Jim Cramer, the host of Mad Money, on Friday highlighted a big development of the week, which was the nomination of Kevin Warsh to become the next chair of the Federal Reserve.
Let’s talk about the biggest deal of the week, and that’s the nomination of Kevin Warsh as the next chief of the Fed. Warsh is a banker. He’s a financier. He’s a real smart guy. He’s rigorous. He understands. He’s disciplined. At the same time, he’s dealing with a president who acts like he wants to be Warsh’s boss, even as the Fed chief, once selected, is supposed to be independent of the executive branch. Tricky situation here, especially after what we’ve seen happen to our current Fed chief, Jay Powell.
READ ALSO Jim Cramer Shared His Thoughts on These 16 Stocks and Jim Cramer’s Takes on 19 Stocks and Navigating Market Shortages
Cramer said President Trump openly disliked Powell, despite having appointed him, largely because Powell maintained independence and refused to cut interest rates simply because the president demanded it. He noted that the refusal led to constant public criticism. He said Warsh is likely aware of the price that can come with pushing back against Trump, including immediate and nonstop pressure on Truth Social, along with belittling. He added that it might be something he has not had to navigate before.
We’ll be spared rancor as long as Warsh does the president’s bidding. But he’s gotta be careful. President does act as if the Fed is just another agency and the chair merely another cabinet member. I know there’s no quid pro quo here, but there could be some caustic fireworks. Bad for stocks if things really go awry. Bad for you and me. Of course, I don’t think the market went down today because of this Fed pick. It was a market that was led by the collapse in silver, settling down a staggering 31%, and a dive in gold, which was down only about 11%, and a hammering in a bunch of weaker tech stocks, while the defensive stocks soared. Convoluted session, frankly. Bears and bulls put on gloves and went at it, and the bears won, seemingly out of ennui more than anything else.
Our Methodology
For this article, we compiled a list of 19 stocks that were discussed by Jim Cramer during the episode of Mad Money aired on January 30. 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, which was taken 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 Shed Light on These 19 Stocks Recently
19. Apple Inc. (NASDAQ:AAPL)
Number of Hedge Fund Holders: 166
Apple Inc. (NASDAQ:AAPL) is one of the stocks Jim Cramer shed light on recently. Cramer showed optimism around the company’s latest quarter and the stock, as he commented:
People are way too eager to give up on Apple… I think Apple’s quarter was fantastic and its future remains bright… Apple took the whole supply chain by surprise. I am an Apple aficionado from way back proudly, and I know how little hype there is from this company… I don’t believe that Cook and his team would be so ebullient about their discussion of Apple’s current position with me if they knew the component prices were going sky high and they’d have shortfalls galore, which is how the stock was trading earlier today. What would allow Apple to overcome these shortages? First, we don’t know how much supply they have stockpiled…
Second, Apple’s agile, and it should be able to navigate the environment far better than the competition… Third, I know these drive companies… They’re in business with incredible highs and dreadful lows. Periods where orders abound and periods where water runs dry. Apple knows this. The storage makers know this, too. They understand that Apple can be the best client there is… So, they can’t afford to shaft Apple for long. It’s too powerful. This is the time for them to give Apple a break. That way, Tim Cook will remember them when the business turns down.
And that’s why I think Apple… they’re not going to pay anywhere near the list price to be heard all day today. More important, it’s not like Apple’s competitors are sitting on mounds of components either. All of them will have to raise price. Only Apple, though, gets that tremendous, enormous subsidy from phone companies eager to get you to switch carriers. I bet most customers don’t even notice a price change because the phone companies might eat it.
Yes, that could happen. That happened with the tariffs. Of course, I could be wrong. Maybe Apple just gets hammered like everybody else, the casualty of the gigantic maw of data centers that are trying to glom onto all these drives. Or maybe Tim, a supply chain master, has it under control. The Street’s betting on the former to happen. They sent Apple stock way down most of the day. But I’ll take the other side of the trade, the one that won in today’s seesaw session.
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.
18. Vail Resorts, Inc. (NYSE:MTN)
Number of Hedge Fund Holders: 37
Vail Resorts, Inc. (NYSE:MTN) is one of the stocks Jim Cramer shed light on recently. A caller asked if they should buy, hold, or sell the stock. Cramer replied:
You know, I think it’s a very well-run company. Boy, the stock is down so low. I’m going to say buy it. I really am. I’m going to say Rob Katz does a good job. Let’s buy that stock right here.
