Jim Cramer on Apple Inc. (AAPL): ‘It’s Very Hard To Own Apple Here Now Because You Do Not Know If The President Is Going To Attach Tariffs To Taiwan’
March 4, 2025
We recently compiled a list of the Jim Cramer Shed Light on These 10 Stocks.In this article, we are going to take a look at where Apple Inc. (NASDAQ:AAPL) stands against the other stocks Jim Cramer recently discussed.
Jim Cramer, the host of Mad Money, pointed out that ongoing uncertainty around tariff policies is likely to continue influencing market movements. He highlighted that stocks saw a decline on Wednesday after President Donald Trump raised the issue of tariffs during a cabinet meeting.
“We were flying high… when President Trump started talking in a televised cabinet meeting and it didn’t take long for him to be, to talk about his obsession: tariffs.”
READ ALSO: 7 Stocks on Jim Cramer’s Radar and Jim Cramer Commented on 12 Stocks Linked to Data Centers
Trump has long been determined to address trade imbalances, often pointing out that many countries have trade surpluses with the United States, a situation he intends to change. Cramer noted that this tariff talk has become such a recurring theme that it is beginning to wear on investors.
He expressed concern that the constant mention of tariffs, especially in the presence of a camera, is increasingly shaping the market environment. As a citizen, Cramer said he has no issue with tariffs if they are used to protect against unfair trade practices.
“But as someone who cares about the stock market, I can tell you that we’re entering a new, more mercurial world where we have to start worrying about the president’s public appearances because we don’t know which country, which continent, which ally he is going to attack next.”
Cramer also emphasized that the unpredictability of tariff discussions has overshadowed other major economic concerns. For example, the bond market, which had dominated financial conversations for years, has taken a back seat due to the overwhelming focus on tariffs. He pointed to a significant drop in long-term interest rates, noting that the 10-year treasury bond, which had seemed on track to approach 5%, has now fallen to 4.25%. He commented that the change in the bond market is striking considering that the U.S. government has continued to hold large bond auctions. He added:
“Long-term interest rates have plummeted. The 10-year treasury, which not that long goes seemed to be headed toward 5%, is now slouching toward 4%, finishing at 4.25% today. That’s insane, especially when you remember that we have kept, keep having gigantic bond auctions… A couple months ago, if we got this kind of action, the bond market stocks would’ve exploded higher, probably making new all-time high after all-time high after all-time high.”
For this article, we compiled a list of 10 stocks that were discussed by Jim Cramer during the episode of Mad Money aired on February 26. We listed the stocks in the order that Cramer mentioned them. We also provided hedge fund sentiment for each stock as of the fourth quarter of 2024, which was taken from Insider Monkey’s database of over 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. 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).
A wide view of an Apple store, showing the range of products the company offers.
Number of Hedge Fund Holders: 166
Cramer praised Apple Inc. (NASDAQ:AAPL) for its commitment to invest $500 billion in the U.S. over the next four years, calling it a significant contribution to the country’s economy. He dismissed critics who suggested the investment was part of pre-existing plans, stressing that the commitment itself is what matters. Cramer also pointed out that while the company could have directed the funds to India, it chose to invest in the U.S., without receiving any special treatment or immunity for doing so. He added:
“They could be hurt by tariffs tomorrow, seems wrong to me. Maybe that’s why Apple stock got hammered today. It ended up down $6.68 cents or 2.7%. When I searched for any reason, any reason, all I could come up with was one explanation: tariffs. Sure, Apple’s an American company, it’s, it’s gonna make a lot of things here, but it gets a substantial number of its parts from Taiwan. It manufactures a huge amount of its products for cell phones in China.
Apple Inc. (NASDAQ:AAPL) creates and markets a diverse array of consumer electronics, such as smartphones, computers, tablets, wearables, and accessories, in addition to providing subscription-based services.
Overall AAPL ranks 2nd on our list of the stocks Jim Cramer recently discussed. While we acknowledge the potential of AAPL as an investment, our conviction lies in the belief that AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than AAPL but that trades at less than 5 times its earnings, check out our report about the cheapest AI stock.
READ NEXT: 20 Best AI Stocks To Buy Now and Complete List of 59 AI Companies Under $2 Billion in Market Cap
Disclosure: None. This article is originally published at Insider Monkey.
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