Jim Cramer, the host of Mad Money, said on Thursday that several high-flying tech names have recently “stalled.”
“Performance is not in the eye of the beholder, and it’s pretty easy to see that some formerly unstoppable stocks have momentarily lost some of their mojo… Let’s take a hard look at what should be done with beloved stocks that have been stalled, stocks like Apple, Meta, and Tesla, all of which are up about 10% for the year.”
READ ALSO: Jim Cramer Highlighted 7 Stocks in Light of the Fed Rate Cut and Jim Cramer Recently Commented on These 10 Stocks.
Asking what is actually happening in the market right now, Cramer said that Thursday was a “very logical day” when placed next to Wednesday’s action. The Federal Reserve cut rates the day before, and by Thursday, money managers shifted into names that benefit from lower borrowing costs. He noted that in order to make that move, managers had to sell other positions, especially tech, to free up cash. He then explained that lower rates tend to support consumer spending, so it was no surprise that companies tied to discretionary purchases traded higher.
“I wish that there were more to it than this. I wish I could tell you that there was something good happening with the winners or something bad happening with the losers, but it isn’t. It just happens to be the stock market. Bottom line: You’re ultimately just looking at fund flows. The more trading-oriented hedge funds are doing what I just described. How do I know this? I plead guilty. I was one for 14 years, and I did this exactly… Hedge funds are like pack animals. When they move at once, like they did today, it’s very costly to try to go against them and buy a lot of tech. I know. I have the tire tracks on my back to prove it.”
Our Methodology
For this article, we compiled a list of 10 stocks that were discussed by Jim Cramer during the episode of Mad Money aired on December 11. 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).
Jim Cramer Discussed 10 Stocks After Fed Rate Cut
10. Tesla, Inc. (NASDAQ:TSLA)
Number of Hedge Fund Holders: 120
Tesla, Inc. (NASDAQ:TSLA) is one of the stocks Jim Cramer discussed after the Fed rate cut. Cramer highlighted the company’s transition during the episode, as he said:
“Finally, Tesla’s transitioning from auto company to tech company, from a company that’s getting its head handed to it in sales to a company that’s a nascent leader in robots and self-driving cars and in energy storage. The auto business benefits from a rate cut, but Tesla no longer trades like an auto stock. Everything else is totally unrelated to the Fed. It doesn’t work. No wind at the back of any of these.”
Tesla, Inc. (NASDAQ:TSLA) designs and sells electric vehicles and also develops and installs solar energy and storage systems for residential, commercial, and industrial customers. In addition, the company is working on autonomous vehicles and robots. Cramer discussed the company during the November 25 episode and commented:
“Tesla was a car company, and its stock rallied as a car company, and then when things got very competitive in electric vehicles, the stock got hammered and hammered and hammered again. But when Tesla fell from the $400s to the $200s at the beginning of this year, an amazing thing happened. The stock, not the company, the stock, was always the same company, morphed into a chit in the great game of self-driving and robots. CEO Elon Musk simply changed the narrative, and the Street bought it. That perception has allowed the stock to regain almost all those lost points, even though it’s pretty much the same company it was before the decline in electric vehicle profits. And that’s what the Magnificent 7 do.”
9. Meta Platforms, Inc. (NASDAQ:META)
Number of Hedge Fund Holders: 273
Meta Platforms, Inc. (NASDAQ:META) is one of the stocks Jim Cramer discussed after the Fed rate cut. Cramer noted that the rates do not matter to the company, as he remarked:
“There’s no way to relate Meta to rates either. It simply doesn’t matter to the company. The stock is listless because it’s become a one-day story, the day it reports. I could argue that a Fed cut actually hurts Meta because it calls attention away from what might be happening at the company, which is very quiet but very good. I think the world of this company, and we hear that they’re raising prices for their AI products. They should, they’re too cheap. But it doesn’t matter unless Mark Zuckerberg comes on to tell the story right here.”
