Jim Cramer, host of Mad Money, said on Wednesday that the broader economy finally received some needed relief, as he commented:
“The regular economy got a little help today. It was the help it needed, a quarter-point rate cut from the Fed, which should immediately translate into lower borrowing costs for a variety of shorter-term loans, although not necessarily longer-term ones because those are set by the actual bond market. Still, we’ll take all the help we can get at a time when the consumer seems to be balking at larger purchases, vacations, even steak dinners because they fear they might lose their jobs, and costs have gone up so much because of inflation.”
READ ALSO: Jim Cramer Recently Talked About These 20 Stocks and Jim Cramer’s Recent Insights on These 24 Stocks.
Cramer added that the Fed’s rate cut will make conditions a bit easier for what he calls the “real economy.” However, putting on his “entrepreneur hat,” Cramer said that many businesses within the real economy have only themselves to fault for missing out on the surge in demand tied to the data center sector. He emphasized that a modest rate cut of a quarter point is not enough to save a company that has chosen the wrong business plan or has fallen behind in adopting a better one.
“Here’s the bottom line: This rate cut is great news for the so-called real economy that I keep telling you about; it’s down in the dumps. But as you can see from Caterpillar, the best-performing companies in the real economy are the ones that also have a ton of exposure to the data center economy.”
Our Methodology
For this article, we compiled a list of 14 stocks that were discussed by Jim Cramer during the episode of Mad Money aired on October 29. 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 Recently Discussed These 14 Stocks
14. Bloom Energy Corporation (NYSE:BE)
Number of Hedge Fund Holders: 43
Bloom Energy Corporation (NYSE:BE) is one of the stocks Jim Cramer recently discussed. Cramer discussed the company’s recent solid performance, as he said:
“How about Bloom Energy? Now, I’ve been waiting for this dog to do something for years, seven years and nothing. Their solid oxide fuel cells never seem to catch on. Too expensive… They lost hundreds of millions of dollars. But you know what? They never gave up. Sure enough, Bloom’s now the industry standard on on-prem, clean non-combustible energy at the data center, and they can’t make the product fast enough. Last night, they reported a true blowout quarter. Stock shot up 18%. I’ll take those gains. And you know who made the most money? The believers. That’s who… I’m not saying you should bet everything on the next Bloom Energy or that you should own every uranium ETF. I just want you to do what I recommend in How to Make Money in Any Market: speculate wisely because it’s worth trying to participate in these huge gains as long as you limit it to no more than one position.”
Bloom Energy Corporation (NYSE:BE) develops and sells solid-oxide fuel cell systems that generate on-site power by converting fuels like natural gas, biogas, and hydrogen into electricity.
13. Datavault AI Inc. (NASDAQ:DVLT)
Number of Hedge Fund Holders: N/A
Datavault AI Inc. (NASDAQ:DVLT) is one of the stocks Jim Cramer recently discussed. Inquiring about the stock, a caller mentioned that they had invested in the stock at $0.31 and had been trading by buying on dips and selling on rallies. Cramer replied:
“But this thing is… you know, it’s losing money. It’s losing money hand over fist. I would take off, I would take off a little, let the rest run. Your cost basis has gotta come out right now. Three times your cost basis… then you can’t lose money. How about that?”
Datavault AI Inc. (NASDAQ:DVLT) provides data management and analytics solutions powered by high-performance computing and proprietary software. The company helps its clients navigate data ownership, privacy, and security. On October 29, it announced announced a definitive agreement to acquire API Media in December 2025, in an all cash transaction. API Media is a New-Jersey based company that provides audio-visual and IT services for major sporting events and enterprise clients. It will retain its brand while integrating Datavault AI Inc.’s (NASDAQ:DVLT) patented technologies.
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