Jim Cramer Broke Down 5 Stocks Amid Rising Inflation and a Recalcitrant Federal Reserve

In this article, we will look at Jim Cramer Broke Down 5 Stocks Amid Rising Inflation and a Recalcitrant Federal Reserve. Please visit Jim Cramer Broke Down 13 Stocks Amid Rising Inflation and a Recalcitrant Federal Reserve if you’d like to see an extended list and how we came up with the list of best value stocks.

5. Uber Technologies, Inc. (NYSE:UBER)

Uber Technologies, Inc. (NYSE:UBER) is one of the stocks mentioned during the show, as we cover everything Jim Cramer said about the market. Cramer highlighted the company’s partnership with NVIDIA, as he stated:

Now that we’re back from California, I want to go over one big story from NVIDIA’s GTC extravaganza. It’s really not getting any attention at all, especially today with the market so bad. Earlier this week, NVIDIA announced it’s expanding its autonomous driving partnership with Uber. They plan to launch a global fleet of self-driving cars that run on NVIDIA software starting in San Francisco and LA. It’s going to be sometime in the first half of next year.

… Hardly anyone’s willing to give them the benefit of the doubt because when there are AI disruption fears, sellers shoot first and ask questions later. Personally, I don’t think these robotaxis are a real threat to Uber. For one thing, their presence is still tiny, but more importantly, Uber can just form partnerships with the autonomous driving companies. They don’t have to compete directly. This is a company with 202 million monthly active platform users. If you’ve got a robotaxi business, why not just plug it into Uber’s network?… He (Jensen Huang, CEO of NVIDIA) mentions Uber because… they’re now working with a growing roster of automakers to develop their own robotaxis that run on NVIDIA software with the plan to get them into 28 cities around the world by 2028. Not that far from here. And this finally seemed to resonate with investors. It’s why Uber stock caught fire earlier this week.

Now, some analysts have written up the news claiming that this NVIDIA news was very positive, and I couldn’t agree more. Of course, I’ve liked Uber for years. I still think the company can make plenty of money now by being the number one rideshare platform and the number two food delivery app. I still think they’ll be a major player in robotaxis, either through their own vehicles or someone else’s, because anybody can plug that technology into Uber’s rideshare network. But what changed this week is that Uber’s self-driving strategy now has the NVIDIA imprimatur. And with each new announcement, we can get more visibility into what the robotaxi strategy looks like. And that’s why the stock found its footing this week, and it’s just beginning.

Here’s the bottom line: Given that Uber’s still down almost 25% from its highs just last September, I think you’re getting a terrific buying opportunity here, particularly with this lousy market. At this point, Uber’s basically a value stock. It trades at 23 times this year’s earnings estimates. It’s rarely been this cheap since the company turned profitable in 2023. If, like me, you believe the robotaxi competition worries are overblown, then this might be your chance to pounce.

Uber Technologies, Inc. (NYSE:UBER) operates technology platforms that connect users for mobility, delivery, and freight services. The company provides ridesharing, food and retail delivery, and digital freight logistics. We recently mentioned Uber while discussing the best FAANG+ stocks to invest in. You can read more here.

4. Sempra (NYSE:SRE)

Sempra (NYSE:SRE) is one of the stocks mentioned during the show, as we cover everything Jim Cramer said about the market. Cramer highlighted the company’s performance during the episode, as he commented:

The last 12 months have been phenomenal for a lot of utilities. Take Sempra, which owns gas and electric utilities in Texas and California. Now, this company’s long been one of my favorite growth utilities. Remember, growth utility. But a year ago, this stock had a bit of a beat down by tariff worries, LA fires, even though the fires, by the way, had zero impact on their business.

That turned out to be a fantastic buying opportunity, as Sempra’s now run from $61 and change at its lows last April all the way to $95. We’re talking about a 50% gain plus in less than a year. Not bad for a utility. Now, Sempra’s made some big changes last fall. They announced they were selling a majority stake in their infrastructure business. That’s Mexican gas pipelines and liquefied natural gas export facilities. The plan now is to focus on their core utility business.

Sempra (NYSE:SRE) develops and operates energy infrastructure, providing natural gas and electric services through regulated utilities and transmission networks.

