Jim Cramer Highlighted 16 Stocks Including Quantinuum, and the Market’s Appetite for New Supply

In this article, we will look at the stocks Jim Cramer highlighted on Mad Money as he noted that the market has an appetite for stocks. The host of CNBC’s Mad Money said Thursday’s rally showed that investors remain resilient and continue looking for opportunities to buy stocks despite concerns that might normally weigh on the market.

So far, so good. That’s all I can say about how the market’s taking earnings disappointments and new stock offerings, traditionally huge obstacles to a raging bull. Yesterday, Alphabet did a gigantic equity offering to fund its AI buildout. At the same time that we learned about two very high-profile alleged earnings disappointments from Broadcom and… CrowdStrike. But the market shook off the disappointments… As someone who counts himself very concerned about the new supply of stock that’s about to hit the market right as we’re getting not-so-hot earnings, well, today’s rally is truly a welcome surprise.

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Cramer also noted the market’s response to Quantinuum’s initial public offering as another indication that investors remain eager to put money to work. Moreover, he mentioned that buying interest was not confined to artificial intelligence and data-center-related names, as many stocks in other parts of the market, financial, healthcare, and transportation, joined the rally.

Here’s the bottom line: The word I have to use to describe this market is appetite. Right now, ahead of some gigantic underwritings, this market has a huge appetite, one that could shrug off a bear with a gigantic GLP-1 hypodermic needle and still be hungry for more.

Our Methodology

For this article, we compiled a list of 16 stocks that were discussed by Jim Cramer during the episode of Mad Money aired on June 4. 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 Highlighted 16 Stocks, Including Quantinuum, and the Market’s Appetite for New Supply

16. The TJX Companies, Inc. (NYSE:TJX)

The TJX Companies, Inc. (NYSE:TJX) was among the stocks Jim Cramer highlighted on Mad Money as he noted that the market has an appetite for stocks. Cramer mentioned the stock during the episode and commented:

When the economy is doing badly, these are the companies that normally do well as consumers trade down. Even they’re getting hurt, you know, people are really feeling the squeeze. It’s just not happening anymore. Now, you might be saying, “Wait a second. How about TJX? That’s been a winner. That’s a discounter, right?” Well, you need to know TJX is not a play on price as much as it is about selection. When there are a lot of full-priced outlets trying to offload inventory, TJX is the winner. That chain can offer great value for much less than expected. You’re getting quality goods on the cheap, very different from the dollar stores. That’s why its stock hangs in while these others just don’t seem to have the traction anymore.

The TJX Companies, Inc. (NYSE:TJX) sells off-price apparel, footwear, accessories, and home goods. The company offers a wide range of merchandise, including clothing, beauty items, furniture, decor, kitchenware, and seasonal products.

15. Five Below, Inc. (NASDAQ:FIVE)

Five Below, Inc. (NASDAQ:FIVE) was among the stocks Jim Cramer highlighted on Mad Money as he noted that the market has an appetite for stocks. Cramer highlighted the management commentary during the company’s conference call, as he said:

Consider former market darling, Five Below, which reported just last night. Now, here’s a store with a little higher price point, but it’s been viewed as the real bargain for discretionary toys. But as CFO Daniel Sullivan pointed out in the conference call last night, “We remain cautious with respect to the macro environment, consumer sentiment, and buying behaviors. As such, we have left our half 2 comparable sales assumptions unchanged from our previous guidance.” And you wonder why the stock fell almost 14% today. We’re used to having them raise guidance…

After years of being able to offer $1 items, the combination of inflation and tariffs, particularly on China, has totally busted the buck. The dollar stores no longer feel like bargains… Five Below… It’s lost its luster.

Five Below, Inc. (NASDAQ:FIVE) sells a wide range of low-priced essentials, decor, tech accessories, toys, crafts, snacks, and seasonal items.

14. Occidental Petroleum Corporation (NYSE:OXY)

Occidental Petroleum Corporation (NYSE:OXY) was among the stocks Jim Cramer highlighted on Mad Money as he noted that the market has an appetite for stocks. Inquiring about the stock, a caller sought Cramer’s take on it, and in response, he said:

Okay, at this point, I don’t want to make it sound like I’m pro-war… but I’m going to say it: If the war ends, that stock’s going to go down a lot, okay, and that’s the way you have to look at it.

Occidental Petroleum Corporation (NYSE:OXY) explores for and produces oil, natural gas, and liquid condensates and handles their marketing, processing, and transportation. Cramer discussed the stock during the April 1 episode and remarked:

Next up, I was a little surprised that with crude oil up more than 70% year to date, there were only three oil plays among the S&P’s top 10 performers, APA, Texas Pacific Land, which you know we’ve liked a lot, and Occidental Petroleum, which frankly we haven’t liked at all… How about OXY? Occidental Petroleum’s up 58%. Ever since OXY, as it’s known, acquired Anadarko nearly seven years ago, it became the higher risk way to play the price of crude. People do that. Instead of buying a crude index, they buy Occidental. When oil goes higher, this stock rallies hard, but when oil comes down, the stock gets pulverized. Basically, OXY’s a big loser if peace breaks out and a big winner if Iranians insist on keeping the Strait closed.

