Jim Cramer Discussed 27 Stocks, Like Arm and Lockheed, and the Recent Market Sell-Off

In this article, we will look at the stocks Jim Cramer discussed on Mad Money, along with the recent sell-off in the market. The host of CNBC’s Mad Money said on Friday that the market may struggle to regain momentum until investors get past the upcoming SpaceX IPO, especially if a wave of additional large offerings follows.

Last night, I was confident. I spoke too soon. I thought the market was surprisingly resilient. Turns out today was the day when people started raising the money that I thought they’d have to, to participate in a bunch of upcoming mega IPOs. Given how difficult it would be to get shares in the SpaceX deal, see, I thought there might not be as much mammoth sell-off ahead. I was wrong. That drove a lot of today’s selling, by the way.

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Cramer noted that SpaceX is expected to make its debut on Friday. He said he hopes that by then, investors will have already raised all the money necessary to participate in the offering, and possibly more, which would reduce the risk of continued market-wide selling throughout the week. He added that such an outcome could help companies such as Meta, Microsoft, and Amazon pursue transactions without seeing significant pressure on either the deals themselves or share prices.

Bottom line: Let’s get this over with, so this market can resume its advance, something that’s going to be very difficult as long as we’re being flooded with new stock. Remember, higher rates, too much supply, and lousy earnings can really sap the living daylights out of a stock market. Right now, we got two out of three, and it ain’t good.

Our Methodology

For this article, we compiled a list of 27 stocks that were discussed by Jim Cramer during the episode of Mad Money aired on June 5. 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. Insider Monkey’s quarterly newsletter’s strategy selects 14 small-cap and large-cap stocks every quarter and has returned 599.2% since May 2014, beating its benchmark by 372 percentage points (see more details here).

Jim Cramer Discussed 27 Stocks, Like Arm and Lockheed, and the Recent Market Sell-Off

27. Arm Holdings plc (NASDAQ:ARM)

Arm Holdings plc (NASDAQ:ARM) was among the stocks Jim Cramer discussed on Mad Money, along with the recent sell-off in the market. Cramer highlighted the stock’s rally after its position was trimmed for the Charitable Trust, as he stated:

On the other side of the equation, alright, well, let’s talk about parabolas. Now, I have been warning you endlessly to the point you’re probably sick of hearing about what happens to stocks that make parabolic moves. If it goes up practically in a straight line, then eventually, it’s going to come down in a straight line. In fact, they tend to come down a lot faster than when they went up. I know club members get confused when we trim some of the winners, but we have no choice. What goes up must come down twice as fast, if not as faster. So if you don’t take something off the table, a little schnitzel, as I call it, well, you could give the whole thing back. Now, when you’re up nine weeks straight, you start taking a lot of things for granted. Take Arm Holdings, one of our favorite stocks.

Been a huge winner for the Charitable Trust, so we sold some at $310, but then it went up to $400. We lost discipline, though, and we didn’t do any more selling. That was bad, just plain and simple. Mesmerized? Hypnotized? No, we just didn’t own enough of the Arm to start with. It would be too small to matter if we sold more, but it sure feels like it mattered today with Arm down more than 12%. I wish I had kicked it out altogether. I’ll tell you, though, the decline has been so heavy, and almost to me, artificial, people are dumping these stocks to raise money to make room for SpaceX, that it might be too late to sell some of the stocks, even if I think that selling could go on until all the hyperscalers raise the money they need. And that’s going to make for an ugly tape. We gotta get used to it.

Arm Holdings plc (NASDAQ:ARM) designs and licenses CPU architectures, system IP, and software used across automotive, computing, consumer, and IoT applications.

26. FedEx Freight Holding Company, Inc. (NYSE:FDXF)

FedEx Freight Holding Company, Inc. (NYSE:FDXF) was among the stocks Jim Cramer discussed on Mad Money, along with the recent sell-off in the market. Cramer believes it can become one of the “best operators in the world,” as he said:

Today’s the day when I’m proud that we held on to our FedEx Freight, the new spin-off that could go from a decent less-than-truckload play into one of the best operators in the world. And remember, we don’t care what kind of company makes the money. Doesn’t have to be a data center money maker.

