In his recent appearance on CNBC’s *Squawk on the Street*, Jim Cramer discussed several key stocks while analyzing the latest inflation data, which showed a year-on-year increase of 2.9% and the largest monthly gain of 0.4% since January. Cramer noted that inflation and the labor market are critical factors influencing the Federal Reserve’s interest rate decisions. He remarked, “There are some things, shelter went the wrong way. Energy’s really kind of saving us. It is intriguing to see, when you put the mosaic together, it’s not that hot.”
Cramer highlighted the significance of understanding the broader economic landscape while assessing individual stocks. Using a methodology grounded in hedge fund investments, he outlined 13 stocks that he believes are noteworthy for investors as of September 11, 2025. These stocks reflect investor sentiment and hedge fund interest, which can provide valuable insights into potential market movements.
Key Stocks on Cramer’s Radar
1. Adobe Inc. (NASDAQ:ADBE)
Cramer has frequently discussed Adobe as it approaches its earnings report. The company’s shares have declined 20% year-to-date. He expressed concerns about waning investor confidence in software-as-a-service (SaaS) stocks, stating, “Adobe’s one of those poorly performing stocks. Their stuff is fabulous,” but emphasized the need for the company to justify its relevance in an era dominated by AI.
2. Salesforce, Inc. (NYSE:CRM)
Cramer noted similar challenges for Salesforce, which has been caught in a narrative suggesting that AI might threaten its business. He urged CEO Marc Benioff to articulate the company’s long-term strategy to maintain its competitive edge, stating, “You have to explain to people why your business is still relevant in this era.”
3. Palo Alto Networks, Inc. (NASDAQ:PANW)
The cybersecurity firm remains a favorite for Cramer, who called CEO Nikesh Arora a “cybersecurity kingpin.” Despite a 15% stock dip following a major acquisition announcement, Cramer defended the move as strategic, citing the company’s ability to adapt to changing market conditions.
4. Klarna Group plc (NYSE:KLAR)
The Swedish fintech company recently had its public offering, but shares have already fallen 6.7% since listing. Cramer commented on the company’s substantial waitlist of 5 million potential customers but expressed caution given the impact of AI on employment within the sector.
5. Oracle Corporation (NYSE:ORCL)
Oracle recently gained attention after its fiscal first-quarter earnings report, which projected $144 billion in cloud revenue by 2030. Cramer highlighted the importance of securing a solid backlog as a sign of market confidence in the company’s future.
Additional Highlights
6. NVIDIA Corporation (NASDAQ:NVDA)
Cramer continues to view NVIDIA as a leader in the industry, citing a potential spending surge that could reach $7 trillion. He emphasized the company’s innovative edge, stating, “NVIDIA doesn’t stand still.”
7. Broadcom Inc. (NASDAQ:AVGO)
With shares rising 20.9% in September, Broadcom has reported strong quarterly earnings. Cramer noted its partnership with OpenAI as a key factor in its recent success.
8. Corning Incorporated (NYSE:GLW)
Corning is celebrated for its role as a supplier for Apple, benefiting from a $600 billion investment. Cramer praised the company’s efficiency and historical significance, calling it “one of the best to make glass in the world.”
9. The Kroger Co. (NYSE:KR)
Cramer expressed admiration for Kroger’s ability to maintain low prices, contributing to its positive performance. The firm recently raised its profit guidance, showcasing its resilience in a competitive market.
10. Amazon.com, Inc. (NASDAQ:AMZN)
Cramer highlighted the company’s mixed results in cloud sales but acknowledged its dominant position in eCommerce, reiterating that both traditional grocery retailers and Amazon will shape the consumer landscape moving forward.
11. Micron Technology, Inc. (NASDAQ:MU)
After a significant stock increase due to bullish coverage from Citi, Cramer warned investors to remain cautious despite the positive momentum, emphasizing the cyclical nature of the semiconductor market.
12. Centene Corporation (NYSE:CNC)
Following a 9% increase in share price, Cramer acknowledged Centene’s solid performance amid concerns over Medicaid cuts, suggesting that maintaining profit forecasts could stabilize the company.
13. UnitedHealth Group Incorporated (NYSE:UNH)
Despite a 29% decline in shares this year, Cramer expressed renewed optimism, citing confidence in the leadership and the company’s ability to manage regulatory challenges effectively.
Cramer’s insights reflect a blend of cautious optimism and strategic analysis, urging investors to consider broader economic indicators while focusing on individual company performance. His emphasis on the evolving nature of technology and market dynamics provides a roadmap for understanding investment opportunities in the current landscape.
