Jim Cramer Questions Market Logic and Dissects These 7 Key Stocks

1. UnitedHealth Group Inc. (NYSE:UNH)

Number of Hedge Fund Holders: 150

Looking for safety at a time of geopolitical and macro uncertainty, Jim Cramer highlighted UnitedHealth Group Inc. (NYSE:UNH) as a prime example of a domestic, tariff-insulated stock likely to outperform in this environment. He explained:

“Right now, there’ll be a lot of fund managers who say, why do I need any of this? Just give me stocks that are American stocks that have nothing to do. And UnitedHealth, which sells at 19 times earnings, would probably sell at 25 times earnings in the near-term future, because UnitedHealth actually defines what I’m telling you people want. Up another 12 today. And that’s how money managers work. They’ll buy Humana, they’ll buy UNH, they’ll buy Cigna. […]

You’re going to hear people come on, like on two-stock lunch or whatever, and they’re going to say, you know what? I like UnitedHealth and Humana here. Why? Well, they’re totally independent. Totally domestic.”

UNH is a stock Jim Cramer recently discussed. While we acknowledge the potential of UNH as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. There is an AI stock that went up since the beginning of 2025, while popular AI stocks lost around 25%. If you are looking for an AI stock that is more promising than UNH but that trades at less than 5 times its earnings, check out our report about this cheapest AI stock.

READ NEXT: 20 Best AI Stocks To Buy Now and 30 Best Stocks to Buy Now According to Billionaires.

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