Jim Cramer Says Trump’s Fed Chair Tussle Is Like “The Godfather” & Discusses These 10 Stocks

1. UnitedHealth Group Inc. (NYSE:UNH)

Number of Hedge Fund Holders In Q4 2024: 150

UnitedHealth Group Inc. (NYSE:UNH) is the mega American healthcare insurer whose shares recently underwent a bloodbath after the firm’s latest earnings report. The stock crashed by a whopping 22% after UnitedHealth Group Inc. (NYSE:UNH)’s earnings missed analyst estimates for the first time since 2008. The firm reported $7.20 in adjusted earnings while analysts had penned in $7.29. It also cut full-year adjusted profit per share guidance to a $26.25 midpoint from an earlier $29.75. The guidance cut also missed analyst estimates of $29.73. Naturally, Cramer had a lot to say about UnitedHealth Group Inc. (NYSE:UNH):

[UNH taking the year down 12% when it came to EPS] “I am shocked. I mean it wasn’t just any one division. Remember medical, Medical Advantage had been a culprit. . . this is everything. I mean Optum, the Optum Healthcare system was wrong. I checked in with CVS, with Aetna, they reiterated recently. They said everything was fine. . . I was just looking at the statement, I’m saying, wow, totally contrary. This is so unlike UNH. Now of course, they said they can course correct and they’ve had it, there have been a couple of times maybe in the last thirty years where they missed this badly. But, you know, David, I’m not saying they took their eye off the ball. I’m saying they weren’t in the stadium.”

“[On coding practices coming under scrutiny to make their MLR higher] Also when you mention that, because Jonathan Kanter now he’s the guy from antirust, Justice, he was full bore United Health. Had, Harris won, I think these guys were going to be public enemy number one. They have spent so much time ready to go after UnitedHealth for being a monopolist. I will say by the way, the miss that they had on medical costs, I mean they have Optum, they’re supposed to know everything about medical costs. So this was very out of character, Carl. And also because of the weighting, it’s such a big stock, the weighting, it moves the Dow lower.”

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.

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