In this article, we will look at 5 Stocks in Focus as Jim Cramer Discussed a Market Yearning for the Status Quo. Please visit 11 Stocks in Focus as Jim Cramer Discussed a Market Yearning for the Status Quo, if you’d like to see the extended list and methodology behind it.
5. Salesforce, Inc. (NYSE:CRM)
Salesforce, Inc. (NYSE:CRM) is among the stocks in focus as Jim Cramer highlighted a market yearning for the status quo ante. Cramer mentioned the company’s latest quarter and the market reaction to it, as he said:
We all know it’s been a brutal period for anything related to enterprise software because Wall Street just somehow assumes this entire industry will be devastated by AI. For example, Salesforce reported what I thought was a pretty darn good quarter in February, but the stock hasn’t been able to get any traction since. Makes no sense to me. Salesforce has a booming AI business on its own in Agentforce, and they just rolled out a bunch of new AI-powered features for Slack. Plus, the company’s also putting its money where its mouth is. $50 billion buyback, which is already underway. That’s enormous. Remember, it’s only a $172 billion company.
Salesforce, Inc. (NYSE:CRM) provides CRM-focused tools that help businesses manage customer interactions, use AI agents, analyze data, collaborate, and run marketing, commerce, and field service operations. Cramer discussed the company’s AI division during the February 26 episode and stated:
Marc actually brought on two clients of Agentforce, the AI division that’s generating $800 million in annual recurring revenue. Wyndham Hotels, that’s the largest hotelier, and SharkNinja, we’ve had them on the show. Each talked about how Agentforce is saving them money by doing the easy stuff, saving the hard calls for humans. They described an almost euphoric world where robots handle the drudgery so that the people can focus on the real work… Initially, the stock sold off in after-hours trading, but it ultimately managed to catch fire today, rallying 4%. And I think one of the big reasons for that is that Marc announced a $50 billion buyback.
Now, that’s not bad for a $187 billion company. He said the cash flow can cover it as well as a small dividend boost. Basically, if the stock market refuses to give Salesforce the benefit of the doubt, then well, they’re just happy to repurchase their own shares at a big discount to what they think it’s worth. I think he’s serious about snapping up all that stock because he’s certain that the sellers are making a mistake, and they do have a ton of cash flow. Overall, Marc was trying to communicate a very simple idea. Salesforce sees the damage that AI can do to enterprise software, which is why his company’s invested so heavily in AI agents that are taking share and taking names…
He’s heard what the bears are saying, which is why he’s mad as hell, and he is not going to take it anymore. This is my favorite version of Marc Benioff, a fired-up CEO with a new product that I think can take the world by storm… Sure, it could be tough for a couple of quarters as Salesforce transitions to a much more agent-heavy model. But I’m now convinced that they can pull it off, if only because I’ve seen this company down before, and it’s always been a mistake to count them out. And I’m betting this time, it will be no different.
4. Vertiv Holdings Co (NYSE:VRT)
Vertiv Holdings Co (NYSE:VRT) is among the stocks in focus as Jim Cramer highlighted a market yearning for the status quo ante. A caller asked for Cramer’s current thoughts on the stock, and he replied:
Oh, I like Vertiv very much. And I know people are going to say, Jim, it’s too high, it’s too high, it’s too high. It’s been too high ever since it got too high. There’s some genuine home-spun wisdom, huh?
Vertiv Holdings Co (NYSE:VRT) designs, manufactures, and manages power and cooling systems for data centers and digital networks. The company also provides services to keep these systems running smoothly and efficiently. During the March 17 episode, Cramer noted his positive sentiment toward the stock, as he said:
If I learned anything out here at GTC, NVIDIA’s festival of artificial intelligence, is that there’s still a mountain of money in this business. Take Vertiv Holdings, which makes power and cooling equipment for the data centers. Hey, look, these guys reported a blowout quarter last month, which is why the stock’s up more than 65% just since the beginning of 2026… It’s one that we’ve liked forever, since the teens, because Dave Cote, chairman, said this is the one to watch. I’m always with him.
