Jim Cramer Is Bullish on These 10 Stocks Amid Nvidia (NVDA) Controversy

#7. The Boeing Company (NYSE:BA)

Number of Hedge Fund Holders: 90

The Boeing Company (NYSE:BA) is among the industrial stocks Cramer has recently been buying despite continuing challenges at the aircraft manufacturer.

During the Nov. 6 Investing Club review, Cramer and Marks disclosed that the Club had purchased Boeing shares following the company’s post-earnings selloff and remained interested in adding more.

Boeing had pushed back its target of generating $10 billion in annual free cash flow by approximately one year, disappointing investors who had anticipated a faster recovery.

However, Cramer’s team remained confident in CEO Kelly Ortberg’s efforts to improve Boeing’s operations.

The Investing Club also identified lower oil prices and resilient global air travel demand as potential catalysts for commercial aircraft orders.

Cramer viewed the stock’s post-earnings weakness as an opportunity to increase exposure to Boeing’s longer-term turnaround, even as the company continues working through production and financial challenges. Boeing’s second-quarter 2026 report showed a loss on paper, but Wall Street focused on the company’s operating comeback. Read the full story here.

#6. The Goldman Sachs Group, Inc. (NYSE:GS)

Number of Hedge Fund Holders: 92

The Goldman Sachs Group, Inc. (NYSE:GS) is another financial stock Jim Cramer has recently been buying as he seeks opportunities outside the crowded AI infrastructure trade.

During the Nov. 6 portfolio review, Cramer and his team disclosed that the Investing Club had added to its Goldman Sachs position and remained willing to purchase additional shares.

The Club highlighted the investment bank’s valuation of approximately 12 times earnings, which it considered inexpensive relative to the strength of Goldman’s investment banking and trading operations.

Cramer’s team also identified Goldman Sachs’ role as a lead underwriter for Anthropic’s planned initial public offering as a potential catalyst.

The Club’s decision to increase its position reflected confidence in Goldman Sachs’ earnings prospects and valuation, particularly as investors reassess exposure to companies tied directly to AI infrastructure spending. Billionaire Ken Fisher also likes Goldman Sachs, and the bank beat estimates in its third-quarter report. See if it is a buy after earnings.

#5. Wells Fargo & Company (NYSE:WFC)

Number of Hedge Fund Holders: 94

Wells Fargo & Company is another banking stock Cramer remains optimistic about. In the Nov. 6 CNBC Investing Club review, Cramer and his team highlighted the removal of Wells Fargo’s asset cap as an important development for the bank’s long-term growth prospects.

The Club praised CEO Charlie Scharf for improving operations and investing in businesses that generate fee-based revenue, including investment banking.

Cramer’s team also considered Wells Fargo shares attractively valued and expressed optimism about the company’s prospects heading into 2027.

Although the Investing Club did not issue an immediate buy recommendation, its commentary reflected a positive long-term view of the bank’s transformation and earnings potential. Goldman Sachs added Wells Fargo to its US Conviction List in July and said the bank is moving from defense to offense. Read Goldman’s view here.