13. MannKind Corporation (NASDAQ:MNKD)

MannKind Corporation (NASDAQ:MNKD) was among the stocks Jim Cramer highlighted on Mad Money as he noted that the market has an appetite for stocks. Answering a caller’s query about the stock during the lightning round, Cramer stated:

100% speculation, a total speculation. In my book, I talk about how you can have one speculation, and then you have to have other stocks that are, you know, considered to be a little bit more earnings-oriented. This would fit as that speculation, so I blessed it for that purpose only.

MannKind Corporation (NASDAQ:MNKD) is a biopharmaceutical company that develops and commercializes inhaled therapies, wearable delivery devices, and injectable treatments to manage chronic conditions like diabetes, pulmonary hypertension, and fluid overload.

12. Woodward, Inc. (NASDAQ:WWD)

Woodward, Inc. (NASDAQ:WWD) was among the stocks Jim Cramer highlighted on Mad Money as he noted that the market has an appetite for stocks. A caller asked for Cramer’s opinion on the stock. He replied:

I happen to think it’s a very, very good company. You’re not going to get this company for less than, you know, 30, it’s going to be 40 times earnings, which it is. But it’s engineered products, industrial engines, it’s what’s working now during this administration, and I recommend it.

Woodward, Inc. (NASDAQ:WWD) designs, manufactures, and services control solutions, components, and electronic systems for the aerospace and industrial markets. The company provides both original equipment and aftermarket maintenance, repair, and overhaul services. Carillon Tower Advisers stated the following regarding Woodward, Inc. (NASDAQ:WWD) in its fourth quarter 2025 investor letter:

Woodward, Inc. (NASDAQ:WWD) develops and produces control systems and energy conversion solutions and components for the aerospace and industrial end markets. The stock was a steady and strong performer throughout 2025, and once again delivered an impressive quarterly report that was highlighted by particularly strong performance in its aerospace aftermarket vertical. The potential for the long-awaited increased rate of production from the large airframe original equipment manufacturers (OEMs) in 2026 could provide an additional tailwind to growth. Investors also remain optimistic about the company’s increasing exposure to newer-generation aircraft that could result in a further step change in aftermarket growth in the latter half of the decade.

11. Photronics, Inc. (NASDAQ:PLAB)

Photronics, Inc. (NASDAQ:PLAB) was among the stocks Jim Cramer highlighted on Mad Money as he noted that the market has an appetite for stocks. Starting the lightning round, when a caller inquired about the stock, Cramer said:

They missed the quarter… They missed the quarter really badly. So what do we do when we have something like that? We put it in the penalty box until we see the next quarter because we just can’t believe that there was just one. It was very disappointing.

Photronics, Inc. (NASDAQ:PLAB) manufactures and sells photomasks, as well as electrical and optical components used to transfer circuit patterns onto semiconductor wafers and flat-panel displays.

10. The Timken Company (NYSE:TKR)

The Timken Company (NYSE:TKR) was among the stocks Jim Cramer highlighted on Mad Money as he noted that the market has an appetite for stocks. Cramer noted that the company keeps the “industrial world moving,” as he commented:

Today, all sorts of non-tech industrial stocks roared higher. That makes me want to circle back to The Timken Company, a manufacturer of all sorts of engineered bearings, industrial motion equipment. They keep the industrial world moving. This stock’s actually been on a tear. It’s up almost 59% year to date, including a nearly 25% gain over the past month after Timken reported a blowout quarter at the beginning of May. A couple of weeks ago, the company held a very exciting investor meeting where management talked about how they could grow earnings by 55% from last year through 2028. That’s pretty impressive if you ask me.

The Timken Company (NYSE:TKR) designs, manufactures, and sells engineered bearings, industrial motion products, and drivetrain repair services. SouthernSun Asset Management, LLC stated the following regarding The Timken Company (NYSE:TKR) in its fourth quarter 2025 investor letter:

The Timken Company (NYSE:TKR) After a long and successful investment in TKR, we decided to exit our position in favor of more attractive opportunities. Despite still believing TKR has strong and durable brands in industrial bearings, we don’t expect the company’s strategy of redeploying capital into acquiring industrial motion businesses to create material value for shareholders. The recent CEO transition – the second in as many years – also did not give us confidence that the organization had clear strategic direction or the imperative to drive execution and value creation.

9. International Business Machines Corporation (NYSE:IBM)

International Business Machines Corporation (NYSE:IBM) was among the stocks Jim Cramer highlighted on Mad Money as he noted that the market has an appetite for stocks. A caller asked whether the company can generate sufficient earnings growth to justify its current valuation, given that the stock trades at or above $300. Cramer commented:

Oh, okay… look, I think you raised a really interesting question. You said it was up, down, up, down. This stock is up about 80 points in like a week. I think we gotta give it a chance. I want it to come down before I can give it my seal of approval. And I like it very much, but it’s up on a spike, and you know, I don’t recommend a parabolic move… It’s hardly ever worked.

