Jim Cramer, the host of Mad Money, said on Friday that as the market gets weighed down by tariff news, it is important to remember that stocks are holding up well.
“As the market gets weighed down by a flood of new tariff announcements, Dow slipping 279 points, S&P declining 0.33%, Nasdaq dipping 0.22%, we have to remember that stocks are holding up incredibly well versus what you might’ve expected a few months ago.”
READ ALSO: Jim Cramer’s Latest Thoughts on These 17 Stocks and 20 Stocks on Jim Cramer’s Radar.
Cramer pointed out that although the market appears quite overbought at these levels, something he is not fond of, what stands out is how minimal the damage has been in response to the latest wave of tariff threats. He attributed this market stability to a level of resilience that, in his view, comes largely from the continued strength of retail investors. Cramer noted that the individual investor remains remarkably steady, even in the face of increasingly aggressive rhetoric and tightening trade conditions that have become almost routine.
“The bottom line: Once we process the new tariffs, we’ve got a ton of earnings reports coming next week, so you better keep your eyes open.”
Our Methodology
For this article, we compiled a list of 15 stocks that were discussed by Jim Cramer during the episodes of Mad Money aired on July 11. We listed the stocks in the order that Cramer mentioned them. We also provided hedge fund sentiment for each stock as of the first quarter of 2025, which was taken from Insider Monkey’s database of 1,000 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 373.4% since May 2014, beating its benchmark by 218 percentage points (see more details here).
Jim Cramer Shared Insights on 15 Stocks
15. The Charles Schwab Corporation (NYSE:SCHW)
Number of Hedge Fund Holders: 102
The Charles Schwab Corporation (NYSE:SCHW) is one of the stocks that Jim Cramer shared insights on. During the episode, Cramer recommended caution before investing in the stock after its recent run. He said:
“Finally, don’t say I didn’t tell you so, we’ve been championing Charles Schwab from the days when the doubters cast dispersions on the balance sheet. That was 25 points ago. They’ve been silent of late. But I think the short sellers like to come out and color the opening of trading when Schwab opens. I say be very careful before you do some buying.”
Charles Schwab (NYSE:SCHW) provides a broad range of financial services, including wealth management, brokerage, banking, and advisory solutions. Furthermore, the company offers trading platforms, investment products, retirement tools, and support for individual investors and financial advisors. Baron Asset Fund stated the following regarding The Charles Schwab Corporation (NYSE:SCHW) in its Q1 2025 investor letter:
“Strength in Financials came from specialty insurer Arch Capital Group Ltd. and brokerage firm The Charles Schwab Corporation (NYSE:SCHW). Schwab’s shares outperformed for a second consecutive quarter, helped by an improved earnings outlook. After reaching trough levels last year, Schwab’s cash balances continued to trend higher during the quarter. Investors believe Schwab will use these balances to pay down higher cost borrowings, which should drive net interest income and earnings higher.”
14. 3M Company (NYSE:MMM)
Number of Hedge Fund Holders: 69
3M Company (NYSE:MMM) is one of the stocks that Jim Cramer shared insights on. During the episode, Cramer shared his thoughts on the stock, which were quite bullish, as he stated:
“Now the industrials have been on fire. The part of this broadened out bull market and one of my absolute favorites is 3M, which is beginning to remind me of the old 3M, where the question was simply how big the beat will be. CEO Bill Brown is crushing it, and this one’s been greeted with buying both before and after the conference call.”
3M (NYSE:MMM) provides a wide range of products and technologies across industries, including safety, industrial manufacturing, electronics, transportation, and consumer goods. The company’s products range from adhesives and abrasives to healthcare products, home supplies, and electronic materials. During an April episode of Squawk on the Street, Cramer remarked:
“I think that 3M the other day, is back. They’ve got that company together. . . .these companies have all kind of said, you know we’re not hurt that much by tariffs. We’re doing pretty well. And then you start getting a narrative which says maybe no recession.”
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