Jim Cramer, the host of Mad Money, on Tuesday talked about the opening days of earnings season and the market’s uneven behavior.
“The market gets so angry over nothing. It’s just plain irritable, very hard to please, like a 3-year-old child. But when you make it happy, the inner child giggles, and your stocks will soar. Not that you can tell from the averages today. I was hoping that these would be a little more tame, and yes, even logical.”
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Cramer explained that the market appeared to decide that companies tied to software would be hurt by artificial intelligence rather than helped by it, and as a result, Salesforce, Adobe, and ServiceNow were hit hard again. He added that the hardware side of artificial intelligence moved sharply higher, led by Intel and AMD. He also noted that NVIDIA still failed to attract the same level of enthusiasm, despite its central role in AI hardware. He said that one of the most striking developments of the day was the sudden affection for retail stocks. He observed that after being shunned for about a year, retailers quickly became favorites, and it was surprising how fast that shift occurred. He added that buyers could not seem to find a price level where they were willing to step away from dollar stores and discount chains.
“As I said at the beginning of the year, though, the first two weeks are always a jumbled amalgam of love and hate, too much of both. But the bottom line? Now that earnings season has started, the rehearsals are over, and we’re going to begin to see the reaction to actual numbers. And if it’s anything like JPMorgan, what can I say? It’s showtime.”
Our Methodology
For this article, we compiled a list of 7 stocks that were discussed by Jim Cramer during the episode of Mad Money aired on January 13. We listed the stocks in the order that Cramer mentioned them. We also provided hedge fund sentiment for each stock as of the third quarter of 2025, which was taken from Insider Monkey’s database of 978 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).
7 Stocks on Jim Cramer’s Radar Recently
7. Structure Therapeutics Inc. (NASDAQ:GPCR)
Number of Hedge Fund Holders: 42
Structure Therapeutics Inc. (NASDAQ:GPCR) is one of the stocks on Jim Cramer’s radar recently. When a caller inquired about the stock, Cramer commented:
“Oh, okay, so this is a, they have a deal with Roche, and therefore, I think it’s a legitimate idea, but, boy, the stock fully reflects that deal. I don’t want to touch it. Lilly is still the gold standard.”
Structure Therapeutics Inc. (NASDAQ:GPCR) develops oral small-molecule drugs to treat chronic conditions like obesity and pulmonary fibrosis.
6. Catalyst Pharmaceuticals, Inc. (NASDAQ:CPRX)
Number of Hedge Fund Holders: 34
Catalyst Pharmaceuticals, Inc. (NASDAQ:CPRX) is one of the stocks on Jim Cramer’s radar recently. During the lightning round, a caller asked if they should buy more, hold, or sell their position in the stock, and here’s what Cramer had to say in response:
“I like Catalyst Pharmaceuticals. It actually has, by the way, real earnings, and it’s a very inexpensive stock. I think you’ve got a winner.”
Catalyst Pharmaceuticals, Inc. (NASDAQ:CPRX) provides treatments for patients managing rare conditions such as Lambert-Eaton myasthenic syndrome and Duchenne muscular dystrophy. During the episode that aired on March 25, 2025, a caller inquired about the stock and Cramer replied:
“No, I think it’s very good and it’s had a very good year. It’s up more than almost every other drug, any company I follow. Yeah, we did like it. Now remember this [is] still [a] small cap stock and there’s some insider selling, but I do think it’s just a very good situation. We went over that a while ago and it beat the earnings estimates…. They were supposed to earn 55 cents and earned 70 cents. That’s my kind of stock. I think you’re in good shape.”
It should be noted that since the above comment was aired, Catalyst Pharmaceuticals, Inc.’s (NASDAQ:CPRX) stock has declined by around 13%.
5. Crane Company (NYSE:CR)
Number of Hedge Fund Holders: 47
Crane Company (NYSE:CR) is one of the stocks on Jim Cramer’s radar recently. Answering a caller’s query about the stock during the lightning round, Cramer stated:
“52-week high, why not? Diversified manufacturer. It’s like a, what people want are diversified manufacturers that not necessarily are part of the data center right now, and that includes Crane. Good company.”
Crane Company (NYSE:CR) produces industrial equipment and systems for the aerospace, defense, and space industries. On January 5, the company announced that it finalized its acquisition of Precision Sensors & Instrumentation from Baker Hughes. It plans to discuss the details of this acquisition during its fourth quarter fiscal year 2025 earnings call, which has been announced for February 12, after the earnings release on February 11.
