Jim Cramer, host of Mad Money, on Friday, noted that the upcoming wave of earnings reports this week could help sustain the market’s recent rally.
“We’ve lacked big picture data of late, of course, because of the shutdown of the government, and the whole exercise of divining the market’s fortunes is a little bit more fraught than usual because of lack of empirical evidence.”
READ ALSO: Jim Cramer Was Focused on These 6 Stocks Recently and Jim Cramer Recently Discussed These 8 Stocks.
Additionally, Cramer pointed to an important upcoming data release, the Consumer Price Index report from the Bureau of Labor Statistics, which is expected on Friday. He said that if the CPI shows inflation coming in under 3%, it would be a major positive development. He added that it would help validate the recent drop in Treasury yields as well.
“Here’s the bottom line: The bears will hold their nose and hide their eyes and disengage their brains once again as next week progresses because it should be another good one for earnings. And earnings, not anything else, are what really drives stocks lower or, in this case, higher.”
Our Methodology
For this article, we compiled a list of 17 stocks that were discussed by Jim Cramer during the episode of Mad Money aired on October 17. We listed the stocks in the order that Cramer mentioned them. We also provided hedge fund sentiment for each stock as of the second quarter of 2025, which was taken from Insider Monkey’s database of over 900 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 427.7% since May 2014, beating its benchmark by 264 percentage points (see more details here).
17 Stocks in Jim Cramer’s Recent Game Plan
17. The Procter & Gamble Company (NYSE:PG)
Number of Hedge Fund Holders: 88
The Procter & Gamble Company (NYSE:PG) is one of the stocks in Jim Cramer’s recent game plan. Cramer ended the game plan with the stock, as he said:
“Finally, Procter & Gamble reports on Friday. This stock has been in a real house of pain until the last two days, when I started saying that Procter has bottomed. In How to Make Money in Any Market, I spend a lot of time dissecting conference calls, especially the Procter & Gamble conference call, because they’re such fabulous explainers. I think they’ll give you a terrific one this time, and you’ll want to own the stock ahead of time.”
The Procter & Gamble Company (NYSE:PG) provides consumer goods across beauty, grooming, health care, fabric and home care, and baby, feminine, and family care categories. Cramer mentioned the company during the September 10 episode and commented:
“I didn’t include Procter & Gamble and Johnson & Johnson, both amazing companies, but their stocks, while weaker today, they’re not weak enough. They’re still way too high.”
16. Ford Motor Company (NYSE:F)
Number of Hedge Fund Holders: 45
Ford Motor Company (NYSE:F) is one of the stocks in Jim Cramer’s recent game plan. With the company set to report this week, Cramer mentioned it and remarked:
“After the close, Ford reports. I want, look, we gotta find out how much damage this gigantic fire at a key aluminum plant will do to their numbers. If the numbers do come down, by the way, I think the stock could slip below 11.”
Ford Motor Company (NYSE:F) manufactures, and sells Ford and Lincoln vehicles, including internal combustion, hybrid, and electric models. When a caller sought advice from Cramer about the company stock during the October 10 episode, he responded:
“Okay, I was thrown by the impact that this fire had, and it’s caused me to recalibrate. I do think that Ford’s good, but I think numbers might be too high because that fire hurt so many parts of their operation.”
15. Blackstone Inc. (NYSE:BX)
Number of Hedge Fund Holders: 72
Blackstone Inc. (NYSE:BX) is one of the stocks in Jim Cramer’s recent game plan. Cramer showed a positive sentiment toward the company’s upcoming earnings. He stated:
“We also get results from Blackstone, and I feel this, I find the aspersions being cast against private equities to be ridiculous at this point given how well most of these firms are run. I think we’ll see a particularly strong quarter this time, including from Blackstone’s sizeable data center business.”
Blackstone Inc. (NYSE:BX) is a global alternative asset manager that invests across private equity, real estate, credit, hedge fund solutions, and multi-asset strategies. During the September 30 episode, Cramer noted that it has always been one of his favorite stocks, as he commented:
“Next up, how about the daily chart of Blackstone, which has always been one of my favorites, and I pounded the table on it for, I don’t know, probably the last hundred points. Lang (Bob Lang) points out that the stock’s had a similar move to Carlyle with a powerful rally over the course of the summer, although the stock’s now pulled back hard over the past couple weeks. When you look at the moving average convergence divergence line… we call that the MACD line, down at the bottom here, it does look weak…. That’s not so great. But Lang says that’s because the stock got overbought and gradually burned off that condition over time. Still, the MACD line, to me it says sell. On the other hand, though, Lang notes that Blackstone’s had good volume action of late, rallying on strong volume and pulling back on weaker volume…
This company’s got heavy exposure to real estate. Blackstone real estate is an enormous business. So, if the Fed keeps cutting rates, that’s likely to push earnings higher. Might be a good play on a rate cut. Right now, it’s a $170 stock. Lang thinks it can rally to $200 over the next few months… This is when they had a problem with their real estate division, and they came on air and said that… not to worry about it, but they didn’t say it in a flippant way, and they were dead right. It was a terrific opportunity to buy.”
