In this article, we will discuss: Jim Cramer’s Top Iran War Stocks to Buy Revealed in This List of 10 Stocks. For more stocks, you can head to Jim Cramer’s Top Iran War Stocks to Buy Revealed in This List of 5 Stocks.
After negotiations between the US and Iran regarding the current hostilities failed to lead to an agreement over the weekend, CNBC’s Jim Cramer discussed analysts’ perception of oil prices. With the Iranian closure of the Strait of Hormuz having disrupted the global oil supply chain, oil prices have soared in 2026. The benchmark Brent crude oil price crossed $109 in March but fell below $94 once a two-week ceasefire was announced. Cramer kept a watchful eye on the oil prices and linked their performance to the stock market while the US military campaign in Iran was ongoing. Now, as oil rose after the negotiations failed to yield an agreement, he remarked in a tweet that analysts seem to be ignoring the price altogether:
“Very few analysts seem to care that oil has gone above $100. They have cordoned off oil as a factor. I think that’s Panglossian but i get that domestically we are insulated from a total lack of supply.. They want to buy the dip ahead of a blockade as if the market will rally when the blockade takes effect.”
Our Methodology
For this article, we compiled a list of stocks that Jim Cramer discussed during the episode of Squawk on the Street aired on April 6th and tweeted about. We listed the stocks in the order that Cramer mentioned them. We also provided hedge fund sentiment for each stock as of the fourth 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 498.7% since May 2014, beating its benchmark by 303 percentage points (see more details here).
10. The Goldman Sachs Group, Inc. (NYSE:GS)
Number of Hedge Fund Holdings in Q4 2025: 78
Investment banking giant The Goldman Sachs Group, Inc. (NYSE:GS)’s shares are down by 4.2% year-to-date. The shares were down by 3.5% midday during trading on Monday. The same day, the bank reported its earnings for the first fiscal quarter. The results saw The Goldman Sachs Group, Inc. (NYSE:GS) post $17 billion in net revenue and $17.55 in earnings per share. Cramer had discussed the bank on his Mad Money appearance on April 8th and outlined that there were “multiple reasons” to own the stock. On March 10th, banking giant JPMorgan also discussed The Goldman Sachs Group, Inc. (NYSE:GS)’s shares. It raised the share price target to $826 to from $815 and kept a Neutral rating on the stock. UBS had raised the target to $990 from $970 on February 4th and maintained a Neutral rating as it discussed The Goldman Sachs Group, Inc. (NYSE:GS)’s market presence and earnings power. Cramer discussed the bank in a tweet after its earnings:
“GS– misses on revs but estimates had gotten too high. Still excellent return on equity. Smoother eps. Club position trimmed last week but we still like”
9. Intel Corporation (NASDAQ:INTC)
Number of Hedge Fund Holdings in Q4 2025: 96
Chip manufacturer Intel Corporation (NASDAQ:INTC) is a frequent feature on Jim Cramer’s radar. Throughout 2025, the CNBC TV host continued to discuss the firm and its CEO, Lip-Bu Tan. Tan took over the helm at Intel Corporation (NASDAQ:INTC) from former CEO Patrick Gelsinger, and since his appointment, the CNBC TV host has been nothing but optimistic about the executive. He has opined on multiple occasions that the Intel Corporation (NASDAQ:INTC) CEO is one of the most knowledgeable executives in his industry. Cramer’s optimism has proven to be warranted as the shares are up by a whopping 216% over the past year and 63% year-to-date. April has been a particularly strong month for Intel Corporation (NASDAQ:INTC)’s shares as they have gained 46% during the month amidst a flurry of news. These reports include a partnership with Google Cloud and a deal with Elon Musk’s Tesla and SpaceX for the Terafab project. Interestingly, Cramer believes that investors eyeing exposure to non-oil stocks might also be interested in Intel Corporation (NASDAQ:INTC):
“But I would say the rally, was centered on companies that do not use oil. So that there were a lot of people who just said, the hell with it. . .the way that the Mag 7 was isolated in March of 2023, we just said, okay, what is not going to be impacted, let’s buy those.
“Intel was an example. . . .Intel’s at 51,I think people just said, I’ll just go buy Intel. Intel’s been remarkable, a rocket ship.”
TCW Relative Value Large Cap Fund discussed Intel Corporation (NASDAQ:INTC) in its fourth quarter 2025 investor letter:
“The best performing stocks in the quarter were Alphabet†, Intel Corporation (NASDAQ:INTC) (INTC; 2.69%**), and Merck & Co (MRK; 2.70%**). Intel rose early in the quarter after the company announced a partnership with NVIDIA to bolster its ability to develop custom chips for data centers and personal computers.”