4. Texas Instruments Incorporated (NASDAQ:TXN)
Number of Hedge Fund Holders: 72
Texas Instruments Incorporated (NASDAQ:TXN) is one of the stocks on Jim Cramer’s radar recently. Noting that they are up 32% on TXN, a caller asked if it is time to sell or hold. Cramer replied:
“No, no, you want to hold it. Why? Because every one of these other semiconductors has ignited. This one hasn’t yet. It’ll come around. It’s been a cyclical rotation. I like this story.”
Texas Instruments Incorporated (NASDAQ:TXN) designs and manufactures semiconductors and related products used in industrial, automotive, and electronic applications. Mairs & Power stated the following regarding Texas Instruments Incorporated (NASDAQ:TXN) in its third quarter 2025 investor letter:
“The Information Technology sector was the largest contributor to the underperformance of equities during the period. A handful of companies witnessed outsized share price performance driven by enthusiasm around artificial intelligence (AI), while the Fund largely lacked exposure to these companies. Additionally, several technology companies the Fund has exposure to also underperformed the market, specifically Entegris (ENTG), Motorola Solutions (MSI), and Texas Instruments Incorporated (NASDAQ:TXN). For Texas Instruments, the lackluster demand environment continues, and while we are confident that this will turn at some point, the uncertainty introduced from tariffs is hanging over the stock for the time being.”
3. Sirius XM Holdings Inc. (NASDAQ:SIRI)
Number of Hedge Fund Holders: 54
Sirius XM Holdings Inc. (NASDAQ:SIRI) is one of the stocks on Jim Cramer’s radar recently. During the episode, a caller sought Cramer’s opinion on the stock, and he replied:
“Hey, listen. We got a 5% yield, okay, and it can bounce back. Is it my favorite? No. Why? Because I like growth, and it doesn’t have growth, and that’s the real problem.”
Sirius XM Holdings Inc. (NASDAQ:SIRI) provides subscription-based audio entertainment, including music, talk, sports, and podcasts, through satellite radio and streaming platforms. A caller asked about the stock during the November 25, 2025, episode, and Cramer responded:
“Alright, look, I think it’s just, it does, you need to have more car sales. You need to have more growth in used cars. You need to have that before you can just say, you know what, it’s time to load the boat up [on] Sirius. And that’s the problem.”
2. Alphabet Inc. (NASDAQ:GOOGL)
Number of Hedge Fund Holders: 243
Alphabet Inc. (NASDAQ:GOOGL) is one of the stocks on Jim Cramer’s radar recently. Cramer mentioned the company during the episode and said:
“Hey, you want hate? I’ll give you hate. All you have to do is declare you’re going for clean energy to power your data centers. If Microsoft and Meta Platforms were to abandon their dislike of fossil fuels and go all in, say, on despised clean coal, or at least cleaner natural gas, they could actually lift their heads and not have them blown off. Without cheap energy, though, what really matters is that Alphabet increasingly looks like the only winner in AI for the moment. And it’s partnered with Apple to power Siri and who knows what else. Winner.”
Alphabet Inc. (NASDAQ:GOOGL) provides tech-related products and services, including search, advertising, cloud computing, AI tools, and digital content platforms like YouTube and Google Play. Cramer mentioned the company during the January 8 episode, as he commented:
“Apart from that, Alphabet was very strong last year, up roughly 65%, as the outcome from its antitrust trials amounted to really just a slap on the wrist, while their Gemini 3 AI platform… I use it all the time, although I don’t use it authoritatively. I just use it as some way, as a compilation, it compiles things for me. It’s a home run, and it’s now threatening ChatGPT for mindshare.”
1. JPMorgan Chase & Co. (NYSE:JPM)
Number of Hedge Fund Holders: 120
JPMorgan Chase & Co. (NYSE:JPM) is one of the stocks on Jim Cramer’s radar recently. Cramer discussed the company’s earnings during the episode and said:
“The earnings season started today, along with softer inflation, courtesy of a decent consumer price index figure that came out this morning and an insane new love for retail… JPMorgan is the world’s biggest bank. We all know that. But CEO Jamie Dimon, cautious guy, and whenever the bank reports, he tends to say things that the market doesn’t want to hear. And that’s what happened three months ago when he talked about cockroaches in the credit market. He sent the stock into a one-day nose dive that crushed the bank supporters. This time, JPMorgan actually reported a weaker-than-expected quarter, not enough underwriting, and the stock eventually got hammered again. Worse, Jamie was back urging caution and getting tough about the right to charge high fees for credit cards to make up for losses. That combination created a tsunami of selling. We saw the same thing last time. I say wait a day or two, just like last time, so you can gradually buy this one on weakness. Why? Because it will always bounce back. How do I know that? Because it always has.”
JPMorgan Chase & Co. (NYSE:JPM) provides financial services, including banking, lending, payments, and investment management. In addition, the company offers investment banking, asset management, and advisory solutions.
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