Jim Cramer, the host of Mad Money, said Friday that the coming stretch will be a meaningful one for Wall Street, as the week is packed with many quarterly earnings reports and a Federal Reserve meeting.
Today, I’m calling it a total mixed bag… But this week, we put our biggest worries to bed. No more need to be concerned about the president invading Greenland or slapping tariffs on our NATO allies, which means we can head into next week with a clear head and a focus on the fundamentals. Make no mistake, next week matters.
READ ALSO 8 Stocks on Jim Cramer’s Radar and Jim Cramer Talked About These 16 Stocks and Market Froth
Cramer noted that the week also includes a Fed meeting that might not normally drive markets but might carry weight this time. He said the meeting comes as the end of Fed Chair Jerome Powell’s tenure draws closer, and “this could be the day when the president picks his new replacement.” Cramer called the meeting more of a sideshow, but acknowledged that he might be alone in that view. He stressed that he remains focused on helping investors make money rather than guessing about who might lead the Federal Reserve next.
The bottom line: Mag Sevens, momentum plays, red-hot industrials, and a Fed meeting, all in front of you. Keep your head up. Much more to come.
Our Methodology
For this article, we compiled a list of 22 stocks that were discussed by Jim Cramer during the episode of Mad Money aired on January 23. We listed the stocks in the order that Cramer mentioned them. We also provided hedge fund sentiment for each stock as of the third quarter of 2025, sourced from Insider Monkey’s database of 978 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 Shared His Weekly Game Plan: 22 Stocks in Focus
22. Chevron Corporation (NYSE:CVX)
Number of Hedge Fund Holders: 89
Chevron Corporation (NYSE:CVX) is one of the stocks in focus as Jim Cramer shared his weekly game plan. Cramer ended his game plan with the oil plays, as he commented:
We also have two oils: Chevron and Exxon. Both throw off a lot of cash. I like Chevron, with its big buyback and its 4% yield. It’s been my favorite for a very long time because it’s so darn consistent. And now you have a possible Venezuela kicker as they’re doing business there right now, all through this regime, and they know what needs to be done.
Chevron Corporation (NYSE:CVX) is an integrated energy company that explores, produces, refines, and markets oil, natural gas, and petrochemical products. Cramer highlighted the company’s interest in Venezuela during the January 5 episode, as he said:
You have Chevron with its Venezuelan interest, it’s held for ages. Now, it might get more than the 100,000 barrels per day that it currently pumps from the once great Venezuelan reserves. The country only pumps about 900,000 barrels a day, and most of it goes to China. Maybe that contract can be broken. Venezuela owes so much to China, as much as $50 billion. And who knows if Maduro’s replacement will honor those debts…
Venezuela nationalized most of the oil production years ago. You’d have to privatize it again, which would prove very difficult, then there’s no money upfront for any of these projects. And most important, oil’s been going down in price, so there could be very big losses for all concerned except the refiners and Chevron. Then again, if Chevron were to double production, you know what? It would still be just a drop in the bucket for that oil giant.
21. American Express Company (NYSE:AXP)
Number of Hedge Fund Holders: 75
American Express Company (NYSE:AXP) is one of the stocks in focus as Jim Cramer shared his weekly game plan. Cramer highlighted the pattern that usually happens after the company reports its earnings, as he stated:
Friday can’t come fast enough. Alright, what do we got here? We got American Express. Again, I’m going to tell you what happens. They report. It’s almost always a good quarter. The stock almost always gets hit. That’s been the pattern. You have to buy it right into that weakness. It’s stupid selling, I might add. And that’s usually a perfect buying opportunity.
American Express Company (NYSE:AXP) provides credit and charge cards, payment processing, banking, and travel-related services. The company also offers merchant solutions and expense management tools. Cramer noted his bullish stance on the company during the November 13, 2025, episode, as he remarked:
Over the past few weeks, it looks like the experiential economy ain’t what it used to be… When you put it all together, it paints an increasingly negative picture of the whole experiential economy. I’m not yet ready to completely give up on this theme. As I could also point to some contraindicators, like continuous strength in American Express, the preferred credit card for all things travel-related. You know, I think that company’s great.