Meta Platforms, Inc. (NASDAQ:META) develops social media, messaging, and communication products, including Facebook, Instagram, Messenger, Threads, and WhatsApp. Additionally, the company creates virtual, augmented, and mixed-reality hardware and software. Cramer discussed the company’s CEO’s strategy during the December 4 episode, as he said:
“Third example, there used to be some honor among thieves in Silicon Valley, a sort of no-poach rule that led to a lot of rich executives filled with stock-based compensation. Then along comes Mark Zuckerberg from Meta, and he is poaching like mad, building the best roster in the industry. He’s going after some very talented execs from Apple, including one we just learned who ran Apple’s liquid glass portfolio, which I’m very interested in.
What the heck? I know this is how it’s supposed to be in a free market economy, but in practice, the big boys never really tried to compete on salary. Now, they have free agency without a salary cap. Nightmare. Meanwhile, Zuckerberg’s cutting his Metaverse spend, a black hole that I thought might stay a black hole. Because when you’re making as much money as Meta is, does anyone really need to be laid off? Apparently, yes. You know what I’ve been thinking? Zuckerberg makes Elon Musk look like a real softy.”
8. Apple Inc. (NASDAQ:AAPL)
Number of Hedge Fund Holders: 166
Apple Inc. (NASDAQ:AAPL) is one of the stocks Jim Cramer discussed after the Fed rate cut. Cramer noted that the company has an “immense cash position,” as he commented:
“Apple’s not really impacted by lower rates. It has an immense cash position. It’ll probably earn less on its cash. It’s considered an AI loser even though I think their installed base of over 2.3 billion devices and 1.5 billion users means one of these big chatbots will pay them a fortune to be the default platform, just like Google did with search. The long knives are always out for Apple. But if we all think that the hyperscalers are spending too much money on data centers… then how the heck can we chide Apple for not doing much at all of spending on data centers?
If OpenAI were to pay Apple $25 billion a year to be its default AI choice, it might be the greatest free rider case in history. If Gemini were to do it… with today’s Alphabet stock already red hot, that would go up another 50 points. All that said, Apple simply is not a beneficiary of lower rates. And when you’re within a day of a rate cut, it’s not the kind of stock money managers have any interest in. Apple’s a momentary yawner and an underperformer as people sell Apple to move into these industrials and these banks, the other stocks I talked about, like maybe the retailers. That’s just what’s happened. It’s happened no matter what.”
Apple Inc. (NASDAQ:AAPL) manufactures and sells devices such as the iPhone, Mac, iPad, along with its line-up of wearables and accessories. The devices are supported by the company’s app ecosystem, AppleCare, and cloud tools.
7. JPMorgan Chase & Co. (NYSE:JPM)
Number of Hedge Fund Holders: 120
JPMorgan Chase & Co. (NYSE:JPM) is one of the stocks Jim Cramer discussed after the Fed rate cut. Cramer mentioned the stock during the episode and remarked:
“I’ll tell you, if JPMorgan were back where it was the other day, remember, I said to buy the stock because they had that meeting and sent the stock down. The stock was, went down to $300s. [It’s] at $317. I mean, enough already.”
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. During the October 27 episode, Cramer said that the company is “incredibly well-run.” The Mad Money host stated:
“So what’s my number one favorite? JPMorgan Chase, the nation’s largest bank at the $832 billion market cap, I think it’s going to be the first to a trillion. JPMorgan is incredibly well-run. America’s top banker, Jamie Dimon at the helm, its fortress balance sheet that allows the company to consolidate in times of stress, like they did during the many banking crises two years ago, where they came out the winner. But the reason I have JPMorgan as the favorite in this race with 3:1 odds is very simple. The banks are on fire right now, and right now, this stock is ridiculously cheap. But this, you know, this thing trades at 15 times this year’s earnings estimates. Who said that every stock’s expensive in this market? If we get a little multiple expansion and people say that they start paying on 17.5 times next year earnings estimates, then JPMorgan wins this race in a heartbeat.”
