25 Stocks on Jim Cramer’s Radar: Arm, Arista, and CoreWeave

In this article, we will look at the stocks on Jim Cramer’s radar on Mad Money as he discussed the upcoming earnings. The host of CNBC’s Mad Money said on Friday that the market managed to push through what he called the “most difficult” stretch of earnings season “with flying colors.”

Alright, we just got through the most difficult week of earnings season with flying colors. All the big techs did well, save Meta. Everything connected with the data center went bonkers, and the rest weren’t bad either, which is how we got through another solid session… That doesn’t mean we’re out of the woods, though. You know that. This coming week is actually a little more eclectic, jam-packed some days, and frankly, more prone to disappointment. Plus, we must never forget there is a war going on.

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Cramer noted that Friday brings the monthly jobs report and called it a significant data point for anticipating the Federal Reserve’s next move. He said that if the numbers come in slightly weaker, the narrative could quickly change, especially with Kevin Warsh potentially stepping into the role of Federal Reserve Chair. He said that if that happens, investors could start talking about the possibility of an interest rate cut happening sooner than expected. He emphasized that labor market data remains the most important factor in shaping Fed policy expectations.

Cramer also said he sees signs pointing toward a slowdown in hiring rather than a full recession, especially as artificial intelligence begins to change how companies operate. He mentioned that listening to earnings calls across the tech sector makes it clear that a broader shift is underway. He noted that this earnings season offered the first real signs that the fourth industrial revolution is beginning to influence areas beyond just technology companies.

Here’s the bottom line: Next week’s another big one, but the most important event is the labor report on Friday. I also think we’ve got a lot of good earnings coming, but don’t expect next week to be as good as this one was.

Our Methodology

For this article, we compiled a list of 25 stocks that were discussed by Jim Cramer during the episode of Mad Money aired on May 1. 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).

25 Stocks on Jim Cramer’s Radar: Arm, Arista, and CoreWeave

25. Amprius Technologies, Inc. (NYSE:AMPX)

Amprius Technologies, Inc. (NYSE:AMPX) was among the stocks on Jim Cramer’s radar on Mad Money. Toward the end of the lightning round, when a caller inquired about the company, Cramer commented:

You know, okay, this is another spec. It’s a storage spec, and it’s got, it makes a lot of sense. Once again, two specs that I’m willing to go with. You’re allowed to have one spec in your portfolio of five.

Amprius Technologies, Inc. (NYSE:AMPX) creates advanced silicon-based batteries designed to power high-performance flight tech like drones and satellites. A caller inquired about the company during the January 9 episode, and Cramer replied:

An interesting spec. I was thinking about them when Ford decided to no longer do its battery business. I think you have something there. It’s a nice spec, and it’s come down. I am going to say that that’s a good one.

24. RTX Corporation (NYSE:RTX)

RTX Corporation (NYSE:RTX) was among the stocks on Jim Cramer’s radar on Mad Money. A caller sought Cramer’s opinion of the stock, and he replied:

Well, I mean, hey, RTX is down very big… RTX is a monster right here, and I’d buy it aggressively. It’s down a lot. It makes no sense. It’s because there’s not enough aircraft servicing because people feel that people aren’t going to fly anymore. Wrong.

RTX Corporation (NYSE:RTX) makes aerospace and defense systems for commercial, military, and government customers. The company builds aircraft engines, avionics, and defense technologies, and also provides maintenance, training, and support services. Cramer discussed the company’s earnings results on April 21, as he said:

Next, how about RTX? They posted an excellent set of results, too. Also beating expectations on every key line… All three of the company segments, which are fairly evenly sized, beat sales and operating profit expectations… Unlike GE Aerospace, RTX did raise some lines of its full-year forecast… Maybe that partial guidance raise is why RTX held up a little better than GE today. But still, they reported an amazing quarter, and the stock got clobbered anyway, probably because investors were hoping for even more of a boost. That’s unrealistic, unrealistic. As I’ve mentioned before, much of the focus for RTX is about what the company’s doing to grow its capacity, especially for the defense side of the business. That was still the case today…

I mean, that’s exactly what we want to see. Now, don’t forget, RTX should have years of upside here as one of the nation’s leading producers of missiles… Management also said they’re working with the Department of War to accelerate munitions production. And so far, that’s gone well. RTX has already reached deals to boost production of certain missiles… The company’s CEO, Chris Calio, talked about huge demand from around the globe, not just the U.S.