20. Western Digital Corporation (NASDAQ:WDC)
Number of Hedge Fund Holders: 84
Western Digital Corporation (NASDAQ:WDC) is one of the stocks in focus as Jim Cramer shared his weekly game plan. Cramer mentioned the stock during his game plan, as he commented:
Sandisk and Western Digital report at the same time. These are our storage plays. They’ll be very positive. I don’t think they’ll get the same reception that Apple does. I think people are going to say, wow, and just keep buying these.
Western Digital Corporation (NASDAQ:WDC) designs and supplies data storage solutions, including internal and external hard drives, portable drives, data center platforms, NAS systems, and related accessories. While discussing the noteworthy stocks of Q3, 2025, during the episode aired on October 1, 2025, Cramer mentioned the stock and said:
The second best performer’s Western Digital, up almost 88% for the quarter. It’s in data storage along with Seagate Tech in fourth place, up nearly 64%. Now, we know this market craves data center plays like the more familiar Micron, up big now, well above where it reported, but few companies are pure plays on storage than Western Digital and Seagate.
These companies have been around the block. You know, a quarter century ago, I ran a hedge fund, and I always thought Western Digital was a terrific undervalued company that would one day get credit for its excellent technology. I actually took a 5% position in the business, but it never really did much. It’s good to see the market giving the stock its due, even if it’s 30 years too late for me.
19. Sandisk Corporation (NASDAQ:SNDK)
Number of Hedge Fund Holders: 61
Sandisk Corporation (NASDAQ:SNDK) is one of the stocks in focus as Jim Cramer shared his weekly game plan. Cramer noted that the stock has run up significantly, as he said:
Sandisk and Western Digital report at the same time. These are our storage plays. They’ll be very positive. I don’t think they’ll get the same reception that Apple does. I think people are going to say, wow, and just keep buying these, even though this one, Sandisk, is up huge, way too much for me.
Sandisk Corporation (NASDAQ:SNDK) sells NAND flash-based storage solutions, including solid-state drives, embedded storage, removable cards, and USB drives. Cramer discussed the stock performance during the January 5 episode. The Mad Money host commented:
When it comes to the top five performers, do you know that four of them all came from the same business? These are all data storage and memory companies. Well, they belong in the data center. In first place, there’s Sandisk, which was spun off by its old parent company in February and then went on to rally 371% after the spin was completed.
18. Apple Inc. (NASDAQ:AAPL)
Number of Hedge Fund Holders: 166
Apple Inc. (NASDAQ:AAPL) is one of the stocks in focus as Jim Cramer shared his weekly game plan. Cramer highlighted why the stock has been down for the past few weeks, as he stated:
Apple’s stock’s been down for eight straight weeks. Quite a dry spell. Why is that? I think it’s the other side of the storage trade that everybody loves so much. Apple’s a customer. It needs storage. They have to pay up for storage, but there’s not enough to go around. Prices are way up, and bears say that Apple phones, as popular as they are, will show declining gross margins because of how much they have to pay for these storage components. I’m not changing my view. I say, own Apple, don’t trade it. But I respect the fact that if Apple guides margins down, it is reasonable to believe that the decline is not over.
Apple Inc. (NASDAQ:AAPL) manufactures and sells devices such as the iPhone, Mac, iPad, along with its line-up of wearables and accessories. The devices are supported by the company’s app ecosystem, AppleCare, and cloud tools.
17. Caterpillar Inc. (NYSE:CAT)
Number of Hedge Fund Holders: 70
Caterpillar Inc. (NYSE:CAT) is one of the stocks in focus as Jim Cramer shared his weekly game plan. Cramer was bullish on the company stock as he remarked:
We talk a lot about ancillary data center plays, which means Caterpillar, which has backup generators that are needed to keep these server farms running. In the old days, CAT usually went down on earnings. That’s over. It tends to rally because people can’t believe it can consistently put up such strong numbers. They are wrong. I like the stock.
