Jim Cramer’s 21 Stock Calls: Micron, Affirm, and the Strength of the Data Center Complex

Page 11 of 15

10. United Parcel Service, Inc. (NYSE:UPS)

United Parcel Service, Inc. (NYSE:UPS) was among Jim Cramer’s stock calls on Mad Money as he discussed how semiconductor and AI infrastructure stocks are driving the market higher. Inquiring about the stock, a caller noted its 20% year-to-date decline and called the company’s Q1 earnings per share “not pretty.” Cramer replied:

I don’t, you know, look, it’s got that… yield, but I don’t buy stocks for yield. I buy stocks for growth, and therefore, I’d buy FedEx because that is the winner. Raj Subramaniam’s doing a remarkable job.

United Parcel Service, Inc. (NYSE:UPS) provides global package delivery and logistics services, including express shipping, freight forwarding, and supply chain management. Cramer highlighted the company’s lay-offs during the October 28, 2025, episode. The Mad Money host said:

Beyond tech, how about this one? UPS today, did you see that? They just announced they laid off 48,000 people this year. By the way, that was a major reason why they delivered much, much better than expected earnings today. Good for the shareholders, but obviously not good for the workers who lost their jobs or the broader economy.

Page 11 of 15