Jim Cramer Is Bullish on These 10 Stocks Fahad Saleem Thu, November 12, 2026 at 10:12 AM EST 8 min read NVDA -4.47% KMB -0.97% GS -0.93% BA -0.78% FDX -0.09% Explore stocks on Coinbase Trading disclosure Trading disclosure The above button links to Coinbase. Yahoo Finance is not a broker-dealer or investment adviser and does not offer securities or cryptocurrencies for sale or facilitate trading. Coinbase pays us for certain activity generated through this link. Prices displayed are informational.
After years of unconditionally backing Jensen Huang and Nvidia (NASDAQ), Jim Cramer's confidence in the chipmaker has been shaken by the controversy surrounding its chief executive. And the reasons are understandable.
Cramer's investment thesis on Nvidia has always been closely tied to Huang's leadership. The CNBC host has repeatedly praised Huang as a visionary capable of transforming entire industries through artificial intelligence. He believed so strongly in Nvidia that he even named his dog after the company in 2017.
But with Huang's future now uncertain following allegations involving a suspected Chinese spy, Cramer's longtime conviction is facing a serious test. The controversy has raised questions about Huang's reputation and whether he can continue leading the company.
Cramer recently downgraded Nvidia from a buy to a hold, citing uncertainty surrounding the investigation.
Billionaires Ray Dalio and Philippe Laffont both trimmed their Nvidia stakes in the second quarter, even before this controversy began. See which AI stocks they still own.
That doesn't mean Cramer has turned bearish on the entire stock market.
While the Nvidia controversy and concerns about massive AI infrastructure spending have made him increasingly cautious, Cramer believes there are still plenty of attractive investment opportunities elsewhere.
During the recent CNBC Investing Club's annual meeting, Cramer and portfolio director Jeff Marks reviewed over 30 stocks in the Club's portfolio, identifying several companies they remain bullish on. Cramer has also continued to highlight investment opportunities outside the increasingly volatile AI trade.
Against this backdrop, we take a look at 10 stocks Jim Cramer is bullish on, ranked by the number of hedge funds holding stakes in them at the end of the second quarter of 2026.
Before this controversy, two well-known billionaires were backing Nvidia as an AI stock. See who they are.
In late October, when worries about AI spending first picked up, Cramer named 10 stocks he was bullish on. Check that list here.
To pick the stocks, we went through CNBC's coverage of Jim Cramer's latest stock picks, mainly the reports on his CNBC Investing Club annual meeting. From that coverage, we selected 10 stocks that Cramer is bullish on. We then ranked them by the number of hedge funds holding stakes in each one at the end of the second quarter of 2026, using Insider Monkey's database of 1,000+ hedge funds.
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. Insider Monkey's quarterly newsletter strategy selects 14 small-cap and large-cap stocks every quarter and has returned 612% since May 2014, beating its benchmark by 375 percentage points (see more details here).
Number of Hedge Fund Holders: 53
Kimberly-Clark Corporation (NASDAQ:KMB) is one of the consumer products companies Jim Cramer explicitly recommended buying during CNBC Investing Club's annual meeting on Nov. 6.
The company, known for brands such as Huggies and Kleenex, had recently delivered better-than-feared third-quarter results, reinforcing Cramer's confidence in its operating outlook.
Cramer was also optimistic about Kimberly-Clark's acquisition of Kenvue, the company behind Tylenol and Neutrogena. He expressed confidence in CEO Michael Hsu's ability to improve Kenvue's operations following the transaction, while also highlighting Kimberly-Clark's dividend as an attractive feature.
During the annual meeting, Cramer offered a specific buying strategy for investors interested in the stock. He suggested that someone planning to build a 100-share position could start by purchasing 25 shares immediately.
The recommendation made Kimberly-Clark one of only two stocks Cramer explicitly identified as buy-now opportunities in the Nov. 6 portfolio review. Kimberly-Clark has raised its dividend for over 50 years in a row, and many income investors still overlook it. Read why it is a Dividend King to know.
Number of Hedge Fund Holders: 81
FedEx Corporation (NYSE:FDX) was the other stock Cramer explicitly recommended buying during the CNBC Investing Club's November annual meeting.