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. Cramer highlighted the company during the December 10, 2025, episode and commented:
Finally… You can buy any industrial because the hedge fund playbook says that industrials benefit from lower rates, even if you think it doesn’t matter. The fabulous irony of all this, frankly, is that Powell, in his own press conference, actually came out and said that a quarter point really doesn’t mean that much to any industry. I had to laugh at that one, but that’s not how hedge funds or even mutual funds think about it. They’ll eagerly buy Caterpillar and Cummins, two stocks at their all-time highs, just because they perfectly fit the environment.
16. Honeywell International Inc. (NASDAQ:HON)
Number of Hedge Fund Holders: 76
Honeywell International Inc. (NASDAQ:HON) is one of the stocks in focus as Jim Cramer shared his weekly game plan. Cramer noted that the company is breaking up, as he stated:
Thursday morning, we hear from Honeywell. Now, this is really complicated. When the company reports, almost every single time, the stock’s going down, plain and simple. The stock has run up lately because it’s planning to list shares of its quantum business, Quantinuum, and that’s got many traders going. They own the majority stake, and it should be red-hot. But in the end, Honeywell’s still a company that’s breaking into three pieces.
Well, it breaks into a couple of pieces and I gotta tell you, here’s what’s going to happen: You’re going to get people who say, I don’t want the automation. It’s going to get people who say, I don’t want the aerospace. And the other people who are going to say, I don’t know how long this thing’s going to take, but I don’t want to be involved with it. And that’s going to cause the stock, I think, to take a hit. Would I sell it Wednesday to buy it back Thursday? I’m not a trader, okay? Do I think that’s exactly what’s going to happen? Yes.
Honeywell International Inc. (NASDAQ:HON) develops and sells technologies and solutions across aerospace, industrial automation, building management, and energy and sustainability.
15. ServiceNow, Inc. (NYSE:NOW)
Number of Hedge Fund Holders: 104
ServiceNow, Inc. (NYSE:NOW) is one of the stocks in focus as Jim Cramer shared his weekly game plan. Cramer highlighted the anticipation for the company’s earnings report, as he said:
Oh, and if you want to know what could be the biggest report of the week, well, at least in terms of consequences, I think it’s going to be NOW. I think it’s going to be ServiceNow. For years, this company and Salesforce were leaders in software as a service enterprise software, we call it. Both businesses have continued to do very well, but their stocks aren’t playing ball.
ServiceNow stock is down more than a hundred points from its high. I’ve never seen that in terms of percentage. This, to the CEO Bill McDermott, he’s gotta bring his A game to explain what’s happening and tell us that this is merely a broken stock, not a broken company. We are really going to be glued to that one.
ServiceNow, Inc. (NYSE:NOW) provides a cloud platform that supports digital workflows through AI, automation, low-code tools, analytics, and a suite of IT, security, customer service, and employee experience products.
14. International Business Machines Corporation (NYSE:IBM)
Number of Hedge Fund Holders: 66
International Business Machines Corporation (NYSE:IBM) is one of the stocks in focus as Jim Cramer shared his weekly game plan. Cramer said that the stock is going to receive the same market reaction as the previous quarter, as he commented:
Last quarter, IBM reported a number that left the Street rankled, but the stock quickly recovered. I could see it doing the exact same thing this time as traders dominate the stock of IBM. I don’t know why. And they don’t seem to understand what an amazing company they own or that they rent.
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. Cramer shared his thoughts on the stock during the January 14 episode, as he said:
Let’s take them one by one, starting with IBM, which has become an incredibly strong performer with a stock that’s nearly tripled since late 2022 when it broke free from its… all-time highs. It’s also rallied over 40% over the past 12 months. Horse. Take a look at all the daily charts here because this paints a very encouraging picture.