I was incredibly impressed. One last point: RTX spent a lot of time on this conference call talking about its Coyote counter-UAS system. As we’ve been telling you, drones are playing an outsized role in modern warfare, and the Coyote from RTX is one of the leading counter-drone systems that’s been developed for our military… This is exactly what we need to deal with countries like Iran that love to lob tons of cheap drones at us and our allies.

23. Aurora Innovation, Inc. (NASDAQ:AUR)

Aurora Innovation, Inc. (NASDAQ:AUR) was among the stocks on Jim Cramer’s radar on Mad Money. Answering a caller’s question about the stock during the lightning round:

You know, okay, I’m going to do this, I’m going to say that that’s a worthy spec. I know that’s the Pittsburgh guys. I think they’re real smart guys. I’m not sure when they can ever make any money, but I’m going to go with you because I like the spec nature of it. I think it’s got something going for it.

Aurora Innovation, Inc. (NASDAQ:AUR) develops self-driving technology through its Aurora Driver platform. During the lightning round of the November 25, 2025, episode, a caller asked about the stock, and Cramer responded:

You know what, because of your spirit and nature and the fact the stock is down that much and is kind of like a dice roll at $4, I will actually bless it. I will bless it. If I see you on the Street, remember, I blessed it. If it goes to two bucks, not so good.

22. Columbia Sportswear Company (NASDAQ:COLM)

Columbia Sportswear Company (NASDAQ:COLM) was among the stocks on Jim Cramer’s radar on Mad Money. Cramer showed a positive sentiment toward the company’s earnings, as he remarked:

Last night, we got a good quarter from Columbia Sportswear, the apparel company you know as Columbia, Mountain Hardware, SOREL, prAna, among other brands… After spending years lost in the wilderness, I mean, the stock’s kind of rebounded very, very nicely over the last few months. And you can see why Columbia reported a really good quarter. 30-cent earnings beat off a 35-cent basis, higher than expected revenue, and its gross margin only shrank by 20 basis points year over year despite absorbing a 310 basis point hit from tariffs, one of the hardest hit of all. Still, management actually raised their full-year earnings forecast pretty substantially.

Columbia Sportswear Company (NASDAQ:COLM) designs and distributes apparel, accessories, and equipment for outdoor and active lifestyles. The company also provides footwear for activities such as hiking, trail running, and water sports.

21. Merck & Co., Inc. (NYSE:MRK)

Merck & Co., Inc. (NYSE:MRK) was among the stocks on Jim Cramer’s radar on Mad Money. When a caller inquired about the stock during the episode, Cramer said:

Okay, I thought Merck got, you know what, Merck reported a really good quarter, and it just happened on a day when people didn’t like pharma, and they didn’t like healthcare. And Rob Davis did a good job. The stock’s starting to come back. It was up $3 today. I think it can manage its way, all the way back to $120. I think you do good homework.

Merck & Co., Inc. (NYSE:MRK) is a healthcare company that provides a wide range of human and veterinary pharmaceuticals, vaccines, and health solutions. During the April 22 episode, a caller asked if they should switch to another stock or stick to MRK. The Mad Money host responded:

Okay, I’ve gotta tell you, this rotation out of healthcare is one of the most breathtaking rotations. We could be talking about a half dozen drug stocks, and they would all be the same. I think that Merck is at 13 times earnings. I think Merck is terrific. I don’t think that matters at all. I think the stock could drop another five, so you want to buy some and then leave, I like to say leave room. Hey, maybe divide by 10. It’s an $11 stock. Maybe it goes to 10 and a half.

20. Cloudflare, Inc. (NYSE:NET)

Cloudflare, Inc. (NYSE:NET) was among the stocks on Jim Cramer’s radar on Mad Money as he discussed the upcoming earnings. Cramer mentioned the stock during the episode and said:

After the close, there’s another consistent winner reporting, Cloudflare. This company does a lot of things with content online, but what I like best is how Cloudflare keeps websites from being pilfered by the big hyperscalers. They’re a terrific cyber defender.

