Jim Cramer, the host of Mad Money, on Thursday addressed the sharp downturn in markets driven by mounting concerns over deteriorating bank loans. He said the latest developments could give the Federal Reserve a reason to lower interest rates.
“Today got real ugly, but at least we finally have something that can make the Federal Reserve itchy to cut interest rates sooner rather than later: bank loans gone bad. Nothing motivates the Fed to move faster than credit losses, because they’re a definitive sign that the economy is going south.”
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Cramer pointed out that there are early indicators suggesting it is time to ease, and that the volume of questionable loans reported within just one week is enough for the Fed to justify cutting rates without being overly concerned about stoking inflation. He also acknowledged the market’s negative response to the worsening credit picture. Cramer said that until the Fed moves, banks may continue tightening lending standards, which could lead to reduced access to credit and potential job losses.
“The bottom line: Those real economy stocks will be the winners in the rate cut scenario that I see playing out. Those stocks have been in the doghouse long enough… The speculative ones, please join the monster sellers we saw today and ring the darn register on at least part of your holdings. Enough money’s been made in that cohort already. You don’t want to give it back.”
Our Methodology
For this article, we compiled a list of 11 stocks that were discussed by Jim Cramer during the episode of Mad Money aired on October 16. 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 Offered Insights on These 11 Stocks
11. Martin Marietta Materials, Inc. (NYSE:MLM)
Number of Hedge Fund Holders: 64
Martin Marietta Materials, Inc. (NYSE:MLM) is one of the stocks Jim Cramer recently offered insights on. A caller, who began buying MLM shares before a recent rally, noted the stock hit a 52-week high, and despite a pullback, they are up 36% and asked what they should do with their position. Cramer stated:
“Just hold it. I wouldn’t buy more. No need to sell it. It’s just a great long-term hold. By the way, so does Vulcan Materials, one of the greatest stock performers of all time. It’s really kind of a duopoly.”
Martin Marietta Materials, Inc. (NYSE:MLM) supplies aggregates, cement, concrete, and asphalt for construction, infrastructure, and industrial projects. In addition, the company produces magnesia-based chemicals and dolomitic lime used in steelmaking, soil stabilization, and environmental applications. During the September 3 episode, Cramer mentioned the company and commented:
“Okay, what’s going on with the stock of Martin Marietta Materials… Over the past few years, this company’s been a big beneficiary of federal infrastructure spending, and there’s still a lot of money left in Biden’s old infrastructure package. I had no idea until I read its deck. They had a big analyst meeting today. The last quarter was solid, too, and the stock’s up a quick 38% from April lows.”
10. Revolution Medicines, Inc. (NASDAQ:RVMD)
Number of Hedge Fund Holders: 71
Revolution Medicines, Inc. (NASDAQ:RVMD) is one of the stocks Jim Cramer recently offered insights on. When a caller asked for Cramer’s thoughts on the stock during the lightning round, he replied:
“Alright, this is a speculative situation… oncology play. I… lost my mom in cancer. I wish they had been working, this company existed during that period. I don’t know if they have anything at all, but I always say yes to the speculative stocks that are trying to cure cancer. If someone gets it right, wow.”
Revolution Medicines, Inc. (NASDAQ:RVMD) is a clinical-stage oncology company developing targeted therapies for RAS-driven cancers. RAS refers to a family of genes that produce proteins controlling cell growth and division. On October 17, Raymond James increased its price target for the stock to $76 from $72 and maintained a Strong Buy rating. The firm noted that RevMed’s daraxonrasib has been accepted into the FDA Commissioner’s National Priority Review, which is expected to shorten the timeline for daraxonrasib’s market entry in second-line RAS-mutant pancreatic cancer.
9. Verizon Communications Inc. (NYSE:VZ)
Number of Hedge Fund Holders: 71
Verizon Communications Inc. (NYSE:VZ) is one of the stocks Jim Cramer recently offered insights on. Inquiring about the stock, a caller pointed out the company’s “big cash flow and a fat dividend”. This is what Mad Money’s host had to say in response:
“I think Verizon is kind of like a bond that can move up a little bit. I applaud your decision, with the 7% yield, I think it’s, it’s a really good idea.”
Verizon Communications Inc. (NYSE:VZ) provides wireless, broadband, and wireline communication services. The company offers networking, security, IoT, and managed communication services. During the May 29 episode, Cramer said the company is not as bad as it used to be, as he remarked:
“No, that’s fine… The dividend, 6% is good. They’re doing better… I gotta put it like this way, Verizon, not as bad as it used to be. I mean that’s not enough for me, but that’s kind of enough for them. Hey, we’re not so bad, that’s a good slogan for them. Hey Verizon, we’re not so bad. I like that.”
