On Friday, Mad Money host Jim Cramer highlighted what investors should focus on in the week, as he discussed earnings reports from various companies.
“We made it through October without a crisis or a nasty decline, and I, for one, am shocked. Today, like so many other days this month, after a higher opening, it looked like we were going to get clocked, but then the market found its footing.”
READ ALSO: Jim Cramer Spoke About These 16 Stocks Recently, and Jim Cramer Recently Discussed These 14 Stocks.
Cramer described the current period as a “tempestuous time.” He explained that many consumer-oriented companies have shown weakness, and noted several factors behind the downturn: persistent inflation, concerns tied to the prolonged government shutdown, and anxiety among workers who fear that artificial intelligence could eventually replace their jobs. Cramer,
despite these challenges, urged investors to maintain a long-term outlook. He said that the market has just come through one of its busiest reporting stretches “relatively unscathed.” He emphasized that avoiding a major downturn in October was no small feat, adding, “Historically, we dodged a real bullet.”
“The bottom line: I can’t tell you not to be glum. I can tell you that the year of magical investing is not yet over. It’s taking a breather. But we did get through the historically tough months of September and October with no break in the magic. If the past is any guide, November and December tend to be much, much better.”
Our Methodology
For this article, we compiled a list of 18 stocks that were discussed by Jim Cramer during the episode of Mad Money aired on October 31. We listed the stocks in the order that Cramer mentioned them. We also provided hedge fund sentiment for each stock as of the second quarter of 2025, which was taken from Insider Monkey’s database of over 900 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 Had These 18 Stocks in This Week’s Game Plan
18. Constellation Energy Corporation (NASDAQ:CEG)
Number of Hedge Fund Holders: 79
Constellation Energy Corporation (NASDAQ:CEG) is one of the stocks Jim Cramer had in this week’s game plan. Cramer finished his game plan with the stock and said:
“Finally, Friday, we got… one of the best performers of the year, Constellation Energy. The company generates power, including a lot of clean nuclear energy. I think these two bookends are most appropriate. Winners win, so you continue to buy Constellation.”
Constellation Energy Corporation (NASDAQ:CEG) produces and supplies electricity, natural gas, and sustainable energy solutions through nuclear, wind, solar, natural gas, and hydro assets. A caller inquired about the stock on October 22, and Cramer replied:
“You know what? Constellation Energy’s real, okay, and they do make a lot of money. It’s up so much… I’m afraid to come out and tell you to buy it right here. It’s up too much. It’s a good company, though. It’s a good company.”
17. The Wendy’s Company (NASDAQ:WEN)
Number of Hedge Fund Holders: 26
The Wendy’s Company (NASDAQ:WEN) is one of the stocks Jim Cramer had in this week’s game plan. Cramer showed pessimism around the stock, as he commented:
“Finally, Friday, we got a lagging fast food chain, Wendy’s… I think these two bookends are most appropriate… and unfortunately, losers keep losing, so you gotta avoid Wendy’s.”
The Wendy’s Company (NASDAQ:WEN) operates and franchises quick-service restaurants specializing in hamburgers. During the September 19 episode, a caller asked for Cramer’s advice on the stock, and he responded:
“Too risky. Too risky. I mean, I can tolerate McDonald’s here. I actually like McDonald’s here at… Let me see, where’d it go out? I like McDonald’s at 302, and I really, I gotta tell you, I’m liking these, these kind of nice casuals like the, like the Darden and Texas Roadhouse, are down too much. They’re down too much. Limited downside here because all the bad news is now in after Darden.”
16. MP Materials Corp. (NYSE:MP)
Number of Hedge Fund Holders: 40
MP Materials Corp. (NYSE:MP) is one of the stocks Jim Cramer had in this week’s game plan. Cramer called it one of the “good ones,” as he remarked:
“We got a couple real good ones lumped in here today. We got Affirm for buy now, pay later, Sandisk for tech storage, and MP Materials for rare earth materials. All three have had, they’ve had tremendous stories to tell for a while now. Although Sandisk has had a huge and now parabolic run, and I, you know, I don’t like to recommend the ones that are in parabola mode.”