Vail Resorts, Inc. (NYSE:MTN) manages mountain ski areas and destination resorts. The company provides guest services like dining, equipment rentals, and specialized ski schools. In addition, it oversees a portfolio of luxury hotels and condominiums along with real estate development and sales operations. Baron Focused Growth Fund stated the following regarding Vail Resorts, Inc. (NYSE:MTN) in its third quarter 2025 investor letter:
Shares of global ski resort company Vail Resorts, Inc. (NYSE:MTN) were down 4.7% for the quarter, detracting 18 bps. Vail’s stock was hurt by investor concerns about slowing visitation levels, driven by a lack of growth in season pass sales. In response, the company is refining its marketing strategy and investing in new media channels, including social media and influencer partnerships, to attract new skiers and accelerate pass sales. Vail also plans to narrow the pricing gap between lift tickets and season passes to encourage more non-pass holders to join its ecosystem, which should drive stronger pass growth next year. Consumer sentiment toward Vail’s pass products is improving, and management continues to enhance the value of the portfolio. The company maintains strong margins and cash flow, which support both share repurchases and a 6% dividend yield. We believe the stock’s significant discount to its historical valuation should narrow as growth reaccelerates in the coming years.
17. Energy Fuels Inc. (NYSE:UUUU)
Number of Hedge Fund Holders: 38
Energy Fuels Inc. (NYSE:UUUU) is one of the stocks Jim Cramer shed light on recently. During the lightning round, a caller inquired about the stock, and Cramer commented:
No, no, we want to stay away from that. If we want nuclear power, we have to buy GEV. That’s the one you want, okay? Their nuclear, ahead of everybody else. I wish you could buy Westinghouse individually. That’s owned by Brookfield. That’s a good company, too. But I’ve gotta tell you, Energy Fuels, I have to say no to… It just isn’t the way you play it, so to speak.
Energy Fuels Inc. (NYSE:UUUU) explores, develops, and sells uranium properties while also producing vanadium, rare earth elements, and heavy mineral sands, including ilmenite, rutile, zircon, and monazite. Cramer mentioned the company during the September 24, 2025, episode, and said:
On Monday, I was asked about a host of companies that I think are risky as all get out. Two examples, Energy Fuels, UUUU. That is a uranium company that’s great at both losing money and hitting the 52-week high list. Now, I’m a big believer in nuclear power. I’m not a big believer that nuclear power is going to experience a near-term renaissance. It could take a decade to build a new nuclear plant in this country. So I question if this stock should be up over 215% for the year. I do not question that this stock is in the words of the Fed chief… Powell, ‘fairly highly valued’. Why the heck then did I say UUUU was okay? Well, that was because of the spectacular rally in OKLO.
16. Flowserve Corporation (NYSE:FLS)
Number of Hedge Fund Holders: 50
Flowserve Corporation (NYSE:FLS) is one of the stocks Jim Cramer shed light on recently. When a caller referenced Cramer’s prior piece advocating the company, Cramer said:
Yes, absolutely. And it’s been a huge winner. And remember, Flowserve looks like what Roper used to be. I love pipes. I love valves. I like, by the way, I mean, the one that I’ve been recommending now for the club that I think is really good, that had a great quarter, is Dover. That’s a very similar situation. Now, it’s down six straight points. I’d rather see you in Dover, DOV.
Flowserve Corporation (NYSE:FLS) produces and maintains industrial equipment like pumps, valves, and mechanical seals used to control the movement of liquids and gases.
15. Rithm Capital Corp. (NYSE:RITM)
Number of Hedge Fund Holders: 37
Rithm Capital Corp. (NYSE:RITM) is one of the stocks Jim Cramer shed light on recently. When a caller asked about the stock, here’s what Cramer had to say in response:
Too risky, too risky. If you don’t really know what that asset manager owns, I don’t want you to buy that stock. We can’t find out what it’s got inside it. And that has historically been a dangerous thing to own when you don’t know what they have. Sorry to say that. They probably may have good stuff, but I just, I rule those companies out.
Rithm Capital Corp. (NYSE:RITM) is an asset manager that focuses on residential mortgage loans, rental properties, and consumer credit services. The company functions as a real estate investment trust.