First, Lang (chartist Bob Lang) points out that IBM has always faced challenges from the new line of tech… But IBM stood tall in the face of change and transformed itself into a juggernaut. They’ve got terrific hybrid cloud and AI businesses, a very strong consulting business that’s also bringing in a ton of AI, and yes, they’ve got quantum computing. Even better, at this point, IBM has been putting up its strongest sales growth in years. Their CEO, Arvind Krishna, is top-notch, and you know what? I think he sees the future better than almost all CEOs, not just in tech… Lang points out that IBM has broken out above its 50-day moving average… with force this week. The stock’s now at $309… We’re witnessing the next leg higher. Not too late to buy IBM… When you look at the moving average convergence divergence… IBM just made what we call a bullish crossover… When that happens, this is one of the most reliably positive signals out there.
At the same time, there’s the on-balance volume… As you can see with IBM, the on-balance volume line just keeps making new highs. Even better, the relative strength… is still a long way from being overbought… When IBM got overbought in the fall, it temporarily lost its mojo, but it can really rally a good bit now because the relative strength index is saying it can go to higher levels. That’s where it tends to stall out. I liked the last quarter from IBM very much, and I bet Krishna can deliver again when the company reports later this month. It’s inexpensive relative to its growth rate and runs very lean as Krishna runs a very tight ship.
13. Tesla, Inc. (NASDAQ:TSLA)
Number of Hedge Fund Holders: 120
Tesla, Inc. (NASDAQ:TSLA) is one of the stocks in focus as Jim Cramer shared his weekly game plan. Cramer highlighted that the upcoming quarter report will define the “new narrative” that Tesla is not “just a car company,” as he remarked:
A bunch of the Mag Seven stocks have been underperforming, at least until today, when they roared. Still, Microsoft, Meta, and non-club company Tesla have turned into stocks that are very difficult to own except for select days… Next, repeat after me, Tesla’s a robot company. Tesla’s an autonomous driving play. It’s not just a car company. And this might be the quarter that defines that new narrative. The stock goes higher, if so, here’s what’s going to happen. The stock is just going to, from the moment you see the results, the stock’s going to go sky high. I’m not kidding. That’s going to be the one that does the best if they define it as a non-car company.
Tesla, Inc. (NASDAQ:TSLA) designs and sells electric vehicles and also develops and installs solar energy and storage systems for residential, commercial, and industrial customers. In addition, the company is working on autonomous vehicles and robots.
12. Meta Platforms, Inc. (NASDAQ:META)
Number of Hedge Fund Holders: 273
Meta Platforms, Inc. (NASDAQ:META) is one of the stocks in focus as Jim Cramer shared his weekly game plan. Cramer highlighted the CEO’s spending comments during the last conference call after the company reported, as he commented:
CNBC Investing Club members, look out. You’re going to be flooded with emails Wednesday because Charitable Trust holdings, Danaher, Starbucks, GE Vernova, Microsoft, Meta, and Corning all report. Let me give you a preview… A bunch of the Mag Seven stocks have been underperforming, at least until today, when they roared. Still, Microsoft, Meta, and non-club company Tesla have turned into stocks that are very difficult to own except for select days… Meta’s acted terribly until today… Had a nice move yesterday. Was recommended the last two days, but I’ll tell you what’s really going on here. The last conference call, when the company reported, Mark Zuckerberg lowered the boom. He said he’s going to spend all he can. Can he walk that back, please? Probably not. Maybe he can explain how Meta is at least making money on the data center build-out besides intelligent glasses. Is that too much to ask? I don’t think so.
Meta Platforms, Inc. (NASDAQ:META) develops technologies and applications that connect people through social networking and messaging. The company’s portfolio includes Facebook, Instagram, WhatsApp, Messenger, Threads, and products in virtual and augmented reality.
