Jim Cramer, host of Mad Money, wrapped up the week on Friday by advising investors to focus closely on upcoming economic indicators and earnings of different companies.
“The president had this big call with President Xi today, right, with China, and all we heard about is that there was this solid discussion about TikTok and some sort of deal reached. I don’t think that’s the way it comes out with this president. He gives a nice talk, but then saves everything for the weekend. I think, over the weekend, we’ll find out about the other things that were discussed, including what the Chinese would buy from us in exchange for a trade deal… I think it’ll move stocks on Monday.”
READ ALSO: Jim Cramer Was Focused on These 13 Stocks and Jim Cramer’s Recent Takes on These 12 Stocks.
Looking ahead to Wednesday, Cramer pointed out that new home sales data would be released. He stressed the importance of seeing increased housing transactions but flagged concerns about the bond market. Since the Federal Reserve cut short-term interest rates last Wednesday, bond prices have declined while yields have risen. Cramer warned that it is counterproductive for the housing market. He mentioned that if borrowing costs remain elevated due to rising yields, it will be difficult to see any meaningful increase in home sales.
“And then finally, we’ve got this really hard thing to understand, okay, it’s the Fed’s favorite gauge of inflation. It’s called the Personal Consumption Expenditures Price Index. We care about these indices because we want the Fed to get out of the box where inflation goes higher and hiring gets worse.”
Cramer said that the challenge is that inflation remains difficult to interpret, in part due to distortions caused by tariffs. He noted that if the inflation data reflects mostly one-time impacts from tariffs, that would be a more encouraging sign. He said that the Fed cannot move forward with meaningful rate cuts until there is clear evidence that inflation is truly under control.
“Bottom line: No matter what, we have to accept that… this week brought still one more round of skepticism, derision, head scratching and befuddlement as the vast majority of commentators and analysts, at least the ones that I listen to, continue to denigrate a market despite the fact that it’s made a huge amount of money for the true believers and people who belong to the great nation of Cramerica.”
Our Methodology
For this article, we compiled a list of 26 stocks that were discussed by Jim Cramer during the episode of Mad Money aired on September 19. 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 373.4% since May 2014, beating its benchmark by 218 percentage points (see more details here).
26 Stocks Jim Cramer Offered Insights On
26. Rocket Companies, Inc. (NYSE:RKT)
Number of Hedge Fund Holders: 56
Rocket Companies, Inc. (NYSE:RKT) is one of the stocks Jim Cramer offered insights on. A caller asked whether this week’s rate cut and the likelihood of additional cuts could lead to a surge in it due to falling mortgage rates. Cramer replied:
“Man, everyone’s kind of, here’s the problem, sir: Everyone’s kind of done that trade. I would much rather see you be in Wells, which is resting here at 80. Divide it by four and call it a $20 stock. I just think what matters is that Wells is the one at this point, that is, it’s spring-loaded. This one has already gone off.”
Rocket Companies, Inc. (NYSE:RKT) delivers mortgage, real estate, and personal finance solutions through brands like Rocket Mortgage, Rocket Homes, Rocket Loans, and Rocket Money, alongside software services such as Lendesk. The company also provides appraisal, settlement, and loan origination services while originating, closing, selling, and servicing agency-conforming loans. When a caller inquired about the company in light of rate cuts in a May episode, Cramer replied:
“If that’s the case, if that scenario occurs, then you gotta buy, buy, buy…. Now that’s not my scenario. My scenario is that nothing happens because the president is doing stuff that’ll make it so that Mr. Powell may say, listen, I can’t encourage any inflation, and that could go on for a little bit. But you know what? I think Rocket’s a very fine company.”
25. Okta, Inc. (NASDAQ:OKTA)
Number of Hedge Fund Holders: 57
Okta, Inc. (NASDAQ:OKTA) is one of the stocks Jim Cramer offered insights on. When Cramer was asked about the stock during the lightning round, Cramer said:
“I like Okta because I like identity management. But you know what? Palo Alto’s got great identity management now that they’re buying CyberArk, so I got to send you over to PANW.”
Okta, Inc. (NASDAQ:OKTA) provides identity and access management solutions through products like Single Sign-On, Adaptive Multi-Factor Authentication, API security, and device access, along with governance, lifecycle, and server access tools. Its platform also includes universal login, attack protection, and extensibility features to secure users, applications, and cloud infrastructure. During a July episode, Cramer said that he likes Okta, Inc. (NASDAQ:OKTA), but he prefers CrowdStrike instead. He commented:
“Okay, Okta. I like Okta, but I gotta tell you, I got the CrowdStrike down like 40 gazillion points today. I’d rather own CrowdStrike nine days ahead of when the Earth stood still from their outage.”
