In this article, we will look at the stocks on Jim Cramer’s radar on Mad Money, as he advised investors to care about where a stock is going, not where it has been. The host of CNBC’s Mad Money on Wednesday noted that a group of lesser-known technology- and semiconductor-related stocks continued to climb, while many former market leaders, including hyperscalers and other mega-cap names, largely stalled.
If you follow stocks with any regularity, you’ll notice this profound pattern where the same stocks just go up and up and up while others, the vast majority, merely languish. The leadership stocks that seem to have no ceiling are in tech, but not the techs we’re used to, not the household names, and most certainly not the hyperscalers. Those giants that made up FAANG and then the Magnificent Seven, those stocks barely move at all. And often when they do, guess what, it’s down. Lately, the tech leaders, they’re far more obscure, and many of them aren’t in the averages.
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Cramer said he wanted to focus on the technology stocks that continued to perform well, including during Wednesday’s session, despite not being part of the hyperscaler group and certainly not companies such as Microsoft. He identified semiconductor companies and related businesses as some of the biggest beneficiaries of what he described as a severe supply shortage.
He also pointed to another layer of the semiconductor ecosystem benefiting from the same conditions, noting that shortages are not limited to commodity semiconductors. There are also shortages involving the semiconductor capital equipment required to manufacture those chips. Cramer said companies that provide computers and components for data centers have also been among the market’s winners.
Here’s the bottom line: I don’t want to throw away the discipline of not touching a stock that’s rallied like crazy. But when it comes to tech hardware that’s connected to the data center, I think you may not even have a choice. You can’t afford to care about where these stocks have been. You should only care about where they’re going. And when it comes to Intel, I think the answer is up.
Our Methodology
For this article, we compiled a list of 16 stocks that were discussed by Jim Cramer during the episode of Mad Money aired on June 17. We listed the stocks in the order that Cramer mentioned them.
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16 Stocks on Jim Cramer’s Radar Like Oracle and Goldman Sachs
16. JPMorgan Chase & Co. (NYSE:JPM)
JPMorgan Chase & Co. (NYSE:JPM) was among the stocks on Jim Cramer’s radar on Mad Money, as he advised investors to care about where a stock is going, not where it has been. Cramer mentioned the stock during the episode, as he commented:
We’re no longer hearing about onerous regulation. That ended when Trump came back in. A big bank like JPMorgan can really be hamstrung by regulation. Now, it’s Prometheus Unbound.… Of course, the banks are incredibly boring, a real sleeper, but the stocks are still inexpensive. The recent rally gives me hope that we just won’t be chasing the same old, same old over and over and over again. We can only go so far with Seagate and Sandisk, people, as leaders. But with a relatively cheap back like JPMorgan or Bank of America, or even Wells Fargo, they can very well go up much more before they’re even considered reasonably priced, let alone fully valued.
JPMorgan Chase & Co. (NYSE:JPM) provides financial services, including banking, lending, payments, and investment management. In addition, the company offers investment banking, asset management, and advisory solutions.
15. Banco Santander, S.A. (NYSE:SAN)
Banco Santander, S.A. (NYSE:SAN) was among the stocks on Jim Cramer’s radar on Mad Money, as he advised investors to care about where a stock is going, not where it has been. Cramer highlighted the company’s plan to acquire Webster Financial, as he commented:
The only thing we’re missing are bank mergers. Now, I got to tell you, I think it’s time we had a few of them. We have way too many banks in this country. If a bank has tremendous AI technology, it should be rolling up its smaller rivals right now, you know? But the only one that seems to get this is Banco Santander, run by the superb Ana Botín. She’s buying Webster Financial in… Connecticut. It’s a brilliant acquisition, taking advantage of the loosened regulatory constraints. Others should do so too.
Banco Santander, S.A. (NYSE:SAN) provides banking, financing, investment, and insurance services to individuals, businesses, and public institutions. The company offers lending, wealth management, payments, and digital banking. A caller inquired about the stock during the June 3 episode, and Cramer responded:
That was Ana Botín. I think the world of her. I know that the stock has had a big run. I think it’s paused here as it catches its breath. I don’t want people to sell it, and if it came back to $10, I’d tell people to buy it.
14. The Goldman Sachs Group, Inc. (NYSE:GS)
The Goldman Sachs Group, Inc. (NYSE:GS) was among the stocks on Jim Cramer’s radar on Mad Money, as he advised investors to care about where a stock is going, not where it has been. Cramer highlighted the events that positively impact the bank, as he stated:
Right now, the bond and stock issuance, it’s just stupendous… It feels like everybody needs to borrow. I mean, NVIDIA, with one of the best balance sheets in the country, just raised $25 billion in the debt market. Banks profit immensely from these bond issues, and they have almost no risk whatsoever. IPO is a fantastic source of profit, too. And they make a fortune from takeovers at a time when we’ve seen $1.2 trillion in public and private mergers in the first five months of the year.
That’s like so much more than the last year. The advisory fees from these transactions are insane. Goldman Sachs and Morgan Stanley are crushing it in these categories. Plus, the big hyperscalers may have to keep raising money just to compete against each other. That means more business for the investment banks, just a fountain of profits.