International Business Machines Corporation (NYSE:IBM) provides software, consulting, and cloud and on-site technology solutions, along with financing to help clients use its products. During the May 7 episode, a caller asked Cramer whether the company’s stock was a buy, sell, or hold. In response, the Mad Money host said:

I want you to buy IBM. I do not understand why it’s all the way down here. I thought the quarter was actually really good. I think it’s been caught up with this idea that it’s got some software that people don’t like. That’s nonsensical. I think that Arvind Krishna is doing a remarkable job. And yes, I’ll give you the quantum, I’ll throw that in for free.

8. Quantinuum Inc. (NASDAQ:QNT)

Quantinuum Inc. (NASDAQ:QNT) was among the stocks Jim Cramer highlighted on Mad Money as he noted that the market has an appetite for stocks. Cramer highlighted the company’s good balance sheet but noted that it is unprofitable. He stated:

This is a very unprofitable venture right now, and it will likely remain unprofitable for years to come… Now, Quantinuum does have a good balance sheet with basically no debt, but it’s also deeply cash flow negative at this point, as you might expect with those losses. Sooner or later, these guys are going to have to raise more money either through borrowing or maybe through additional stocks. But honestly, those current numbers are basically irrelevant here because the buyers just don’t care. This is pure… speculation.

It may very well be the case that Quantinuum should be considered one of the leaders in quantum computing technology; I don’t have enough degrees to assess whether that’s true or not. But even if Quantinuum’s the best operator, we have no idea how many years it will take before quantum computing becomes commercially viable. Think years and years of potentially huge losses. Now, I never want to stop someone from speculating on a story that they truly believe in, so as long as they understand what they’re doing, it’s fine. As we’ve seen over and over again in the past year, speculating on the quantum stocks has been pretty lucrative, though not for the poor souls who bought these stocks at the top last October. So you gotta be careful.

But for me, the story’s too speculative to recommend right now, especially with the sky-high valuation the stock’s getting right out of the gate… The bottom line: After long existing as a sub of Honeywell, Quantinuum finally came public, and while it’s got a good story to tell, this is just not enough of an actual business yet. If you want to buy it, only use money you can afford to lose because this really is the most extreme form of speculation. I just wanted to put it out there. Everyone’s so excited about Quantinuum, I just want to invoke a little bit of caution.

Quantinuum Inc. (NASDAQ:QNT) develops and manufactures quantum computing hardware and software. The company provides an integrated platform that combines hardware systems, middleware, and application software.

7. CrowdStrike Holdings, Inc. (NASDAQ:CRWD)

CrowdStrike Holdings, Inc. (NASDAQ:CRWD) was among the stocks Jim Cramer highlighted on Mad Money as he noted that the market has an appetite for stocks. Cramer noted that the company posted an “excellent quarter,” as he remarked:

Last night, CrowdStrike reported what I thought was an excellent quarter, but the stock got hammered today mainly because the cybersecurity company didn’t beat the estimates by as much as we’ve all become accustomed to. The guidance was strong, too, and they even announced a 4-for-1 stock split, which shouldn’t matter in theory, but in practice, tends to attract more individual investors. And I think this is a buying opportunity.

CrowdStrike Holdings, Inc. (NASDAQ:CRWD) provides cloud-based cybersecurity solutions. The company offers protection for endpoints, cloud systems, identities, and data. During the May 29 episode, a caller asked about the stock, and Cramer responded:

After the close, club members beware, we have both Broadcom and CrowdStrike, two very important positions for the Trust. Both hit their all-time highs today, so I have to be a tad circumspect. You know how I feel when stocks run up ahead of a quarter… CrowdStrike’s going parabolic, though. It might be able to brave the profit takers on a good quarter, but it most likely would be greeted with some noticeable profit-taking… Any kind like the last, last few CrowdStrike quarters, because that’s an expensive stock. But the company’s been a bulwark against cyber criminals, especially since Anthropic privately released this Mythos and scared the dickens out of all of us.

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

Uber Technologies, Inc. (NYSE:UBER) was among the stocks Jim Cramer highlighted on Mad Money as he noted that the market has an appetite for stocks. A caller asked for Cramer’s thoughts on the company’s growth and scale over the next year or two. He replied:

I think that in the next year or two, you want to buy this stock and settle down. I like a stock that’s come down heavily that is still doing well. I think you got horse sense.

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. During the May 11 episode, a caller asked whether the stock was a buy in light of the company putting more autonomous vehicles on the road. Here’s what Cramer had to say:

I think it’s definitely a buy. This is one of those stocks that reported a really good quarter. It sells at 25 times earnings. It’s got great growth, and that’s what we’re looking for, great growth, not just in the data center but away from the data center. And you picked a good one; there aren’t many as good.

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