14. Hinge Health, Inc. (NYSE:HNGE)
Number of Hedge Fund Holders: 31
Hinge Health, Inc. (NYSE:HNGE) is one of the stocks Jim Cramer shed light on recently. Starting the lightning round, a caller inquired about the stock, and Cramer replied:
… If you remember when they came on, I thought they were terrific and they are part of the solution, not the problem. I think that that is going to be one of the better stocks we’ve seen in the healthcare sector.
Hinge Health, Inc. (NYSE:HNGE) develops digital health software focused on musculoskeletal care, covering injury recovery, chronic pain management, and post-surgical rehabilitation. During the episode aired on September 29, 2025, a caller highlighted that they have a significant position in the stock and in response, Cramer remarked:
You do not have a profit until you take something off the table. You did not have a profit; you had an unrealized profit. Third, you’re lucky. I think this company is really terrific, and if anything, if it came down a little more, I would buy more. That’s how good.
13. Brinker International, Inc. (NYSE:EAT)
Number of Hedge Fund Holders: 51
Brinker International, Inc. (NYSE:EAT) is one of the stocks Jim Cramer shed light on recently. Cramer highlighted the company’s “impressive” quarter, as he said:
A couple of days ago, we got this really impressive quarter from Brinker International. That’s the parent company of Chili’s and Maggiano’s. This was a 25-cent earnings beat off a $2.62 basis. Higher than expected revenue, which is what I really like to see from a restaurant. Chili’s saw same store sales grow at 8.6%. That’s incredible. Wall Street was only looking for 6.1. This time, they’re up against some very tough comparisons. Even better, Brinker raised its full-year forecast for both sales and earnings. However, the stock, which has more than tripled since start of 2024, has kind of stalled out in the past 12 months. It’s down almost 14%. Now, it shot up $4 yesterday but then it gave… back vast bulk of these gains today. That doesn’t make sense to me. I think it’s a buying opportunity.
Brinker International, Inc. (NYSE:EAT) owns, operates, and franchises casual dining restaurants under the Chili’s Grill & Bar and Maggiano’s Little Italy brands.
12. AutoZone, Inc. (NYSE:AZO)
Number of Hedge Fund Holders: 60
AutoZone, Inc. (NYSE:AZO) is one of the stocks Jim Cramer shed light on recently. Answering a caller’s query about the stock during the episode, Cramer said:
That has been, you know, a bugaboo. Look, I think this is an incredibly well-run company. It generates a gigantic amount of cash. I think that this is, I’m going to say it again, I think this whole downturn in AutoZone is going to prove out to be a terrific buying opportunity. I am not backing away. AZO, I like very much.
AutoZone, Inc. (NYSE:AZO) sells and distributes automotive replacement parts, maintenance items, and accessories for cars, SUVs, vans, and light trucks. During the January 23 episode, a club member inquired whether the stock was a buy, sell, or hold. The Mad Money host replied:
Alright, this one mystifies me. I have been a believer in this stock for some time. They have the best buyback. Take a look. They’ve shrunk the float by 50% just in the last few years. There’s nothing, I thought, at first, I thought it was tariffed parts that could be a problem, tariffed parts. But at this point, I just don’t see a lot of downside. Yeah, I mean, we just had this nice pick up, but I think this is where you can get back in. It has been a mystery because I’ve been recommending the stock for more than 10 years.
11. Roper Technologies, Inc. (NASDAQ:ROP)
Number of Hedge Fund Holders: 63
Roper Technologies, Inc. (NASDAQ:ROP) is one of the stocks Jim Cramer shed light on recently. Cramer highlighted the “fascinating story” of the company during the episode, as he stated:
Finally, there’s, alright, this one’s a little funny, but I don’t mean to laugh if you own the stock, if you work there, but Roper Technologies. It’s a fascinating story. For over a century, this was a fabulous industrial company. I always liked it so much. Dates back to the late 1800s with various different focuses over the years, maker of home appliances, pumps, other industrial products. Always being the best at what they do. But starting around 15 years ago, Roper began acquiring a series of software companies, gradually moving away from its metal-bending roots. In this new software centric era for Roper, the company’s operated like a private equity firm snapping up software businesses it likes, mostly allowing them to operate independently.
