On Friday’s episode of Mad Money, host Jim Cramer outlined what he believes investors should focus on as a fresh earnings season begins, and placed emphasis on upcoming corporate earnings, important economic indicators, and ongoing geopolitical developments.
“Remember, we’re headed right into earnings season. On Monday, though, we’ll have to sit through those new tariffs and penalties on another half dozen sovereign states. Always intrigued by how few countries seem to understand that it might be actually worth it to cut a deal now versus later.”
READ ALSO: Jim Cramer’s Latest Thoughts on These 17 Stocks and 20 Stocks on Jim Cramer’s Radar.
According to Cramer, the administration rarely pauses, and new sanctions, especially anything severe regarding Russia, are likely. He remarked that when such measures are introduced, the oil market tends to react, and he believes oil prices are headed lower. Looking ahead to Tuesday, Cramer turned his attention to the release of the Consumer Price Index (CPI), which will offer a fresh look at inflation. He acknowledged that while the President has indicated it is time for the Federal Reserve to begin cutting interest rates, the central bank remains cautious.
According to Cramer, the Fed is waiting to be certain that inflation will not resurface, and he warned that inflation can return. He added that, depending on the results, the CPI report might be the justification the Fed uses to keep rates unchanged, especially given that the effects of existing tariffs are still unfolding.
“Thursday morning, we find out about retail sales, and now, I am very concerned about a slowdown in retail as the uncertainty of Washington seeps into Main Street. I suspect that weak numbers have already started.”
For this article, we compiled a list of 20 stocks that were discussed by Jim Cramer during the episodes of Mad Money aired on July 11. We listed the stocks in the order that Cramer mentioned them. We also provided hedge fund sentiment for each stock as of the first quarter of 2025, which was taken from 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. 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).
20 Stocks in Jim Cramer’s Spotlight
20. Alphabet Inc. (NASDAQ:GOOGL)
Number of Hedge Fund Holders: 227
Alphabet Inc. (NASDAQ:GOOGL) is one of the stocks in Jim Cramer’s spotlight. During the episode, Cramer discussed his thought process behind the sale of the company stock for his Charitable Trust, as he remarked:
“What do you do when you sold a stock that, in retrospect, you think you should have held on to? That’s one of the things I’ve been beating myself up around in front of club members who came in today. I’m remonstrating about the Charitable Trust sale of Alphabet, a longstanding position and a very big win that we sold. Why did I sell it? Well, first I can tell you that my idea for selling, it was a bad one. I made a mistake… It’s centered on a big win by the Justice Department against Alphabet, where a federal judge deemed the company a monopolist. Why was that a mistake?… Well, because the legal remedy for a company that’s a monopolist is simple.
The court will most likely break up the business if it gets its way. But if you believe that Alphabet’s parts are worth more than the whole, that’s not a problem. You’ll get Google Search, the Android operating system used by 3.5 billion people, YouTube, the most watched streaming platform in the world, Gemini, that’s its new AI system, and Waymo, its self-driving car business that I like very much. Now, initially, I had some seller’s remorse because the stock went straight up without me, as others weren’t as grim as I was about the monopolist charge…
Right now, Tesla’s valued at about a trillion dollars. I think that roughly half of that might be because people are betting on their self-driving technology. Waymo is well ahead of Tesla right now in terms of regulatory approval. So who knows what Alphabet might be worth if the government moves to break up the company. Plus, if we discover that Google can regain its status as an important place to look things up, then that $2 trillion market cap, it could be way too small. In other words, it’s time to get back into Alphabet.
But where? When I want to get back into a stock that I’ve already sold, I don’t try to outthink it. I don’t want to look at where I bought it before. I don’t want to be a prisoner of where I sold it, but I also just don’t want to go in there and just buy it because I say, oh darn, I gotta get in this one. We’re now nowhere near the time where the court-ordered breakup might occur. Nevertheless, what matters isn’t that I sold Alphabet. What matters is where I think it is going. And ultimately, the answer is up.”
Alphabet (NASDAQ:GOOGL) provides a wide range of digital products and services, including Search, YouTube, Android, and Google Cloud, along with enterprise tools and AI solutions.
19. Power Solutions International, Inc. (NASDAQ:PSIX)
Number of Hedge Fund Holders: 13
Power Solutions International, Inc. (NASDAQ:PSIX) is one of the stocks in Jim Cramer’s spotlight. During the lightning round, when a caller mentioned that they have a position in the stock, Cramer commented:
“Then you’re a winner. What can I say? That is an amazing stock. It’s not even that expensive. Look, I was so busy with Caterpillar. I didn’t get to the Power Solutions. You’re right. Keep on it. Terrific work, good homework.”
Power Solutions (NASDAQ:PSIX) manufactures and sells engines, power systems, and custom energy solutions for applications ranging from vehicles and industrial equipment to backup power and microgrids. The company also provides emission-certified engines, electrification components, and mobile and stationary generators.
