Billionaire Ken Fisher and Jim Cramer come from very different worlds. Cramer is the fiery CNBC host who talks fast and keeps the show moving. Fisher is a slow-paced, professional hedge fund voice who has spent more than four decades picking stocks. We looked at their portfolios and recent comments to find the stocks they both like. First, here is what each man is saying as investors stay on edge over rising bond yields and worries about the AI trade.
Don’t Miss: 10 Best AI Stocks to Buy According to Billionaire Ken Fisher
Cramer Says Wall Street Is Losing the AI Story
In a CNBC program last month, Cramer said Wall Street is losing the battle of the narrative on AI, and that stocks could get hurt. He pointed to the 30-year Treasury yield, which sat at its highest level in 24 years. More than half of the stocks in the S&P 500 traded below their 200-day moving average, and over 40% of the index was in a bear market, he said. Cramer called AI and the data center buildout the greatest growth story of our era. He also said critics now blame the industry for higher electricity prices and for lost jobs. He called himself constructive on AI and said the companies need to tell better stories. If rates keep rising, October could be a mighty tough month, Cramer said at the time. We track his picks in our list of the Jim Cramer stock portfolio top 10 stock picks.
Fisher Takes the Long View
Fisher sounds more measured. In a recent YouTube video, he said the US has not had a classic business-cycle recession since 2009. That long gap probably left excesses in the global economy that investors do not fully see as risks, he said. His portfolio still leans on AI names. Nvidia is his largest holding at about 5.4% of the portfolio, followed by Apple at about 5%. Our list of AI stocks Fisher and Paul Tudor Jones were buying shows where both men put new money. Check out the full list here.
Our Methodology
For this article, we reviewed Jim Cramer’s recent comments on X and identified 10 stocks that were also held by billionaire Ken Fisher’s Fisher Asset Management as of June 30, 2026. We used the firm’s Q2 2026 13F filing to determine the value of each position and ranked the stocks in ascending order of Fisher’s stake value. Fisher’s AI-focused holdings are covered in our list of 10 Best AI Stocks to Buy According to Billionaire Ken Fisher.
10. Starbucks Corporation (NASDAQ:SBUX)
Fisher Asset Management Stake as of Q2 2026: $1.29 billion
Jim Cramer expressed optimism about Starbucks Corporation in an October 13 post on X. Cramer said he was surprised that Starbucks shares had risen by only about $1.50, considering the company’s positive business developments. “It’s crazy to me that SBUX was only up a buck and a half today; the company is telling a great story,” Cramer wrote. Billionaire Ken Fisher’s Fisher Asset Management held 12.59 million shares of Starbucks worth approximately $1.29 billion at the end of the second quarter of 2026. The firm increased its stake by about 338,000 shares during the quarter.
9. Intel Corporation (NASDAQ:INTC)
Fisher Asset Management Stake as of Q2 2026: $23.02 million
Jim Cramer has remained optimistic about Intel Corporation and its turnaround. In an October 13 post on X, Cramer wrote, “Intel turning,” suggesting confidence in the chipmaker’s recovery.
On August 18, Cramer told his followers that Intel offered another opportunity to buy shares, referring to advice he had given CNBC Investing Club members.
Fisher Asset Management owned 164,841 shares of Intel valued at about $23.02 million at the end of June 2026. Intel’s CEO also bought shares of the company in August, and our report covers what else is driving the stock. Check the full report here.
8. AbbVie Inc. (NYSE:ABBV)
Fisher Asset Management Stake as of Q2 2026: $2.39 billion
Jim Cramer highlighted unusual strength in AbbVie Inc. shares in an October 12 post on X.
The CNBC host mentioned AbbVie alongside several other stocks that were showing strength, including Amazon, Home Depot, Wells Fargo, Berkshire Hathaway, Disney and Palantir.
While Cramer’s post was not an explicit recommendation to buy AbbVie, he singled out the stock’s positive price action.
Fisher Asset Management held 9.50 million shares of AbbVie worth approximately $2.39 billion at the end of the second quarter of 2026. Investors who like AbbVie can see which other drugmakers made our list of the best pharma stocks to invest in now. Click to see the list.
7. The Home Depot, Inc. (NYSE:HD)
Fisher Asset Management Stake as of Q2 2026: $3.65 billion
Jim Cramer drew attention to strength in The Home Depot, Inc. shares on October 12.
In a post on X, Cramer included Home Depot among several companies showing unusual strength in the market. He also identified the home improvement retailer as a holding of the CNBC Investing Club.