FedEx Freight Holding Company, Inc. (NYSE:FDXF) provides less-than-truckload freight transportation services. Cramer mentioned the spin-off during the June 1 episode, as he commented:

Today, the long awaited break up of FedEx finally arrived as FedEx Freight, their former, less-than-truckload business, began regular way trading on the New York Stock Exchange. That’s under the ticker… FDXF. I’ve said repeatedly that I like this move for FedEx, one of the newest positions in my Charitable Trust… Now, we’ve spent years marred in a prolonged freight recession, but in recent months, the whole group’s been making a nice move higher…

We think it’s a great opportunity. We think that there’s so many ways to rationalize… We want to have some leverage to a better economy, and I think that this can, that would be the cherry on top, so to speak… We think this is a keeper for those of you who bought FedEx with us. We like it.

25. The Procter & Gamble Company (NYSE:PG)

The Procter & Gamble Company (NYSE:PG) was among the stocks Jim Cramer discussed on Mad Money, along with the recent sell-off in the market. Cramer mentioned the stock during the episode and remarked:

Today’s the day that Procter & Gamble sure plays well in the Trust. Sure, it’s not like doing, not doing as well as we’d like, but that means nothing new in this tape… See, the lesson’s clear, people. The P&Gs and the J&Js in your portfolio allow you to safely own the techs. They’re kind of like permits. But if you don’t take something off the table of the techs when you’re up big, I think you’re going to live to regret it.

The Procter & Gamble Company (NYSE:PG) provides branded consumer goods across beauty, grooming, health care, home care, and family care. The company sells its products through renowned names such as Tide, Pampers, Gillette, Crest, Olay, and Febreze. During the May 11 episode, Cramer discussed the company, as he commented:

Back in 1999, we had some stocks of companies that would report upside surprises and quickly give up much of their post-earnings gains. Oh, there’s something we’re starting to see. Right now, I’m looking at PepsiCo and Procter & Gamble. They just gave up the ghost in a similar fashion in 1999. We own Procter for the Charitable Trust, and I’m so tempted to buy more, but there’s really no reason to believe the stock can start rebounding anytime soon, given the current environment. I’m not oblivious.

24. Johnson & Johnson (NYSE:JNJ)

Johnson & Johnson (NYSE:JNJ) was among the stocks Jim Cramer discussed on Mad Money, along with the recent sell-off in the market. Cramer was bullish on the stock during the episode, as he said:

Now, you can make good money for a while if you go all in on what’s hot, but I never do it because I know it’ll eventually blow up in your face… That’s why we run a diversified fund for the Investing Club. When you’re diversified, at any given moment, you’re going to own some losers, though, or at least some stocks that aren’t working. These stocks will lag while the data center roars, but they preserve your sanity when you get a tsunami-like sell-off in the hottest stocks out there.

Well, the tsunami of data center selling is here, and today’s the day when I’m kind of patting myself on the back for keeping the Charitable Trust diversified, not going all in on the data center complex. Today’s the day when we’re grateful for our Johnson & Johnson position. Great new drug profits. Triple-A balance sheet, better than the United States… See, the lesson’s clear, people. The P&Gs and the J&Js in your portfolio allow you to safely own the techs. They’re kind of like permits. But if you don’t take something off the table of the techs when you’re up big, I think you’re going to live to regret it.

Johnson & Johnson (NYSE:JNJ) develops and sells healthcare products, including pharmaceuticals and medical technologies, with treatments in immunology, oncology, neuroscience, cardiovascular care, and infectious diseases.

