In this article, we will look at everything Jim Cramer highlighted about a market yearning for the status quo ante, along with his comments on stocks. The host of Mad Money said Tuesday’s session revealed how the market is thinking, as stocks pushed higher after a period of pressure.
Today, we saw what would happen when you give peace a chance… Looks a lot like exactly what was happening before the war, didn’t it? This market yearns for status quo ante… If you can’t take the pain of this environment, I say take advantage of today’s rally. And you know what? [Sell, sell, sell]. I make this point because one of my basic principles is do not sell stocks into a meltdown… Personally, I would say stay the course.
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Cramer also pointed to interest rates as he said, “When rates go down, people gravitate to what? They gravitate to growth stocks.” He said it happens because money managers think price-to-earnings multiples have been heavily compressed due to the war. He added that if the conflict comes to an end, investors would be willing to pay more for companies that were expected to perform steadily regardless of the situation. However, he added an important caveat, as he said, “Of course, if we end the war without reopening the Strait, there might be not all that much benefit for some of the stock market.”
Here’s the bottom line: Maybe this dialogue with Iran is really nothing more than an exchange of messages. Maybe it’s meaningless. So, consider today a dry run of what will ultimately occur when the war winds down, and they do. And when the doubters and towel throwers come in tomorrow, please notice what the bold were buying. I just hope they come down again so you can get your chance at preferable prices. It’ll be worth it.
Our Methodology
For this article, we compiled a list of 11 stocks that were discussed by Jim Cramer during the episode of Mad Money aired on March 31. We listed the stocks in the order that Cramer mentioned them.
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 498.7% since May 2014, beating its benchmark by 303 percentage points (see more details here).
11 Stocks in Focus as Jim Cramer Discussed a Market Yearning for the Status Quo
11. Sysco Corporation (NYSE:SYY)
Sysco Corporation (NYSE:SYY) is among the stocks in focus as Jim Cramer highlighted a market yearning for the status quo ante. Cramer highlighted the company’s Jetro deal, as he stated:
Or how about yesterday, when Sysco… the very reliable food service distributor. They bought Jetro, this terrific wholesale supplier where you can pick up just tons of food and save a lot of money in the process. Everyone who’s starting out in the restaurant business know Jetro. It’s fantastic. You always go there, by the way, if you’re in a jam and I’ve been in a jam many times. Why would you be in a jam? Because it’s an emergency. Don’t have the right kind of food. You gotta go get shrimp, gotta go get steak. Otherwise, you have any larger regular food needs, you use Sysco.
This deal is a one-two punch. If you were running Sysco and you saw that Jetro came up for sale, buying it would be a no-brainer. Everyone in the restaurant game knows that these two are the only real games in town, and to put them together is like white on rice. The Jetro shareholders will receive $21.6 billion in cash, 91.5 million in shares of Sysco for this match made in heaven. And what happened? Market hated it. Sysco’s stock went from $81 to $69 and then back up to $71 today… What’s going on here, really?…
As for Sysco, the Jetro acquisition’s superb. First, I trust Sysco will clean them up. I’m not crazy about the dark and dank portions of the Jetros that I’ve been to. Second, Jetro is a natural feeder to Sysco, as I know from my own endeavors in the restaurant business… Both McCormick and Sysco used to be considered growth companies. Now, they’re value plays in a market where no one wants value… Same goes for Sysco, 3% yield, 15 times earnings.
Sysco Corporation distributes food products, including meats, produce, and frozen meals, to restaurants, healthcare facilities, and schools. The company also supplies other items, such as kitchen equipment, tableware, and cleaning supplies.
10. McCormick & Company, Incorporated (NYSE:MKC)
McCormick & Company, Incorporated is among the stocks in focus as Jim Cramer highlighted a market yearning for the status quo ante. Cramer discussed the company’s deal with Unilever during the episode, as he commented:
Sometimes, a group is just so hated that it doesn’t matter what any of its members do. You know the stocks are going lower. Today, McCormick, the flavor company as they call it, made a bold move, merging with Unilever’s food business, including Hellmann’s mayonnaise, Colman’s mustard, Knorr soups, in what’s known as a Reverse Morris Trust transaction. Unilever and its shareholders will own nearly two-thirds of the company going forward, but it’ll keep the McCormick name and its New York Stock Exchange listing. McCormick runs the show going forward. I like that management team.
