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Jim Cramer Advised Staying in the Market and Discussed 5 Stocks, Including Cheniere, FedEx, and More

In this article, we will look at “Jim Cramer Advised Staying in the Market and Discussed 5 Stocks, Including Cheniere, FedEx, and More”. Please visit Jim Cramer Advised Staying in the Market and Discussed 15 Stocks, Including Cheniere, Lam, and More, if you’d like to see the extended list and methodology behind it.

5. Cheniere Energy, Inc. (NYSE:LNG)

Cheniere Energy, Inc. (NYSE:LNG) is one of the stocks highlighted in Jim Cramer’s latest Mad Money recap as he provided top stock insights. Cramer said that the stock trades at a relatively low valuation despite hitting all-time highs. He stated:

So we, look, we still like Sempra very much, but if, let’s say, you’re focused primarily on the LNG export thesis, well, there are better ways to play it than Sempra. Now, the most obvious one, one we’ve talked about since the beginning of the show, is Cheniere Energy… These guys practically invented the modern-day liquefied natural gas export story, opening up the first American LNG export terminal in nearly 50 years back in 2016, which, by the way, was originally going to be an import terminal, and they just switched it the other way when they realized how much natural gas we have.

Today, Cheniere is one of the world’s largest liquefaction platforms with two major facilities in Sabine Pass, Louisiana, and Corpus Christi, Texas. They produced record LNG volumes last year. Most importantly, this is a pure play. Cheniere generated about $19.4 billion of LNG revenue in 2025 against roughly $20.0 billion of total revenue.

If you want the biggest, most established most liquid name with the most direct correlation to the world needing more liquefied natural gas from America, well, this is where you should start your search. Of course, with Cheniere, you’re not early to the story. Stock’s trading at all time highs. It’s up roughly 45% just since the beginning of 2026 but it’s the cleanest play on LNG. And that stock’s actually not even that expensive, trading just under 20 times this year’s earnings estimates.

Cheniere Energy, Inc. (NYSE:LNG) owns and operates LNG terminals and supply pipelines. The company supports the production, transportation, and marketing of liquefied natural gas. We recently mentioned the company while discussing stocks heating up amid market panic. You can read more here.

4. Sempra (NYSE:SRE)

Sempra (NYSE:SRE) is one of the stocks highlighted in Jim Cramer’s latest Mad Money recap as he provided top stock insights. Cramer noted that he discussed the U.S. dominance in LNG in light of the Iran conflict with the company’s CEO, as he said:

Two days ago I spoke with Jeff Martin, he’s the CEO of Sempra, and right at the end of that interview, he gave me an idea that I frankly haven’t been able to shake since. This was right after Israel bombed Iran’s largest gas field, and Iran retaliated by striking the world’s largest liquefied natural gas export terminal in Qatar. I asked him if all this chaos in the Middle East could pave the way for the U.S. to become a much more important supplier of liquefied natural gas to the rest of the world. And his answer was a resounding yes…

Now, if you’re a country that needs liqufied natural gas, America’s become the most reliable source of supply practically overnight. Since Jeff Martin from Sempra sparked this idea, let’s start with his company, which helped build one of the country’s earliest LNG export facilities in Louisiana. Unfortunately, Sempra is mainly a utility and they want to be more of a pure play. So they’ve agreed to sell a majority stake in their infrastructure business to a private equity firm, KKR. Basically, this has become a regulated utility story, and it’s got some LNG upside though.

Sempra (NYSE:SRE) develops and operates energy infrastructure, providing natural gas and electric services through regulated utilities and transmission networks. We recently covered Jim Cramer’s previous comments on the company. You can read them here.

3. FedEx Corporation (NYSE:FDX)

FedEx Corporation (NYSE:FDX) is one of the stocks highlighted in Jim Cramer’s latest Mad Money recap as he provided top stock insights. Cramer highlighted that he expects more upside from the stock as he commented:

All things considered, this was an excellent quarter for FedEx, and the stock absolutely deserved its gains today… Even though FedEx has rallied like crazy over the last six months or so, I don’t think the stock’s run is necessarily near its end. And why do I say that? Well, the stock currently trades just over 18 times the midpoint of the company’s newly raised full-year forecast, which is on the high end of where this one tends to trade historically. But I think it’s fair to expect that the earnings are going to go up big next year. And keep in mind, next fiscal year, they won’t have the freight business, which is currently the worst-performing part of the company.

Looking at the estimate for fiscal 2027, FedEx currently trades at just 16 times that number, and keep in mind, those estimates may prove to be too low given that these guys keep beating the numbers. Using the longer-term targets from last month’s investor meeting, Wall Street expects more than $28 in earnings per share in 2029. So, FedEx is trading at only 13 times their 2029 earnings forecast. 13 times, that’s crazy.