11. Microsoft Corporation (NASDAQ:MSFT)
Number of Hedge Fund Holders: 312
Microsoft Corporation (NASDAQ:MSFT) is one of the stocks in focus as Jim Cramer shared his weekly game plan. Cramer highlighted why the company’s valuation has dropped. He stated:
CNBC Investing Club members, look out. You’re going to be flooded with emails Wednesday because Charitable Trust holdings, Danaher, Starbucks, GE Vernova, Microsoft, Meta, and Corning all report. Let me give you a preview… A bunch of the Mag Seven stocks have been underperforming, at least until today, when they roared. Still, Microsoft, Meta, and non-club company Tesla have turned into stocks that are very difficult to own except for select days. Microsoft’s been weak in part because all software companies are under pressure from generative AI. I think that’s a false worry in this case, but it’s shaved the Microsoft price-to-earnings multiple pretty mightily.
Microsoft Corporation (NASDAQ:MSFT) develops software, hardware, and cloud-based solutions. The company provides products like Windows, Azure, Office, LinkedIn, and Xbox. Cramer mentioned the company during the January 7 episode and said:
How about Microsoft? Alright, this company’s been doing very well, but its stock’s been punished by the fact that management wants to spend a fortune on AI. Ever since Microsoft reported its latest quarter, the stock’s going pretty much straight down. How often do you get to buy the stock of Microsoft at $485 after it traded at $555 last summer? I know the answer. Not very often.
10. Corning Incorporated (NYSE:GLW)
Number of Hedge Fund Holders: 75
Corning Incorporated (NYSE:GLW) is one of the stocks in focus as Jim Cramer shared his weekly game plan. Cramer noted how he spoke of the company during the latest monthly Investing Club meeting, as he said:
CNBC Investing Club members, look out. You’re going to be flooded with emails Wednesday because Charitable Trust holdings, Danaher, Starbucks, GE Vernova, Microsoft, Meta, and Corning all report. Let me give you a preview… We had our investing club monthly meeting yesterday, and I spoke positively about Corning, which is busy replacing copper with fiber in data centers all over the country. I don’t think I was effusive enough, frankly. I think the prospects are terrific. They own the business. I think you have to just hope it comes down so you can buy some.
Corning Incorporated (NYSE:GLW) develops optical fiber, cables, and related hardware for telecommunications, and produces glass substrates for displays used in TVs, computers, and mobile devices. Moreover, it supplies specialty materials, emission control products, and laboratory equipment. During the January 8 episode, Cramer showed bullish sentiment toward the stock for 2026, as he remarked:
Now, some of the other data center hardware plays did very well. Look at Corning, GLW… a key holding of the Charitable Trust. That leading maker of fiber optics, up 84% this year, and I still think it may be one of the best performers for 2026.
9. GE Vernova Inc. (NYSE:GEV)
Number of Hedge Fund Holders: 108
GE Vernova Inc. (NYSE:GEV) is one of the stocks in focus as Jim Cramer shared his weekly game plan. Cramer said that the company has “more business than it can handle,” as he stated:
CNBC Investing Club members, look out. You’re going to be flooded with emails Wednesday because Charitable Trust holdings, Danaher, Starbucks, GE Vernova, Microsoft, Meta, and Corning all report. Let me give you a preview… GE Vernova has been acting funky. Look, I think that’s really a function of the monster move that it’s had over the years. When it was spun out from GE in April 2024, the stock was at $140. Now, it’s at $657. GE’s old power division has more business than it can handle, courtesy of the data center. Again, I love it long term, but the expectations are sky-high for the moment. I think you need a better entry point.
GE Vernova Inc. (NYSE:GEV) provides products and services for generating, converting, storing, and managing electricity, including gas, nuclear, hydro, and wind technologies. Cramer called it one of his “absolute favorite stocks” during the episode aired on January 15. The Mad Money host remarked:
You know, I’m glad you mentioned GE Vernova. I hit it up today. I saw it was down. I say that’s ridiculous. This company is on fire. What does GE Vernova do? Well, it does natural gas turbines, and it does nuclear. And I think it’s ridiculous that the stock is down since the year began… and we own it for the Charitable Trust. It’s one of my absolute favorite stocks.