The Goldman Sachs Group, Inc. (NYSE:GS) provides financial services, including investment banking, asset and wealth management, and banking solutions.
13. Capital One Financial Corporation (NYSE:COF)
Capital One Financial Corporation (NYSE:COF) was among the stocks on Jim Cramer’s radar on Mad Money, as he advised investors to care about where a stock is going, not where it has been. Cramer highlighted it as a Charitable Trust name, as he said:
While we do have a surprisingly strong consumer, that always helps. This May retail sales number we saw this morning, 0.9% rise from the previous month and a 6.9% increase from May of last year, oh, that’s healthy. Delinquencies are tame, meaning people are paying their credit card bills. That’s allowed a stock like Capital One, one of the big Charitable Trust names, which got slammed by higher oil prices, to become a virtual trampoline as it offers higher interest rate credit cards. Although it did give up a lot of today’s gains after Warsh spoke.
Capital One Financial Corporation (NYSE:COF) provides banking and financial services, including credit cards, loans, deposit accounts, and commercial banking solutions. Cramer discussed the company during the April 8 episode, as he remarked:
And if you want a mainstream lender with more exposure to the mass market, I’d rather own Capital One, especially now that the Discover deal’s done. There’s a reason we own this one for the Charitable Trust, and I feel so good about it. When Capital One bought Discover, it became the largest credit card issuer by balances in the United States… Bigger scale, more diversification, more operating leverage, and more ways to win if you’re right on the consumer… If you want broader scale and a more durable credit card franchise, then it’s Capital One, COF.
12. Stryker Corporation (NYSE:SYK)
Stryker Corporation (NYSE:SYK) was among the stocks on Jim Cramer’s radar on Mad Money, as he advised investors to care about where a stock is going, not where it has been. Toward the end of the lightning round, a caller asked if the stock is a buy, sell, or hold. In response, Cramer said:
See, I kept thinking that there would be a consolidator and Stryker would do the consolidating and J&J’s spinning off its orthopedics, too. And it has not come true… And I’m kind of bummed because I thought that that group, which was Zimmer, Biomet, and Stryker, I thought they would work out something, and they haven’t, and it’s been a real tough run.
Stryker Corporation (NYSE:SYK) supplies medical technologies, including surgical equipment, joint replacement implants, robotic applications, and AI-assisted virtual care platforms. During the episode aired on May 23, 2025, a caller asked about the stock, and Cramer responded:
I like Stryker, but you know, I don’t like it enough. I don’t like it as much as if it was Intuitive Surgical. That’s the one that I thought we should buy. ISRG.
It is worth noting that since the above comment was aired, Stryker Corporation’s (NYSE:SYK) stock has declined by around 17%.
11. Vistra Corp. (NYSE:VST)
Vistra Corp. (NYSE:VST) was among the stocks on Jim Cramer’s radar on Mad Money, as he advised investors to care about where a stock is going, not where it has been. When a caller expressed uncertainty about sticking with the stock, Cramer remarked:
Yeah, I would, I mean, look, I don’t know, look, it overshot, it went too high. It’s come back down, and I’m going to get, I’m going to bless it. I’m going to bless it… You know, it is a falling knife, I know. I would only put on like 25% of my position, but it’s too low. It’s just fallen enough.
Vistra Corp. (NYSE:VST) is an integrated energy provider that produces electricity and sells power and natural gas to millions of homes and businesses. The company manages a portfolio of nuclear, solar, and natural gas facilities and oversees fuel logistics and the decommissioning of old plants. Cramer called the stock a “steal” during the April 14 episode. The Mad Money host stated:
Next up, there’s Vistra, one of America’s largest independent power producers with a stock that’s down 25% from its all-time high in late September. Vistra’s earnings per share are on track to more than double this year, yet the stock sells for less than 19 times this year’s numbers. Now, there was a time when the stock was unstoppable because Vistra got a huge nuclear power business. Over the past five years, it’s up well over 800% thanks to surging electricity demand from, yes, of course, the data centers. But like most things connected to the data center, Vistra shares got ahead of themselves last fall. It felt like there was no price too high for investors who wanted exposure to power generation, especially with the nuclear kicker. It just kept being bought and bought and bought and bought. So I was actually happy to see these companies cool off a bit over the past few months. At these levels, I think this was a buy again. Like I said to a caller who asked about this name last night, you’re getting some of the best growth in the S&P 500 for under 19 times earnings. I know it’s utility, doesn’t matter, it’s a steal.
10. Clover Health Investments, Corp. (NASDAQ:CLOV)
Clover Health Investments, Corp. (NASDAQ:CLOV) was among the stocks on Jim Cramer’s radar on Mad Money, as he advised investors to care about where a stock is going, not where it has been. A caller referenced Cramer’s previous comment, calling it speculative, and noted that the company reported GAAP profitability in Q1 2026 and guided for full-year profitability. Cramer replied:
No, that was good. And you could say that I was not bullish enough about it. But see, I’m focused on how great UnitedHealth is and how great CVS is. But yeah, as a spec, that one was right, that one was right, but I like mine for the long haul.
