In this article, we will look at the stocks Jim Cramer discussed during Mad Money, as he highlighted a difficult backdrop for stocks. The host of CNBC’s Mad Money said on Monday that a growing list of risks has made him much more cautious.
Things have changed for the worse. There’s a shroud now over this market, and you ignore it at your own peril… We’ve now had the snapback from last week. I don’t know what could propel us higher still. I do know that a lot of things can go awry, though. So rate cuts from the Fed are likely off the table. The SpaceX deal will suck money from the rest of the market; more hyperscaler equity offerings could do the same thing. And now Apple’s getting its clock cleaned, too. That’s more negativity than I can handle.
READ ALSO Jim Cramer Discussed 27 Stocks, Like Arm and Lockheed, and the Recent Market Sell-Off and Jim Cramer Highlighted 16 Stocks Including Quantinuum, and the Market’s Appetite for New Supply
The more guarded outlook stems from pressure on several factors that had previously supported Cramer’s bullish view. He said that a stronger-than-expected jobs report has reduced the chances of near-term interest rate cuts from the Federal Reserve, a development he sees as a headwind for equities. He also mentioned that the upcoming SpaceX IPO could absorb significant investor capital, while Apple’s recent struggles and the potential for further AI-related fundraising efforts have raised questions about whether the market can maintain its recent momentum.
The bottom line here… I think the Fed’s more important than anything, and it’s now going the wrong way. I was hoping for a reversal upward, not downward, in Apple. I wanted to get any surprise equity deal over with before the big SpaceX deal. And I fear an insane opening for SpaceX, IPO followed by a… decline will leave a real bad taste in everybody’s mouth. So I am not that bullish. My bullishness can wait. I think you will get a better time to buy than right now, simple as that.
Our Methodology
For this article, we compiled a list of 15 stocks that were discussed by Jim Cramer during the episode of Mad Money aired on June 8. We listed the stocks in the order that Cramer mentioned them.
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. Insider Monkey’s quarterly newsletter’s strategy selects 14 small-cap and large-cap stocks every quarter and has returned 599.2% since May 2014, beating its benchmark by 372 percentage points (see more details here).
Jim Cramer’s 15 Stock Calls: NVIDIA and Costco, and Caution About the Market
15. NVIDIA Corporation (NASDAQ:NVDA)
NVIDIA Corporation (NASDAQ:NVDA) was among the stocks Jim Cramer discussed during Mad Money, as he highlighted a difficult backdrop for stocks. Cramer called it the “most important” stock of the market, as he stated:
All these countries are buying NVIDIA’s wares too, and they’re not looking for a quick return. Right now, they’re 14% of the business. That could rapidly become much bigger, and that number doesn’t include what’s in the pipe. I think that number will be substantially higher this time next year, enough to allay the fears that some hyperscalers just don’t want NVIDIA at all…
Are the chips expensive? Can they generate a good payback? I guess it depends on who you ask, but real countries are buying these chips in droves for their sovereign AI programs, and that alone will lessen NVIDIA’s dependence on a handful of major hyperscalers. I’m not changing my view; I still say, own NVIDIA, don’t trade it. But with the upcoming wave of mega IPOs, it’s going to be tough for anything tech to stand out in the near term, even a company as tremendous as NVIDIA, which is the most important stock in this entire market.
NVIDIA Corporation (NASDAQ:NVDA) develops accelerated computing and AI platforms, GPUs for gaming and professional use, cloud services, robotics and embedded systems, and automotive technologies.
14. Tractor Supply Company (NASDAQ:TSCO)
Tractor Supply Company (NASDAQ:TSCO) was among the stocks Jim Cramer discussed during Mad Money, as he highlighted a difficult backdrop for stocks. Toward the end of the lightning round, a caller asked what was going on with the stock, and Cramer remarked:
You know, I’ve been mulling this one over, is it the end of this, you know, kind of city, urban to rural trade that went on during COVID? The numbers are bad here, and I’ve got to find out what’s going on. I wish the company’d come on. I can’t recommend the stock. And Hal Lawton’s a very good CEO, but I cannot recommend the stock of Tractor Supply until I know more.
Tractor Supply Company (NASDAQ:TSCO) is a rural lifestyle retailer that provides livestock and pet products, farm and garden equipment, tools, seasonal goods, and clothing. During the episode aired on November 24, 2025, a caller asked if the stock was a buy, sell, or hold, and Cramer responded:
Well, I talked about Tractor Supply this morning on Squawk on the Street. Now, I felt that it had a pretty good chance to be able to make a comeback here. I know it’s down a lot. I’m going to say you want to buy that one.
It is worth noting that since the above comment was aired, Tractor Supply Company’s (NASDAQ:TSCO) stock is down by over 43%.
Hedge Fund Resource Center