MP Materials Corp. (NYSE:MP) produces rare earth materials and magnetic precursor products through its mining and processing operations. During the September 11 episode, a caller mentioned that they hold shares of the company on margin and asked Cramer’s opinion, and he replied:
“Okay, first, I want you to do well. I want you to get off margin. MP Materials, I don’t want you to buy more with margin. I like, I think the stock, the company has convinced me, Litinsky has convinced, the CEO, that it is worth more than it’s selling for. I had been a little bit worried because it had doubled. I think you’re fine, but don’t, please don’t buy anymore. You’re fine with what you have.”
15. Sandisk Corporation (NASDAQ:SNDK)
Number of Hedge Fund Holders: 49
Sandisk Corporation (NASDAQ:SNDK) is one of the stocks Jim Cramer had in this week’s game plan. Cramer mentioned the company’s “parabolic run” during the episode and commented:
“We got a couple real good ones lumped in here today. We got Affirm for buy now, pay later, Sandisk for tech storage, and MP Materials for rare earth materials. All three have had, they’ve had tremendous stories to tell for a while now. Although Sandisk has had a huge and now parabolic run, and I, you know, I don’t like to recommend the ones that are in parabola mode.”
Sandisk Corporation (NASDAQ:SNDK) manufactures data storage devices and solutions based on NAND flash technology. The company’s products include solid-state drives, embedded storage, removable cards, and USB drives. Cramer highlighted the company during the October 24 episode and said:
“When you’re supply-constrained, you have the ability to raise prices, and that’s the holy grail in any industry. Now, we keep hearing this phrase. Consider three of the strongest stocks in this market: Sandisk, Western Digital, and Seagate. You’ve seen them on the new high list all the time. They make storage devices vital for the data center explosion. All three have pricing power. This is a big deal because these three companies have struggled for pricing for years. They’re textbook commodity tech plays. When there’s too much supply, they can’t make the numbers. But when supply is tight, and demand’s outrageous, holy cow. Boom.”
14. Affirm Holdings, Inc. (NASDAQ:AFRM)
Number of Hedge Fund Holders: 70
Affirm Holdings, Inc. (NASDAQ:AFRM) is one of the stocks Jim Cramer had in this week’s game plan. Cramer mentioned the stock during the episode and remarked:
“We got a couple real good ones lumped in here today. We got Affirm for buy now, pay later, Sandisk for tech storage, and MP Materials for rare earth materials. All three have had, they’ve had tremendous stories to tell for a while now. Although Sandisk has had a huge and now parabolic run, and I, you know, I don’t like to recommend the ones that are in parabola mode.”
Affirm Holdings, Inc. (NASDAQ:AFRM) provides a digital payment platform that enables consumers to pay for purchases over time through its point-of-sale solutions and app. During the October 1 episode, Cramer called the company’s CEO “a genius.” He commented:
“Okay, I think, first of all, let’s just discuss, this is Max Levchin’s baby, okay. I’ve had Max on a number of times. I have dealt with him a number of times. He is about as smart as anyone I have ever met, and he’s certainly the smartest in this group. I know there’s a lot of people gunning for him. They think that he can’t possibly continue the progress… He’s a genius. Is he the most fun guy to party with? I don’t know… I wouldn’t know. But I’ll tell you something. Is it a good stock to own? And the answer is absolutely yes.”
13. Warner Bros. Discovery, Inc. (NASDAQ:WBD)
Number of Hedge Fund Holders: 67
Warner Bros. Discovery, Inc. (NASDAQ:WBD) is one of the stocks Jim Cramer had in this week’s game plan. Cramer discussed the possibility of a takeover, as he said:
“Next, what the heck is really going on with this Warner Brothers Discovery? Is the company going to sell itself to the highest bidder? Are the earnings any good? That’s Thursday’s business before the open, and I want to see if there’s going to be an auction. To me, the stock’s moved into arbitrage levels, meaning it’s up a ton in anticipation of a takeover. But I think you could still catch a couple more bucks if they close any sort of deal. Of course, if they don’t, though, like arbitrage, look out below.”
