In this article, we will look at Jim Cramer’s stock calls as he discussed the impact of the Iran war on the markets. The host of Mad Money said Tuesday’s trading session delivered what he described as “a heck of a lot of bad news.”

All I can tell you is some stocks are no longer in trouble, but many are. How do I know this? Because I speak the language of stocks, and I gotta tell you, I don’t like what I’ve been hearing. The president of the United States shouldn’t like it either… I’m hoping the Pakistanis can pull off this two-week truce. Still, whether it’s the Fed’s GDP forecast or the price of oil, that’s all too big picture for me. That’s why I prefer to make my analysis from the ground up, listening to what the stocks are saying.

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Cramer continued by saying he is picking up “a heck of a lot of bad news” that is being masked by overall market averages. He pointed to a weak consumer environment combined with persistent inflation and noted that it could resemble the stagflation of Jimmy Carter’s era if policymakers are not careful. He added that he hopes tensions ease, but said that if the president were to escalate conflict with Iran in an aggressive way, it could seriously harm both the global economy and the domestic market. He added that the risk is already being communicated through stock activity.

Here’s the bottom line: Much like hips, stocks don’t lie. Of course, the stagflation scenario that looks like it might be coming, it can easily be reversed. At the same time, you can see how things might spin out of control if the voices keep screaming for help in my head. I wish these stocks would just shut the heck up, but that’s not how the conversation works.

Our Methodology

For this article, we compiled a list of 18 stocks that were discussed by Jim Cramer during the episode of Mad Money aired on April 7. 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. Our quarterly newsletter’s strategy selects 14 small-cap and large-cap stocks every quarter and has returned 498.7% since May 2014, beating its benchmark by 303 percentage points (see more details here).

Jim Cramer’s 18 Stock Calls and the Impact of Iran War: Apple, Alphabet, and More

18. CrowdStrike Holdings, Inc. (NASDAQ:CRWD)

CrowdStrike Holdings, Inc. (NASDAQ:CRWD) is one of Jim Cramer’s stock calls as he discussed the impact of the Iran war on the markets. Cramer highlighted the company’s partnership with Anthropic, as he commented:

Oh, and for weeks, I’ve been hearing the drumbeat that CrowdStrike would be destroyed by Anthropic. But today, Anthropic announced a partnership with CrowdStrike as well as Palo Alto Networks and some others called Project Glass Wing to protect Anthropic users. Anthropic needs CrowdStrike. It doesn’t seek to wipe it out. Hence why CrowdStrike rallied 24 points, and I think there’s a lot more ahead there, too.

CrowdStrike Holdings, Inc. (NASDAQ:CRWD) provides cloud-based cybersecurity solutions. The company offers protection for endpoints, cloud systems, identities, and data. Cramer addressed the AI worries around the stock during the March 30 episode, as he stated:

There’s a private company, it’s called Anthropic. They’re developing an AI model with unchecked agent abilities that theoretically could have tremendous cybersecurity powers. Given the strength of Claude, the market believes this new offering from Anthropic will be devastating for the two preeminent cybersecurity stocks, Palo Alto Networks and CrowdStrike, both of which we, fortunately or unfortunately, depending upon the day, own for the Charitable Trust.

For a while, people seemed to be under the impression that with Anthropic’s new agents, we might not need traditional cybersecurity at all. Now, that is just dead wrong. In reality, the rise of AI should be a tailwind. That means good for Palo Alto and CrowdStrike because these same AI agents can be programmed by hackers to take over your network very easily. They are the vulnerability. Without the help of traditional cybersecurity, you’re more vulnerable than ever. George Kurtz, the CEO of CrowdStrike, said as much when he came on the show last Wednesday. I remember listening to him, and he was saying, look, you know, this is really good for us. Now, George has been straight with us all along.

17. Amazon.com, Inc. (NASDAQ:AMZN)

Amazon.com, Inc. (NASDAQ:AMZN) is one of Jim Cramer’s stock calls as he discussed the impact of the Iran war on the markets. Cramer addressed the “negative whispers” around the company, as he said:

Last week, the negative whispers were about Amazon. Get out now, the consumer’s slowing down, going to hurt their main business, Amazon Prime. I said, there’s one thing I know for a fact that the pessimists don’t seem to understand. I know Amazon. They’re tight as a drum. No way anyone can get a read on retail sales from them. No one gets information because they don’t leak. Now, it’s possible that the naysayers just wanted to get on my nerves, but it doesn’t matter. It sounded so good, I had to bear down and find out what could be found out, not much, and then hold on.

Amazon.com, Inc. (NASDAQ:AMZN) sells consumer goods and digital content through online and physical stores, provides advertising and subscription services, operates Amazon Web Services for cloud computing, develops electronic devices, produces media content, and offers programs supporting third-party sellers and content creators.