14. Honeywell International Inc. (NASDAQ:HON)
Number of Hedge Fund Holders: 67
Honeywell International Inc. (NASDAQ:HON) is one of the stocks in Jim Cramer’s recent game plan. Cramer discussed the company’s upcoming breakup, as he remarked:
“Honeywell reports too and this stock feels totally snakebit. Honeywell’s breaking into three viable companies, including a pure play aerospace business that I think is woefully undervalued versus competitors. I’m not saying don’t worry about the numbers. I’m saying look through them because the breakup is coming and the stock’s been hammered.”
Honeywell International Inc. (NASDAQ:HON) develops technologies and software across aerospace, industrial automation, building management, and energy and sustainability solutions. Cramer discussed the company during the October 10 episode and said:
“I want to highlight the most unheralded Honeywell breakup, the spinoff of its advanced materials division as Solstice, followed by the spinoff of its automation business. And I really like this one… Solstice emphasized that the company’s selling into some attractive end markets with strong secular trends, including the growth of advanced computing, the evolving energy landscape, as well as healthcare, personal safety and defense. All secular growers, as far as I’m concerned…
Overall, Solstice is a solid business in an industry that’s currently challenged… Once the economy stabilizes, ideally after we get some more rate cuts, you know what? This is going to be a winner, maybe a huge winner. It’s just that we were in the wrong part of the business cycle to own something like this. At the moment, I’m glad they’re getting rid of it. I need the stock of HON to go up for my trust. As for Honeywell, I am optimistic that with this breakup finally happening, they can start unlocking real value…
… So let me give you the bottom line on a complex story that I think’s going to make you money, but you got to be patient: The age of conglomerates ended a long time ago. These days, we’ve seen so many breakups create immense value for investors, and now Honeywell’s about to join the club as it spins off its advanced materials business as Solstice later this month.
I can’t be too enthusiastic about Solstice until we get more rate cuts from the Fed, but it might be worth buying on weakness somewhere down the road. As for Honeywell, the Charitable Trust is in this one for the long haul because Vimal Kapur’s three-way breakup plan will finally unshackle the company’s phenomenal aerospace business. I think that’ll be worth a heck of a lot more once the other divisions get spun out. As this stock goes down, all I can say is opportunity beckons.”
13. T-Mobile US, Inc. (NASDAQ:TMUS)
Number of Hedge Fund Holders: 76
T-Mobile US, Inc. (NASDAQ:TMUS) is one of the stocks in Jim Cramer’s recent game plan. Cramer said that investors should be “prepared” for the stock to run. He stated:
“Next, the Street’s getting behind T-Mobile again, which may mean that their Apple initiative, they’re the most gung-ho about offering a low price for each iPhone iteration, is coming in above the estimates. Be prepared for both stocks to run. Apple looked good today.”
T-Mobile US, Inc. (NASDAQ:TMUS) provides wireless voice, messaging, data, and high-speed internet services. In addition, the company offers mobile devices, accessories, and financing options. During the September 22 episode, Cramer discussed the company’s leadership changes and valuation, as he said:
“Now, first, T-Mobile, which announced the leadership transition before the open this morning, with CEO Mike Sievert set to become vice chairman on November 1st, a bit of a surprise, and [will] be succeeded by the company’s current COO Srini Gopalan. Now Sievert’s created a tremendous amount of value… since he has been CEO, but I believe in this team. T-Mobile’s on track to give you 19.4% earnings growth next year. Yet it’s selling for just over 18 times next year’s numbers. Plain and simple.”
12. Freeport-McMoRan Inc. (NYSE:FCX)
Number of Hedge Fund Holders: 96
Freeport-McMoRan Inc. (NYSE:FCX) is one of the stocks in Jim Cramer’s recent game plan. Cramer made a note of the company’s significant operations in gold during the episode, as he commented:
“Thursday, we find out if the awesome gold rally still has legs when Freeport-McMoRan reports. This company has the world’s largest gold mine with the world’s largest set of gold mine problems, including recent horrendous flooding in Indonesia. But if they talk a good game, precious metal could have still another rally.”
