In this piece, we will look at the stocks Jim Cramer recently discussed.
In his latest appearance on CNBC’s Squawk on the Street, Jim Cramer commented on the recent inflation data in the US. This dataset was the Consumer Price Index (CPI) report for May 2025. Interest rates are a central debate in US financial markets right now, with President Donald Trump adamantly demanding that the Federal Reserve lower rates. The CPI report is tied into this debate as lower inflation provides the Federal Reserve with incentives to lower interest rates.
The May 2025 CPI report saw inflation come in at 2.4% on an annualized basis. On a monthly basis, prices jumped by 0.1% which undershot economist estimates of 0.2%. The core inflation reading, which excludes food and energy, sat at 2.8% which also saw below the forecast of 2.9%. However, while overall inflation slowed down, Cramer focused on the sector-specific data. One sector that caught his attention was shelter. Annualized, shelter inflation was 3.9% in May, with a similar reading for rent. Commenting on the figures, after co-host Carl Quintanilla commented that the data showed lower prices, Cramer said:
“And I’m gonna take the other side. . .shelter, remains very sticky. 3.9. And they’ve got, remember, there’s no housing component. They’ve got to get that down, these other could be ephemeral. Uh, these still, I mean you could say, we’ve not seen the impact of tariffs. Housing’s too expensive in this country and we’re not doing enough about it.”
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 11th.
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).
12. Ford Motor Company (NYSE:F)
Number of Hedge Fund Holders In Q1 2025: 39
Ford Motor Company (NYSE:F) is a major American car manufacturer whose shares are up by a slight 9% year-to-date. Its scale and importance to the American economy means that the firm is a regular feature of Cramer’s morning show and Mad Money. A year ago in May, Cramer remarked that Ford Motor Company (NYSE:F)’s primary problem, even in the US market, was competition from Chinese cars. He speculated that tariffs against Chinese vehicles could help the company. In 2025, the CNBC host has also wondered about the impact of tariffs on Ford Motor Company (NYSE:F)’s global supply chain and high warranty costs impacting its financial statements. This time around, he wondered if the stock was held back due to the tariffs and whether it could rebound in case of trade deals:
“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.”
Recently, Cramer also wondered if President Trump’s decision to roll back electric vehicle infrastructure could hurt Ford Motor Company (NYSE:F). He shared:
“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.”
11. General Motors Company (NYSE:GM)
Number of Hedge Fund Holders In Q1 2025: 79
General Motors Company (NYSE:GM) is another major American car manufacturer. Its shares have lost 4% year-to-date and have fluctuated heavily in June. The stock has suffered primarily due to tariffs and their potential to disrupt General Motors Company (NYSE:GM)’s supply chain. Cramer has also discussed the stock in this context several times in 2025. While he believes that the firm can face tariff-induced supply chain disruption, the CNBC host also believes that General Motors Company (NYSE:GM)’s rival Ford is in a better position to navigate the tariffs. However, his latest remarks wondered if the tariff debate had impacted the stock too much and whether it could rebound in case of trade deals:
“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.”
Cramer also believes that the threat from Chinese vehicles tends to depress General Motors Company (NYSE:GM)’s valuation. Here’s what he said back in 2024:
“The biggest winners though will be the American automakers. There’s a widespread belief that our car companies are going to be roadkill once China’s auto industry gets here. We got that from — who? None other than the automakers themselves, especially Ford’s executive chairman Bill Ford.
. . .The chief reason GM and Ford stock sell at the bottom of the S&P 500 barrel is because of this existential Chinese threat. Whenever China’s been allowed to dump merchandise, they’ve destroyed pricing and destroyed companies. That won’t happen here. Not with these tariffs.”