23. Blue Owl Capital Corporation (NYSE:OBDC)

Blue Owl Capital Corporation (NYSE:OBDC) was among the stocks Jim Cramer discussed on Mad Money, along with the recent sell-off in the market. Toward the end of the lightning round, a caller sought Cramer’s opinion of the stock, and he replied:

I gotta tell you, it’s their business development company. I’ve not recommended anybody’s business development company; I can’t start doing it now, I’m sorry. I don’t know what they own, and I don’t want to; that’s how bad these things have been. Maybe this is the exception, but I’m not going to put my head in that lion’s den.

Blue Owl Capital Corporation (NYSE:OBDC) is a business development company that specializes in direct and fund-of-fund investments across debt, loans, and common or preferred equity. Cramer discussed its parent company when a caller asked about it during the March 18 episode, as he commented:

Okay, Blue Owl, if you want to own in that world, that private equity, private credit world, I have to suggest you to buy Blackstone. It yields 5%. It’s better run. I think you just go with Blackstone and you’ll do better.

22. Reddit, Inc. (NYSE:RDDT)

Reddit, Inc. (NYSE:RDDT) was among the stocks Jim Cramer discussed on Mad Money, along with the recent sell-off in the market. When a caller asked if the stock is a buy, sell, or hold, Cramer commented:

I like it. I like it. I think it’s got a very, very good unique property, but you can’t buy it all at once because it sells at 29 times earnings… We’re going to buy Reddit very slowly, not aggressively.

Reddit, Inc. (NYSE:RDDT) runs an online platform that hosts communities where users connect over shared interests, exchange ideas, and share content such as posts, images, and videos. Cramer discussed the company’s last earnings during the April 30 episode and said:

Reddit with a stock that’s down 36% for the year reported after the close, and I thought the numbers were excellent. Management also gave strong guidance for the current quarter. I think this remains a terrific story, one I highlighted in How to Make Money in Any Market. Reddit’s basically become a database of human conversations on the internet, and it’s essential for training artificial intelligence models. And they’re doing all of this without the massive capital spending plans of other big tech companies. To me, it’s a winner, and the after-hours market agrees with me. The stock’s up big.

21. BorgWarner Inc. (NYSE:BWA)

BorgWarner Inc. (NYSE:BWA) was among the stocks Jim Cramer discussed on Mad Money, along with the recent sell-off in the market. Answering a caller’s query about the stock during the lightning round, Cramer said:

Yeah, it’s been an absolute winner. But again, it’s another parabola stock. So what’ll happen is, it’s at $72, it could be at $60 in a heartbeat, and that’s when we’re going to have to look at it.

BorgWarner Inc. (NYSE:BWA) provides vehicle technology solutions for combustion, hybrid, and electric systems. It supplies several automotive components, including turbochargers, thermal and battery systems, to power electronics, hydraulic controls, and rotating electric machines. Cullen Capital Management, LLC stated the following regarding BorgWarner Inc. (NYSE:BWA) in its third quarter 2025 investor letter:

BorgWarner Inc. (NYSE:BWA) (+31.8%) delivered impressive second quarter results that exceeded expectations and led management to raise full-year guidance. The company announced new turbocharger and high-voltage coolant heater programs in Europe and North America, including its first hybrid platform award, and expanded its electrification footprint in China with contracts for its electric cross-differential system and dual inverter. BorgWarner also raised its quarterly dividend by 55%, reflecting confidence in cash generation and shareholder returns. Continued momentum in electrification and disciplined execution supported the stock’s robust performance.

20. Ralliant Corporation (NYSE:RAL)

Ralliant Corporation (NYSE:RAL) was among the stocks Jim Cramer discussed on Mad Money, along with the recent sell-off in the market. Inquiring about the stock, a caller highlighted the company’s last reported “great” quarter and its buyback program. Cramer remarked:

That is a good company. But you know what? It’s gone parabolic. The stock’s going parabolic. And I’ve gotta tell you, the show’s dedicated to the idea of don’t seek parabolas right now. Just don’t seek them.