Warner Bros. Discovery, Inc. (NASDAQ:WBD) is a media and entertainment company that creates and distributes movies, TV shows, and streaming content. When a caller asked about the stock during the October 22 episode, Cramer responded:
“Okay, I think you gotta hold onto it… I think that the CEO, David Zaslav, is going to get you $24 to $27 a share. It’s at $20. I would not sell this stock yet.”
12. Bank of America Corporation (NYSE:BAC)
Number of Hedge Fund Holders: 115
Bank of America Corporation (NYSE:BAC) is one of the stocks Jim Cramer had in this week’s game plan. As the company is set to hold its analyst meeting this week, Cramer said:
“Now, it’s tough to get data without a government, you know, with this government shutdown, right? But you know who has the best? I think Bank of America does, and it holds an analyst meeting on Wednesday. We’re going to find out more about the consumer from them than anybody else. I think it’ll tell a relatively sanguine story about the state of the economy and the bank, and it could be uplifting. It’s a very inexpensive stock.”
Bank of America Corporation (NYSE:BAC) provides banking, investment, and financial services including ending, wealth management, trading, and advisory solutions. During the October 6 episode, a caller asked if they should take profit from the stock, Cramer replied:
“Let Bank of America ride. It’s very inexpensive. I think it can go much higher. I don’t think it’s going to be stuck at this level, and I like the way the financials trade very much. You’ll do well with Bank of America.”
11. Robinhood Markets, Inc. (NASDAQ:HOOD)
Number of Hedge Fund Holders: 85
Robinhood Markets, Inc. (NASDAQ:HOOD) is one of the stocks Jim Cramer had in this week’s game plan. Cramer has high hopes for the company’s earnings, as he stated:
“Robinhood reports after the close, and this online brokerage has managed to win over millions of investors, maybe you. It’s become the bell cow of this rally, and I’m betting we get some fantastic numbers.”
Robinhood Markets, Inc. (NASDAQ:HOOD) provides a financial platform that enables users to trade stocks, ETFs, options, cryptocurrencies, and other assets. The company also provides cash management, credit cards, and educational tools. Cramer called it a “relentless performer” during the October 1 episode, as he said:
“Robinhood, this has been a relentless performer in 2025. It pulled away from the pack by becoming the young person’s brokerage house. I wrote How to Make Money in Any Market… largely to help the boomers and their children handle the ongoing $100 trillion wealth transfer from one generation to the next. I don’t know, my work says that neither group really seems to know how to handle a handoff, so it was worth it to do this.
Robinhood’s been the most forward in its appeal to those who want to own pretty much anything, especially crypto. While other firms turned up their noses at crypto, Robinhood made this class of assets a central portion of its business. So smart. They may have created a lifelong affinity from that. You can only congratulate them for a job well done. That app itself may be a cheap selling point for the younger generation at this point. No wonder it rallied almost 53% for the third quarter. It’s been a remarkable performer.”
10. McDonald’s Corporation (NYSE:MCD)
Number of Hedge Fund Holders: 78
McDonald’s Corporation (NYSE:MCD) is one of the stocks Jim Cramer had in this week’s game plan. Cramer said that the company is the “single best judge” of the consumer. He commented:
“Now, onto something more interesting. McDonald’s reports on Wednesday, and I think they are the single best judge, maybe in the world, of the true state of the consumer who is strapped, who is worried, alongside by the way, restaurant brand Burger King… We keep hearing about this cash-strapped consumer not willing to eat out and wants to stay at home, wants to preserve capital, but only McDonald’s and Burger King can really tell us if that’s true or if the people decided that tastes have changed.”
