In this article, we will look at Jim Cramer’s 5 Stock Calls and the Impact of the Bond Market. Please visit Jim Cramer’s 12 Stock Calls and the Impact of Bond Market, if you’d like to see the extended list and methodology behind it.
5. GE Aerospace (NYSE:GE)
GE Aerospace (NYSE:GE) is among Jim Cramer’s stock calls as he discussed the impact of the bond market. A caller inquired about the outlook for the company, as they highlighted Boeing’s continued aircraft production, which would require engines to power them. Cramer remarked:
Well, I think GE Aerospace, remember, does make most of its business doing maintenance. So people were selling it thinking that maybe there’d be less air flight because of the problems with TSA, but also fuel and rising costs. I think they won’t. I think the stock is a buy. I do like Boeing more because Boeing’s a little more depressed. But GE is Larry Culp. I think you’ve got a good one.
GE Aerospace (NYSE:GE) manufactures commercial and defense aircraft engines, power systems, and related components. In addition, the company provides maintenance, repair, and overhaul services along with spare parts for aviation and military applications. Cramer was bullish on the stock when a caller asked about it during the February 26 episode. He commented:
Well, there you got Larry Culp working for you. I think that it’s just a long-term buy. There are going to be moments when it goes up and moments when it dips. And this is one of those stocks, I say [buy, buy, buy] any dip that is… sizable at all.
4. Tesla, Inc. (NASDAQ:TSLA)
Tesla, Inc. (NASDAQ:TSLA) is among Jim Cramer’s stock calls as he discussed the impact of the bond market. Cramer highlighted the company’s woes, as he remarked:
Are shareholders finally reacting to Tesla’s deteriorating fundamentals, or is something else going on? You know what? I think it’s both. First, let’s talk about the fundamentals. The consensus estimate for Tesla for 2026 and 2027 indicate that the analysts and investors do in fact, expect sales and earnings to start growing again both this year and next year… Really, I think the issue here is that Tesla needs to show some more progress for what Musk considers the future of the company, which is Robotaxis. There’s only so long that the stock can trade on hopes about the future before we fall back to car sales… We also need to see some sign that humanoid robots are really on track to hit the market by the end of next year, as Musk just predicted…
Without more progress on Robotaxis and robots, all we’re left with is this deteriorating auto business, and it’s really starting getting people to think, is this a dangerous stock? It’s starting to hit harder because Elon Musk’s SpaceX intends to come public in the not too distant future, maybe this year. I suspect that Musk fans might be inclined to swap out of Tesla and swap into SpaceX once they have the opportunity…. So here’s the bottom line in a pretty chilling piece here: Tesla’s underwhelming production and deliveries results last week will serve as a good reminder that the core auto business is not doing all that well. In fact, it hasn’t been doing well for a couple of years now. So far, that hasn’t really mattered to the stock as investors have been able to look past the current weakness and focus on Elon Musk’s vision for the future. But that only works because Tesla’s got scarcity value as the only publicly traded way to bet on Musk’s brilliance. With the SpaceX IPO on the way, Tesla’s about to lose that scarcity value, and when that happens, I expect the stock to keep drifting lower until they either make more progress in Robotaxis or the core business finally turns around.
Tesla, Inc. (NASDAQ:TSLA) designs and sells electric vehicles and also develops and installs solar energy and storage systems for residential, commercial, and industrial customers. In addition, the company is working on autonomous vehicles and robots.
3. Verizon Communications Inc. (NYSE:VZ)
Verizon Communications Inc. (NYSE:VZ) is among Jim Cramer’s stock calls as he discussed the impact of the bond market. A caller asked for Cramer’s view on the stock, and he replied:
Well, I mean, I gotta tell you, Verizon’s actually got some game here. It’s got a new CEO. It’s starting to move up. I care for Verizon. I think it’s well behind the market. I think you got a good idea. I’m not kidding. One of the best ideas around, frankly.
Verizon Communications Inc. (NYSE:VZ) provides wireless, broadband, and wireline services. The company offers mobile connectivity, fixed wireless access, fiber-based products, and related devices for consumers. In addition, it delivers networking, security, voice, IoT, and communication support services. During the December 15, 2025, episode, a caller asked whether the stock was an attractive dividend option. The Mad Money host commented:
Never buy a common stock as a bond. You buy common stocks for growth, and if they happen to give you income, that’s great, but common stocks are not bonds, and they’ll end up disappointing you. Verizon is down 5%…. I think in the last six months, and I think that that decline may just be getting started.
2. Capital One Financial Corporation (NYSE:COF)
Capital One Financial Corporation (NYSE:COF) is among Jim Cramer’s stock calls as he discussed the impact of the bond market. Mentioning that they have been in the house of pain for some time, a caller inquired if they should be optimistic over the next 12 to 24 months. Cramer stated:
I want you to be very optimistic. They have enough money to do a buyback. They’re going to be finally merged correctly with Discover. They did make an acquisition that kind of threw people off, hurt the stock. Plus, of course, the Trump talked about how you ought to put a top on, 10%. That was really bad for them. I think that’s gone away. I think Capital One is my absolute favorite stock. I said so this morning in our broadcast with Jeff Marks. I say, you’re in a good one.
Capital One Financial Corporation (NYSE:COF) provides banking and financial services, including credit cards, loans, deposit accounts, and commercial banking solutions. Cramer was bullish on the stock when a caller inquired about it during the March 9 episode, as he said:
Okay, now, Capital One is, it’s supercharged right now because it’s got a lot of credit card debt, obviously, and people are very concerned about credit card debt at a time when oil has moved up so much. One point, the stock was down six today. I would tell you that it’s an incredible, fantastic opportunity. We own the stock for the Charitable Trust. It did go as high as $250. We sold some, we bought it back a little too quickly, but it’s down a huge amount in the last month, and I think it’s just a solid buy.
1. BP p.l.c. (NYSE:BP)
BP p.l.c. (NYSE:BP) is among Jim Cramer’s stock calls as he discussed the impact of the bond market. A caller inquired if now is a good time to sell their position in the stock and take gains. Cramer replied:
I think it is actually. I think you’ve had a really, really good move. It’s been a parabolic move. I say kaching kaching.
BP p.l.c. (NYSE:BP) is an energy company that produces, refines, trades, and markets oil and gas. In addition, the company develops low-carbon energy solutions. During the December 15, 2025, episode, a caller asked whether they should add more to their position in the stock or wait. In response, Cramer remarked, “I think you should sell it before you hang up with me, okay?”
While we acknowledge the potential of BP to grow, our conviction lies in the belief that some 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 BP and that has 100x upside potential, check out our report about the cheapest AI stock.
READ NEXT: 40 Most Popular Stocks Among Hedge Funds Heading Into 2026 and 15 Stocks That Will Make You Rich in 10 Years.
Disclosure: None. Insider Monkey focuses on uncovering the best investment ideas of hedge funds and insiders. Please subscribe to our free daily e-newsletter to get the latest investment ideas from hedge funds’ investor letters by entering your email address below.