Ralliant Corporation (NYSE:RAL) develops, manufactures, sells, and services precision instruments and engineered products.

19. Starwood Property Trust, Inc. (NYSE:STWD)

Starwood Property Trust, Inc. (NYSE:STWD) was among the stocks Jim Cramer discussed on Mad Money, along with the recent sell-off in the market. A caller asked what was wrong with the company, and Cramer replied:

Barry’s a good guy. It’s got a lot of properties that are, you know, commercial real estate properties in cities that aren’t that good… It’s not been a good stock. And what can I say? I have not been recommending it. That’s the best thing I can say about it.

Starwood Property Trust, Inc. (NYSE:STWD) provides real estate credit, property investments, and infrastructure lending, including commercial mortgages, residential loans, equity interests, and commercial mortgage-backed securities-related assets. The company maintains a REIT status. During the episode aired on December 12, 2025, a caller asked whether it was time to add the stock to the watchlist. The Mad Money host replied:

Okay, this is a tough one for me. I think the world of Barry Sternlicht. It’s got a 10% yield, which is really terrific. I want Barry to come on and tell me what’s in the portfolio so I would feel better recommending it, because I was quite surprised they would have such a precipitous fall given how good Barry Sternlicht really is.

18. McDonald’s Corporation (NYSE:MCD)

McDonald’s Corporation (NYSE:MCD) was among the stocks Jim Cramer discussed on Mad Money, along with the recent sell-off in the market. When a caller mentioned that they are worried about the stock, Cramer said:

You’re worried about McDonald’s? Nah, you don’t need to worry about McDonald’s. Look, McDonald’s, it does have a, it has a beef issue. Beef is too expensive. But it yields 2.6, it’s got a great reputation, and it sells at 21 times earnings. It can get down to 18, 19. Here’s the way you do McDonald’s: You want to buy 100 shares? You buy 25 at 280. This is what I’m doing, by the way, with some of my stocks in my Charitable Trust. I’m buying really small amounts way down, get a better basis. 25 at 279, 25 at 270, 25 at 265, and then 50 if it does get to 260, and then you’ll have a great basis, and you’ll be doing just terrific.

McDonald’s Corporation (NYSE:MCD) operates and franchises restaurants that provide burgers, chicken sandwiches, fries, beverages, and desserts.

17. Victoria’s Secret & Co. (NYSE:VSCO)

Victoria’s Secret & Co. (NYSE:VSCO) was among the stocks Jim Cramer discussed on Mad Money, along with the recent sell-off in the market. Cramer highlighted the company’s fall and rise, as he remarked:

Maybe this all should have been obvious. We’re talking about fashion here, and fashion always changes. Hey, look at Victoria’s Secret. Five years ago, they seemed in danger of going bankrupt. Took a while, but eventually got hot again. The stock came roaring back.

Victoria’s Secret & Co. (NYSE:VSCO) sells women’s intimate apparel, beauty products, and casual clothing under brands like Victoria’s Secret, PINK, and Adore Me. During the March 11 episode, a caller asked whether he expects the stock’s momentum to continue, and Cramer replied:

I think it could. You know, they were actually, I think, surprised that the stock was down… They did a pretty good job for the quarter.

16. NIKE, Inc. (NYSE:NKE)

NIKE, Inc. (NYSE:NKE) was among the stocks Jim Cramer discussed on Mad Money, along with the recent sell-off in the market. Cramer highlighted the company’s struggles, as he stated:

How much worse can the athleisure space get? If I say this group’s going out of style, that is putting it lightly… Nike itself has become a real [dog barking buzzer], something that’s all too real for me because we own it for the Charitable Trust. My bad… A few years ago, athleisure was one of the, it was the best consumer trend out there… Back when athleisure seemed unstoppable, it felt like a lifestyle shift. People were wearing sweatpants while working from home, wearing workout clothes and sneakers to dinner… Nike was the behemoth that owned athletes’ performance sports culture… Once COVID hit, athleisure practically became the uniform of the pandemic. Maybe that made this trend look more durable than it really was, though. But once the world went back to normal, people went back to the office and started wearing regular clothes again…