3. Blackstone Inc. (NYSE:BX)
Blackstone Inc. (NYSE:BX) is among the stocks in focus as Jim Cramer highlighted a market yearning for the status quo ante. Cramer mentioned the stock during the episode and remarked:
What else? We saw the stocks of the banks themselves, which have been horrendous, start to rally. There are always worries about bad loans. They were shrugged off today. Very impressive. I like the action, let’s call it the pin action, in the private equity firm, Blackstone. Remember, this is the one where the employees actually bought the private credit exposure from the frightened, scared investors who wanted out, no matter what. The private equity cohort will also benefit from the possibility of more deals that maybe they’ll use it. Please, private equity people, will you sell some… Take a loss. Just get it out of our faces. Alright… that’s a little extreme.
Blackstone Inc. (NYSE:BX) manages alternative assets as it specializes in private equity, real estate, hedge fund solutions, and credit strategies.
2. Meta Platforms, Inc. (NASDAQ:META)
Meta Platforms, Inc. (NASDAQ:META) is among the stocks in focus as Jim Cramer highlighted a market yearning for the status quo ante. Cramer highlighted what happened to the company after the recent legal battle, as he stated:
Of course, these weren’t the only two winners. Meta Platforms has been pancaked here to the point where it sells for 19 times earnings. I understand that the company has to spend a lot of money buying chips from NVIDIA. That’s put a lid on the stock. But Meta really got crushed by a one-two punch in New Mexico and Los Angeles courtroom over the way the company failed to protect the younger users, among many other charges.
They lost both cases, and the stock shed billions and billions and billions of dollars over a two-day period. Cooler heads are now looking at these cases and recognizing that there’s plenty of appeals ahead before Meta has to pay anything at all. And if they win on the appeal, they’re not going to pay a dime. I think that the awards will be trimmed. I also think that the First Amendment’s going to be a very good protector of what Meta has to do.
Meta Platforms, Inc. (NASDAQ:META) develops technologies and applications that connect people through social networking and messaging. The company’s portfolio includes Facebook, Instagram, WhatsApp, Messenger, Threads, and virtual and augmented reality products.
1. NVIDIA Corporation (NASDAQ:NVDA)
NVIDIA Corporation (NASDAQ:NVDA) is among the stocks in focus as Jim Cramer highlighted a market yearning for the status quo ante. Cramer highlighted the company’s recent deal with Marvell. The Mad Money host commented:
Today, the action in the growth stocks say, well, this is what things were going to look like. I want to start with two companies I just talked to on Squawk on the Street this morning, NVIDIA and Marvell Tech. Today, NVIDIA decided to give Marvell $2 billion… as the two agreed to work together on an AI infrastructure plan. Remember, there’s much more to NVIDIA than just chips. There’s a whole software ecosystem, and companies that use Marvell for a portion of their networking can use NVIDIA, too. It’s a smart move for NVIDIA to get companies that don’t use NVIDIA to migrate to their platform. Of course, Marvell benefits, too. NVIDIA rallied 5.6%. Marvell shot up 13%. Talk about multiple compression. At the bottom today, I think NVIDIA stock was trading at 14 times earnings. That’s the PE of a boring old bank stock with bad credits. How could NVIDIA be confused with a boring old bank stock with bad credit? It makes no sense at all.
NVIDIA Corporation (NASDAQ:NVDA) develops accelerated computing and AI platforms, GPUs for gaming and professional use, cloud services, robotics and embedded systems, and automotive technologies.
While we acknowledge the potential of NVDA to grow, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than NVDA and that has 100x upside potential, check out our report about the cheapest AI stock.
READ NEXT: 40 Most Popular Stocks Among Hedge Funds Heading Into 2026 and 15 Stocks That Will Make You Rich in 10 Years.
Disclosure: None. Insider Monkey focuses on uncovering the best investment ideas of hedge funds and insiders. Please subscribe to our free daily e-newsletter to get the latest investment ideas from hedge funds’ investor letters by entering your email address below.
