In this piece, we will look at the stocks Jim Cramer recently discussed.
In a fresh appearance on CNBC’s Squawk on the Street, Jim Cramer started off by discussing President Trump’s latest tariff announcements that include a 10% levy on all imported goods and tariffs of varying levels on 60 countries. Commenting on the impact on the stocks, Cramer shared that “There’s always money to go somewhere.” He believes that the money will flow to utility companies, consumer goods manufacturers and healthcare companies as they have pricing power and are exposed to domestic US demand instead of demand for imported products.
Further commenting on the companies affected by the tariffs, he added:
“And I’m looking at. . . there’s the luckless and the lucky, and the luckless are companies that moved from China to Vietnam. China to Thailand. China to other areas where they thought they were allowed to go to. To Mexico. . . But David, there are some companies in the crosshairs that are going down. And there are some companies in the crosshairs that are going up.”
Cramer also commented on the impact of tariffs on businesses and the goal of the Trump administration. Cramer believes that the tariffs might prove to be airtight when it comes to incentivizing manufacturing in the US:
“My people that do industries say okay here’s what the tariffs were. They figured out what would make it so the only place you would want to make something is America. Wherever you go. You can’t. . it’s like Muhammad Ali, you can run, but you can’t hide. And I think that’s the ultimate goal. And the only time it would not be is if you think the dollar’s so strong that you won’t, that you’d still want to import.”
Yet, commenting on Deutsche’s report saying it was starting to worry about the dollar’s safe haven status, Cramer stated: “Well, I think that that’s correct. That was a great note.”
Elaborating further on the impact of tariffs on businesses, Cramer outlined:
“We don’t know whether these are starting points in negotiation or whether there’s no negotiation whatsoever. It’s entirely possible there’s no negotiation whatsoever. That they just want it to be this way.”
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 April 3rd.
For these stocks, we also mentioned the number of hedge fund investors. Why are we interested in the stocks that hedge funds pile into? 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 373.4% since May 2014, beating its benchmark by 218 percentage points (see more details here).
10. CoreWeave, Inc. (NASDAQ:CRWV)
Number of Hedge Fund Holders In Q4 2024: 0 (IPO’d in Q1 2025)
CoreWeave, Inc. (NASDAQ:CRWV) is an AI hardware company that builds and provides GPU-based infrastructure for computing. It is the youngest entrant on the stock market after having listed its shares for trading late last month. Since its IPO, CoreWeave, Inc. (NASDAQ:CRWV)’s shares have gained 18%, with the gain coming after they initially dipped immediately after the listing. In his previous comments, Cramer and co-host David Faber have pointed out that valuing CoreWeave, Inc. (NASDAQ:CRWV)’s GPU assets might be tricky. Here are Cramer’s latest thoughts:
“Whatever CoreWeave has [GPUs], everyone’s bidding for. CoreWeave had a big stash of them, but it’s not because of Microsoft. Everything’s being built by OpenAI and I wish people would stop with that story about Microsoft pulling back. Because it’s not right.”
9. Ford Motor Company (NYSE:F)
Number of Hedge Fund Holders In Q4 2024: 45
Ford Motor Company (NYSE:F) is a regular feature of Cramer’s morning show. Throughout this year, he has commented on its firm-specific troubles stemming from high warranty costs and broader risks from high tariffs. Yet, recent turmoil in Tesla shares has made Cramer wonder whether the EV company would be better off trading as Ford. Here are his latest thoughts about Ford Motor Company (NYSE:F):
“Powell’s smarter than people realize. Powell has the same data I have from Ford and GM. He know that once they’re through the inventory and they have to raise the price, then no one’s going to buy! Because they would have already pulled through. And they won’t have the money. So you have to cut. It’s a natural cut.”
“Ford’s barely down. They’re gonna have a great month.”