McDonald’s Corporation (NYSE:MCD) owns, operates, and franchises restaurants that serve food and beverages, including burgers, chicken, fries, and drinks. During the September 19 episode, a caller had a query about the company’s dividend and Cramer replied:
“Well, look, they pay a dividend, it’s $1.77. They make, they have huge cash flow. They have no problem paying it. It’s a fantastic dividend. It’s been an amazing company. It does sell at market multiple 25 times earnings. I have to tell you, if you own McDonald’s here, you bought McDonald’s here at 302, I think a year from now, you’re going to make a lot of money, and Chris Kempczinski is such a good manager. I think McDonald’s is a buy, and by the way, I have to admit, as a treat, I still go, had it last week. Can’t beat it.”
9. Caterpillar Inc. (NYSE:CAT)
Number of Hedge Fund Holders: 76
Caterpillar Inc. (NYSE:CAT) is one of the stocks Jim Cramer had in this week’s game plan. Cramer has some positive things to say about the company, as he commented:
“Caterpillar’s become one of the best performers in the entire market, and I think that move is justified given how so much of their equipment is used to make and maintain data centers. The company holds an analyst meeting Tuesday. I want to know if this move is multi-year in nature. I have to tell you, spoiler alert, I think it is.”
Caterpillar Inc. (NYSE:CAT) sells construction, mining, and energy equipment, including engines, turbines, and locomotives. Cramer discussed the stock during the October 29 episode and said:
“Today, Caterpillar reported. The stock shot up more than 11%. Why? You know why? Because previous CEO Jim Umpleby decided that he was going to make that company perennially cyclical, incredibly boom and bust into a secular growth story by emphasizing turbines and power equipment. And what were the star divisions? Turbines and power equipment. And that’s how you get a stock higher. The division that provides power, amazing, the one that he presided over. Sure, you need CAT construction equipment to build a ton of things, but you especially need power for the data center. Umpleby saw it coming. That man’s a visionary.”
8. Axon Enterprise, Inc. (NASDAQ:AXON)
Number of Hedge Fund Holders: 62
Axon Enterprise, Inc. (NASDAQ:AXON) is one of the stocks Jim Cramer had in this week’s game plan. Cramer showed bullish sentiment when discussing the company. He said:
“After the close, we have two huge winners so far this year, well, one for many, many years, well, actually both of them really, AMD and Axon. Now, we’ve had their CEOs on repeatedly. These are the kinds of long-term outperformers that you simply have to consider owning… Axon’s upending the entire law enforcement paradigm with its tasers, its body cameras, its drones, and its automatic artificial intelligence… police reports. You know what, I actually own them both. Not for the screamers, though.”
Axon Enterprise, Inc. (NASDAQ:AXON) develops and sells TASER devices, body cameras, and software solutions for capturing, managing, and analyzing digital evidence. During the September 11 episode, he discussed the company’s performance, as he remarked:
“There are a couple of really winning companies I like to check in on from time to time, and some of them get better with every single look. Consider the case of Axon Enterprise… Now, here’s the stock that’s rallied almost 800% over the past five years… including a 26% gain for 2025. And I’m proud to say that I have liked this one all the way. I think it’s just got more room to run too…
Even after decades of service, TASER remains in growth mode… But don’t forget this is a razor-razorblade business model. Every time you use the TASER, you need to buy a new cartridge. That’s what money is. The future of Axon, though, is all about body cameras and evidence management software. But within the hardware side of the business, Axon now offers surveillance drones as well as a suite of tactical indoor drones…
They’ve got virtual reality training equipment too… While this VR segment is still a small part of the business, it’s about roughly 10% of revenues, it’s growing like crazy, up 87% last quarter. Yet another reason why Axon could deliver a knockout set of numbers when the company reported last month…
Here’s the bottom line: While Axon’s up big for the year, the stock has now pulled back more than 15% from its August highs, and I think you’re basically getting that incredible last quarter for free here. Anytime this stock pulls in, I’d be a buyer. It’s had a great run. I can’t say it is just beginning. I can say though, that Axon’s been so creative and so helpful to police departments that I think the stock could continue to rally for a very, very long time.”
