In this piece, we will look at the stocks Jim Cramer recently discussed.
In a recent appearance on CNBC’s Squawk on the Street, Jim Cramer commented that he believed that Elon Musk’s Department of Government Efficiency, or DOGE, would target wasteful government spending. Musk, during the latest earnings call of his car company, shared that he would soon step back from DOGE and return to managing his businesses. The news sent the shares of his firm soaring by 10% since the report, and media reports since then have also pointed towards disagreements between him and Treasury Secretary Scott Bessent.
Cramer commented:
“I’m beginning to think that, I thought Medicaid would be immune, look, do I want it to be immune? I don’t want anything to be immune. I kept hoping that DOGE would go after where the real money is, uh, Medicaid, that could hurt a bunch of companies. Medicaid, David, is bedrock.”
He also mentioned that businesses continued to face uncertainty when it came to the impact of tariffs. Recalling a recent conversation, Cramer outlined: “I was talking to someone today, he said look, we do business in China. How do you think we’ll do with the tariff, the 200% tariffs? I said no, that’s an embargo, that’s not a tariff. You don’t understand. . .that’s not meant to be used.”
The CNBC host also highlighted that perhaps markets opened in the green that day because “the President said nothing nasty. He’s not been vicious. He’s not called names.”
Cramer also commented on Vice President Vance’s visit to India and wondered whether the US could increase its coal exports to the country as part of the President’s bid to reduce the trade deficit. “I know India needs coal. We got coal,” said Cramer. “We are the Saudi Arabia of coal. And not anthracite cause that’s a little too dirty,” he added.
One sector that entered 2025 with high hopes but has faltered since then is data center. Data centers form the backbone of AI computing, and the stocks have struggled ever since the DeepSeek selloff in January. According to Cramer:
“Oh my god the data center, oh, remember when the data center was this growth industry where everything . . .woah, Amazon Web Services, actually not really. Microsoft, not really. But it doesn’t matter. The data center is now kryptonite, it’s like look out this thing, no, you don’t wanna be in here.”
When asked what would it take for investors to realize that data centers are still a growth industry, here’s what he said:
“You have to see the CapEx numbers and realize the CapEx numbers have not declined. And think that’s what’s gonna happen because I still think that there’s a tremendous, tremendous opportunity to be the number one search.”
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 22nd.
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).
11. Capital One Financial Corporation (NYSE:COF)
Number of Hedge Fund Holders In Q4 2024: 89
Capital One Financial Corporation (NYSE:COF) is a major American bank that has been in the news lately due to its bid to acquire Discover Financial. The deal moved forward last week after the Federal Reserve and the OCC approved the deal. In his previous remarks about Capital One Financial Corporation (NYSE:COF), Cramer highlighted the deal’s potential and suggested that analysts have set a $427 price target in case the deal goes through. Here are his latest remarks:
“And no one’s paying any attention to the fact that regulators let the Capital One deal go. . . they have their own payment plan, this could be totally disruptive to the industry, my Charitable Trust owns it, and I thank heavens that that deal was approved because that just, at the last minute, that was a very controversial decision to make that deal work.”
10. Discover Financial Services (NYSE:DFS)
Number of Hedge Fund Holders In Q4 2024: 91
Discover Financial Services (NYSE:DFS) is an American digital banking company that is on its way to being acquired by Capital One. The resulting entity is believed to be one of the biggest banks in the US and a larger credit lender than banking behemoth JPMorgan. Cramer’s previous remarks about Discover Financial Services (NYSE:DFS)’s acquisition have shared optimism about its approval. Matters for the deal moved ahead last week after the Federal Reserve and the OCC gave the go-ahead. Here’s what Cramer said:
“And no one’s paying any attention to the fact that regulators let the Capital One deal go. . . they have their own payment plan, this could be totally disruptive to the industry, my Charitable Trust owns it, and I thank heavens that that deal was approved because that just, at the last minute, that was a very controversial decision to make that deal work.”
9. Vertiv Holdings Co (NYSE:VRT)
Number of Hedge Fund Holders In Q4 2024: 92
Vertiv Holdings Co (NYSE:VRT) is a computer hardware company that provides products used to build data centers. As a result, the shares have struggled in 2025. They have lost 34% year-to-date and have failed to recover from the massive 30% dip in January during the DeepSeek selloff. Cramer’s previous comments about Vertiv Holdings Co (NYSE:VRT) have shared that the firm is performing well despite the pessimism surrounding its shares. Here are his latest thoughts:
“I mean Vertiv, which I think is a fantastic company, is going to report. And I think that people think that Vertiv’s not gonna make the number. And I think they’re gonna make the number, but nobody cares. It’s a rather amazing moment where the companies all are doing incredibly well, Vertiv especially. And Vertiv’s gonna report. And people are going to say, nah, it’s last good quarter. And it’s devastating.”