8. Critical Metals Corp. (NASDAQ:CRML)
Number of Hedge Fund Holders: 12
Critical Metals Corp. (NASDAQ:CRML) is one of the stocks Jim Cramer recently offered insights on. Responding to a caller’s query about the stock, Cramer remarked:
“We’ve talked about this, Ben Stoto and I. It is time to kaching kaching Critical Metals. You need President Trump to go in there and buy 10% of the company. I don’t think it’s going to happen.”
Critical Metals Corp. (NASDAQ:CRML) is a mining exploration and development company focused on lithium and rare earth element deposits in Austria and Southern Greenland. On October 16, the company reported that it signed a securities purchase agreement with a leading institutional investor to secure $50 million in gross proceeds through a private investment in public equity transaction. The company is planning to direct the funds toward the advancement of its Tanbreez rare earth project in Greenland. Critical Metals Corp.’s (NASDAQ:CRML) CEO and Chairman commented:
“The proceeds will support our development efforts at Tanbreez, one of the world’s largest rare earth deposits in Greenland, which is expected to help address the growing demand for heavy rare earths in the West. We are pleased to welcome the support of our investors as we work to become a reliable supplier of critical minerals.”
7. TopBuild Corp. (NYSE:BLD)
Number of Hedge Fund Holders: 30
TopBuild Corp. (NYSE:BLD) is one of the stocks Jim Cramer recently offered insights on. During the lightning round, a caller asked about the stock, and Cramer replied:
“Yeah, okay. Building stock, I can’t, I think the stock is well ahead of where it should be. Even though I like the company, the rest of the cohort is down. I would do some trimming of that stock.”
TopBuild Corp. (NYSE:BLD) supplies and installs insulation and building materials, including glass, roofing, gutters, and shelving, for residential, commercial, and industrial construction markets. On October 9, Truist increased the company’s stock price target to $390 from $370 and maintained a Hold rating. The firm stated that its acquisition of Specialty Products expands its position in industrial insulation distribution and fabrication. Truist noted that after this transaction and a recent commercial roofing installation deal, non-residential operations now represent 47% of the company’s business.
6. Okta, Inc. (NASDAQ:OKTA)
Number of Hedge Fund Holders: 57
Okta, Inc. (NASDAQ:OKTA) is one of the stocks Jim Cramer recently offered insights on. Cramer called the stock “Cramer family favorite,” as he commented:
“While we’re out here in San Francisco, it’s worth digging into why this market’s gotten so hostile to enterprise software, even the parts of the sector that previously seemed like ironclad… cyber security. Take Cramer family favorite, Okta, the leader in identity verification. These guys have excellent numbers and a very strong business. The last couple of quarters showed good strength, yet the stock’s actually down more than 30% from its highs in May. In fact, it’s even below where it bottomed after Liberation Day in April. No matter what Okta does right, it doesn’t seem like the market cares.”
Okta, Inc. (NASDAQ:OKTA) provides identity management and security solutions through products that enable secure access, authentication, and governance across cloud and on-premises systems. When a caller asked about the stock during the September 19 episode, Cramer responded:
“I like Okta because I like identity management. But you know what? Palo Alto’s got great identity management now that they’re buying CyberArk, so I got to send you over to PANW.”
5. Prologis, Inc. (NYSE:PLD)
Number of Hedge Fund Holders: 56
Prologis, Inc. (NYSE:PLD) is one of the stocks Jim Cramer recently offered insights on. Cramer discussed the after-effects of the company’s latest earnings. He said:
“We had a bit of a slowdown in parts of commercial real estate, including warehouses. It’s weighed on the entire industry, including the stock of Prologis. But this week, the company reported a quarter that made people forget the tougher times, and it married that with a report of a very positive outlook.”
Prologis, Inc. (NYSE:PLD) is a logistics real estate company with ownership or investments in multiple and development projects. When a caller asked for Cramer’s advice whether they should start a long-term position in the stock, he replied:
“I love Moghadam. He’s terrific. I am not as keen on the warehouse market right now. I think that there’s, I think you have too much space in it, and I don’t think they need that, they’re going to put up as many as before. But if I got a price break, if I got it down to here, I would take action. But right now, I’m not. I’ve got other stocks I like more. I don’t feel that I need to take a position in Prologis. Great company, I just don’t feel I need that position.”