8. Starbucks Corporation (NASDAQ:SBUX)
Number of Hedge Fund Holders: 64
Starbucks Corporation (NASDAQ:SBUX) is one of the stocks in focus as Jim Cramer shared his weekly game plan. Cramer believes that the stock is “wildly overbought,” as he said:
CNBC Investing Club members, look out. You’re going to be flooded with emails Wednesday because Charitable Trust holdings, Danaher, Starbucks, GE Vernova, Microsoft, Meta, and Corning all report. Let me give you a preview… Starbucks is an oddity. It reports on Wednesday and then has an analyst investor day, what’s called an investor day Thursday. Now, I don’t really know how this is going to work.
How do you report on one day, and then the next day, have a big confab about your company? The stock’s wildly overbought here, which means it can’t keep climbing unless the numbers are insanely strong. I do like it for the long haul, not going anywhere. But I doubt Starbucks can tell a story that’s good enough to justify this recent ramp because it’s so overbought.
Starbucks Corporation (NASDAQ:SBUX) sells coffee, tea, and other beverages, as well as food products, through its stores and licensed outlets. The company’s brands include Starbucks Coffee, Teavana, Seattle’s Best Coffee, Ethos, and Starbucks Reserve.
7. Danaher Corporation (NYSE:DHR)
Number of Hedge Fund Holders: 117
Danaher Corporation (NYSE:DHR) is one of the stocks in focus as Jim Cramer shared his weekly game plan. Cramer expects positive things from the company’s upcoming quarterly earnings report, as he remarked:
CNBC Investing Club members, look out. You’re going to be flooded with emails Wednesday because Charitable Trust holdings, Danaher, Starbucks, GE Vernova, Microsoft, Meta, and Corning all report. Let me give you a preview. After a multi-year dry spell, Danaher has big orders from biotechs for expensive management. It seems like a biotech comes public every day, doesn’t it? They’ve managed some better-than-feared results in recent quarters, but this could be the first truly strong quarter in years. The stock was down badly today. Could be a real interesting opportunity.
Danaher Corporation (NYSE:DHR) provides instruments, consumables, software, and services used in bioprocessing, life sciences research, and clinical diagnostics. Cramer discussed the stock in detail during the episode aired on December 1, 2025, and said:
Now, first, there’s tried and true, but lately trying Danaher, DHR, a conglomerate that became more focused on life sciences diagnostics when it spun off its water and product quality testing business as Veralto a couple years ago. We own Danaher for the Charitable Trust. I gotta tell you, it’s been really frustrating for the past couple years, even though we bought it during the post-COVID washout. Turns out that was early, as the stock languished for a very long time. Lately, though, Danaher’s been acting much better. It’s up 31% from its April low. It’s up 25% from its more recent low… in September. Now get this, in late October, in the middle of the stock’s most recent rally, Danaher reported a strong quarter driven by solid growth numbers from the company’s crucial bioprocessing division, which had been so languishing. They posted a small revenue beat with a solid 3% organic growth, as well as a large earnings beat. While management merely reiterated their full-year sales and earnings forecast, that was enough to get the stock, I told you it’s been… in just a hell hole, get the stock moving higher. Looking ahead, Wall Street expects Danaher to put up its best growth in years in 2026, mid-single-digit revenue growth, and high single-digit earnings growth. If they can hit those targets, I bet the stock keeps running. I still like the stock for the Charitable Trust, but we bought some stock real low in this one, and I’m thinking of trimming it if the stock jumps another 10 points, but 10 could be a lot.