Cloudflare, Inc. (NYSE:NET) provides cloud-based security, performance, and networking solutions for businesses, including website protection, Zero Trust security, content delivery, and developer tools. During the March 3 episode, Cramer noted that “it has fabulous growth,” as he commented:

Can any enterprise software stock escape that gravitational pull of a market that dislikes the entire group? If there were, it would look like something called Cloudflare, an internet infrastructure play with a cybersecurity kicker. This is not something that can easily be replaced by some piece of code written by the AI platforms. But somehow, that still hasn’t saved the stock. When Cloudflare reported three weeks ago, it delivered a top and bottom-line beat… In response, the stock popped 5%… but then it drifted down, and it’s now down 31% from its high four months ago. Stock is pretty expensive on a price-to-earnings basis. Then again, it’s holding up much better than many of its other rivals because it has fabulous growth.

19. CoreWeave, Inc. (NASDAQ:CRWV)

CoreWeave, Inc. (NASDAQ:CRWV) was among the stocks on Jim Cramer’s radar on Mad Money as he discussed the upcoming earnings. Cramer highlighted the company CEO’s next possible actions, as he said:

There are a lot of possible upside surprises next week. I think the one that may be a big surprise is a stock that’s heavily shorted. It’s called CoreWeave, Michael Intrator… I like him… I’m concerned that there could be a financing deal. CoreWeave was pretty aggressive about continuing to build new data centers. I don’t blame them. They’re the best at it. We could get a real pop from the CEO, Michael Intrator, if he didn’t offer stock, if they didn’t do a deal… He does convertibles.

CoreWeave, Inc. (NASDAQ:CRWV) runs a cloud platform designed to power and scale GenAI workloads with high-performance compute, storage, networking, and managed services. A caller asked about the stock during the April 20 episode, and Cramer replied:

Okay, CoreWeave is an aggressive… CoreWeave is what I regard as being a very, it’s an aggressive buy. You’re doing something very aggressive. I happen to think the fundamentals are terrific, but remember, this is a new company with lots of debt, and it’s going to be prone to these kinds of up and down moves. So, it’s a roller coaster, and I just want you to know that I’m with you in thinking it’s terrific, but understand that you’re in for volatility when you own the stock of CoreWeave.

18. McDonald’s Corporation (NYSE:MCD)

McDonald’s Corporation (NYSE:MCD) was among the stocks on Jim Cramer’s radar on Mad Money as he discussed the upcoming earnings. Cramer noted that the “competition has become less effective,” as he remarked:

Now, Thursday’s McDonald’s report, and you know this is a, here’s a surprise in itself. It always surprises to the upside. The competition has become less effective. I mean, McDonald’s has a value package that seems so popular. The stock’s been drifting lower. I think it’s definitely worth buying.

McDonald’s Corporation (NYSE:MCD) operates and franchises restaurants that provide burgers, chicken sandwiches, fries, beverages, and desserts. During the February 26 episode, Cramer said that he would be a buyer of the stock, as he stated:

Earlier this month, McDonald’s reported a terrific quarter. And at this point, with the stock at an all-time high, I think it’s pretty clear that the Golden Arches really got its groove back for a couple of years… Management says they could put up these strong numbers thanks to the focus on value, breakthrough marketing, and menu innovation…

At a time when Wall Street’s turning against complicated enterprise software plays, this one, McDonald’s, has a simple story that the money managers are eager to lap up. We know how McDonald’s operates, and we know Claude can’t spin up a network of 50,000 burger joints to compete… Now, after its recent gains, the stock, it’s not cheap, okay, at least it’s not as cheap as it used to be. McDonald’s sells for roughly 25 times this year’s earnings estimates, basically right in the middle of its historic valuation range over the past decade. Plus, the stock gives you a solid 2.2% dividend yield.

That’s not nothing… Of course, when the stock was lower, the yield was better. I like a stock that’s up. Here’s the bottom line: When it comes to McDonald’s, I’m still loving it. It’s the perfect type of stock for the market where investors want real companies that make things and do stuff that can’t be hurt by AI, and we can easily get our heads around and our mouths around. Now that Mickey D’s is going back to its roots as the best source of value around, the customers are coming back, and so is the same store sales growth. Even after rallying more than 9% year to date, I’d be a buyer.