The CNBC host has been impressed by CEO Raj Subramaniam's efforts to improve the logistics company's profitability through cost reductions, a greater focus on higher-value shipments and operational improvements.
Cramer and his team also highlighted warehouse robotics as a potential driver of additional efficiency gains.
The Investing Club pointed to management's optimistic outlook for the holiday shipping season and the possibility of lower oil prices, which could provide relief from transportation costs.
Cramer also believes FedEx has opportunities to capture market share from rival United Parcel Service (NYSE:UPS) as it continues to improve its operations.
The combination of cost-cutting initiatives, productivity improvements and a potentially favorable operating environment underpinned Cramer's recommendation to purchase FedEx shares at prevailing levels. Longleaf Partners Fund also discussed how FedEx's sharper focus and higher yield showed up in its results in its second-quarter 2026 investor letter. Check the full letter here.
Number of Hedge Fund Holders: 89
CrowdStrike Holdings, Inc. (NASDAQ:CRWD) remains one of Cramer's favored cybersecurity investments as artificial intelligence creates new challenges for corporate security.
In the November CNBC Investing Club portfolio review, Cramer and his team argued that increasingly sophisticated AI-driven cyber threats could strengthen demand for CrowdStrike's security platform.
The company provides cloud-based cybersecurity services that help businesses identify and respond to attacks across devices, networks and cloud infrastructure.
Cramer's bullish thesis centers on the idea that as businesses deploy more AI tools, they will also require increasingly sophisticated cybersecurity protections.
The Investing Club maintained its positive outlook on CrowdStrike, although it acknowledged periodically reducing its position to prevent the stock from becoming too large a percentage of the portfolio.
The Club's willingness to retain a substantial investment despite those trims reflects its confidence in CrowdStrike's long-term growth opportunities. Burke Wealth Management made a similar move in the third quarter. It trimmed its CrowdStrike stake even though it still likes the company's AI security outlook. Find out why in the letter.
The Boeing Company (NYSE:BA) is among the industrial stocks Cramer has recently been buying despite continuing challenges at the aircraft manufacturer.
During the Nov. 6 Investing Club review, Cramer and Marks disclosed that the Club had purchased Boeing shares following the company's post-earnings selloff and remained interested in adding more.
Boeing had pushed back its target of generating $10 billion in annual free cash flow by approximately one year, disappointing investors who had anticipated a faster recovery.
However, Cramer's team remained confident in CEO Kelly Ortberg's efforts to improve Boeing's operations.
The Investing Club also identified lower oil prices and resilient global air travel demand as potential catalysts for commercial aircraft orders.
Cramer viewed the stock's post-earnings weakness as an opportunity to increase exposure to Boeing's longer-term turnaround, even as the company continues working through production and financial challenges. Boeing's second-quarter 2026 report showed a loss on paper, but Wall Street focused on the company's operating comeback. Read the full story here.
Number of Hedge Fund Holders: 92
The Goldman Sachs Group, Inc. (NYSE:GS) is another financial stock Jim Cramer has recently been buying as he seeks opportunities outside the crowded AI infrastructure trade.
During the Nov. 6 portfolio review, Cramer and his team disclosed that the Investing Club had added to its Goldman Sachs position and remained willing to purchase additional shares.
The Club highlighted the investment bank's valuation of approximately 12 times earnings, which it considered inexpensive relative to the strength of Goldman's investment banking and trading operations.
Cramer's team also identified Goldman Sachs' role as a lead underwriter for Anthropic's planned initial public offering as a potential catalyst.
The Club's decision to increase its position reflected confidence in Goldman Sachs' earnings prospects and valuation, particularly as investors reassess exposure to companies tied directly to AI infrastructure spending. Billionaire Ken Fisher also likes Goldman Sachs, and the bank beat estimates in its third-quarter report. See if it is a buy after earnings.
Click the image below to watch our video featuring the rest of the top 5 stocks in this list. Prefer reading? You can also click here to read the full article featuring the top 5 stocks.
While we acknowledge the potential of GS as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.
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