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 discussed President Trump’s tariffs on Mexico and their impact on the car industry. Large US car manufacturers, particularly the firm that makes the F-150 truck, have their manufacturing plants based in Mexico. As a result, they can face significant disruption if import costs from the country increase in the aftermath of tariffs.
However, while American car manufacturers are dependent on Mexico, Cramer pointed out that Japanese and South Korean car companies depend on their respective countries for imports. Since neither country has been targeted by tariffs, he wondered whether they could be next.
Another one of Trump’s remarks that caught the CNBC TV host’s attention was his demand that the Federal Reserve lower interest rates. The President has preferred low interest rates for quite some time, and his remarks in January that stressed that he would call on central banks worldwide to lower rates weakened the US dollar. Commenting on Trump’s statements, Cramer wondered “is this discord or is it just a recognition that’s just not the way to go.” He added, “I think the Treasury Secretary has won the President over in terms of the notion of, listen I’ve got it under control, let me handle it, you don’t need to yell at the Fed.”
Cramer believes that simply demanding that the Federal Reserve lower interest rates might not yield any results. Referring to co-host David Faber, he shared “David, yelling at the Fed, yelling at Jerome Powell, sucker’s game. Doesn’t get you anywhere.” Cramer believes “The President doesn’t want to get in a sucker’s game where he yells at the guy, and the guy then says look I really don’t care what this President says. Because he doesn’t like. . . . He likes fealty.”
Another government official Cramer mentioned was Commerce Secretary Scott Bessent. In his previous shows, Cramer has praised Bessent and shared that he has heard good things about the Secretary. He maintained the positivity and shared:
“This guy [Secretary Bessent] he’s making a lot of sense I don’t know how he’s going to [get] the oil up . . .three million barrels. But I would say that he’s a supreme intellect, and people who know him or read about him are kind of saying, wow, this guy’s a stand up, take notice. . . he’s a great practitioner of the game.”
Cramer also wondered how the President would “pay for the sovereign wealth fund without that fifty-year bond?” The President recently signed an executive order to create a US Sovereign Wealth Fund. When Faber pointed out that it was pointless for America to create such a fund, Cramer replied “Well the President says he wants a sovereign wealth fund. He doesn’t say these things idly, he’s thought them through.”
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 February 6th.
For these stocks, we also mentioned the number of hedge fund investors. Why are we interested in the stocks that hedge funds invest in? 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 275% since May 2014, beating its benchmark by 150 percentage points. (see more details here).
11. Intel Corporation (NASDAQ:INTC)
Number of Hedge Fund Holders In Q3 2024: 68
Intel Corporation (NASDAQ:INTC) is an American chip manufacturing giant currently on a turnaround strategy. It is the only US firm capable of designing and manufacturing its chips. However, a slow CPU market, advances in chip manufacturing technology by Taiwan’s TSMC, and the popularity of GPUs for AI workloads have dented the firm’s business. Intel Corporation (NASDAQ:INTC)’s shares lost 59.60% in 2024 and the stock is down 4.2% year-to-date as investors remain wary of any short-term value accretion. Cramer commented on Intel Corporation (NASDAQ:INTC)’s fall from grace:
“We haven’t talked about Intel in a long time. But they used to have this moat of foundries and you’d say okay well they’re gonna win against AMD. Well, now everything’s in flux, they don’t have that.”
10. Bristol-Myers Squibb Company (NYSE:BMY)
Number of Hedge Fund Holders In Q3 2024: 70
Bristol-Myers Squibb Company (NYSE:BMY) is a pharmaceutical company that’s one of Cramer’s favorite healthcare stocks. He has mentioned the firm multiple times in 2025, and most of his comments have focused on Bristol-Myers Squibb Company (NYSE:BMY)’s schizophrenia drug Cobenfy. The stock is up by 18% over the past year as the firm has benefited from the approval of its cancer drug Optivo as well. Bristol-Myers Squibb Company (NYSE:BMY)’s shares fell by 3.8% after the firm forecast 2025 revenue at $45.5 billion which fell short of analyst estimates of $47.4 billion. The shortfall was due to some older cancer drug patents expiring, and Cramer’s comments surrounded the expiration:
“Right I think that there is a lot of misinformation about the drug business. We did get shocked by Merck, the other day. That was, I did not know about the GARDASIL in there, in China, it caught me leaning the wrong way. This company did tell you at the JPMorgan Conference that Revlimid, which is coming off patent, is gonna be a real problem. But nobody changed the numbers. So it comes out. Revlimid’s a real problem, so it goes down. But. What people are forgetting is the incredible launch of Cobenfy, which is their schizophrenia drug which has just taken off and I think is gonna be really rolling. You’re gonna have a readout for some Alzheimer’s at the end of the year. And David, I think, ultimately because we have no new drug for schizophrenia in thirty years, this is going to be one of the biggest drug in history. So you’re selling it right here off of a loss exclusivity about a company they bought, Celgene, which they paid far too much for frankly. And you’re selling it off that instead of selling it off the future. And that’s you know, that’s what people do and it’s foolish. It’s a buy. I own it for the club, I have a small position. I was praying this would happen so I can go in buy and hand over fist.”