Freeport-McMoRan Inc. (NYSE:FCX) is a mining company producing copper, gold, molybdenum, silver, and other metals. When a caller inquired about the stock during the October 13 episode, Cramer replied:
“Yeah… look, the stock, everyone just thinks that Indonesia is going to expropriate the mine. I don’t think so. I think you’re fine in the stock.”
11. International Business Machines Corporation (NYSE:IBM)
Number of Hedge Fund Holders: 63
International Business Machines Corporation (NYSE:IBM) is one of the stocks in Jim Cramer’s recent game plan. Cramer showed positive sentiment toward the company’s quantum computing future during the episode. He said:
“IBM reports too. I expect them to explain why the bears who don’t think that the growth rate is up to stuff last quarter will have to eat crow. Hey, by the way, CEO Arvind Krishna has the best quantum computing campaign on earth. It puts all the speculative operators to shame. And unlike something, say like IONQ where insiders dump 6.6 million shares to take advantage of a colossal run based on retail buying, with IBM, you really don’t have to worry about a wave of insiders ringing the register. That doesn’t happen.”
International Business Machines Corporation (NYSE:IBM) provides software, consulting, infrastructure, and financing solutions, specializing in hybrid cloud and AI technologies. Cramer mentioned the company during September 25 episode. He stated:
“What I found most ironic was an actual real-life example of the power of IBM’s quantum computing product versus the other ones that we’ve been talking about. HSBC, a giant bank, uses IBM’s Heron quantum processor to improve its algorithmic bond trading.
It produced a 34% improvement in trade predictions. Ah, the irony of an old-line company beating the pants off its younger competitors. Although, by the way, I’d point out that many of these younger quantum plays aren’t that young. They’ve been around for a long time without coming up with something as practical as what IBM has already developed. Maybe IBM is the best way to invest in quantum, and it’s a mighty inexpensive stock. I spent a lot of time with IBM recently. I wish we owned it for the Charitable Trust, frankly. It looks that good.”
10. Tesla, Inc. (NASDAQ:TSLA)
Number of Hedge Fund Holders: 115
Tesla, Inc. (NASDAQ:TSLA) is one of the stocks in Jim Cramer’s recent game plan. Cramer noted that he cares more about the company’s self-driving operations and robots than car sales, as he remarked:
“Wednesday night, Tesla reports and there’s so much that Elon Musk has to say about self-driving and robots that I barely care about car sales. Let’s hope Wall Street feels the same. Musk knows the drill. He will dazzle the faithful and explain why the biggest run of any major stock is justified on top of what’s already happened.”
Tesla, Inc. (NASDAQ:TSLA) designs, manufactures, and sells electric vehicles and energy generation and storage systems. It provides vehicles, charging networks, and solar and battery products. Cramer discussed the company CEO’s purchase of the company’s stock during the September 15 episode, as he said:
“When we came up with the term FANG, which stood for, at that point, Meta, Amazon, Netflix, and then Alphabet a dozen years ago, all I heard was that the, that I was late and the best days were behind them, a dozen years ago… Something good always seems to be in the works when it comes to Mag Seven. Last Friday, Elon Musk, what’d he do? He bought a billion dollars’ worth of Tesla. I mean, come on. That’s incredible. Right in the open market. I have never seen a commitment like that, but this is the kind of insider buying you can see when your CEO is the richest man in the world.”
9. GE Vernova Inc. (NYSE:GEV)
Number of Hedge Fund Holders: 106
GE Vernova Inc. (NYSE:GEV) is one of the stocks in Jim Cramer’s recent game plan. Cramer criticized the recent sell rating on the stock, as he commented:
“Wednesday, we’ve got two data center stories, Vertiv… and GE Vernova, which makes the turbines that power so many of them gas turbines I should add… Someone put out a sell this week on GE Vernova, and I thought that was absurd. But then again, I wouldn’t have bought this one for the trust if I didn’t believe it was capable, not of a quarter or a year run, but a multi-year move.”
GE Vernova Inc. (NYSE:GEV) provides energy technologies and services for power generation, wind, and electrification. The company’s solutions include gas, nuclear, hydro, and wind systems, in addition to, solar, storage, and software solutions. During the October 10 episode, Cramer discussed the stock’s rally since its spin-off and said:
“Sometimes the spinoffs do even better. Look at GE Vernova… power business we own for the Charitable Trust. That stock’s run from the low 100s to the low 600s since it became public, independent in April of last year.”