Nike used to be a global machine, the biggest logo in sports. But even Nike’s been struggling with the same broader issues: competition, stale products, not enough freshness, and the consumer is no longer willing to pay up for anything with a swoosh and jacked up prices. In its latest quarter, Nike’s revenue was down 3% on a currency-neutral basis. Nike’s direct revenue fell 7% currency neutral. Nike Digital was down 9%. Converse was down 35%. That’s catastrophic.

Their gross margin fell 130 basis points to 40.2%. This is not the Nike investors fell in love with. It’s not the Nike I knew. Now, I know that Elliott Hill, the relatively new CEO, is trying to turn things around. I’m going to give him a little chance here, but the turn’s taking longer than we’d like. And part of that is the overall weakness in athleisure… Nike… sells for 24 times earnings. That’s a little high. That’s in part because it is doing better… Nike can work if the turnaround becomes visible and the product feels strong.

NIKE, Inc. (NYSE:NKE) is an athletic and casual footwear, apparel, equipment, and accessories company that sells its products under brands, including Nike, Jordan, and Converse.

15. The Gap, Inc. (NYSE:GAP)

The Gap, Inc. (NYSE:GAP) was among the stocks Jim Cramer discussed on Mad Money, along with the recent sell-off in the market. Cramer mentioned the stock while highlighting the woes of the athleisure space. He commented:

How much worse can the athleisure space get? If I say this group’s going out of style, that is putting it lightly… Gap’s athletic division just reported net sales down 12%. They brought in some former Nike executive to right the ship. So far, it hasn’t worked. It’s early… A few years ago, athleisure was one of the, it was the best consumer trend out there… Back when athleisure seemed unstoppable, it felt like a lifestyle shift. People were wearing sweatpants while working from home, wearing workout clothes and sneakers to dinner… Athleta was supposed to be Gap’s growth engine… Once COVID hit, athleisure practically became the uniform of the pandemic. Maybe that made this trend look more durable than it really was, though. But once the world went back to normal, people went back to the office and started wearing regular clothes again…

Now, Athleta tells the same story. The Gap overall has been doing better, but Athleta remains the weak link. In the Gap’s latest quarter, Athleta’s net sales fell 12%. Same-store sales were down to 11%. Awful. In the previous quarter, Athleta’s same-store sales were down 10%. Gap says it’s rebuilding the brand and launched a re-image assortment in the second half, which I guess is better than doing nothing. Athleta was supposed to be a growth brand though, but now, it seems like a long turnaround project. We don’t like those on Wall Street… Gap, the parent of Athleta is even lower, trading at nine times earnings… Athleta can work if Gap rebuilds the assortment, but right now, the burden of proof is on them.

The Gap, Inc. (NYSE:GAP) sells apparel, accessories, and personal care items for men, women, and children. The company’s brands include Old Navy, Gap, Banana Republic, and Athleta.

14. lululemon athletica inc. (NASDAQ:LULU)

lululemon athletica inc. (NASDAQ:LULU) was among the stocks Jim Cramer discussed on Mad Money, along with the recent sell-off in the market. Cramer noted that the company’s quarter was “disappointing,” as he said:

Last night, lululemon reported yet still one more disappointing quarter, and the stock got crushed today, tumbling more than 8%. At this point, I’m no longer surprised when LULU misses numbers… A few years ago, athleisure was one of the, it was the best consumer trend out there… Once COVID hit, athleisure practically became the uniform of the pandemic. Maybe that made this trend look more durable than it really was… The bigger problem, though, is competition, and that goes double for Lululemon. A few years ago, LULU felt unique. Now, everyone makes trendy workout apparel and performance clothes… At the end of the day, Lululemon is not Louis Vuitton. They may have a great brand, but if people can get similar stuff for less money elsewhere, then they’re going to go elsewhere…