17. Corning Incorporated (NYSE:GLW)

Corning Incorporated (NYSE:GLW) was among the stocks on Jim Cramer’s radar on Mad Money as he discussed the upcoming earnings. Cramer expects to hear more about the company’s “multi-billion dollar contracts,” as he said:

We’ve got an important analyst meeting on Wednesday. It’s Corning, the glass and fiber company. They could talk more about the multi-billion dollar contracts that they’ve been winning in the, do I even have to say it anymore, data center. Could it move the stock? I sure hope so. We own it for the Charitable Trust.

Corning Incorporated (NYSE:GLW) develops optical fiber, cables, and related hardware for telecommunications, and produces glass substrates for displays used in TVs, computers, and mobile devices. Cramer noted the stock’s “Icarus moment” during the April 28 episode. He said:

Let’s go back to the rain metaphor for a moment, though. We’re on the cusp of the big four tech earnings, Amazon, Alphabet, Meta, and Microsoft, and that could all disappoint if this article has substance. Honestly, that’s exactly what this market may need, though. We need a shakeout of the fair-weather soldiers and the fair-weather shareholders, and we actually need to have some shorts built in. That’s what rain does. That’s how our market can continue. Otherwise, it will go bubbleicious. We’re also seeing a host of other stocks that have gone parabolic, Arm Holdings, which we own for the Trust, Dell, AMD, which I wish we owned for the Trust, and Corning, which reported this very morning.

These stocks had threatened to touch the sun. Corning flew too close and had its Icarus moment today, tumbling nearly 9%. I told members of the Investing Club that it didn’t really matter what Corning said because its stock had gone parabolic, running so much that disappointment was indeed inevitable. It didn’t matter if the company announced two huge clients, something that would’ve normally sent the stock barreling into the sun. Instead, it reacted to the rain and got clubbed. I say, good. Corning needed that, too. Even though my Trust owns it, it’s what we needed to see.

16. Dutch Bros Inc. (NYSE:BROS)

Dutch Bros Inc. (NYSE:BROS) was among the stocks on Jim Cramer’s radar on Mad Money as he discussed the upcoming earnings. Cramer highlighted that one of the company’s products is the best coffee he has ever had, as he said:

Now, here’s a small one that I just care about because sometimes I have one of these and I’m up for three days. It’s called Dutch Bros. It’s been a serial upside surpriser. That said, if you want a coffee stock, people would tell me, Jim, you love the Starbucks. Why did you do… Dutch Bros? But because they have a thing called the Annihilator. It’s the best coffee I’ve ever had.

Dutch Bros Inc. (NYSE:BROS) operates and franchises drive-thru coffee shops under brands including Dutch Bros, Dutch Bros Coffee, Dutch Bros Rebel, and Blue Rebel. During the April 27 episode, a caller asked whether they should wait for the stock to come down or if it was a good time to start a position. The Mad Money host responded:

For the Dutch Bros, I think it’s an excellent time to enter. I expect very good numbers. It does have a high price-to-earnings ratio, so you don’t want to buy all the stock at one time, but I think you’re right to start a position. I think that’s a good call.

15. Arm Holdings plc (NASDAQ:ARM)

Arm Holdings plc (NASDAQ:ARM) was among the stocks on Jim Cramer’s radar on Mad Money as he discussed the upcoming earnings. Cramer called it a “real good one,” as he commented:

Hey, after the close, we got a real good one, Arm Holdings, Rene Haas, you’ve seen him on, right?… We know what we heard from Intel this week, and we’ll hear from AMD when it reports next Tuesday. Arm designs the same kind of chip; the underlying architecture for most of these chips are CPUs. But what people don’t realize it’s making CPUs itself. I think that could be a stock that romps. Went up big today and then had a reversal late in the day.

Arm Holdings plc (NASDAQ:ARM) designs and licenses CPU architectures, system IP, and software used across automotive, computing, consumer, and IoT applications. Cramer mentioned the stock during the April 27 episode and commented:

Last Monday, the Trust added semiconductor design company, Arm Holdings, to the portfolio, and then the… thing proceeded to rally 34% over the next four days. If you go back further, Arm gained over 71% from March 30th to April 24th. So even though we’re big fans of the stock, what we do, we can’t sell it because I mentioned it, but we downgraded it from a one, which means a buy for the Trust, to a two, meaning a buy into weakness, which typically means I try to take something off. Price matters and when something surges 34% in less than a week, well, you know what, you gotta pull in your horns. You can’t be a pig.