8. Vertiv Holdings Co (NYSE:VRT)
Number of Hedge Fund Holders: 104
Vertiv Holdings Co (NYSE:VRT) is one of the stocks in Jim Cramer’s recent game plan. Cramer seemed optimistic around the company’s upcoming earnings, as he stated:
“Wednesday, we’ve got two data center stories, Vertiv, which cools the red-hot data centers, and GE Vernova… I believe Vertiv will once again deliver an excellent number.”
Vertiv Holdings Co (NYSE:VRT) provides digital infrastructure solutions and services for data centers, communication networks, and industrial applications. When a caller asked about the stock during the October 1 episode, Cramer replied:
“Vertiv, I think, is going much higher. I’ve gotta tell you something. I was giving Jeff Marks such a hard time today. I keep saying Vertiv, Vertiv, Vertiv, but it’s moved so much in the times that I’ve been saying it that we haven’t been able to pull the trigger. It happens sometimes. We just can’t go fast enough.”
7. Capital One Financial Corporation (NYSE:COF)
Number of Hedge Fund Holders: 132
Capital One Financial Corporation (NYSE:COF) is one of the stocks in Jim Cramer’s recent game plan. Cramer said that the company’s earnings report “could be a good one,” as he commented:
“After the close, we get results from another investing club number. Oh boy, is this a controversial one. It’s called Capital One, and I have to tell you, I feel emboldened on this one after that terrific American Exress quarter. Remember, this is another credit card company. Could be a good one. The first quarter that should take into account the acquisition of Discover. Boy, do I want to be on that call.”
Capital One Financial Corporation (NYSE:COF) provides banking and lending services, including credit cards, consumer and commercial loans, and deposit products. On September 30, a caller inquired about the stock, noting its decline and downward revision of price target by some analysts. In response, Cramer said:
“Yeah, look, I think that this move is an overreaction. I think that periodically, people think that as the economy gets weaker, this is the one to bet against. I would tell you that when the rate, when the economy gets weaker and the Fed moves and cuts rates, this is the one you want to buy. So I think these people are being very shortsighted. I don’t think they understand who really runs this bank because Fairbank’s really unbelievable. I think the stock deserves to be at the 230 range. I would be a buyer heavily here. I think these analysts are going to miss the next big move, and they’re making a major mistake, and I’m calling them out on it.”
6. Danaher Corporation (NYSE:DHR)
Number of Hedge Fund Holders: 115
Danaher Corporation (NYSE:DHR) is one of the stocks in Jim Cramer’s recent game plan. Cramer showed slight optimism around the company’s upcoming earnings, as he remarked:
“… and Charitable Trust club name Danaher, one of our biggest laggards, may report the first of many good quarters after a shocking multiple-year dry spell for this once incredibly well-run company.”
Danaher Corporation (NYSE:DHR) makes and sells medical, research, and industrial products, especially in biotechnology, life sciences, and diagnostics. While discussing the performance of healthcare stocks on October 1, Cramer mentioned the company and said:
“Some of these healthcare stocks seem played out already to you, perhaps. I mean, Merck was up 7% just today. Charitable holding Danaher also leaped more than 7%. But these stocks have been down so long, they look up to me. I believe they’ve got a lot more upside before they run out of steam. My Charitable Trust owns Danaher, and it has been a huge disappointment. It needs to demonstrate it can capitalize off of all the new drug companies coming public right now, or it will go back to the 180s.”
5. 3M Company (NYSE:MMM)
Number of Hedge Fund Holders: 64
3M Company (NYSE:MMM) is one of the stocks in Jim Cramer’s recent game plan. Cramer mentioned the company during the episode and said, “Sleeper Dow stock 3M is expected to have a strong but unheralded story.”
3M Company (NYSE:MMM) provides products like safety equipment, adhesives, films, home care items, and materials for manufacturing and electronics applications. The company provides them to industrial, consumer, and electronic markets. Cramer praised the CEO of the company during the July 11 episode and commented:
“Now the industrials have been on fire. The part of this broadened out bull market and one of my absolute favorites is 3M, which is beginning to remind me of the old 3M, where the question was simply how big the beat will be. CEO Bill Brown is crushing it, and this one’s been greeted with buying both before and after the conference call.”
4. GE Aerospace (NYSE:GE)
Number of Hedge Fund Holders: 100
GE Aerospace (NYSE:GE) is one of the stocks in Jim Cramer’s recent game plan. Cramer noted that he expects an “upside surprise.” He remarked:
“Tuesday, Coca-Cola [and] GE Aerospace report… While GE Aerospace, primary supplier to both Airbus and Boeing, will deliver another upside surprise from all the maintenance it does for these aircraft[s].”
