In this article, we will look at our article “Jim Cramer Looked At 5 Stocks, Including Caterpillar, Vertiv, and Home Depot”. Please visit “Jim Cramer Looked At 20 Stocks, Including NVIDIA, Walmart, and Rocket Companies“ if you’d like to see the extended list and methodology behind it.
5. Target Corporation (NYSE:TGT)
Target Corporation (NYSE:TGT) was among the stocks Jim Cramer looked at as he explained the need for a tame bond market for the stock market to go higher. Cramer mentioned that he expects good earnings from the company, as he said:
Wednesday, we have Target in the morning, and I think it’s going to repeat its terrific performance from three months ago. New management’s trying, so far successfully, to bring back some of the old magic.
Target Corporation (NYSE:TGT) is a retailer that sells clothing, beauty items, groceries, electronics, home goods, and everyday essentials. Cramer called it a “standout” during the March 23 episode, as he remarked:
Target has been a standout. I was concerned that it might give up the ghost since the war with Iran started, but the stock’s really hung in there. It’s up nearly 18% for the year. A nice beginning for new CEO Michael Fiddelke.
4. Toll Brothers, Inc. (NYSE:TOL)
Toll Brothers, Inc. (NYSE:TOL) was among the stocks Jim Cramer looked at as he explained the need for a tame bond market for the stock market to go higher. Cramer called it his “favorite home builder, as he commented:
After the close, we get numbers from my favorite home builder, Philly-based Toll Brothers, which produces high-end housing. Been a decent time for Toll, but not blowout. Still very tough to own a home builder when rates are rising. This stock isn’t down as much as the others. How about that for, hey, it’s not down as bad as the others. There’s a calling card.
Toll Brothers, Inc. (NYSE:TOL) builds luxury homes and communities, including single-family houses, condos, and apartments, often with a range of amenities. During the episode aired on December 11, 2025, a caller inquired about the stock, and Cramer responded:
Oh, you’re so right. Look, that’s exactly what you buy here. I think Toll is doing phenomenally. You know, look, the only thing that was bad was that he said, look, if rates don’t come down, we’re not going to have good numbers. Well, guess what? Rates are coming down. I totally agree with Robert (the caller).
3. Vertiv Holdings Co (NYSE:VRT)
Vertiv Holdings Co (NYSE:VRT) was among the stocks Jim Cramer looked at as he explained the need for a tame bond market for the stock market to go higher. Cramer expects to hear good things and highlighted the stock’s run, as he said:
Vertiv, which makes cooling equipment for the data center, has an investor meeting. I expect to hear good things, but the stock’s up huge, so it might not matter.
Vertiv Holdings Co (NYSE:VRT) designs, manufactures, and manages power and cooling systems for data centers and digital networks. The company also provides services to keep these systems running smoothly and efficiently. During the lightning round of the May 12 episode, a caller asked about the stock, and Cramer replied:
Okay, here’s what I want you to do with Vertiv. I think they’ve got great orders. I think if you want to put a position on, you buy half and then you wait for a decline. If it doesn’t decline, that’s too bad because the stock is just, it is just a tiger right now, and I don’t want you to get burned.
2. The Home Depot, Inc. (NYSE:HD)
The Home Depot, Inc. (NYSE:HD) was among the stocks Jim Cramer looked at as he explained the need for a tame bond market for the stock market to go higher. Cramer highlighted the woes of the stock, as he commented:
Tuesday, Home Depot kicks off the procession of retailers. This is retail. We own this one for the Charitable Trust, and I always tell you about the good ones. Let me tell you about the bad ones. This has been a huge bust, right? The depost’s going down and down and down, mostly because of the spike in interest rates. Anything connected to housing gets hurt by higher rates. I don’t expect anything good this time, but as long as the quarter isn’t terrible, there is a chance for a rally. Yes, the stock of Home Depot has fallen that low.
The Home Depot, Inc. (NYSE:HD) is a home improvement retailer that sells tools, building materials, and decor. Furthermore, the company provides installation and equipment rental services. During the May 12 episode, Cramer explained how his hedge “backfired,” as he remarked:
One of the more boneheaded things I’ve done for the Charitable Trust, we bought some Home Depot. I did it because the despot has augmented the do-it-yourself business with some steady earners, the suppliers, the home builders. I thought that if inflation were doing nothing and the new Fed chief, Kevin Warsh, comes in, we can get rate cuts galore. I mean, it could be terrific, and I figured it would send Home Depot up a hundred points. Look, it’s still possible, but it’ll make a hundred points from a much lower level. This was a loss, plain and simple. I bought the stock because I thought it made sense as a hedge to lower rates, and the hedge has backfired.
1. Caterpillar Inc. (NYSE:CAT)
Caterpillar Inc. (NYSE:CAT) was among the stocks Jim Cramer looked at as he explained the need for a tame bond market for the stock market to go higher. Cramer started the week’s game plan with the stock, as he said:
So let’s go to our game plan for next week…. Monday’s Caterpillar, this division, okay, it’s integral to data center construction, and it’s hosting a headquarters visit for investors right now. CAT trades at 36 times earnings. It’s like a tech stock. Oh, you know, I like CAT, but this has become overheated. If this division, well, this division has everybody excited. Perhaps it merits the premium. We have to find out.
Caterpillar Inc. (NYSE:CAT) provides heavy machinery, engines, turbines, and rail equipment. In addition, the company offers power systems, parts, and support that keep the equipment working. During the May 11 episode, a caller asked Cramer about the stock’s potential to go higher. In response, he said:
Caterpillar’s, you know, people forget, Caterpillar is oil and gas, and we’ve been pumping a lot more oil and gas. Caterpillar’s construction and infrastructure; we’ve been doing a lot of infrastructure. And Caterpillar’s got engines that line up and make you get to be able to have the electricity that you need to be able to hit the gigawatt numbers that all these hyperscalers want. That means that Caterpillar is a buy. Good stock to end on.
While we acknowledge the potential of CAT to grow, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than CAT and that has 100x upside potential, check out our report about the cheapest AI stock.
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