14. CVS Health Corporation (NYSE:CVS)

CVS Health Corporation (NYSE:CVS) was among the stocks on Jim Cramer’s radar on Mad Money as he discussed the upcoming earnings. Cramer expects a good quarter from the company, as he commented:

I might be on a roll here, and I want to press my bet by telling you that I think that CVS will give you a good quarter, too. I wish the stock hadn’t run so much, but CEO David Joyner, he’s done a great job fixing up CVS while Rite Aid closed down and Walgreens is self-immolating. Don’t forget, I think Aetna’s going to have good numbers buried within CVS.

CVS Health Corporation (NYSE:CVS) provides healthcare solutions through insurance, pharmacy benefit management, and retail pharmacy services. Cramer discussed the company during the April 23 episode, as he said:

Let’s start with a solid company with a stock that sells at 11 times earnings, CVS. I’m all for buying it for the Charitable Trust, but we held off because we have too many positions. CVS owns Aetna, which I think is a pretty good, not, well, it’s not as, maybe, as good as UnitedHealth, but a pretty… good company. Reported a tremendous quarter earlier this week. But UnitedHealth is certainly in the ballpark.

I think Aetna’s good. CVS owns 8,932 drugstores. Not that long ago, there were three big drugstore chains: Rite Aid, Walgreens, and CVS… Walgreens got taken private. It’s now pulling back from a huge number of stores. They may not even be a factor at this pace a few years from now. Because they’re private, though, we don’t really know what it is. But I know something. CVS CEO, David Joyner, gave you a terrific quarter last time. I think it’s only going to get better as the competition disappears. I prefer CVS to ServiceNow. Okay, I’m out there.

13. The Walt Disney Company (NYSE:DIS)

The Walt Disney Company (NYSE:DIS) was among the stocks on Jim Cramer’s radar on Mad Money as he discussed the upcoming earnings. Cramer expects a good number from the company, as he remarked:

On Wednesday, Disney reports. Alright, and I think it’s a microcosm of the higher-end travel markets… The consumer’s holding strong, and the number could be a good one. Hey, maybe a fresh start for new CEO Josh D’Amaro. Represents the institution well.

The Walt Disney Company (NYSE:DIS) creates and distributes film, television, and streaming content under brands like Disney, Pixar, Marvel, and ABC. The company also operates theme parks, resorts, live entertainment, and merchandise licensing. Cramer mentioned the stock during the Squawk on the Street episode aired on April 1 and said:

Yeah I thought that the Disney was like, take a rain check, but after the rain check it will be good. Disney is not an expensive stock anymore, it sells below 15 times. I feel it also trades with gasoline, so strange as that is.

12. Strategy Inc (NASDAQ:MSTR)

Strategy Inc (NASDAQ:MSTR) was among the stocks on Jim Cramer’s radar on Mad Money as he discussed the upcoming earnings. Cramer suggested buying Bitcoin instead of the stock, as he said:

There will be plenty of proselytizing when we hear from Strategy that used to be MicroStrategy… The firm run by Michael Saylor is primarily just, he just buys Bitcoin and nothing else. You know what I say? You want to own Bitcoin? Buy Bitcoin.

Strategy Inc (NASDAQ:MSTR) provides investors with exposure to Bitcoin through a mix of equity and fixed-income securities. In addition, the company offers AI tools that help businesses understand their data and make better decisions. Cramer showed a similar sentiment toward the stock when a caller asked about it during the April 24 episode. He remarked:

No, no, no, no. We buy the Bitcoin. We don’t need Strategy. That’s too derivative. We just go buy Bitcoin. If we want to have Bitcoin exposure, we buy Bitcoin.

11. Astera Labs, Inc. (NASDAQ:ALAB)

Astera Labs, Inc. (NASDAQ:ALAB) was among the stocks on Jim Cramer’s radar on Mad Money as he discussed the upcoming earnings. Cramer was bullish on the stock during the episode, as he said:

I’d press my bet with Astera Labs, fabulous semiconductor company that also does connectivity. And when people ask me what does Astera Labs do, I always say it goes up.