8. Danaher Corporation (NYSE:DHR)
Number of Hedge Fund Holders In Q4 2024: 101
Danaher Corporation (NYSE:DHR) is an American healthcare raw materials, diagnostic, and testing equipment provider. The firm’s shares have lost 14.6% year-to-date as they have suffered due to weak earnings reports and the potential to be caught up in the trade wire between the US and China. Cramer’s previous comments about Danaher Corporation (NYSE:DHR) have shared concerns about its operations and expressed dissatisfaction with its CEO. Here are his latest thoughts:
“I was surprised at Danaher, which I felt that Danaher’s one of the worst stocks I’ve ever had after being for years one of the best stocks. But that was because of China so I was gratified to see that they kept things okay.”
7. GE Aerospace (NYSE:GE)
Number of Hedge Fund Holders In Q4 2024: 101
GE Aerospace (NYSE:GE) is an American aircraft engine and associated systems manufacturer. The firm has thrived in the wake of Boeing’s production troubles which has increased the demand for aircraft refurbishment. GE Aerospace (NYSE:GE) is also a top Jim Cramer stock as he’s a fan of the firm’s CEO. The CNBC host praised GE Aerospace (NYSE:GE)’s earnings results in his previous comments. Here are his latest remarks:
“What is GE doing? Well, they said I think we’re doing well and tariffs could be a headwind.”
“But the one thing is clear, aerospace we have surplus in, that that is one of the industries we own in this world. And therefore you look at GE, GE did really well and there’s not going to be a lot of tariff problems, they really won’t, for a big company. And I think that Larry Culp has figured this out. This is one you want to own. I think that they’re business is extraordinary, the supply chain problems are almost all solved. Larry is ready for this moment. And I do think that the way to solve your budget, if you have a budget surplus with us, you call Larry and you say listen, I want you to take care of all our planes, and I want to order a lot of engines. And then you just store them. I mean, you gotta get on the President’s good side. You have to just say, you know what, Mr. President, I have seen the Sword of Damocles and I don’t want it buried in my head.”
“If you came in today, you were long GE, you were saying, what’s the big deal, what’s the big deal?”
6. ServiceNow, Inc. (NYSE:NOW)
Number of Hedge Fund Holders In Q4 2024: 110
ServiceNow, Inc. (NYSE:NOW) is a software-as-a-service (SaaS) company that enables businesses to manage their daily operations. Its shares have lost 22.9% year-to-date as a weak 2025 guidance and economic concerns have created headwinds. However, ServiceNow, Inc. (NYSE:NOW)’s shares jumped by 8% in aftermarket trading after the firm’s Q1 profit-per-share of $4.04 beat analyst estimates of $3.83 and it raised its full-year subscription revenue guidance to $12.640 billion and $12.680 billion from an earlier $12.635 billion and $12.675 billion. Here’s what Cramer said ahead of the results:
“For instance, there are three notes today about ServiceNow, which is about to report. That DOGE may have gotten involved. . .and some of the federal contracts could be at risk. . .so there’s a lot of negative chatter for a loved stock. For ServiceNow. Will McDermont, that’s a loved stock. And they report tomorrow.”
5. Berkshire Hathaway Inc. (NYSE:BRK-A)
Number of Hedge Fund Holders In Q4 2024: 131
Berkshire Hathaway Inc. (NYSE:BRK-A) is an investment holding company managed by Warren Buffett. The firm owns a variety of businesses such as insurance, energy, and railroads. These offer it a diverse moat, and Berkshire Hathaway Inc. (NYSE:BRK-A)’s shares have been a standout as they have posted 16.8% in year-to-date gains for the Class B shares. Commenting on the performance, Cramer stated:
“You know what I wanted to feel? I wanted to say, is Buffett buying?”
“How about the Magnificent 1?”
“Yeah I mean you look at that [Buffett selling AAPL] and you say what am I fooling around for? He doesn’t want me owning the S&P, I’ll just own him. And I’ll go to the thing, and I’ll have some. . .candy which are delicious.”