Deal should be additive to McCormick’s earnings in the first year. Huge cost savings, terrific synergies, and the market hated it, with the stock plunging 6%… What’s going on here, really? First, I have to tell you that these kinds of properties don’t come up often enough, and you’d be nuts not to buy them if you’re another major company that needs scale and heft and touch points with consumers as these companies do. McCormick has a terrific food service business. It can immediately add Hellmann’s and Colman’s mustard. Combined with their spices and seasonings and hot sauce, they’ll be able to entirely dominate some aisles in the supermarket. They need to buy it, even if it were just for the Hellmann’s, just for the best…
Do you really think that McCormick won’t run the Unilever food business better than Unilever did? Unilever’s like P&G, it doesn’t want food. It doesn’t fit. They don’t care. Afterthought for them, even though a good company won’t be an afterthought for Brendan Foley from McCormick. Both McCormick and Sysco used to be considered growth companies. Now, they’re value plays in a market where no one wants value. McCormick trades at 16 times earnings, 3.81% yield. Stock just doesn’t entice.
McCormick & Company, Incorporated produces and sells spices, seasonings, condiments, and flavor products for consumers and food manufacturers.
9. Okta, Inc. (NASDAQ:OKTA)
Okta, Inc. (NASDAQ:OKTA) is among the stocks in focus as Jim Cramer highlighted a market yearning for the status quo ante. Noting that they are “below” their cost basis, a caller asked if they should add to their position in the stock. Cramer said:
Yes, you can buy more Okta. I think that one of the things that Todd McKinnon has demonstrated is consistent earnings power, and I would be a buyer of Okta.
Okta, Inc. provides identity management and security solutions through products that enable secure access, authentication, and governance across cloud and on-premises systems. Cramer mentioned the stock during the February 6 episode and remarked:
Beyond that, I like three beaten-down cybersecurity names, because I think security’s important enough that most companies won’t want to experiment with having AI make their own in-house replacements. First is Okta, and they didn’t initially make the list because it’s only expected to have 7% earnings growth this year. It’s kind of unusual for this good company. But not long ago, CEO Todd McKinnon told me that Okta has a huge opportunity securing thousands, if not millions, of AI agents that are being created within the enterprise, and that resonated with me, frankly. With the stock selling for just 23 times this year’s earnings, it’s probably worth nibbling at.
8. Barrick Mining Corporation (NYSE:B)
Barrick Mining Corporation (NYSE:B) is among the stocks in focus as Jim Cramer highlighted a market yearning for the status quo ante. Inquiring about the stock, a caller asked why gold has been going down. In response, Cramer said:
Gold has been a mind of its own. It trades with speculators. We had Agnico Eagle on, which is the gold stock you want to buy, and the CEO said, listen, it’s just all speculators. A lot of young people flipping in and out. I don’t like that, but I do like Agnico.
Barrick Mining Corporation focuses on the exploration, development, and production of gold, copper, silver, and energy materials. Cramer discussed the company during the April 21, 2025, episode, and said:
In the last few months, the price of gold has just skyrocketed, but the stocks—the gold miners—they really haven’t kept up at all. Take Barrick Gold, the Canadian producer of gold and copper, that’s one of the best operators in the industry. While gold prices are up 13% year-to-date, Barrick’s stock is actually down 9%. That’s because Wall Street’s been very worried about higher production costs, but as I mentioned a few weeks ago, the stock is trading as though nobody believes these higher gold prices can stick. […] I think it’s a heck of a lot cheaper to mine gold by buying back your stock than it is to mine gold by taking those big machines and getting gold out of the ground.
It is worth noting that since the above comment was aired, Barrick Mining Corporation’s share price has gained nearly 100% in value.
7. Westlake Corporation (NYSE:WLK)
Westlake Corporation (NYSE:WLK) is among the stocks in focus as Jim Cramer highlighted a market yearning for the status quo ante. During the lightning round, a caller inquired about Cramer’s opinion of the stock, mentioning that the “sector seems hot.” He replied:
Well, I think that sector seems hot, but if the war is over, I think that stock is such a sale. As good a company as it is, it’s got a parabolic move. I think you should take profits, take profits tomorrow. I don’t like what that chart looks like.