Many of them were, I think, very expensive acquisitions. And in fairness, the strategy worked great for its first 15 years. Problem is enterprise software is going out of style at the Wall Street fashion show. Investors are paying much, much lower prices to earnings multiples for these stocks nowadays, as we know from the investment punishment meted out to ServiceNow, Adobe, and Salesforce.com, among other enterprise software companies, which brings me to Tuesday morning when Roper reported a mixed quarter. A revenue miss paired with a small earnings beat, and the stock ultimately got hit.
Why? Because Roper’s full-year forecast missed expectations on every line, and their earnings guidance for the current quarter also came up short. Now, Roper looks like a bad house in a bad neighborhood, and I’m not sure what could get investors interested in this stock again, at least until the company starts delivering some better prints. I think this one doesn’t bounce back until the enterprise software cohort finally gets out of the [doghouse buzzer], and I don’t see that happening any time soon.
Roper Technologies, Inc. (NASDAQ:ROP) builds specialized software and technology products for industries like healthcare, education, and transportation. The company provides cloud-based management tools, data analytics, medical devices, and precision measurement systems.
10. Automatic Data Processing, Inc. (NASDAQ:ADP)
Number of Hedge Fund Holders: 57
Automatic Data Processing, Inc. (NASDAQ:ADP) is one of the stocks Jim Cramer shed light on recently. Cramer called the company’s results “confusing,” as he commented:
Fourth, we got really confusing results from Automatic Data, ADP, America’s top payroll processor. On Wednesday, the stock went down 1.5%. When you zoom out, this was just the latest leg lower for ADP, which is now off more than 25% from its highs last year. And this is a really good company. What’s weird about this one is the fact that the quarter really didn’t seem all that bad. I went through it. I didn’t see much I didn’t like. ADP gave us solid top and bottom line beat.
They also raised the low end of their full-year sales and earnings forecast for fiscal 2026. On paper, it was clean beat and raise. What gives? To me, it looked like Wall Street’s simply convinced that the payroll processors are doomed, thanks to the rise of, yes, I know you’re probably tired of hearing it, AI.
When ADP’s management was asked about this on the call, CFO Peter Hadley said they’re “not really seeing anything discernible there,” even as they’re watching it closely. Even that bothered people. Jeez. Obviously, the broader job market has slowed, but ADP’s numbers are fine for the time being. I can’t tell whether the market’s getting this one wrong. I know the analysts were a little bit tough on these guys. For now, all I know is that ADP, Paychex, and their fellow travelers have become [the house of pain].
Automatic Data Processing, Inc. (NASDAQ:ADP) provides cloud-based human capital management platforms and HR outsourcing services. The company offers software for payroll, compliance, talent management, and employee benefits administration.
9. Las Vegas Sands Corp. (NYSE:LVS)
Number of Hedge Fund Holders: 58
Las Vegas Sands Corp. (NYSE:LVS) is one of the stocks Jim Cramer shed light on recently. Cramer highlighted reasons for his pessimism around the stock, as he remarked:
Next, Las Vegas Sands caught my eye with a nearly 14% decline yesterday. This casino company has fallen a bit off my radar ever since it made a major pivot roughly five years ago, selling off its remaining Vegas assets and becoming more of a pure player in Asia with five casinos, five in Macau, one in Singapore. The stock’s been up and down since then, trading mainly on the strength of the Chinese consumer. Way too hard to game.
This Wednesday night, Las Vegas Sands reported a top and bottom line beat, but the stock got clobbered anyway because of the disappointing margins in Macau, thanks to higher promotional costs after some expensive preseason NBA games. Management tried to spin these events as positive, and plenty of analysts defended the company, calling the post-quarter pullback a buying opportunity. But I’m not sure I like anything gambling these days. I know you ask me a lot about DraftKings. Boy, that’s struggling. They’re all struggling… Well, Wynn’s doing better than expected. Plus, you never know when the Chinese Communist Party will do another crackdown on conspicuous consumption.
Las Vegas Sands Corp. (NYSE:LVS) owns and operates resorts that include hotels, casinos, and retail malls. The properties also provide convention facilities, restaurants, and entertainment venues.
8. United Rentals, Inc. (NYSE:URI)
Number of Hedge Fund Holders: 63
United Rentals, Inc. (NYSE:URI) is one of the stocks Jim Cramer shed light on recently. Cramer highlighted the company’s “weak results,” and commented:
Next, United Rentals plunged nearly 13%. The company reported weak results Wednesday night. That could be a sign for the economy. I get it. This big equipment rental company has reported an outright miss with mildly softer than expected sales and much softer than expected earnings. Full-year forecast for revenue and EBITDA and cash flow also came in light. What’s the problem here?