7. Advanced Micro Devices, Inc. (NASDAQ:AMD)
Number of Hedge Fund Holders: 113
Advanced Micro Devices, Inc. (NASDAQ:AMD) is one of the stocks Jim Cramer had in this week’s game plan. Cramer highlighted the company’s competition with NVIDIA, as he stated:
“After the close, we have two huge winners so far this year, well, one for many, many years, well, actually both of them really, AMD and Axon. Now, we’ve had their CEOs on repeatedly. These are the kinds of long-term outperformers that you simply have to consider owning. Lisa Su at AMD is challenging Nvidia at its own game… You know what, I actually own them both. Not for the screamers, though.”
Advanced Micro Devices, Inc. (NASDAQ:AMD) designs and manufactures processors, graphics cards, AI accelerators, and embedded solutions for computing and data center applications. Cramer mentioned the stock during the October 24 episode and said:
“AMD, similarly, supply-constrained for much of its product line. CEO Lisa Su never abandoned traditional PCs in her zeal for, to be in GPUs. Smart thinking, that, plus talk of AMD’s quantum work with IBM on yesterday’s call, lifted the stock 7.6%, to a new high.”
6. Uber Technologies, Inc. (NYSE:UBER)
Number of Hedge Fund Holders: 152
Uber Technologies, Inc. (NYSE:UBER) is one of the stocks Jim Cramer had in this week’s game plan. Cramer showed optimism toward the company’s stock doing well. He remarked:
“Hey, by the way, I feel the same way about Uber doing well, another company that’s fulfilling its grand ambitions.”
Uber Technologies, Inc. (NYSE:UBER) operates technology platforms connecting users with transportation, delivery, and freight services. The company provides ridesharing, food and retail delivery, and logistics solutions. A caller asked for Cramer’s advice on the stock during the July 23 episode, and he responded:
“Isn’t this interesting? Think about what you asked. This is the kind of thing that is fascinating to me. Now, Peter (the caller) asked, should he stay or should he sell? But you know what he should be doing? [buy, buy, buy] He should be buying. That’s the kind of skepticism I like, healthy skepticism, but the stock is worth buying right here.”
5. Shopify Inc. (NASDAQ:SHOP)
Number of Hedge Fund Holders: 69
Shopify Inc. (NASDAQ:SHOP) is one of the stocks Jim Cramer had in this week’s game plan. Cramer called it “terrific” during the episode, as he commented:
“Shopify turns in its numbers, too. This is a good one, Canadian, terrific. This, it’s become a very reliable winner. I think it can duplicate. It’s an e-commerce champion that has a great way to work with small and medium-sized businesses.”
Shopify Inc. (NASDAQ:SHOP) provides a commerce platform that helps businesses manage sales, payments, inventory, and shipping. Cramer mentioned the company during the September 29 episode and stated:
“My expectation is we’ll continually be surprised by the new things that these companies can accomplish. Like today, when OpenAI announced this amazing deal with Etsy and Shopify to enable direct purchases in ChatGPT, that’s a huge use case, and it jolted those two stocks to the stratosphere. That’s the kind of thing that can happen over and over again as the underlying AI technology just gets better and better.”
4. Pfizer Inc. (NYSE:PFE)
Number of Hedge Fund Holders: 83
Pfizer Inc. (NYSE:PFE) is one of the stocks Jim Cramer had in this week’s game plan. Cramer discussed the future possibilities of the stock, as he commented:
“Now, will Pfizer break out from the $25 level? Oh, it’s been a dull run for this former growth drug stock as shareholders seem to be satisfied with a 7% yield, not much price appreciation. I like growth, but that dividend seems safe, and it’s backed up by cash flow. On Tuesday morning, we’ll find out if Pfizer’s going to be more of a stock and less of a bond equivalent.”
Pfizer Inc. (NYSE:PFE) develops and sells medicines and vaccines across therapeutic areas, including cardiovascular, infectious diseases, immunology, and oncology. A caller inquired about the stock during the October 28 episode and said:
“I don’t know what to say about Pfizer. I mean, it’s got that yield of 7%. It bought that Seagen. I thought it was going to change it. But right now, the drug socks are just in a world of hurt, and this one continues to be there. You can own it. They gotta figure out something. That yield will protect you for a while, though.”