Clover Health Investments, Corp. (NASDAQ:CLOV) offers preferred provider organization and health maintenance organization Medicare Advantage plans to eligible individuals. The company also provides physicians with a software platform, Clover Assistant, to support the detection, identification, and management of chronic diseases. A caller asked about the company’s stock during the May 29 episode, and Cramer responded:
Well, it’s good, but remember, the quarter wasn’t good, the quarter was not good. So you’re in pure spec mode there. The revenues were okay, but the earnings were not there. So take it with a grain of salt that it’s moved up because it was not a great quarter.
9. Fair Isaac Corporation (NYSE:FICO)
Fair Isaac Corporation (NYSE:FICO) was among the stocks on Jim Cramer’s radar on Mad Money, as he advised investors to care about where a stock is going, not where it has been. During the lightning round, a caller asked for Cramer’s opinion of the stock. He replied:
Okay, this is a company a lot of people feel is going to be hurt by AI. And I gotta tell you, I like the company, but I’m not going to go there because I’m not going to get in the crosshairs anymore of these companies that might get hurt by AI. It’s too painful.
Fair Isaac Corporation (NYSE:FICO) provides analytics software and predictive scoring solutions that help businesses and consumers make informed financial decisions. The company’s products include tools for fraud detection, customer management, and credit risk assessment. During the April 17 episode, a caller asked Cramer what he thought about it, and he responded:
Okay, here’s the problem: I think FICO is not as easily disrupted as the market thinks, but as long as it’s out there, every time it lifts, people are going to sell the stock. It’s like Intuit. It’s like Workday. It’s like ServiceNow. It just, you can’t stop the flood of thoughts that Anthropic is going to destroy your company. So I’m not going to get into that hornet’s nest, I’m sorry, even though I like the company.
8. Ingredion Incorporated (NYSE:INGR)
Ingredion Incorporated (NYSE:INGR) was among the stocks on Jim Cramer’s radar on Mad Money, as he advised investors to care about where a stock is going, not where it has been. Cramer noted the company’s latest acquisition announcement, as he commented:
I want to talk to you about a consolidator that might not be getting the credit it deserves, a company called Ingredion. It’s a company that makes all sorts of flavors and textures for the food and beverage industries. Stock’s down 10% for the year, in part because the company reported an imperfect quarter in early May. But earlier this month, Ingredion announced they’re acquiring Tate & Lyle, a storied British ingredients company, for roughly $3.6 billion in cash.
Now, keep in mind, this company only has $6.2 billion market capitalization. This is a huge deal that will create a powerhouse in the ingredients space. While the market barely reacted to the news, I think that’s a mistake… When you see the market, you’ll see that the stocks in decline. But you hear about the merger and you know that these guys are kind of, they will be the most important company in their industry.
Ingredion Incorporated (NYSE:INGR) refines corn and other starch ingredients into sweeteners, starches, and biomaterial solutions.
7. CrowdStrike Holdings, Inc. (NASDAQ:CRWD)
CrowdStrike Holdings, Inc. (NASDAQ:CRWD) was among the stocks on Jim Cramer’s radar on Mad Money, as he advised investors to care about where a stock is going, not where it has been. When a caller mentioned that the “Mythos scare” is likely to “come into play” during Q2, Cramer said:
Actually, no, it came into play in Q1 of this year, and no, it’s really not brought in instant business. These are long-cycle sales that George Kurtz has to do. But that said, I think the second half of the year is going to be really good just because of what you talked about.
CrowdStrike Holdings, Inc. (NASDAQ:CRWD) provides cloud-based cybersecurity solutions. The company offers protection for endpoints, cloud systems, identities, and data. During the June 4 episode, Cramer discussed the company following its “excellent quarter.” He remarked:
Last night, CrowdStrike reported what I thought was an excellent quarter, but the stock got hammered today mainly because the cybersecurity company didn’t beat the estimates by as much as we’ve all become accustomed to. The guidance was strong, too, and they even announced a 4-for-1 stock split, which shouldn’t matter in theory, but in practice, tends to attract more individual investors. And I think this is a buying opportunity.
6. Oracle Corporation (NYSE:ORCL)
Oracle Corporation (NYSE:ORCL) was among the stocks on Jim Cramer’s radar on Mad Money, as he advised investors to care about where a stock is going, not where it has been. During the episode, a caller inquired about the stock, and Cramer replied:
It’s got so much debt. See, that’s a problem… Like, Vertiv doesn’t have a lot of debt, or CoreWeave’s got a lot of debt. CoreWeave and Oracle are the two outliers. Man, they’ve got a ton of debt. You take your pick there. But you know what? If you want a little springload, I think… Oracle is fine. CoreWeave’s even more juiced.
Oracle Corporation (NYSE:ORCL) provides cloud and on-premise software, databases, and IT infrastructure to help businesses manage operations. During the June 5 episode, a caller asked if Cramer sees the stock returning to its all-time highs, and he responded:
Okay, I think that last quarter was very good, and people were betting against Oracle. I think that’s a bummer bet. I think that you should go with Oracle. I wish they’d get rid of Cerner and just take the… charge.
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