GE Aerospace (NYSE:GE) designs and manufactures commercial and defense aircraft engines, components, and power systems. The company provides maintenance, repair, and overhaul services, in addition to avionics and propulsion technologies. While discussing his fantasy stock portfolio on September 5, Cramer mentioned the company and said:
“You want steady production from your [running] backs, including lots of touchdowns, no matter what defense you’re playing or what the weather’s like. But I’ve said before, this position is inherently kind of boom and bust… But the running back position has also changed in recent years as pass-catching running backs are now the top options for fantasy teams. That’s sort of like what we’re looking for in our stock picks, for pass-catching ability, like a secular growth theme for a secular company… Well, last year I included GE Aerospace, and that turned out to be a great pick. Thank you, Larry Culp, up 70%. The commercial aerospace boom remains one of the market’s fantastic secular growth stories. So we’re going to stick with [it], but what’s the NFL equivalent of GE Aerospace?… The league’s best running back is Philadelphia Eagles’ own Saquon Barkley.”
3. The Coca-Cola Company (NYSE:KO)
Number of Hedge Fund Holders: 84
The Coca-Cola Company (NYSE:KO) is one of the stocks in Jim Cramer’s recent game plan. Cramer expects “excellent numbers” from the company, as he commented:
“Tuesday, Coca-Cola [and] GE Aerospace report. I think Coca-Cola will put up its usual excellent numbers because it is the most consistent of the packaged good stocks.”
The Coca-Cola Company (NYSE:KO) produces and markets nonalcoholic beverages, including soft drinks, juices, water, coffee, tea, and sports drinks. A caller asked for Cramer’s advice on the stock during the September 25 episode and he responded:
“I think it’s a terrific stock. It’s one of the few consumer packaged goods companies that really has a lot of momentum. The stock’s come down a bit. I think it’s a great level to buy, and I think James Quincey is terrific.”
2. Zions Bancorporation, National Association (NASDAQ:ZION)
Number of Hedge Fund Holders: 36
Zions Bancorporation, National Association (NASDAQ:ZION) is one of the stocks in Jim Cramer’s recent game plan. Cramer said that he wants to know how the company “got defrauded,” as he stated:
“After the close, speak of the devil, we get results from Zions Bancorp, the regional bank that confirmed JPMorgan’s CEO Jamie Dimon’s cockroach theory of bad loans made… last week. There’s never just one. I want to know how Zions got defrauded, bad, but not related to the broader economy, good. And if we need to find out if they’re seeing more weakness, widespread weakness, and they could. I’ve never really felt they were that good a bank.”
Zions Bancorporation, National Association (NASDAQ:ZION) provides commercial, small business, and retail banking services, including loans, deposits, and wealth management. Additionally, the company offers capital markets, investment banking, and real estate financing solutions. During the April 17 episode, Cramer called it a “boring” bank. He commented:
“Now it all starts with the banks, specifically two really incredibly boring banks, Comerica and Zions Bancorp. Now both are considered suspect. They have high yields, you can tell that. But the banks have been outstanding in this environment, no tariff exposure, low charge off, decent loan growth, and hopefully some boost from deregulation down the road, which is what a lot of people voted President Trump for.”
Zions Bancorporation, National Association’s (NASDAQ:ZION) stock has gained over 12% since the above comment.
1. Cleveland-Cliffs Inc. (NYSE:CLF)
Number of Hedge Fund Holders: 42
Cleveland-Cliffs Inc. (NYSE:CLF) is one of the stocks in Jim Cramer’s recent game plan. Cramer started his game plan with the company and commented:
“… Game plan for the next week, chock-full of earnings reports that I believe will be much better than expected. On Monday, we hear from Cleveland-Cliffs, and we need this steel maker to tell us if the real economy’s still holding up. This may be one that is a little too weak. Remember, there are three economies: the data center economy, the speculative economy where I see lots of insider selling coming and the real economy, which is heavily dependent on the Fed cutting rates. Let’s see what Cliffs has to say.”
Cleveland-Cliffs Inc. (NYSE:CLF) produces flat-rolled and specialty steel products, including stainless, electrical, and tubular steels, as well as iron ore and hot-briquetted iron. The company reported its Q3 earnings on October 20, posting a non-GAAP EPS of -$0.45, which was in line with the estimates. Its revenue of $4.7 billion was up 3.5% year-over-year but missed the estimates by $200 million. Cleveland-Cliffs Inc. (NYSE:CLF) also guided its capex lower from its previous guidance of $600 million to approximately $525 million for full-year 2025.
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