Now, does this excellent quarter from FedEx have implications for the broader transport sector? I think that’s hard to say… It’s not the kind of place you should be in this kind of environment, but FedEx did have positive commentary about its own volumes, seeing strength across nearly all their package services. But it’s honestly tough to figure out how much of that is from a broader recovery in package volumes and how much of that is FedEx taking market share because they’re running circles around the competition…

Let me give you the bottom line on this incredibly exciting turnaround: After a harsh sell-off in the transports in response to the war with Iran cutting off oil supplies in the Persian Gulf, it was nice to see FedEx report a really terrific quarter and then rally… This company’s doing incredibly well, and I think the stock deserves to go higher, maybe appreciably higher. Of course, the longer the Strait of Hormuz stays closed, the harder it gets to own any of the transports, including FedEx. But if any of these companies is going to escape the situation unscathed, I think it’ll be this one.

FedEx Corporation (NYSE:FDX) provides transportation, shipping, and logistics services, e-commerce solutions, and supply chain management.

2. CAVA Group, Inc. (NYSE:CAVA)

CAVA Group, Inc. (NYSE:CAVA) is one of the stocks highlighted in Jim Cramer’s latest Mad Money recap as he provided top stock insights. When a caller asked about the stock, Cramer said:

I think that Cava is great. I never understood why it was all the way down. As you know, it’s recommended in the book very intensely. The stock’s down $3 today. I think the stock could repeal some of those gains. Maybe at 75, 73, that’s where I’d go, and not before then, okay? Not before then.

CAVA Group, Inc. (NYSE:CAVA) operates a restaurant chain under the CAVA brand and sells dips, spreads, and dressings through grocery retailers. Cramer was quite bullish on the stock when a caller inquired about it during the January 15 episode. He remarked:

No, no, no, no. Cava’s making a big move. It just started. Look at Yum today. Look at Texas Roadhouse today. Look at that group. Cava is good. It was making me look bad in How to Make Money in Any Market, but that’s no longer the case. Cava is a buy, buy, buy.

1. Corning Incorporated (NYSE:GLW)

Corning Incorporated (NYSE:GLW) is one of the stocks highlighted in Jim Cramer’s latest Mad Money recap as he provided top stock insights. Noting that the stock has been “between $125 and $130 for quite a while,” a caller inquired if they should add to their position. Cramer replied:

No, no, we own Corning for our, the Charitable Trust. We have almost a double in it. I want the stock to come down before I tell people to buy it right here because this market’s awful. And I think that the stock, which is down $8.50 today, it could be down $10 on Monday. And I don’t want you to buy it and then say, hey listen, it just dropped $10. I think that all stocks that have moved big here are vulnerable. Corning’s vulnerable. We’ll pick some up after the sell, not before.

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. Moreover, it supplies specialty materials, emission control products, and laboratory equipment. During the March 2 episode, Cramer mentioned the stock while discussing February’s noteworthy S&P 500 stocks and stated:

February’s second-best performer… is one of the ones that I am most excited about, and that is Corning. It’s a stock we own for the Charitable Trust. It was up 45.7% last year. Now, this company’s a glass specialist. It’s been printing money as it makes fiber optic equipment for the AI data center buildout, and that’s how the stock could quadruple in less than a year. Now, I had my aha moment with Corning after visiting the company’s Harrodsburg, Kentucky, glass plant last September. That trip was mainly about their business supplying glass for the iPhone, but I left Kentucky feeling more excited about the fiber optic opportunity than anything else, and quickly built a sizable position in this one for the Charitable Trust.

Since then, it’s been less than five months, and the Trust has a 96% gain in this situation. Corning’s gradual ascent turned into a fierce rally in late January when the company announced a $6 billion deal to supply fiber for Meta Platforms’ data centers, and then the next day reported a great set of numbers, even better guidance for the current quarter. The stock hasn’t looked back since. I think the big lesson from Corning is that companies supplying components or services for the data center continue to be some of the best stocks in the entire market, even after they’ve moved a great deal.

While we acknowledge the potential of GLW 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 GLW 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.

The $250 Trillion AI Hype is Real. A few years from now, you’ll probably wish you’d bought this stock.

Dr. Inan Dogan

Dr. Ian Dogan

Co-Founder and Research Director at Insider Monkey

When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard.

Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences.

At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000.

Do the math. According to Musk, this technology could be worth $250 trillion by 2040.

Put another way, that’s roughly equal to:

  • 175 Teslas
  • 107 Amazons
  • 140 Metas
  • 84 Googles
  • 65 Microsofts
  • And 55 Nvidias

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  • Bill Gates sees artificial intelligence as the “biggest technological advance in my lifetime,” more transformative than the internet or personal computer, capable of improving healthcare, education, and addressing climate change.
  • Larry Ellison — through Oracle, is spending billions on Nvidia chips and partnering with Cohere to embed generative AI across Oracle’s cloud and apps.
  • Warren Buffett — not known for tech hype — says this breakthrough could have a ‘hugely beneficial social impact.

When billionaires from Silicon Valley to Wall Street line up behind the same idea — you know it’s worth paying attention to.

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Dr. Inan Dogan

Dr. Ian Dogan

Co-Founder and Research Director at Insider Monkey

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