You can see the shift in the numbers. On the surface, lululemon’s latest quarter was, it wasn’t a disaster, although expectations were pretty low. Their sales and earnings both came in a little higher than expected. But the guidance was dismal… Now, at these levels, lululemon’s obviously a lot cheaper than it used to be. Stock now trades at about 10 times this year’s earnings estimate, which is not something you could say about lululemon in the glory days. It used to trade at more like 30 times earnings and even higher in its prime years. That’s what growth can do for you. But nobody pays up for non-growth… Eventually, LULU could get interesting if the business turns around a little bit, but it hasn’t. Cheap alone is not enough when the estimates are still coming down and the stock’s acting like a falling knife.

lululemon athletica inc. (NASDAQ:LULU) designs and sells athletic apparel, footwear, and accessories for yoga, running, training, and related activities.

13. AstraZeneca PLC (NYSE:AZN)

AstraZeneca PLC (NYSE:AZN) was among the stocks Jim Cramer discussed on Mad Money, along with the recent sell-off in the market. Cramer highlighted the company’s stock transfer to the NYSE, as he remarked:

This morning, the pharmaceutical company, AstraZeneca, rang the opening bell to celebrate their transfer to the New York Stock Exchange. It’s the largest transfer in the history of the 234-year-old institution. The British pharma stock has rallied 30% over the past 12 months. It’s been a good one, and it’s very much on track to hit the ambitious long-term financial targets they rolled out in 2024. That’s largely thanks to the company’s booming oncology business.

AstraZeneca PLC (NYSE:AZN) manufactures prescription medicines for oncology, cardiovascular, respiratory, and rare diseases. During the January 30 episode, a caller noted that they were considering selling their position in the company’s stock for a profit and buying ABBV. Cramer replied:

I like AstraZeneca very much. And that cancer franchise turned out to be a lot stronger than I thought. I think you should hold onto that. AbbVie reports this week. I expect a very good quarter. I like the dividend, but I think AstraZeneca has got a better portfolio at this very moment.

12. Coherent Corp. (NYSE:COHR)

Coherent Corp. (NYSE:COHR) was among the stocks Jim Cramer discussed on Mad Money, along with the recent sell-off in the market. When a caller inquired about the stock, Cramer commented:

Yeah, okay, so here’s the problem… And thank you for calling about Coherent… For the Charitable Trust, I got a couple of stocks like this, and I got a feeling that they could really get hit. I want you, actually, if you own it, to sell half right around here, even if it’s down 25 and then wait, okay? I want to do that for some of the stocks that I had talked about on air and really couldn’t. But I feel like they’re going to get really smashed, and then you can buy back that stock that you sold.

Coherent Corp. (NYSE:COHR) manufactures engineered materials, laser systems, and optoelectronic components used across the communications, industrial, and electronics sectors. Cramer called it “terrific” during the March 11 episode, as he said:

Next, a week ago, we learned that NVIDIA was investing $2 billion apiece in a pair of fiber optic plays, Coherent and Lumentum. They both have a lot of exposure to AI infrastructure. Apparently, S&P and NVIDIA have the same style because both those stocks are getting added to the S&P 500. Coherent’s rallied more than 450% from its post-Liberation Day lows last April. It’s now a $47 billion company. I’m very excited about this because we’re going to have on this one tomorrow, CEO Jim Anderson, for an interview. That’ll be something. This company, I think this company’s just terrific.

11. Lockheed Martin Corporation (NYSE:LMT)

Lockheed Martin Corporation (NYSE:LMT) was among the stocks Jim Cramer discussed on Mad Money, along with the recent sell-off in the market. A caller asked if it was a good time to start a position in the stock, and Cramer replied:

You know… First of all, you sound like a smart fella. I think that you buy. Here’s what I’d like you to do: Let’s say you want to buy five shares. Why don’t you buy two now and then if it gets below $500, buy the other three. I don’t want you to come in all at once. This stock’s been very volatile…. Here, it’s at $523. I want you to buy some, and then below $500, you’ll buy the rest. And that’s what I’m trying to do with my Charitable Trust, buy slowly.

