On Friday, Mad Money host Jim Cramer discussed this week’s developments on Wall Street, as he focused on upcoming economic data and corporate earnings reports.
“If this market’s going to shrug off today’s bad-is-bad rubric, we’ll have to see some good news on the inflation front, something that will allow the Fed to cut interest rates more aggressively than we think they’re going to cut right now.”
READ ALSO: Jim Cramer Shed Light on These 10 Stocks Recently and Jim Cramer Answered Questions About These 10 Stocks Recently.
However, Cramer expressed skepticism about whether that kind of relief is even on the table in the short term, especially given the ongoing unpredictability surrounding tariffs. He pointed out that clarity may arrive in the week, with the Producer Price Index scheduled for release on Wednesday and the Consumer Price Index set to follow on Thursday. He said that if both reports show weaker inflation figures, it could shift the prevailing market narrative. Even so, he warned against expecting too much optimism, reminding viewers that September is traditionally a tough month for stocks, one where any positive momentum tends to be short-lived.
Coming to Friday, Cramer predicted a return of tariff-related anxieties, perhaps the long-anticipated semiconductor import duties that have yet to be implemented but continue to loom over the market. He argued that the faster these issues are resolved, the better, but also acknowledged that resolution may not come quickly or easily.
“The bottom line: As we head into the next week, keep in mind that we’re stuck in the month of September, a historically terrible month for the market where bad news is bad news and good news is fleeting. It’s not the end of the world, people, but it is an awful stretch of the calendar.”
Our Methodology
For this article, we compiled a list of 7 stocks that were discussed by Jim Cramer during the episode of Mad Money aired on September 5. 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 373.4% since May 2014, beating its benchmark by 218 percentage points (see more details here).
Jim Cramer’s Game Plan For This Week: 7 Stocks in Focus
7. Adobe Inc. (NASDAQ:ADBE)
Number of Hedge Fund Holders: 104
Adobe Inc. (NASDAQ:ADBE) is one of the stocks in focus in Jim Cramer’s game plan for this week. During the episode, Cramer said that the company “got the best product,” but it might not be enough to push the stock upward. He commented:
“However, I am not sure about the stock of a one-time fave of mine, Adobe, which has fallen dramatically out of favor, not unlike Salesforce, which reported a big upside earnings surprise this week, but it meant nothing for the stock ostensibly because it didn’t lift guidance enough, but more likely because the Wall Street fashion show has turned against their software as a service business model like Adobe has. Why? Because money managers are under the impression that this kind of model is vulnerable to artificial intelligence competition. Lost in the shuffle, Adobe’s got the best product. I no longer think that may be enough to propel the stock higher.”
Adobe Inc. (NASDAQ:ADBE) develops software and cloud-based platforms for creative design, digital documents, and customer experience management. The company’s solutions serve creators, businesses, and enterprises.
6. The Kroger Co. (NYSE:KR)
Number of Hedge Fund Holders: 68
The Kroger Co. (NYSE:KR) is one of the stocks in focus in Jim Cramer’s game plan for this week. Cramer had a positive forecast for the company’s earnings, as he stated:
“On Thursday, we hear from Kroger, the supermarket giant, and it’s a much liked story in part because it’s been able to hold prices down for the consumer. I’m more keen on Costco and Walmart, as you probably know, but Kroger’s been known to rally on good numbers, and I think it can deliver again this time around.”
The Kroger Co. (NYSE:KR) is a retail company that provides groceries, pharmaceuticals, general merchandise, and fuel. In addition, the company manufactures and processes food products for sale under its own operations. Cramer mentioned the stock in a June episode and said:
“Alright, I’ll tell you Kroger stock is rolling over… That’s the problem. It’s just rolling over, and when I see a stock rolling over at 13 times earnings, I say to myself, okay, let it come down. Buy a little, buy a little, and then wait for the next level. Do not buy all at once. It could be a bad sign that this stock is having such a hard time at this particular moment, and it sure is. 73 down to 64. How about [we] wait till it goes to 60? Then we see whether the chart’s a little better right there.”
Hedge Fund Resource Center