Westlake Corporation manufactures performance and essential materials in addition to housing and infrastructure products. The company’s solutions include, ethylene, polyethylene, PVC, and epoxy resins used in residential construction, healthcare, and industrial applications. Diamond Hill Capital stated the following regarding Westlake Corporation in its fourth quarter 2025 investor letter:
Westlake Corporation, a low-cost chemicals producer and emerging supplier of building products, is managing supply-side headwinds in its commodity businesses by adjusting capacity. As the housing market recovers from a prolonged downturn in new construction, we believe both segments of the business should benefit over the long term.
6. BKV Corporation (NYSE:BKV)
BKV Corporation (NYSE:BKV) is among the stocks in focus as Jim Cramer highlighted a market yearning for the status quo ante. Cramer discussed the stock in light of the Iran conflict, as he commented:
Even when the war in Iran runs its course, the events of the past few weeks will have a lasting impact on the global energy industry… Look, I think Iran’s de facto control of the Strait of Hormuz means the United States will end up playing a much larger role in the liquefied natural gas export market. We have tons of this stuff, and we’re building new export capacity, something that’s becoming more enticing to our trading partners with the disruption in the Gulf, which brings me to BKV. Now, this is a relatively small natural gas producer that’s gotten… some adjacent businesses like power production and carbon capture, utilization, and storage. Since coming public just about 18 months ago, BKV has rallied roughly 58%… This is a good one.
BKV Corporation produces and sells natural gas and manages gathering, processing, and transportation activities. Moreover, it maintains operations in power generation along with carbon capture, utilization, and sequestration.
5. Salesforce, Inc. (NYSE:CRM)
Salesforce, Inc. (NYSE:CRM) is among the stocks in focus as Jim Cramer highlighted a market yearning for the status quo ante. Cramer mentioned the company’s latest quarter and the market reaction to it, as he said:
We all know it’s been a brutal period for anything related to enterprise software because Wall Street just somehow assumes this entire industry will be devastated by AI. For example, Salesforce reported what I thought was a pretty darn good quarter in February, but the stock hasn’t been able to get any traction since. Makes no sense to me. Salesforce has a booming AI business on its own in Agentforce, and they just rolled out a bunch of new AI-powered features for Slack. Plus, the company’s also putting its money where its mouth is. $50 billion buyback, which is already underway. That’s enormous. Remember, it’s only a $172 billion company.
Salesforce, Inc. provides CRM-focused tools that help businesses manage customer interactions, use AI agents, analyze data, collaborate, and run marketing, commerce, and field service operations. Cramer discussed the company’s AI division during the February 26 episode and stated:
Marc actually brought on two clients of Agentforce, the AI division that’s generating $800 million in annual recurring revenue. Wyndham Hotels, that’s the largest hotelier, and SharkNinja, we’ve had them on the show. Each talked about how Agentforce is saving them money by doing the easy stuff, saving the hard calls for humans. They described an almost euphoric world where robots handle the drudgery so that the people can focus on the real work… Initially, the stock sold off in after-hours trading, but it ultimately managed to catch fire today, rallying 4%. And I think one of the big reasons for that is that Marc announced a $50 billion buyback.
Now, that’s not bad for a $187 billion company. He said the cash flow can cover it as well as a small dividend boost. Basically, if the stock market refuses to give Salesforce the benefit of the doubt, then well, they’re just happy to repurchase their own shares at a big discount to what they think it’s worth. I think he’s serious about snapping up all that stock because he’s certain that the sellers are making a mistake, and they do have a ton of cash flow. Overall, Marc was trying to communicate a very simple idea. Salesforce sees the damage that AI can do to enterprise software, which is why his company’s invested so heavily in AI agents that are taking share and taking names…
He’s heard what the bears are saying, which is why he’s mad as hell, and he is not going to take it anymore. This is my favorite version of Marc Benioff, a fired-up CEO with a new product that I think can take the world by storm… Sure, it could be tough for a couple of quarters as Salesforce transitions to a much more agent-heavy model. But I’m now convinced that they can pull it off, if only because I’ve seen this company down before, and it’s always been a mistake to count them out. And I’m betting this time, it will be no different.