6. Wells Fargo & Company (NYSE:WFC)
Number of Hedge Fund Holders: 76
Wells Fargo & Company (NYSE:WFC) is one of the stocks Jim Cramer discussed after the Fed rate cut. Cramer noted that the company’s stock is “up on a spike” along with Capital One, as he commented:
“For ages, banks have been valued on their net interest income, meaning how much they make on the difference between what they pay for your deposits and what they charge you for your loans. Now, you have to switch direction and think which banks will lend more, as there’s going to be plenty of demand. And that’s a much better way to own a bank stock. That’s why I like Wells Fargo now that its asset cap has been lifted, and Capital One because it bought Discover and is about to rival the big other credit card companies. They’re up on a spike, both of them. Maybe you got to wait a bit, but I got to tell you something, you want to own them now.”
Wells Fargo & Company (NYSE:WFC) provides financial services, including banking, lending, investment, and wealth management solutions.
5. FedEx Corporation (NYSE:FDX)
Number of Hedge Fund Holders: 60
FedEx Corporation (NYSE:FDX) is one of the stocks Jim Cramer discussed after the Fed rate cut. Cramer showed bullish sentiment toward the company’s quarter, as he said, “I, by the way, reiterate that this could be the breakout quarter for Federal Express, FedEx.”
FedEx Corporation (NYSE:FDX) provides transportation, shipping, and logistics services, including express and freight delivery, e-commerce solutions, and supply chain management. Ariel Investments stated the following regarding FedEx Corporation (NYSE:FDX) in its third quarter 2025 investor letter:
“We addedFedEx Corporation (NYSE:FDX), a global leader in package delivery, operating in a stable, competitive market alongside UPS. Despite macro uncertainty, under new leadership the company has made progress improving margins through cost efficiencies. A major catalyst is the planned spin-off of FedEx Freight (LTL) by June 2026, which could unlock significant value given LTL peers trade at much higher valuations. This move also will allow FedEx to sharpen its focus on the core delivery business, where margin improvements could help close the gap with UPS. Additional catalysts include the upcoming anniversary of the United States Postal Service contract termination in October 2025, clarity on tariffs, and a potential cyclical recovery. While risks such as economic slowdown and tariff impacts remain, we think FedEx offers upside through operational improvements, portfolio simplification, and the potential for a re-rating as investor confidence builds.”
4. J.B. Hunt Transport Services, Inc. (NASDAQ:JBHT)
Number of Hedge Fund Holders: 38
J.B. Hunt Transport Services, Inc. (NASDAQ:JBHT) is one of the stocks Jim Cramer discussed after the Fed rate cut. Cramer mentioned the company while highlighting the effect of rate cuts on transport stocks, as he remarked:
“I love the transports which are clearly breaking out here. I mentioned J.B. Hunt yesterday. It just started, it’s going higher. Transports tend to run at least five days after a Fed rate cut. Not too late here.”
J.B. Hunt Transport Services, Inc. (NASDAQ:JBHT) provides freight, delivery, and logistics solutions across multiple transportation modes. The company operates extensive fleets of tractors and trailers. Cramer mentioned the stock during the December 10 episode and said:
“Hey, you know what? You can buy the transports. They thrive when rates go down. I think J.B. Hunt can be bought for the truckers. I never recommend them, but I think the long trucking recession’s over.”
3. 3M Company (NYSE:MMM)
Number of Hedge Fund Holders: 60
3M Company (NYSE:MMM) is one of the stocks Jim Cramer discussed after the Fed rate cut. Cramer mentioned the company while highlighting the industrials. The Mad Money host commented:
“Industrials always work in response to a rate cut because every hedge fund has been schooled to believe that these stocks go higher when the economy improves. We saw that yesterday with many of the industrials and again today, second one, second day. What I saw go up, I saw 3M go up, DuPont, and Dover, the latter two in the Charitable Trust… These kinds of stocks can all work for a couple more days. They have the wind at their back now.”