4. UnitedHealth Group Inc. (NYSE:UNH)
Number of Hedge Fund Holders In Q4 2024: 150
UnitedHealth Group Inc. (NYSE:UNH) is a mega American healthcare benefits manager whose shares have been the talk of the town lately. The stock dipped by a whopping 22% in April after the firm’s earnings missed analyst estimates for the first time since 2008. To make matters worse, UnitedHealth Group Inc. (NYSE:UNH) also cut its full-year profit guidance and the new metric also missed analyst estimates. Here’s what Cramer said:
“By the way, they’re still downgrading UNH. They’re still downgrading UNH. . .you know it was a 12% cut. And, everybody says the same thing. We’ve never seen anything like this from UNH. Because UNH’s so perfect, I mean it’s a Dow stock, it’s actually up today. That’s interesting.”
3. Salesforce, Inc. (NYSE:CRM)
Number of Hedge Fund Holders In Q4 2024: 162
Salesforce, Inc. (NYSE:CRM) is a business software company that enables customer relationship management. It has been a top Cramer stock particularly because of CEO Marc Benioff. Salesforce, Inc. (NYSE:CRM)’s shares have lost 24% year-to-date on the back of concerns that its Agentforce business is cannibalizing other lines and orders are insignificant for a sizable impact. Here are Cramer’s remarks about Salesforce, Inc. (NYSE:CRM):
“Carl one of the worst performing stocks of this particular year is Salesforce. And it’s been miserable. It’s down 29%. The multiple has shrunk rather dramatically. 21. A lot people feel that it’s Agentic’s plan, the Agentforce has obliterated the rest of the business. And Marc Benioff’s gonna come on and he is gonna explain why that is wrong. I’ve done a lot of work on it, I’ve been in concurrence with Marc, and think if you watch it tonight, you’re gonna say wow, is the market misjudging? This is not an earnings call, just talking about how Agentic works. And I think people have to recognize that Marc is well ahead of everyone else and that this is again a winner take all, loser take none. He’s got it.”
“Dreamforce was remarkable last year. . .and I just feel like Marc really understands. This is not an earnings call. It really understands that the future, you’re saying the cloud took so long to adopt, this is happening, lightning, and the really good companies are using Agent right now, and it’s got new names about what companies are doing. And I just think it’s an exceptional story. And I think that people have given up on Marc and the company. And I think should not be counted out.”
2. Apple Inc. (NASDAQ:AAPL)
Number of Hedge Fund Holders In Q4 2024: 166
Apple Inc. (NASDAQ:AAPL) is the world’s leading consumer technology company whose supply chain and product exposure to China has weighed heavily on the shares this year. The stock has lost 16% year-to-date but has gained 18.7% since the tariff selloff’s bottom. In his previous remarks about Apple Inc. (NASDAQ:AAPL), Cramer expressed uncertainty about the firm’s stock price due to mixed messaging on tariffs. Here are his latest thoughts:
“No, look, and I happen to like them very much. And I, we had sold some Apple at the beginning of the year. We sold some, we sold some last week at a great price. We told club members to get out. We had to take that horrible price yesterday because we have to be true to what we said. The people who were down on Apple I don’t know if they understood, that Apple would be the company that, that there are certain people in the White House who feel they want their cake and eat it too.”
“I don’t think America has turned on Apple or believes Apple is a bad actor. I simply believe that Apple did what every president would like them to do, since you know Steve Jobs. Whereas our current president wants to see what Hoover would have done.”
1. Alphabet Inc. (NASDAQ:GOOGL)
Number of Hedge Fund Holders In Q4 2024: 234
Alphabet Inc. (NASDAQ:GOOGL) is a struggling technology giant whose woes with the Justice Department, threat from AI to search engines, and poor cloud computing growth have weighed heavily on the stock this year. Its shares are down by 18% year-to-date. In his previous comments, Cramer has wondered whether the stock is still expensive as its advertising revenue can’t be modeled. Here are his recent comments:
“. . .we have to go into what happened yesterday at the Google trial. Because it was incredible. I mean no one’s talking about it. The Gemini commercial agreement, Google paying for Gemini default, which seems a lot like the Apple deal. . .I’ve worked all this weekend on the previous one. . .which they allegedly lost. . .but this is, I mean read this Gemini . . .you know Google came for Gemini default and said this is exactly what I thought they did with Apple. Now, Google’s a very smart company and I’m gonna try to get a hold of them, tried to get a hold of them last night. But, this is, just terrible redactment. This redactment.”
“And I know that when I looked at this again, I do not have Google’s comment. When I looked at the comment by the government about how Google’s tied up trying to get the Samsung deal, once again it’s page 22 of the government’s brief, Google paid for Gemini default. It’s got a lot of people worried that Gemini’s going to be hurt and that Google’s going to be, that Google Search is gonna be, you know somehow cannibalized. Well this shows you, forget it, it’s not gonna be cannibalized.”
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