4. Lyft, Inc. (NASDAQ:LYFT)
Number of Hedge Fund Holders: 51
Lyft, Inc. (NASDAQ:LYFT) is one of the stocks Jim Cramer recently offered insights on. During the episode, Cramer discussed the stock’s rally, as he commented:
“So far this year, we’ve seen a spectacular more than 50% rally in Lyft, the number two ride-sharing platform that’s finally getting its due after years of sideways trading. I suspect it’s got more room to run.”
Lyft, Inc. (NASDAQ:LYFT) operates a platform that connects drivers and riders for on-demand transportation. During the May 23 episode, a caller inquired about the stock, as they showed intention of buying more. Cramer responded:
“Look, I like David Risher. The stock’s just had a nice pop. I would not come in on top of this pop, I would let it come down. I think it just had too big a move, and I don’t like parabolic moves, but you nailed a good one. And if you’re up big, how about this? How about a little schnitzel, take some off, and then play with the house’s money.”
3. Intuitive Surgical, Inc. (NASDAQ:ISRG)
Number of Hedge Fund Holders: 107
Intuitive Surgical, Inc. (NASDAQ:ISRG) is one of the stocks Jim Cramer recently offered insights on. A caller inquired where Cramer thinks the company is going, and he replied:
“You know, I have to tell you, things have gotten tough for these guys. There’s a lot of people that have moved into their industry. I think it’s a great company, but the stock is telling me, don’t buy me, don’t buy me, and I’m hearing the stock.”
Intuitive Surgical, Inc. (NASDAQ:ISRG) designs and markets robotic systems that enable minimally invasive medical procedures. When a caller sought Cramer’s advice on the stock during the September 10 episode, he responded:
“Do you know that Jeff and I had a discussion today at the club, and I had this in the bullpen, and it’s come down and I don’t have, I don’t have the willpower to pull it because the last quarter wasn’t that good. We are refreshing the bullpen. Next week, we’ve got a big club meeting and you’ll hear what we’re talking about, but I’m not going to pull the trigger on ISRG, and I have liked it a very long time.”
2. Align Technology, Inc. (NASDAQ:ALGN)
Number of Hedge Fund Holders: 54
Align Technology, Inc. (NASDAQ:ALGN) is one of the stocks Jim Cramer recently offered insights on. When a caller asked about the company during the latest Mad Money episode, Cramer said:
“I want you to go. I know it’s a low price-to-earnings multiple, but I just think there are a lot of forces against it. Let’s move on from that one.”
Align Technology, Inc. (NASDAQ:ALGN) develops and markets products used in orthodontic and restorative dental treatments. The company’s products include digital scanning, design, and 3D printing solutions. Cramer mentioned the company during the July 31 episode and remarked:
“What do you make of the shocking decline in a company like Align Technology? That’s the maker of Invisalign clear aligners. It’s the gold standard, the one that dentists love to recommend, but it missed its numbers badly, and its stock collapsed, down nearly 37%, one session. Let me tell you what CEO Joe Hogan, who again is no slouch, gave as his excuse for the weakness in his conference call. Listen to this, ‘In the face of a challenging and uncertain macroeconomic backdrop characterized by global tariff volatility, ongoing inflation, elevated interest rates, and unstable consumer confidence, we’re navigating with a clear focus to control what we can.’ Then he says, ‘significant headwinds across the consumer discretionary spend landscape’ has come to hurt these guys. I say, well, wait, wait a second, wait a second. We’re talking about clear braces here; we’re talking about your teeth. To me, that’s not really that much of a discretionary item, at least not in America, maybe in Britain. But most Americans get their teeth straightened, or at least they did. I mean, apparently now it’s becoming discretionary spending. People must really be strapped. Because I believe Hogan, I’ve had him on the show a bunch of times.”
1. Kimberly-Clark Corporation (NASDAQ:KMB)
Number of Hedge Fund Holders: 42
Kimberly-Clark Corporation (NASDAQ:KMB) is one of the stocks Jim Cramer recently offered insights on. Cramer made a prediction about the company during the episode, as he said:
“Here are some predictions: I think Kimberly-Clark could be bottoming. Procter & Gamble already started the process.”
Kimberly-Clark Corporation (NASDAQ:KMB) manufactures and sells personal care and tissue products. Its products include baby care, feminine care, incontinence, and household paper products. During the September 10 episode, Cramer called it “a company in the midst of a terrific turnaround.” He commented:
“Again, these are not really the growth stocks that I’m referring to. I’m talking about a company in the midst of a terrific turnaround, like Kimberly-Clark, also, within your 4% yield. Household brands, I like that. I like the restructuring that CEO Michael Hsu is engineering, even though he’s getting almost no, no, he’s getting no credit for it at this point.”
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