In this article, we will look at the stocks on Jim Cramer’s radar as he highlighted the importance of lower interest rates in sustaining the broader market rally. The host of CNBC’s Mad Money said Tuesday that the stock market could have trouble holding onto recent gains unless the bond market starts cooperating.
We got a powerful reminder that the economy is indeed bigger than the data centre, and it’s worth investing in. Today was the perfect lesson because we saw that these high fliers can plummet hundreds of points… When you get this kind of inflation, it really cuts back on your opportunities. Sure, we had some nice bounce-backs today. If you bought stocks, any stocks in the depths of despair that we saw, you’re up. Hey, terrific. But without the bond market on your side, you might just be up on a trade.
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Cramer also said that investors who locked in profits from major technology winners are better positioned to absorb losses elsewhere without seriously damaging overall performance. He noted that the broader significance lies in the market becoming healthier as several beaten-down sectors finally participated in the rally. He said he welcomed that because it signaled a wider recovery beyond a narrow group of high-growth technology names.
The bottom line, though: I just wish more companies could crack their own code and fast because the Venezuelan timeframe for the war with Iran is long gone, and the new one, it’s beginning to put the hurt to a lot of people. That inflation, real bad news, because the stock market won’t be able to rally for long without the oxygen of lower interest rates. And it’s very hard to cut rates with the CPI up 3.8%.
Our Methodology
For this article, we compiled a list of 8 stocks that were discussed by Jim Cramer during the episode of Mad Money aired on May 12. 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).
8 Stocks on Jim Cramer’s Radar: CoreWeave, Vertiv, and Need for Lower Interest Rates
8. Sterling Infrastructure, Inc. (NASDAQ:STRL)
Sterling Infrastructure, Inc. (NASDAQ:STRL) was among the stocks on Jim Cramer’s radar as he highlighted the importance of lower interest rates in sustaining the broader market rally. Answering a caller’s question about the stock, Cramer commented:
You can’t buy it here. We just have to say, we missed it… We just missed it, and I just can’t put you in that stock after it just had a 52% move. That’d be irresponsible.
Sterling Infrastructure, Inc. (NASDAQ:STRL) provides e-infrastructure, transportation, and building solutions, including site development for data centers, industrial facilities, and public works projects. In addition, the company offers concrete, plumbing, and surveying services for residential and commercial construction. During the May 5 episode, Cramer noted that the company posted a “tremendous” quarter. He said:
Nucor makes the steel… Sterling Infrastructure does a lot of the building too and the roads too. It reported a tremendous quarter last night. How tremendous? It jumped 276 points or 52% today. How’s that versus your index fund?
7. Vertiv Holdings Co (NYSE:VRT)
Vertiv Holdings Co (NYSE:VRT) was among the stocks on Jim Cramer’s radar as he highlighted the importance of lower interest rates in sustaining the broader market rally. During the lightning round, a caller inquired about the stock, and in response, Cramer said:
Okay, here’s what I want you to do with Vertiv. I think they’ve got great orders. I think if you want to put a position on, you buy half and then you wait for a decline. If it doesn’t decline, that’s too bad because the stock is just, it is just a tiger right now, and I don’t want you to get burned.
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. Cramer discussed the company’s latest quarterly results during the April 22 episode, as he remarked:
This morning, we got a great quarter again from Vertiv Holdings, which makes crucial power and cooling equipment for the data center, of course. Yet the stock actually got dinged a little. Look, I think that was purely because it came in too hot. Even after this pullback, the stock’s up 88% year to date. I hope you have some of these kinds of stocks.
Quarter was phenomenal. Vertiv delivered a 17-cent earnings beat off a dollar basis. That’s up 83% year over year. Revenue came in higher than expected. Their operating margin expanded by a staggering 430 basis points. Even better, management raised their full year sales and earnings forecast. They’re now talking about 29 to 31% organic revenue growth this year. Problem is the stock had already made a monster move higher, but Vertiv keeps making smart acquisitions to expand its place in the data center.
6. Chevron Corporation (NYSE:CVX)
Chevron Corporation (NYSE:CVX) was among the stocks on Jim Cramer’s radar as he highlighted the importance of lower interest rates in sustaining the broader market rally. A caller mentioned that they wish to start a position in the stock, given the conflict with Iran, but are unsure “when to pull the trigger.” Cramer replied:
No, you’re absolutely right to do Chevron. The one thing I would tell you is that the last time that oil was at these prices, Chevron was dramatically higher, but you do get a 3.8% yield, and they have great cash flow. And Mike Wirth is running it, and I’m going to say pull the trigger. I like it.
Chevron Corporation (NYSE:CVX) is an integrated energy company that explores, produces, refines, and markets oil, natural gas, and petrochemical products. During the April 10 episode, a caller inquired whether the market is in the early innings of another offshore drilling supercycle. The Mad Money host said:
No, I don’t think we are. If you’re doing offshore drilling, just go buy Chevron because no one drills offshore like Mike Wirth. And I know that’s the oil company, not the driller. You’d say, well, maybe you should be in Schlumberger. I say, just go be with Mike Wirth.
5. GoodRx Holdings, Inc. (NASDAQ:GDRX)
GoodRx Holdings, Inc. (NASDAQ:GDRX) was among the stocks on Jim Cramer’s radar as he highlighted the importance of lower interest rates in sustaining the broader market rally. When a caller mentioned that they think “Wall Street’s asleep at the switch after the last beat and raise guidance” from the company, Cramer commented:
Well, I don’t know, man. Look, you know what? I’m going to grant you that spec. I’m going to say that there’s limited downside, but you just should be glad that stocks stop at zero.