6. Seagate Technology Holdings plc (NASDAQ:STX)
Number of Hedge Fund Holders: 72
Seagate Technology Holdings plc (NASDAQ:STX) is one of the stocks in focus as Jim Cramer shared his weekly game plan. Cramer highlighted the stock’s surge due to an increase in demand, as he commented:
After the close, we have our first big shortage stock, and that’s Seagate. This maker of storage and memory chips has been making a fortune because no one saw the massive surge in demand from the data center coming except for a handful of companies, including this one. Stock’s up over 25% for the year. You need a massive beat and raise for this one to keep it running. And guess what? I think you could get it.
Seagate Technology Holdings plc (NASDAQ:STX) makes hard drives, solid-state drives, and storage solutions for personal, gaming, and business use. Cramer mentioned the stock during the episode aired on November 3, 2025, while discussing the storage business. He said:
Of course, not all growth stocks are created equal. The questionable stocks these days are the ones that are in the data storage business: Sandisk, Seagate, [and] Western Digital. They’re now shortage stocks, meaning not enough people saw the demand for data storage coming. So they have super growth because they’ve got these storage machines and their stocks are roaring higher. I like them, but I know you have to sell them at a certain point because eventually they’ll pump out enough new supply to sate the demand.
5. Kimberly-Clark Corporation (NASDAQ:KMB)
Number of Hedge Fund Holders: 42
Kimberly-Clark Corporation (NASDAQ:KMB) is one of the stocks in focus as Jim Cramer shared his weekly game plan. Cramer noted that he is “warming up” to the company, as he stated:
We saw Procter & Gamble rally on what a lot of people thought was a pretty bad quarter, okay? Well, Kimberly-Clark reports on Tuesday morning. I think it’s going to report a better quarter. Now, it’s also merging, though, with Kenvue in a cash and stock deal, and that could keep this stock in its place. But I have to tell you that I like, I’m warming up to Kimberly more and more after what I saw with Procter this weekend, and also with Clorox last night.
Kimberly-Clark Corporation (NASDAQ:KMB) manufactures personal care products and provides items such as diapers, wipes, feminine and incontinence care products, and household paper goods. Its brands include Huggies, Kotex, Depend, Kleenex, Scott, and Cottonelle. A caller sought Cramer’s advice on the stock during the January 9 episode, and the Mad Money host replied:
Okay, so I think a lot of the weakness is more involved with Kenvue, but remember, Procter, which we own for the Charitable Trust, also went down. But they’re buying Kenvue, and people don’t like that because it’s got all this, it’s got some issues. I’m not going to say liabilities, that’s too mean. I mean, it’s too negative. But I will say that I think Michael Hsu is doing a fantastic job with what the hand he’s got. It’s got a 5% yield. I think it seems very intriguing to me here at 13 times earnings.
4. Union Pacific Corporation (NYSE:UNP)
Number of Hedge Fund Holders: 99
Union Pacific Corporation (NYSE:UNP) is one of the stocks in focus as Jim Cramer shared his weekly game plan. While discussing the stock, Cramer highlighted that transports are being called the “hottest group” in the market. He commented:
Hottest group in this market? Well, some would say it’s the transports, including the rails… I like Union Pacific, which is trying to merge with Norfolk Southern. Let’s see what they have to say.
Union Pacific Corporation (NYSE:UNP) operates in the railroad industry, transporting a variety of goods, including agricultural products, chemicals, construction materials, energy products, and vehicles. Cramer mentioned the company’s merger plans during the December 10, 2025, episode, as he remarked:
Next group… the transports, which are also in breakout mode. We know that Union Pacific’s doing extraordinarily well, about to merge with Norfolk Southern. Great situation.
3. General Motors Company (NYSE:GM)
Number of Hedge Fund Holders: 71
General Motors Company (NYSE:GM) is one of the stocks in focus as Jim Cramer shared his weekly game plan. Cramer praised the company’s CEO during the episode, as he said:
General Motors reports too, and CEO Mary Barra never gets the respect she deserves for what she’s delivered through the years. Now, the day GM reports, the stock tends to underperform, particularly in the first hour or two of trading. Just a pattern that I’ve noticed, and that’s a good buying opportunity. If it happens again, pull the trigger.