Okay, in the construction market, there is some building happening, but a lot of it’s coming from large companies doing mega projects, which is bad for United Rentals because the big boys can drive a much harder bargain than, say, some of the smaller home builders. Overall, I don’t think United Rentals is a lost cause. Stock’s now cheap, trading… less than 17 times this year’s earnings estimates. Management also announced a $5 billion buyback. That’s equivalent to more than 10% of its market cap.
But as one analyst put it this week, the stock “may remain in purgatory” for a bit until investors have confidence in a broader construction market recovery or see some signs that United Rentals margins are moving in the right direction. In truck rental, we now like EquipmentShare, which recently came public. That’s a faster grower with an asset-lighter model… I really, really like it.
United Rentals, Inc. (NYSE:URI) provides equipment rental solutions, as it offers machinery such as earthmoving equipment, aerial lifts, and power tools. Additionally, the company rents specialty equipment for trench safety, power generation, HVAC, and fluid management.
7. The Trade Desk, Inc. (NASDAQ:TTD)
Number of Hedge Fund Holders: 42
The Trade Desk, Inc. (NASDAQ:TTD) is one of the stocks Jim Cramer shed light on recently. Cramer noted the company’s CFO’s quick departure, as he stated:
The end of a very busy week for corporate earnings, I want to catch up on some of the biggest stories that we really didn’t have much chance to cover… I’m going to give you five bummers. First, sadly, because I really like these guys, there’s this Trade Desk. The advertising technology company has gone from a market darling just a few years ago to a chronic underperformer as these guys have struggled to adopt the new AI era. The Trade Desk was added to the S&P 500 last year, and then it ended last year as the worst performer in the index, down 68%.
Wall Street’s worried about these online advertising middlemen. They might not have much of a future in worlds where Meta Platforms can use AI to handle all their targeted advertising needs. You don’t really need to know what The Trade Desk does. And if you were hoping for a turnaround from The Trade Desk in 2026, you were sorely disappointed. The stock [is] already down another 20% for the year, including a 17% beat down this week, and this isn’t even an earnings story. The Trade Desk reports… full results in February. It’s something much worse.
On Monday, the company announced that it had fired its CFO after only five months on the job. At the same time, management reaffirmed their guidance for the fourth quarter. In a vacuum, that would be just fine, but Wall Street hates it when a CFO leaves out of nowhere, and this guy getting fired after only five months really does not inspire a lot of confidence. Makes you worry that something might be very wrong here. Yikes. Eventually, Trade Desk might become too cheap to ignore. At the moment, the stock’s selling for roughly 15 times this year’s earnings estimates, down from 62 times earnings at the beginning of last year. But nobody wants to stick their neck out and make that bet right now. Out of left field CFO departure equals sell.
The Trade Desk, Inc. (NASDAQ:TTD) provides a cloud-based platform that helps advertisers plan, manage, and measure digital ad campaigns across different formats and devices.
6. C.H. Robinson Worldwide, Inc. (NASDAQ:CHRW)
Number of Hedge Fund Holders: 43
C.H. Robinson Worldwide, Inc. (NASDAQ:CHRW) is one of the stocks Jim Cramer shed light on recently. Cramer highlighted the stock’s performance over the last year, as he said:
Finally, we got encouraging signs about the freight market this week. You know, we’ve been worried about a freight recession here. This time, C.H. Robinson Worldwide, the logistics company, popped more than 5% yesterday in response to a very solid quarter. I’ve been looking for confirmation that a freight market recovery, not a recession, might be in the cards as the transports have rallied nicely in recent months. That confirmation has proved elusive.
Earlier this month, J.B. Hunt, the big trucking company, reported a good quarter, mostly driven by cost cuts, management sounding far from confident about freight demand. How about C.H. Robinson? Again, I was hoping for some constructive commentary on the freight business, but instead, we got more of what we heard from J.B. Hunt. This company delivered a nicer earnings beat, but its sales declined 6.5% year-over-year, with weak pricing and volume for ocean services as well as weak pricing for truckload services.
