as I liked the direction that the business is going, it didn’t matter. Brutal from my perspective because we own BlackRock for the Charitable Trust, and I failed people because I didn’t tell them to sell. Suddenly, my era of good feeling stemming from NVIDIA seemed like a distant memory. Sure, it turns out that a big account left the firm, knocking down the inflows. No solace whatsoever that my sponsorship came much lower. BlackRock misses. I stink…

Now I’m quite confident that both stocks are going higher eventually, but now they have to shake out all the weak hands before that happens, and that takes time. You have to build a whole new shareholder base. The companies might help. They might come on and tell us where the sellers were wrong… But in earnings season, there’s no such thing as do-overs. The fact is that if BlackRock or Wells Fargo had reported quarters that were in keeping with what was expected, they wouldn’t necessarily be higher today, but they certainly wouldn’t have ruined earnings season for me.”

BlackRock (NYSE:BLK) is an investment firm that manages money for individuals, companies, and governments through a number of funds and financial products. It provides services like risk management and helps clients invest in stocks, bonds, real estate, and other markets around the world.

1. NVIDIA Corporation (NASDAQ:NVDA)

Number of Hedge Fund Holders: 212

NVIDIA Corporation (NASDAQ:NVDA) is one of the stocks Jim Cramer weighed in on. During the episode, Cramer noted that betting against the company’s CEO has not been a good idea for a long time. He commented:

“When the company reported late May, with the ban on H20 sales still in place, Jensen came on Mad Money and he had this to say, keep the faith. ‘Our president wants America to win, and he also recognizes that this is an important market, it’s a very large market, and the revenues that it could generate for the United States is significant. It’s just incredible. $50 billion this year. Look, we’re talking about the size of a Boeing, not a Boeing plane, Boeing the company. This is an enormous market.’

It seemed fanciful, didn’t it? But then again, betting against Jensen has been a surefire way to lose money for decades. Since then, there’s been a lot of back and forth between Jensen and the White House… We only knew that Jensen pressed the case, that to me, it seems so incredibly compelling… Jensen, fresh off of NVIDIA hitting a $4 trillion valuation, something that President Trump applauds, came to the White House with a novel proposition.

He said that if you sell the H20 chip stack to China, you can have bragging rights to be the reserve semiconductor standard for the world… The Chinese will be paying billions for NVIDIA’s H20 chips. I posted the good news on letter X and said that it should reverse the futures… When I wake up five hours later to work out, and the futures have turned right on schedule, I’m flying high. Could this be a mistake-free earning season? I ponder.”

NVIDIA (NASDAQ:NVDA) delivers advanced computing, graphics, and networking solutions across AI, gaming, robotics, and automotive sectors. The company’s portfolio includes GPUs, cloud platforms, and enterprise software.

While we acknowledge the potential of NVIDIA Corporation (NASDAQ:NVDA) as an investment, our conviction lies in the belief that 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 NVDA and that has 100x upside potential, check out our report about this cheapest AI stock.

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