Fisher Asset Management held 10.36 million shares of Home Depot valued at about $3.65 billion as of June 30, 2026. The Bill & Melinda Gates Foundation Trust also opened a new position in Home Depot in the second quarter, and our analysis looks at the risks. Click to read the full analysis.
6. Meta Platforms, Inc. (NASDAQ:META)
Fisher Asset Management Stake as of Q2 2026: $3.83 billion
Jim Cramer has been strongly bullish on Meta Platforms, Inc..
In an October 12 post on X, he described Meta as a “monster long,” signaling confidence in the company’s long-term prospects.
Cramer has also discussed Meta’s potential as an enterprise technology company rather than just a consumer-focused social media business. He highlighted the importance of Muse and suggested that the company’s valuation multiple could expand from around 18 times to 24–25 times.
Fisher Asset Management held 6.79 million shares of Meta Platforms worth approximately $3.83 billion at the end of June 2026. Cramer sees Muse as the key to a higher multiple, and our analysis looks at whether the AI model can deliver. See what we found here.
5. The Goldman Sachs Group, Inc. (NYSE:GS)
Fisher Asset Management Stake as of Q2 2026: $7.04 billion
Jim Cramer expressed a positive view of The Goldman Sachs Group, Inc. in an October 13 post on X.
“Loving Goldman here; thinking WFC overdone,” Cramer wrote, referring to Goldman Sachs and Wells Fargo.
The brief comment was an explicit expression of confidence in Goldman Sachs shares.
Fisher Asset Management owned 6.96 million shares of Goldman Sachs worth approximately $7.04 billion at the end of the second quarter of 2026. Goldman’s own 13F shows it added to Micron and Amazon in the second quarter. Check out the full breakdown.
4. Amazon.com, Inc. (NASDAQ:AMZN)
Fisher Asset Management Stake as of Q2 2026: $8.34 billion
Jim Cramer highlighted unusual strength in Amazon.com, Inc. shares in an October 12 post on X.
Cramer included Amazon among several stocks showing strength and identified it as a holding of the CNBC Investing Club.
Although the post did not contain a fresh price target or an explicit buy recommendation, it drew attention to Amazon’s performance in the market.
Fisher Asset Management held 34.98 million shares of Amazon worth approximately $8.34 billion at the end of June 2026. Amazon also ranks second on our list of President Trump and Nancy Pelosi’s top picks. Click to read why.
3. ASML Holding N.V. (NASDAQ:ASML)
Fisher Asset Management Stake as of Q2 2026: $9.43 billion
Jim Cramer expressed longer-term optimism about ASML Holding N.V. in an October 14 post on X.
Discussing the performance of semiconductor-related stocks, Cramer said SK Hynix and South Korea’s Kospi were winning in the short term while Dell and ASML were losing ground.
“Longer term it is reversed,” he wrote.
The comment suggested Cramer expected ASML’s relative performance to improve over the longer term despite its near-term weakness.
Fisher Asset Management owned 4.74 million shares of ASML valued at approximately $9.43 billion at the end of the second quarter of 2026. ASML is the only company that commercially makes the EUV lithography systems used for the most advanced chips, and we covered it as one of Fisher’s top AI picks. Read the full analysis here.
2. Microsoft Corporation (NASDAQ:MSFT)
Fisher Asset Management Stake as of Q2 2026: $9.93 billion
Jim Cramer questioned bearish sentiment surrounding Microsoft Corporation in an October 14 post on X.
“Dozens told us to sell Microsoft. Now they want in?” Cramer wrote.
His comment criticized the shift in sentiment among market participants who had previously recommended selling the technology giant but were now interested in buying its shares.
Fisher Asset Management held 26.61 million shares of Microsoft worth approximately $9.93 billion at the end of June 2026. Microsoft reports earnings on October 28 and ranks eighth on our list of the 10 stocks in Trump’s latest stock portfolio. Get our full take before earnings.
1. Apple Inc. (NASDAQ: AAPL)
Fisher Asset Management Stake as of Q2 2026: $16.67 billion
Jim Cramer strongly criticized investors selling Apple Inc. shares ahead of upcoming product announcements.
In an October 9 post on X, Cramer said investors selling Apple before its scheduled product reveal on October 13 and Duo preorders on October 16 might be taking a “permanent intellectual vacation.”
The comment reflected Cramer’s confidence in Apple ahead of the company’s anticipated product announcements.
Fisher Asset Management held 57.61 million shares of Apple worth approximately $16.67 billion at the end of the second quarter of 2026, making it the firm’s second-largest reported holding at the time. Apple was once seen as an AI laggard, and top billionaires are now changing their minds about the stock. Click to read why.
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