Astera Labs, Inc. (NASDAQ:ALAB) develops semiconductor-based connectivity solutions and software for cloud and AI infrastructure. The company’s products include intelligent connectivity platforms, smart retimers, cable modules, memory controllers, and system management software. Cramer called it a very good company when a caller asked about it during the March  6 episode, as he commented:

Oh my god, this is such a red-hot stock. It’s incredible. The price-to-earnings multiple is behind. I always look at it, I say, when is this stock going to come in for sale? And it really doesn’t, and that is because it’s a very good company.

10. Arista Networks Inc. (NYSE:ANET)

Arista Networks Inc. (NYSE:ANET) was among the stocks on Jim Cramer’s radar on Mad Money as he discussed the upcoming earnings. It was one of the stocks Cramer mentioned during the episode, as he commented:

Oh, you know what? Let me give you two more… I would buy Arista Networks… Two companies that help the machines in the data center talk to each other.

Arista Networks Inc. (NYSE:ANET) sells cloud-based networking solutions and related software for data center, AI, and enterprise operations. In addition, it provides network services, support, and hardware solutions. Cramer highlighted the company as one of his personal favorites during the April 20 episode, as he said:

Next, the only non-semiconductor and non-memory stocks in the top 10 were networking plays… Arista Networks, another major networking play, did make the top 10 with a 41% gain over the past three weeks. Amazing. It’s been an amazing company, amazing stock for many years, a personal favorite of mine… These rallies are all about the move from copper-based networking solutions to fiber optics which are faster and carry less heat. Again, I have some queasiness about the one-way nature of these moves, but this is another place where the shortages and the sold-out nature of these products are all that seem to matter to the buyers, and I don’t blame them because we’ve never seen anything like this. Never.

9. Lumentum Holdings Inc. (NASDAQ:LITE)

Lumentum Holdings Inc. (NASDAQ:LITE) was among the stocks on Jim Cramer’s radar on Mad Money as he discussed the upcoming earnings. Cramer showed a bullish sentiment toward the stock, as he remarked:

Oh, you know what? Let me give you two more. I would buy Lumentum… Two companies that help the machines in the data center talk to each other.

Lumentum Holdings Inc. (NASDAQ:LITE) designs and sells optical and photonic products, including lasers and components, for cloud networking, data centers, and industrial applications. Cramer mentioned the stock during the April 1 episode and said:

Next up, the second-best performer in the S&P was Lumentum Holdings. That’s a fiber optics play that just got added to the index last week, hence the 90.7% gain in the first quarter after the stock quadrupled last year. As long as the AI data center build-out continues unabated, I think these fiber optics stocks can keep winning, although maybe not as much as they’ve been winning over the last 15 months. Still, good for them. Welcome to the big show, Lumentum.

8. Advanced Micro Devices, Inc. (NASDAQ:AMD)

Advanced Micro Devices, Inc. (NASDAQ:AMD) was among the stocks on Jim Cramer’s radar on Mad Money as he discussed the upcoming earnings. Cramer called the company’s CEO the “best,” as he commented:

You want an upside surprise? Okay, I’m going to say it’s going to come from AMD this week, and I’d buy some AMD ahead of the quarter. Lisa Su is the best.

Advanced Micro Devices, Inc. (NASDAQ:AMD) designs and manufactures processors, graphics cards, and AI chips for computers, servers, and gaming systems. Some of the company’s products include Ryzen and Radeon. During the April 22 episode, Cramer said that he should not have “missed” the stock, as he said:

Next up, central processing units, CPUs. You need to power agentic AI. These AI agents, the next wave of the fourth industrial revolution, can do amazing things, replacing many humans at old, dirty, and dangerous jobs. But they need the right semiconductors. The bottleneck here is not GPUs from NVIDIA. They need better CPUs. NVIDIA doesn’t make them. Who does? Because you know that the agents need them. Well, that’s why everyone keeps buying Intel and AMD, silly. I shouldn’t have missed those. I like them both so much. I should be wearing Post-its with their names on my forehead.

7. Pfizer Inc. (NYSE:PFE)

Pfizer Inc. (NYSE:PFE) was among the stocks on Jim Cramer’s radar on Mad Money as he discussed the upcoming earnings. Cramer noted that the stock was cheap with a good yield, as he remarked:

Hey, can Pfizer break out of its multi-year rut? Now, a lot depends on the presentation because I haven’t seen any needle movers in the portfolio. Primarily cheap, good yield, but if I want good yield, I’ll buy a bond.