Lockheed Martin Corporation (NYSE:LMT) designs and maintains aircraft, missile systems, and helicopters for government and military use. The company also produces satellites, naval vessels, and cybersecurity tools.

10. Lennar Corporation (NYSE:LEN)

Lennar Corporation (NYSE:LEN) was among the stocks Jim Cramer discussed on Mad Money, along with the recent sell-off in the market. Cramer mentioned the stock during the episode and said:

When I was going around with Hassett, one thing I was thinking… I was thinking about Lennar. They need lower interest rates to sell more homes. And I said that to Hassett, I said, look, you know, we gotta move more homes. The home building is a big industry in our country, or at least it punches above its weight. It’s only 10% of the actual industry.

Lennar Corporation (NYSE:LEN) builds and sells single-family and multifamily homes, develops residential land, and manages rental properties for buyers ranging from first-time to luxury. During the April 21 episode, a caller mentioned that they bought LEN and TOL after hearing bullish comments from Cramer and added that LEN stock has been down. The Mad Money host responded:

You buy Lennar. I saw, I read through D.R. Horton, the largest home builder, I read through the conference call today. I said, holy cow. The combination of that fellow who was on the Hill today, Warsh, and this, you’re going to make money in the home builders. I think you buy some Lennar tomorrow, and Stuart Miller will not let you down, trust me.

9. Adobe Inc. (NASDAQ:ADBE)

Adobe Inc. (NASDAQ:ADBE) was among the stocks Jim Cramer discussed on Mad Money, along with the recent sell-off in the market. Cramer highlighted the company’s competition, as he remarked:

Thursday, two battered companies report: Adobe and Lennar. Adobe’s part of the software as a service cohort, and that’s a shrinking cohort. More importantly, there are some companies that make similar but less expensive software in order to be able to design things. Even after its thrashing, I think it’s not low enough to own. I’m not kidding.

Adobe Inc. (NASDAQ:ADBE) provides creative, document, and digital experience software. The company’s solutions are used to create, manage, and optimize digital content and customer experiences. While discussing winners and losers of Q1, Cramer mentioned the stock during the April 1 episode and said:

The ninth-worst decliner is Adobe, which was down over 30% in the first quarter. But that’s really just the latest indignity, I should say, for this snake-bitten former cloud king, which everyone knows is, or at least they assume, is toast. At $241 and change, Adobe’s stock is down more than 65% from its all-time high set in November, 2021. Stock now trades at just 10 times this year’s earnings estimates. It’s trading like a home builder for heaven’s sake.

But anytime OpenAI, Anthropic, or Gemini comes out with some new design tool, Adobe stock goes lower. They now have new competition, Figma, which has also been terrible, too, the stock, Canva, there’s a, that’s an ultra-cheap option. So why am I, who am I to say that Adobe stock’s gotten too cheap? It can always get cheaper. One day, the design schools will leave behind Adobe and start their students on Canva. That will make the end of Adobe’s design dominance, and it could be existential from there.

8. Oracle Corporation (NYSE:ORCL)

Oracle Corporation (NYSE:ORCL) was among the stocks Jim Cramer discussed on Mad Money, along with the recent sell-off in the market. Cramer expects to hear more about how the data center business is doing. He commented:

Now, the big hyperscalers are all afraid of being left behind. That’s why you keep seeing these fundraisers. So they keep spending and spending and spending. Oracle figured this out a long time ago and got in the business of building data centers. Is it working? Well, I don’t know, we’ll find out Wednesday.