3M Company (NYSE:MMM) is a conglomerate that provides tech related industrial, electronics, and consumer products. Cramer discussed the company’s latest quarter during the October 21 episode, as he stated:
“The quarter from 3M, it was superb. This company used to be a fount of new products. They got bogged down by all kinds of litigation related to forever chemicals that wrecked groundwater. Now, 3M is back to innovating. 70 new products launched in the third quarter, 196 year to date. The electronics and safety end market, after putting up slow growth for ages,… better than expected.
As CEO Bill Brown, in his tour de force quarter, said, ‘Our third quarter performance gives us confidence we’re on the right track and reflects the culture of excellence we’re building inside the company as we continue to drive the rigor and op tempo necessary to deliver on our strategic priorities.’ Okay, that may sound like authentic Wall Street gibberish, but it isn’t for those who know how low 3M had fallen. It’s all you need to know is why 3M rallied $11 and 86 cents, 7.66% today.”
2. Target Corporation (NYSE:TGT)
Number of Hedge Fund Holders: 52
Target Corporation (NYSE:TGT) is one of the stocks Jim Cramer discussed after the Fed rate cut. Target was one of the companies mentioned by the Mad Money host while discussing the effect of rate cuts on retailers. He said:
“More broadly, retailers work when the Fed cuts, always have, always will. Here I’m thinking of companies like TJX, which underperformed today, Walmart, even Target, which could roar if it can demonstrate any sort of turnaround.”
Target Corporation (NYSE:TGT) is a retailer that sells clothing, beauty items, groceries, electronics, home goods, and everyday essentials. Cramer discussed the stock during the November 20 episode and remarked:
“Next up, Target, oh jeez, this is a tough one. Target also reported yesterday, and this ailing big box retailer delivered yet another dispiriting set of numbers. We’re talking about a slight revenue miss, a nasty 2.7% decline in same-store sales, and a modest 7 cents earnings beat off a $1.71 basis. On top of that, Target slashed the high end of its full-year earnings forecast.
Previously, they were talking about 7 to 9 bucks earnings per share. Now, they say it’ll be 7 to 8 bucks. Although given that Wall Street was only looking for $7 and 24 cents… It’s not a total surprise… Where’s the weakness coming from? Target said that its food and beverage and hard lines categories delivered comparable sales growth in the quarter, but that was offset by, I’m quoting here, ‘continued softness across the broader discretionary portfolio.’ That’s what I used to love about Target. It used to be great.
Plus, Target’s traffic was down 2.2%. Their customers are spending less with each visit as their average transaction amount declined by 0.5%. Now, Target’s got a new CEO waiting in the wings with current chief operating officer Michael Fiddelke taking the reins in February. He’s already talked about the need to improve the merchandise assortment, provide a more consistent shopping experience, use technology to breathe some life into the business. But based on what we saw from Target yesterday, let’s just say he’s got his work cut out for him.”
1. The Home Depot, Inc. (NYSE:HD)
Number of Hedge Fund Holders: 104
The Home Depot, Inc. (NYSE:HD) is one of the stocks Jim Cramer discussed after the Fed rate cut. Cramer said that the “despot works here,” as he commented:
“Lower rates spur home building and home buying, and they spur home improvement, which can be financed by a home equity loan… Predictably, Home Depot was really on the move again, even as I’m sure nothing extraordinary is going to happen there with a quarter-point cut. Still, we own it for the Charitable Trust… But long story short, I think the despot works here. Even if ICE, the immigration police, keep prowling their parking lots looking for people to deport. And that has hurt the stock. I know Home Depot’s been doing poorly. Okay, I totally get that. What matters is [that] management just told us that they’d do better if rates came down, and then rates came down. Don’t outthink it. Trust them. I do.”
The Home Depot, Inc. (NYSE:HD) is a home improvement retailer that sells tools, building materials, and decor. It also provides installation and equipment rental services.
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