Now, some bullish analysts tried to seize on a couple of positive aspects of the report, like higher volume in the company’s truckload business. I think that’s a stretch. Really, it seems like C.H. Robinson’s benefiting from market share gains and self-help initiatives to put up good numbers in spite of a still very weak freight business. The performance of the stock has been really great over the last year. Of course, in some ways, that makes these numbers all the more impressive. C.H. Robinson has rallied 130% from its post-Liberation Day lows, and management’s doing a terrific job playing the cards they’ve been dealt. I was just hoping they’d get a better hand this quarter, and that didn’t happen. But this one’s still a terrific stock.
C.H. Robinson Worldwide, Inc. (NASDAQ:CHRW) provides freight transportation and logistics services, including truckload, air, and ocean shipping. Moreover, it handles customs brokerage, warehousing, and the marketing of fresh produce
5. Trane Technologies plc (NYSE:TT)
Number of Hedge Fund Holders: 58
Trane Technologies plc (NYSE:TT) is one of the stocks Jim Cramer shed light on recently. Cramer mentioned the stock during the episode and stated:
Fourth, hey, TT, Trane Technologies, which rallied 8% yesterday in response to a really strong quarter. The big heating, ventilation, and air conditioning companies like Trane and Carrier have generally done well, Carrier just okay lately for the past couple of years, because you need their climate control equipment to keep data centers from overheating, among other things. However, Trane’s stock sold off in the second half of last year, mostly thanks to a slowdown in the residential side of their business, basically the housing market. You know that housing market’s weak.
Trane was even forced to cut its full-year forecast for 2025 when it reported in late October. But on Wednesday night, Trane delivered a top and bottom line beat for the fourth quarter as well as excellent booking numbers for the commercial side of the business. On top of that, they issued a bullish forecast for 2026, implying they’ll have 12 to 14% year-over-year earnings growth. Nothing fancy, just a good solid beat with an encouraging full-year forecast underpinned by strength in their data center business. That was enough to break the stock out of its multi-month downturn.
Trane Technologies plc (NYSE:TT) manufactures and services heating, ventilation, air conditioning, and refrigeration systems. The company’s business includes providing energy management solutions, building automation, and aftermarket parts
4. Sysco Corporation (NYSE:SYY)
Number of Hedge Fund Holders: 54
Sysco Corporation (NYSE:SYY) is one of the stocks Jim Cramer shed light on recently. Cramer called the stock “cheap,” as he said:
Next, how about this rally in Sysco, and that’s the SYY kind, the food distributor, not the networking giant. Sysco shot up almost 11% on Tuesday in response to the company’s earnings report that morning. It was a modest top and bottom line beat, but even a small beat was impressive here because Wall Street has been pretty down on the restaurant industry, which… Sysco’s core customer base. Plus, management explained that “January is out of the gate strong.” And they now expect their earnings for fiscal 2026, that’s the 12 month period ending in June, will come in at the high end of their previous forecast. Very interesting to have a January strong. That’s typically not the pattern of the industry.
CEO Kevin Hourican said Sysco was “now solidly in positive volume growth territory,” and he expects “continued positive momentum for the second half of the year,” meaning the first six months of calendar 2026. I gotta tell you, this was a name that had fallen off my radar… because of the worries about the consumer and the status of the restaurant industry. But Sysco’s cheap, trading 18 times this year’s earnings estimates, with a decent 2.6% yield, and the business is clearly doing better than people thought.
Sysco Corporation (NYSE:SYY) distributes food products, including meats, produce, and frozen meals, to restaurants, healthcare facilities, and schools. The company also supplies other items, such as kitchen equipment, tableware, and cleaning supplies.
3. Texas Instruments Incorporated (NASDAQ:TXN)
Number of Hedge Fund Holders: 72
Texas Instruments Incorporated (NASDAQ:TXN) is one of the stocks Jim Cramer shed light on recently. Cramer praised the company’s guidance and discussed the company’s recent earnings, as he commented:
Next, we’ve seen big runs in all sorts of semiconductor stocks this week, especially the memory and data storage plays, but those, they get a lot of attention. I’m going to talk about another one that was a little less explosive, but I thought really was one of the most important developments in the industry, and that’s Texas Instruments, which issued tremendous guidance on Tuesday night. Saw its stock rally 10% the next day. This stock usually used to do those moves in the 80s, but haven’t done it in a long time.