Oracle Corporation (NYSE:ORCL) provides cloud and on-premise software, databases, and IT infrastructure to help businesses manage operations. During the May 5 episode, a caller asked whether Cramer sees the stock returning to its all-time high, and he replied:

Okay, I think that last quarter was very good, and people were betting against Oracle. I think that’s a bummer bet. I think that you should go with Oracle. I wish they’d get rid of Cerner and just take the… charge.

7. Chewy, Inc. (NYSE:CHWY)

Chewy, Inc. (NYSE:CHWY) was among the stocks Jim Cramer discussed on Mad Money, along with the recent sell-off in the market. Cramer discussed whether people are holding back on spending on pets, as he remarked:

Are people skimping on their pets? That’s supposed to never happen, right? I mean, I know when I interviewed Kevin Hassett, he’s the director of the National Economic Council, Hassett was, I think, he was really excited that everyone’s doing so well in the country. That’s great… Although I took issue with the idea that it was everyone. But when I talk to the retailers, they sound much more bleak, including Petco… Petco missed the quarter pretty badly. Maybe Chewy misses when it reports. That stock is so cheap. I don’t know.

Chewy, Inc. (NYSE:CHWY) runs an online marketplace for pet food, supplies, medications, and health products, along with a range of pet services. During the May 11 episode, a caller asked if they should buy more, sell, or hold on to their position in the stock, and Cramer replied:

Okay, I’m glad you bring this up. This is another one, there’s a bunch of stocks that are like this. They’re high-growth companies that did not necessarily blow the doors off their number and are in retail. And because they’re retail, people feel that you can’t own retail because of the war. So this is definitely a hurt-by-war story, and I think the President should realize they’re becoming more and more hurt by war companies, and that’s what it is. Until the war ends, I can’t tell you to buy Chewy.

6. Casey’s General Stores, Inc. (NASDAQ:CASY)

Casey’s General Stores, Inc. (NASDAQ:CASY) was among the stocks Jim Cramer discussed on Mad Money, along with the recent sell-off in the market. Cramer highlighted the company’s loved products, as he said:

After the close, we hear from two companies with totally divergent paths: Casey’s General Stores and Cracker Barrel. Now, Casey’s dominates small town America, and its love for its breakfast pizza, which is actually really tasty.

Casey’s General Stores, Inc. (NASDAQ:CASY) operates a chain of convenience stores that offer freshly prepared foods such as pizza, donuts, and sandwiches, along with motor fuel, tobacco products, beverages, and other household and automotive essentials. Cramer highlighted the reason for the stock’s success during the April 7 episode, as he stated:

I love Casey’s not just because it’s made our viewers big money, although that certainly helps; this is a terrific company that tends to fly under the radar because it operates in places where few from Wall Street would ever go… Since I recommended this stock in late 2023, the stock’s up nearly 166%, trouncing the S&P 500, which is up 53% over the same period. Since then, I just keep pounding the table on Casey’s, and it’s steadily cruised higher. It’s up a quick 37% since I last pushed it. That was seven months ago…

I think there’s still plenty of room to grow. The concept works in just about any rural area. When I last spoke to CEO Darren Rebelez last June, he told us that there was a potential for thousands of Casey’s locations across the country. I have no reason to doubt this man. The company’s got a great strategy of targeting small to mid-sized towns, with two-thirds of the locations in towns of 20,000 people or fewer. And there are a lot of those towns to target in the 31 states that Casey’s hasn’t even entered yet.

Believe me when I say this, I wish that Starbucks would not have so many stores in big cities in the east and west and would put stores in these kinds of places because that’s where the money is. Here’s the bottom line: I’m proud to see Casey’s General Stores get the call up to the S&P 500, and I’m happy that we’ll be able to track the company’s progress more closely now that it’s in the big benchmark index. Congratulations to Casey’s on the honor. And even though higher gas prices and a higher price-to-earnings multiple make the stock harder to recommend up here, I’m confident that it can keep chugging its way higher long-term.

Click to continue reading and see “Jim Cramer Discussed 5 Stocks, Like Apple and Vail Resorts, and the Recent Market Sell-Off.“

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