3. Eli Lilly and Company (NYSE:LLY)

Eli Lilly and Company (NYSE:LLY) is one of the stocks mentioned during the show, as we cover everything Jim Cramer said about the market. A caller asked if the stock is a buy, sell, or hold, and Cramer replied:

Okay, everybody’s giving up on Lilly. My experience with Eli Lilly is there are bouts of giving up in this. That’s what I call it, giving up in this. We’re in a giving up in this moment for one of the greatest, if not the greatest, drug company in history. I think the pill is going to be gigantic. People are saying that the… GLP is not big, okay? Not as big as we thought… What can I say? Buy Eli Lilly.

Eli Lilly and Company (NYSE:LLY) develops and markets medicines for diabetes, obesity, oncology, immunology, neuroscience, and other chronic conditions. Cramer was quite bullish on the stock when a caller asked about it during the March 11 episode. He commented:

I like Eli Lilly very much. Look, I always, I never mind [when] anybody takes a profit, it’s always great to take a profit, but we’re holding on for the Charitable Trust. We think that Eli Lilly is one of our favorite stocks. We’re not budging. We’d buy more if it really got hit.

2. Boston Scientific Corporation (NYSE:BSX)

Boston Scientific Corporation (NYSE:BSX) is one of the stocks mentioned during the show, as we cover everything Jim Cramer said about the market. Answering a caller’s query about the company, Cramer said:

You know, I have to tell you, I’ve been blown away… [by] how badly that stock’s performing. The competition got much more severe than I realized it could do. I thought that Mike Mahoney had it under control. I was not right, which therefore means I’m wrong. And I’m surprised. This stock was one of the greatest performers. It’s not anymore.

Boston Scientific Corporation (NYSE:BSX) manufactures medical devices for different fields, including cardiology, neurology, and urology. Some of the company’s products include heart-monitoring implants, spinal cord stimulators, and diagnostic tools for gastrointestinal conditions and cancer treatment. Hardman Johnston Global Equity Strategy stated the following regarding Boston Scientific Corporation (NYSE:BSX) in its third quarter 2025 investor letter:

Within Health Care, Boston Scientific Corporation (NYSE:BSX) and Vertex Pharmaceuticals Inc. were the largest drivers of underperformance. The Trump administration announced a Section 232 tariff investigation into medical devices increasing macro uncertainty. Boston Scientific Corp. is well positioned to manage tariffs given their diverse supply chain and increased US manufacturing footprint post COVID. Boston also has strong pricing power and has been able to largely mitigate tariffs this far. Any outcome from the Section 232 investigation will be capped for countries that have existing trade deals (e.g. 15% tariff for European Union). The market has also seen a rotation within healthcare from medical devices to pharmaceuticals/biotech as the first deal was announced between Pfizer/Trump administration (late September 2025). Headwinds are easing in other areas of healthcare placing them “in favor” relative to medtech. We continue to view Boston Scientific favorably, supported by its diversified growth profile across cardiology, electrophysiology, endoscopy, and urology franchises. Farapulse, pulsed-field ablation technology, is practice changing for electrophysiologists and is expected to drive significant growth over upcoming years. At its recent Capital Markets Day, management introduced new long-term targets of 10% organic revenue growth, 50 bps of annual margin expansion, and double-digit EPS growth through 2028. Having exceeded targets from six consecutive investor days, management’s credibility suggests upside to these new goals.

1. Netflix, Inc. (NASDAQ:NFLX)

Netflix, Inc. (NASDAQ:NFLX) is one of the stocks mentioned during the show, as we cover everything Jim Cramer said about the market. When a caller asked about the stock during the episode, Cramer said:

Okay, let me tell you… I think I’m going to throw in one more positive. I think they could raise the price of the service. I think everybody loves it. I think you leg into Netflix. This is not a good market. You buy some here, you buy some a little bit lower. If you buy it all right now, you’re going to end up, if it goes to $85, you’re going to feel terrible. So buy it slow. That’s what we’re doing… Buy it slow. Then this market won’t get you down.

Netflix, Inc. (NASDAQ:NFLX) provides streaming entertainment, including TV series, films, documentaries, and games. During the March 2 episode, a caller inquired about the stock, mentioning the withdrawal of the company’s bid on Warner Bros Discovery Inc., and Cramer replied:

Okay, I think it’s very simple. Netflix stock was not up enough. It was, it’s moved 10, but you know what? This stock was up dramatically higher before that bid, and when they walked away, I thought it was a terrific thing for their balance sheet. I’m glad they didn’t pay up, and I would be a buyer of Netflix right here.

The stock was recently on our list of the best FAANG+ stocks to invest in. You can read more about it here.

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.