GoodRx Holdings, Inc. (NASDAQ:GDRX) provides a price comparison platform that helps consumers find and save on prescription drug purchases. The company also offers subscription programs, telehealth services, and healthcare solutions for pets. A caller asked about the company during the episode aired on June 3, 2025, and Cramer replied:
Sometimes, like my Nana Mary said, if you don’t have anything good to say about someone, don’t say it at all.
It is worth noting that since the above comment was aired, the company’s stock is down by nearly 32%.
4. Shopify Inc. (NASDAQ:SHOP)
Shopify Inc. (NASDAQ:SHOP) was among the stocks on Jim Cramer’s radar as he highlighted the importance of lower interest rates in sustaining the broader market rally. Cramer addressed the AI worries around the stock, as he stated:
That quarter looked pretty… good to me. I think the stock got punished because Wall Street has no patience for any kind of software company that might potentially be challenged by AI at some point in the future. When you look at the numbers, Shopify beat expectations on every single key line… I think Shopify’s outlook is on the conservative side because these guys do practice UPOD or under promise and over deliver. The company’s beaten revenue expectations for 15 quarters in a row. I bet they can do 16. In the end, the worst thing I can say about Shopify is that okay, it’s still fairly expensive… It’s trading at 55 times this year’s earnings estimates… But man, Shopify’s on track to grow earnings at a 29% clip this year, meaning it’s trading at 1.9 times the growth rate. Okay, on the high side, but it’s not unreasonable…
Here’s the bottom line: Shopify keeps getting crushed by AI displacement worries, but I don’t believe it’s an actual AI displacement victim. The company keeps putting up excellent numbers and not getting credit for them. To me, this is a textbook example of a stock that keeps getting cheaper, not more expensive as it goes lower. Down here below $100, I think Shopify’s a steal. Okay, I’ll grant you, if it does go lower, I would buy more on a five-point scale down, 92, that’s, you know, then 87. But you know what? I cannot imagine this stock almost getting cut in half again. I don’t think that’s going to happen.
Shopify Inc. (NASDAQ:SHOP) provides a commerce platform that helps businesses manage products, orders, payments, and customer relationships.
3. FedEx Corporation (NYSE:FDX)
FedEx Corporation (NYSE:FDX) was among the stocks on Jim Cramer’s radar as he highlighted the importance of lower interest rates in sustaining the broader market rally. Cramer showed a bullish sentiment toward it, as he remarked:
As America turns 250, we’re spotlighting the companies and infrastructure powering the next chapter of growth. And that brings us here to the FedEx World Hub in Memphis, where logistics, technology, and American industry all come together under one roof. They can process a whopping 474,000 packages per hour here. This is like the beating heart of the economy. You can see it moving in real time. So when CEO Raj Subramaniam talks about the economy, you’re not getting a survey or lagging government data; he’s seeing the consumer demand, business shipments, industrial activity, healthcare deliveries, international trade flows, and supply chain shifts as they happen. Raj is the signal. And look, we know FedEx has been thriving. The company reported a spectacular quarter in March, thanks to network optimization efforts. And I feel pretty… bullish about the future here… One of the greatest turnaround stories out there.
FedEx Corporation (NYSE:FDX) provides transportation, shipping, and logistics services, e-commerce solutions, and supply chain management.
2. CoreWeave, Inc. (NASDAQ:CRWV)
CoreWeave, Inc. (NASDAQ:CRWV) was among the stocks on Jim Cramer’s radar as he highlighted the importance of lower interest rates in sustaining the broader market rally. Answering a caller’s query about the stock during the episode, Cramer said:
Okay, now, I gotta tell you… CoreWeave is what I call a stock that’s not for the squeamish. This thing is just, it’s just too hot, and I can’t put you in a stock that I think is so hot that you could be down 20 and up 20 and down 20. JNJ was made for you.
CoreWeave, Inc. (NASDAQ:CRWV) runs a cloud platform designed to power and scale GenAI workloads with high-performance compute, storage, networking, and managed services. During the April 20 episode, a caller inquired about the stock, 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.
1. The Home Depot, Inc. (NYSE:HD)
The Home Depot, Inc. (NYSE:HD) was among the stocks on Jim Cramer’s radar as he highlighted the importance of lower interest rates in sustaining the broader market rally. Cramer explained how his “hedge has backfired,” as he commented:
One of the more boneheaded things I’ve done for the Charitable Trust, we bought some Home Depot. I did it because the despot has augmented the do-it-yourself business with some steady earners, the suppliers, the home builders. I thought that if inflation were doing nothing and the new Fed chief, Kevin Warsh, comes in, we can get rate cuts galore. I mean, it could be terrific, and I figured it would send Home Depot up a hundred points. Look, it’s still possible, but it’ll make a hundred points from a much lower level. This was a loss, plain and simple. I bought the stock because I thought it made sense as a hedge to lower rates, and the hedge has backfired.
The Home Depot, Inc. (NYSE:HD) is a home improvement retailer that sells tools, building materials, and decor. Furthermore, the company provides installation and equipment rental services.
While we acknowledge the potential of HD 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 HD and that has 100x upside potential, check out our report about the cheapest AI stock.
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