General Motors Company (NYSE:GM) manufactures vehicles and parts under brands such as Chevrolet, Cadillac, Buick, GMC, Baojun, and Wuling. Cramer discussed the stock while discussing buyback activities of different companies during the episode aired on December 17, 2025. He stated:
Now, the next five buyback monsters are more elite. They’ve retired more than 40% of their shares in the last decade. For starters, there’s General Motors. Now, get this, General Motors has shrunk its share count by 40.1% since 2015. This one’s interesting because GM’s simply retiring the new shares it issued during the financial crisis and its aftermath. Still, when you look at the rest of the auto industry, it’s clear CEO Mary Barra has been doing a remarkable job. She is so good. After tariff concerns kept a lid on GM for much of the first half of the year, the stock’s exploded higher in recent months. It’s now up over 50% year to date, trading at its highest level since the company returned to public markets in 2010. The best part, even after this move, GM still sells for just under seven times next year’s estimates. I bet it can keep climbing, especially if we get more rate cuts from the Fed. Now, you know, I expect that.
2. The Boeing Company (NYSE:BA)
Number of Hedge Fund Holders: 106
The Boeing Company (NYSE:BA) is one of the stocks in focus as Jim Cramer shared his weekly game plan. Cramer highlighted why he would not sell the stock, as he remarked:
Tuesday starts with Boeing. Now, this stock’s had a monster move since the last quarter. I don’t think it can report a number that can equal the actual move, but I wouldn’t sell it either because this is the year one of a multi-year turn in the stock of Boeing.
The Boeing Company (NYSE:BA) designs and builds commercial aircraft, defense systems, satellites, and space technologies, and provides related support and service solutions. During the January 22 episode, Cramer showed an optimistic sentiment toward the company, as he said:
What did we know about Boeing? Well, it hasn’t reported yet. We bought it aggressively and all the way down endlessly because management told us that they couldn’t shoot straight, and the term was delayed. But they added that the cash flow will be higher than expected. We told investing club members to buy and buy and buy down 50, down 60, down 70 because we knew that the cash flow was the key metric to watch here, and the rest is just noise. You needed to follow Boeing for 30 years, as I have to understand this… See, you can’t defeat Boeing.
1. Nucor Corporation (NYSE:NUE)
Number of Hedge Fund Holders: 44
Nucor Corporation (NYSE:NUE) is one of the stocks in focus as Jim Cramer shared his weekly game plan. Cramer suggested buying the stock in case of a pullback after the company’s earnings report, as he commented:
Let’s get it started with, I’m calling this cyclical week. You know why? Many of the big industrials and material companies report this week, and it starts with the best steel company in the world, Nucor. Now, with about two weeks left in the fourth quarter, as it always does, Nucor pre-announced its earnings results, and those numbers came in well short of Wall Street’s expectations. Didn’t matter. Stock jumped… about 12% since then. And that’s what happens when the Fed cuts rates, and there are tariffs on foreign steel, as there should be. If the stock gets hit on Monday, you should be a buyer.
Nucor Corporation (NYSE:NUE) manufactures steel and steel products, including sheet, plate, bar, and structural steel. The company also produces raw materials, metal products, and industrial gases for construction, manufacturing, and energy applications. During the episode aired on December 22, 2025, Cramer said that he always thought it was a good stock, as he stated:
Regular metals, generally up with the help of tariffs, but a lot of crops and chemical stocks are very bad. That explains why we’ve seen a middle-of-the-pack performance overall for the materials group, which is up about 9% for the year… but within that, we’ve seen huge disparities. 40% plus declines for chemical companies like Dow and Lyondell, but also 40% increases for companies like Nucor and Steel Dynamics. Didn’t see these before, but you know what? I should have told, I should have pushed hard on Nucor. I always knew that was a good one.
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