Pfizer Inc. (NYSE:PFE) develops and sells medicines and vaccines for several health conditions, including heart disease, infections, COVID-19, and rare diseases. Cramer discussed the stock in detail during the March 25 episode, as he stated:

In a slowdown, the hedge fund playbook says you want safety stocks. The stocks of companies that will make good money even if the broader economy deteriorates dramatically, the opposite of cyclical stocks. For example, big pharma. Now, if you need a medication, you’ll keep taking it in good times and bad. You don’t skip a dose. This is textbook recession-proof… And within big pharma, Lang likes Pfizer, Merck, and Bristol-Myers, three stocks with strong dividend yields that are seeing substantial institutional buying right now. I like all three, by the way. Let’s start with the daily chart of Pfizer, right, which Lang says is his favorite in the group.

Lately, he points out that Pfizer has had strong volume trends, meaning the stock tends to rally on high volume… By the way, when it declines, it’s usually on lower volume… For technicians, volume is like a polygraph… High volume on up days and lower volume on down days mean you’ve got an honest uptrend on your hands. Pfizer also has made a series of higher highs and higher lows… But this is textbook. It’s exactly how you want to see it. The stock remains above its 50-day moving average…

These are all bullish readings. Plus, the stock’s made a bullish cup and handle… This is one of the most reliably positive formations out there. Very encouraging… Take a look at the Chaikin Money Flow. Alright, this is an indicator that shows you whether big institutions are buying or selling. It spent most of this year in bullish territory, which tells us that institutional money managers are eagerly buying Pfizer here. At the same time, Lang likes that Pfizer pays you a bountiful 6.3% dividend yield. Now, I’m debating talking about Pfizer at our club meeting… but everything says fine. I just need to know their product flow better.

6. Shopify Inc. (NASDAQ:SHOP)

Shopify Inc. (NASDAQ:SHOP) was among the stocks on Jim Cramer’s radar on Mad Money as he discussed the upcoming earnings. Cramer said he thinks the company will report “good numbers,” as he commented:

Alright, I want to monitor Shopify when it reports Tuesday because the universal fulfillment company has a great read on small to medium-sized businesses. I always worry about them, but this company is the chief e-commerce enabler for these smaller companies. Stock’s been meandering of late. I think it’s going to have good numbers. We’ll have to find out, though.

Shopify Inc. (NASDAQ:SHOP) provides a commerce platform that helps businesses manage products, orders, payments, and customer relationships. Cramer addressed the AI worries around the stock during the April 13 episode and said:

I think there’s a strong case to be made for why Shopify should not be considered a potential AI displacement victim. And I got some chart commentary on the stock this weekend from Larry Williams. He’s that legendary technician and stock market historian who thinks it’s ready to rally right here, right now… This is a pretty simple story because Shopify keeps putting up excellent numbers… Like so many of these stocks that have been hammered by AI worries, it’s impossible to argue that Shopify is cheap, okay? Stock trades at around 62 times this year’s earnings estimates. On the other hand, it’s much cheaper than it used to be… Given the fact that the company is expected to grow its earnings per share at a 30% clip, well, paying 62 times earnings for the stock isn’t that crazy…

Check out this weekly chart of Shopify… He points out that the stock has a strong pattern of rallying at this time of year from April into at least August. We’ve gotten that move… in 7 of the last 10 years. Historically speaking, the stock’s got a 70% chance of running until August… Right now, Shopify’s in the undervalued… zone… This chart shows you the level of professional buying or selling in Shopify. Lately, Larry points out that the stock’s been under institutional accumulation… Larry particularly likes the way Shopify broke down to a new closing low on Friday. If the stock can close above that level, and it already has today, then he thinks that could be your entry point.

I think this is so exciting. You got the fundamentals really turning up, okay, I mean, always been good consistently. You’ve got this AI thing that doesn’t really have any cogency with me, and you’ve got the Williams’ trading cycles. Come on. Here’s the bottom line: Whether you’re looking at the fundamentals or the charts interpreted by Larry Williams… Shopify’s stock has come down too far, too fast. I think Larry’s right to expect that this one could give us another terrific springtime rally. I like Shopify.

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