3. The Clorox Company (NYSE:CLX)
Number of Hedge Fund Holders: 46
The Clorox Company (NYSE:CLX) is one of the stocks Jim Cramer had in this week’s game plan. Cramer noted the stock’s decline during the year and commented:
“Now, we also hear from Clorox, quite different from Palantir, with a stock that is down more than 30% for the year. Clorox is at the heart of this market’s conundrum. In the old days, when we had worries about the economy, everybody bought the consumer packaged goods stocks. Now, perhaps because of inflation, people just won’t pay up for the name brands. Let’s see what CEO Linda Rendle has to say.”
The Clorox Company (NYSE:CLX) manufactures consumer and professional products, including cleaning supplies, cat litter, food, personal care, and water-filtration products. Some of its brands include Clorox, Glad, Brita, Burt’s Bees, Kingsford, and Hidden Valley. Cramer mentioned the company during the May 2 episode and remarked:
“Now, Clorox reports too. This is the kind of recession-proof stock that was going up when the rest of the market was getting hammered. But now that the market’s bouncing back, they’ve all folded with the exception of Coca-Cola and Mondelez. Use Clorox as a gauge to see if this new bull market phase remains on.”
2. Palantir Technologies Inc. (NASDAQ:PLTR)
Number of Hedge Fund Holders: 78
Palantir Technologies Inc. (NASDAQ:PLTR) is one of the stocks Jim Cramer had in this week’s game plan. Cramer had some positive insights about the company and its CEO, as he stated:
“Monday, after the close, we hear from a company that may be, and this is a little hyperbole, the next Berkshire. Alright, I’m talking about Palantir, run by the brilliant Alex Karp. I know, presumptuous… me, but I am just reporting on the narrative as I keep hearing it from so many people. Palantir’s obviously nothing like Berkshire, but people worship Karp, they do, and they like to think he is the Buffett of what he does, and he does run an amazing consulting and advisory company.
When Palantir’s stock was at $50, I said it would go to $100. When it got to $100, I said it would go to $150. And when it got to $200 this week, I said it’s headed to $250. After this run, I do expect some profit-taking in the quarter, but I’m not backing away from this one long term. Why? It is just too good to ignore. And its clients, whom I’ve checked in with multitudinous, they love them.”
Palantir Technologies Inc. (NASDAQ:PLTR) develops software platforms that help organizations integrate, analyze, and act on complex data.
1. Berkshire Hathaway Inc. (NYSE:BRK-B)
Number of Hedge Fund Holders: 133
Berkshire Hathaway Inc. (NYSE:BRK-B) is one of the stocks Jim Cramer had in this week’s game plan. Cramer called it a “terrific company” and commented:
“Let’s see what the first week of November has in store for us. Now, we don’t have to wait until Monday for some important news. We get Berkshire Hathaway’s earnings tomorrow morning, and apparently, there will no longer be any commentary from the greatest investor of all time, Warren Buffett, who’s retiring as CEO. The 95-year-old Buffett has agreed to turn the company over to a fabulous exec, Greg Abel, who will take the reins… [at] year’s end.
The stock’s been getting clobbered, though. I presume that’s because of the changeover. Now, look, you gotta understand, I think Berkshire’s a terrific company, and you have to expect more profit taking as Buffett leaves. But what can I say? He is irreplaceable, but the company’s a great one.”
Berkshire Hathaway Inc. (NYSE:BRK-B) operates a diverse range of businesses, including insurance, utilities, railroads, manufacturing, retail, and consumer products. Moreover, it invests in energy, aerospace, construction materials, and many other industries. The company reported its Q3 earnings on November 1 and posted operating earnings of $13.49 billion, up 33.6% year-over-year. Berkshire Hathaway Inc. (NYSE:BRK-B) generated revenues of nearly $95 billion, and its net earnings per average equivalent Class A share were $21,413, and $14.28 for Class B.
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READ NEXT: 20 Best AI Stocks To Buy Now and 30 Best Stocks to Buy Now According to Billionaires.
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