Texas’ gains are notable because this analog chipmaker has lagged the broader semiconductor group in recent years. It has a little data center data exposure, about 9% of its sales, but it’s much more levered to the real-world economy. Most of the businesses come from industrial and automotive end markets. Now, the actual quarter was a minor disappointment, but the stock roared because Texas Instruments gave much better than expected guidance for the current quarter. While Texas Instruments typically sees the sequential earnings decline from the fourth quarter to the first quarter, that’s very usual for semiconductor makers of the old school due to seasonal trends for its top-end markets.
This time, they’re predicting a sequential increase from the fourth quarter. Why? Management explained that the Texas’ industrial end markets are showing signs of recovery, with orders improving throughout the fourth quarter. And its smaller data center business, I gotta tell you, I think it’s really worth watching because it is going to grow and grow. It’s up 64% year-over-year in 2025. That’s what drove the breakout. The company was actually effusive for the first time in, since like 1985.
Texas Instruments Incorporated (NASDAQ:TXN) designs and manufactures semiconductors and related products used in industrial, automotive, and electronic applications.
2. Southwest Airlines Co. (NYSE:LUV)
Number of Hedge Fund Holders: 40
Southwest Airlines Co. (NYSE:LUV) is one of the stocks Jim Cramer shed light on recently. Cramer highlighted the CEO and Elliott Management’s role in the company, as he said:
Let’s start with the good, and then I’ll get the bad. Maybe even some ugly, too… Back on Wednesday night, Southwest Air, symbol LUV, reported a stunning quarter that sent its stock up nearly 19% yesterday, even after the weekend where bad weather caused countless flights to be canceled. Southwest has actually been doing very well under the leadership of CEO Bob Jordan, who took over four years ago, especially since the very smart activist investors at Elliott Management took a big stake in the airline back in 2024. Jordan wisely agreed to cooperate. He saw the light.
Now, last year, Southwest took a big risk with some new policies. They made the airline a lot less customer-friendly, at least for those of us who remember the old way. And it’s a lot more like the rest of the industry, no more free bags, assigned seats… fees for additional legroom, and guess what? It’s working. When Southwest reported two days ago, the headline numbers were just okay, but they gave a very bullish full-year forecast. Management says their earnings per share came more than quadruple this year, and that’s why the stock took off.
Southwest Airlines Co. (NYSE:LUV) provides passenger air travel with a focus on convenience, loyalty rewards, and digital tools for booking.
1. AstraZeneca PLC (NASDAQ:AZN)
Number of Hedge Fund Holders: 54
AstraZeneca PLC (NASDAQ:AZN) is one of the stocks Jim Cramer shed light on recently. When a caller mentioned that they are thinking of selling their position in the stock for profit and buying ABBV shares, Cramer remarked:
I like AstraZeneca very much. And that cancer franchise turned out to be a lot stronger than I thought. I think you should hold onto that. AbbVie reports this week. I expect a very good quarter. I like the dividend, but I think AstraZeneca has got a better portfolio at this very moment.
AstraZeneca PLC (NASDAQ:AZN) manufactures prescription medicines for oncology, cardiovascular, respiratory, and rare diseases. Oakmark International Fund stated the following regarding AstraZeneca PLC (NASDAQ:AZN) in its fourth quarter 2025 investor letter:
AstraZeneca PLC (NASDAQ:AZN) is one of the largest pharmaceutical companies in the world. It researches, develops and commercializes prescription medicines designed to treat lung and breast cancers, cardiorenal diseases, respiratory problems and other rare diseases. We believe AstraZeneca’s robust on-market portfolio and sector-leading late-stage pipeline provide an attractive growth profile. Moreover, we believe the company can build on its long track record of a productive research and development program, thanks to its innovative culture and exceptional management team. CEO Pascal Soriot is one of the industry’s best executives, and he has cultivated a deep bench of talent, a robust decision-making framework and a differentiated R&D culture that should drive strong growth for years to come, in our view. Recent concerns over United States regulations have overshadowed AstraZeneca’s merits and weighed on the broader pharmaceutical industry. This opened a window for us to purchase shares of this company at a price well below our estimate of its intrinsic value.
While we acknowledge the potential of AstraZeneca PLC (NASDAQ:AZN) as an investment, our conviction lies in the belief that AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than AZN and that has 100x upside potential, check out our report about this cheapest AI stock.
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