On Thursday, Jim Cramer, host of Mad Money, addressed the recent decline in tech stocks and mentioned that the drop might not last long.
“We keep wondering, what would it take to make people start focusing on all the other stocks in what I call the real economy, instead of just speculative stocks in the AI data center stocks? Well, today we found out. You need to see a big tech company screw up and then get slaughtered.”
READ ALSO: Jim Cramer Recently Discussed These 14 Stocks and Jim Cramer Recently Talked About These 20 Stocks.
Cramer highlighted the reaction to Mark Zuckerberg’s company, which Wall Street viewed as excessively spending on data center hardware. He added, “So shocked that it made people sour on the entire group for at least 24 hours.” He emphasized that the ripple effect was concerning. Furthermore, he noted that many investors might be wondering if it is time to give tech up. His answer was, “No, not at all. It doesn’t work like that. Money can fly [and] flow right back in easily.”
“The bottom line: Today, people focused on the real economy, and again, Meta stock got obliterated. But after these two terrific, no, I should say after Apple’s good quarter and fabulous guidance and Amazon’s great quarter and great guidance, I wouldn’t be surprised if the money comes right back into tech. Yeah, tech will be back in the saddle tomorrow. But wasn’t it great to have a day when the real economy did okay?”
Our Methodology
For this article, we compiled a list of 16 stocks that were discussed by Jim Cramer during the episode of Mad Money aired on October 30. 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 Spoke About These 16 Stocks Recently
16. Starbucks Corporation (NASDAQ:SBUX)
Number of Hedge Fund Holders: 66
Starbucks Corporation (NASDAQ:SBUX) is one of the stocks Jim Cramer spoke about recently. Cramer mentioned his discussion with the company CEO, as he commented:
“Starbucks, now under Brian Niccol, we’re slightly more than a year into his tenure, and after some fits and starts, this morning on Squawk on the Street, he told me that he’s finally ahead of plan… How’s Brian doing it? He’s doing it the Niccol way, taking care of service first. He’s got the scale. He’s got the biggest chain. He’s got the biggest drive-through, the biggest delivery. He just needed to staff all these businesses correctly… Throughput, he explained to me once, is the name of the game. You get that right, it can all come together… I wanted to come out here with something conclusive, conclusively positive about Starbucks. I simply didn’t have the confidence to truly stick my neck out… But now, with the Chinese business about to get a big partner and with cadence improving at the stores, I think it’s all coming together. Few believe the environment’s gotten tougher. Many restaurant chains have disappointed. So the turn of Starbucks is being overlooked. I’m betting that won’t last for long… What are you waiting for? It’s time to buy the stock of Starbucks.”
Starbucks Corporation (NASDAQ:SBUX) sells coffee, tea, and food products. The company operates through brands, including Starbucks Coffee, Teavana, and Seattle’s Best Coffee.
15. Chipotle Mexican Grill, Inc. (NYSE:CMG)
Number of Hedge Fund Holders: 68
Chipotle Mexican Grill, Inc. (NYSE:CMG) is one of the stocks Jim Cramer spoke about recently. Cramer discussed the role of Brian Niccol when he was the CEO of the company. He said:
“Consider the case of Chipotle, which admittedly needs another turnaround after today’s beatdown. But I’m talking about the old Chipotle. This company fell on hard times in 2015… Chipotle brought in Brian Niccol, a rising star from Taco Bell… Installing him as CEO at the time, I don’t know, I was skeptical, putting someone in who helped push a burrito with 80 ingredients versus one with just eight, I mean, really? Was he the right guy? Well, the answer was absolutely, you bet it was. About a year later, the ship was completely righted, and the stock rallied all the way to $56. That’s right. $5 when he came in to $56 when Starbucks poached him last year.”
Chipotle Mexican Grill, Inc. (NYSE:CMG) owns restaurants that provide burritos, bowls, tacos, salads, and related menu items.