4. Vertiv Holdings Co (NYSE:VRT)
Vertiv Holdings Co (NYSE:VRT) is among the stocks in focus as Jim Cramer highlighted a market yearning for the status quo ante. A caller asked for Cramer’s current thoughts on the stock, and he replied:
Oh, I like Vertiv very much. And I know people are going to say, Jim, it’s too high, it’s too high, it’s too high. It’s been too high ever since it got too high. There’s some genuine home-spun wisdom, huh?
Vertiv Holdings Co designs, manufactures, and manages power and cooling systems for data centers and digital networks. The company also provides services to keep these systems running smoothly and efficiently. During the March 17 episode, Cramer noted his positive sentiment toward the stock, as he said:
If I learned anything out here at GTC, NVIDIA’s festival of artificial intelligence, is that there’s still a mountain of money in this business. Take Vertiv Holdings, which makes power and cooling equipment for the data centers. Hey, look, these guys reported a blowout quarter last month, which is why the stock’s up more than 65% just since the beginning of 2026… It’s one that we’ve liked forever, since the teens, because Dave Cote, chairman, said this is the one to watch. I’m always with him.
3. Blackstone Inc. (NYSE:BX)
Blackstone Inc. (NYSE:BX) is among the stocks in focus as Jim Cramer highlighted a market yearning for the status quo ante. Cramer mentioned the stock during the episode and remarked:
What else? We saw the stocks of the banks themselves, which have been horrendous, start to rally. There are always worries about bad loans. They were shrugged off today. Very impressive. I like the action, let’s call it the pin action, in the private equity firm, Blackstone. Remember, this is the one where the employees actually bought the private credit exposure from the frightened, scared investors who wanted out, no matter what. The private equity cohort will also benefit from the possibility of more deals that maybe they’ll use it. Please, private equity people, will you sell some… Take a loss. Just get it out of our faces. Alright… that’s a little extreme.
Blackstone Inc. manages alternative assets as it specializes in private equity, real estate, hedge fund solutions, and credit strategies.
2. Meta Platforms, Inc. (NASDAQ:META)
Meta Platforms, Inc. (NASDAQ:META) is among the stocks in focus as Jim Cramer highlighted a market yearning for the status quo ante. Cramer highlighted what happened to the company after the recent legal battle, as he stated:
Of course, these weren’t the only two winners. Meta Platforms has been pancaked here to the point where it sells for 19 times earnings. I understand that the company has to spend a lot of money buying chips from NVIDIA. That’s put a lid on the stock. But Meta really got crushed by a one-two punch in New Mexico and Los Angeles courtroom over the way the company failed to protect the younger users, among many other charges.
They lost both cases, and the stock shed billions and billions and billions of dollars over a two-day period. Cooler heads are now looking at these cases and recognizing that there’s plenty of appeals ahead before Meta has to pay anything at all. And if they win on the appeal, they’re not going to pay a dime. I think that the awards will be trimmed. I also think that the First Amendment’s going to be a very good protector of what Meta has to do.
Meta Platforms, Inc. develops technologies and applications that connect people through social networking and messaging. The company’s portfolio includes Facebook, Instagram, WhatsApp, Messenger, Threads, and virtual and augmented reality products.
1. NVIDIA Corporation (NASDAQ:NVDA)
NVIDIA Corporation (NASDAQ:NVDA) is among the stocks in focus as Jim Cramer highlighted a market yearning for the status quo ante. Cramer highlighted the company’s recent deal with Marvell. The Mad Money host commented:
Today, the action in the growth stocks say, well, this is what things were going to look like. I want to start with two companies I just talked to on Squawk on the Street this morning, NVIDIA and Marvell Tech. Today, NVIDIA decided to give Marvell $2 billion… as the two agreed to work together on an AI infrastructure plan. Remember, there’s much more to NVIDIA than just chips. There’s a whole software ecosystem, and companies that use Marvell for a portion of their networking can use NVIDIA, too. It’s a smart move for NVIDIA to get companies that don’t use NVIDIA to migrate to their platform. Of course, Marvell benefits, too. NVIDIA rallied 5.6%. Marvell shot up 13%. Talk about multiple compression. At the bottom today, I think NVIDIA stock was trading at 14 times earnings. That’s the PE of a boring old bank stock with bad credits. How could NVIDIA be confused with a boring old bank stock with bad credit? It makes no sense at all.
NVIDIA Corporation develops accelerated computing and AI platforms, GPUs for gaming and professional use, cloud services, robotics and embedded systems, and automotive technologies.
