On Tuesday, Mad Money host Jim Cramer noted a change in market behavior, as he pointed out that tech and AI stocks, which have been driving recent gains, retreated, while stocks tied to the broader economy moved higher.
“Look, some days just start out plain old ugly. And when I say start, I’m talking about the overnight market… And it made me think that, well, maybe they take the whole market down with them. Sure enough, they actually did, and we got a hideous opening with tech stocks… They took the biggest hit.”
READ ALSO: 6 Stocks on Jim Cramer’s Radar and Jim Cramer Commented on These 10 Stocks.
Cramer explained that the mood changed dramatically after Federal Reserve Chair Jay Powell spoke. Powell suggested that the economy might need additional support from the Fed, and that remark reversed the market’s direction. Cramer pointed out that, unlike recent rallies led by high-growth tech names, this one was driven by bank stocks, which he considers important indicators of the “health of the real economy.”
“The bottom line is that this market’s gotten way too hot altogether. We could use a dose of the real economy. Today felt great before the president turned up the heat on China again. Hopefully, he’ll take a more conciliatory tone, and we’ll bounce right back. When he does, I think we will return to a real economy rally because the adult in the room, Jay Powell, has our backs once again.”
Our Methodology
For this article, we compiled a list of 8 stocks that were discussed by Jim Cramer during the episode of Mad Money aired on October 14. 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 8 Stocks
8. United Parcel Service, Inc. (NYSE:UPS)
Number of Hedge Fund Holders: 53
United Parcel Service, Inc. (NYSE:UPS) is one of the stocks Jim Cramer recently discussed. During the lightning round, a caller asked if they should buy, sell, or hold the stock, and he commented:
“No, I still don’t like UPS. I tell you what I heard today, FedEx, when I was at Salesforce, made me feel even better about that company.”
United Parcel Service, Inc. (NYSE:UPS) delivers packages and freight through express, ground, and international shipping services. The company also provides logistics, customs brokerage, distribution, and specialized healthcare supply chain solutions. During the September 30 episode, Cramer showed worry about the stock’s high dividend. He said:
“Pivot over to the transports, and you see UPS with the 7.76% yield. Management’s repeatedly told us their dividend’s a top priority. Iconic, trusted brand, really one of two in a nice duopoly, but I just can’t go there because that 7.76% yield is what I regard as a total red flag. I’m concerned that a real slowdown would force them to cut the dividend.”
7. Salesforce, Inc. (NYSE:CRM)
Number of Hedge Fund Holders: 121
Salesforce, Inc. (NYSE:CRM) is one of the stocks Jim Cramer recently discussed. Cramer, discussing the company during the episode, stated:
“Every year, I come out to San Francisco for Dreamforce, which is Salesforce’s main customer event, in order to take the pulse of all things tech. This year, it’s extra important because the enterprise sector cohort has been eviscerated by the rise of artificial intelligence. Salesforce itself has seen its stock double 34% from its all-time highs late last year, even though it’s made major strides with AI in the field of Agentics. It kind of dominates it. So far, Wall Street hasn’t seemed to care, but I’m not ready to throw in the towel. It remains a big position for my Charitable Trust.”
Salesforce, Inc. (NYSE:CRM) provides cloud-based CRM and AI-driven solutions that help businesses manage customer relationships, data, and operations. The company’s products include Slack, Tableau, and Data Cloud, among others.
Hedge Fund Resource Center