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.”
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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.”
5. GameStop Corp. (NYSE:GME)
Number of Hedge Fund Holders: 25
GameStop Corp. (NYSE:GME) is one of the stocks in focus in Jim Cramer’s game plan for this week. Cramer mentioned the stock as part of his game plan. He remarked:
“You know what doesn’t? GameStop. Its chief claim to fame is its surly chairman and CEO, Ryan Cohen. Maybe it has something to say. Maybe his acolytes and minions will care, or maybe GameStop will once again find a new way to disappoint.”
GameStop Corp. (NYSE:GME) is a specialty retailer that provides new and pre-owned video games, consoles, accessories, digital content, and collectibles through its stores and online platforms. Cramer discussed the company’s shift to crypto in a June episode, as he said:
“After the close, we hear from GameStop, which has now gone all crypto. While that’s a lot better than being just a gaming retailer in secular decline, that’s not saying much. So you’ll see the gaming stuff, and then you’ll see the crypto stuff, and the crypto stuff is what’s going to drive this stock higher, probably. Now, we got a very popular IPO this week. It’s called Circle Internet Group, which is a crypto platform that buyers went crazy for, so crazy that it’s gotten people buzzing about crypto outfits coming public that might otherwise not have bothered. And maybe that’s what GameStop can tap into. Look, I’m not a buyer of this. I’m just pointing out the storyline.”
4. AeroVironment, Inc. (NASDAQ:AVAV)
Number of Hedge Fund Holders: 31
AeroVironment, Inc. (NASDAQ:AVAV) is one of the stocks in focus in Jim Cramer’s game plan for this week. Cramer said that the company is “worth watching,” and stated:
“Here’s one worth watching, drone maker AeoVironment, which reports Tuesday after the close. We had them on when they reported last, okay, and I loved what I heard, but I felt like I was alone. Stock was doing nothing, even when it dipped. Then AVAV, when I talked it up on Squawk on the Street, the darn thing levitated, and it never came back down… And you can see, nice move up. The defense budget’s rapidly evolving. We recognize that drones are a more efficient way to make war than other, let’s say, than how about $100 million fighter planes. Again, like Oracle, a good number could be met with profit taking, but I’m mindful that AeoVironment’s got a terrific story to tell.”
AeroVironment, Inc. (NASDAQ:AVAV) develops advanced robotic systems, uncrewed aircraft, loitering munitions, and electronic warfare solutions, along with AI, autonomy, and satellite communication technologies.
3. Apple Inc. (NASDAQ:AAPL)
Number of Hedge Fund Holders: 156
Apple Inc. (NASDAQ:AAPL) is one of the stocks in focus in Jim Cramer’s game plan for this week. Cramer reiterated his “own it, don’t trade it” advice for the company stock. He said:
“Now here’s something that could move the needle, though: Apple. Yes, Apple’s rolling out the iPhone 17 line of products, and I like what I’m hearing, which is crickets. Yes… it’s supposed to be what’s called an awe-dropping event. But like so many things that Apple does these days, nobody on Wall Street seems to care. Good thing is, the rest of the world does feel differently and does care. Apple remains a maligned company with the best pure product set in history. And as long as that’s the dichotomy, well, you probably know exactly what I’m going to say: own it, don’t trade it.”
Apple Inc. (NASDAQ:AAPL) designs and sells smartphones, computers, tablets, wearables, and accessories, alongside services that include cloud, digital content, payments, and subscriptions.
2. Oracle Corporation (NYSE:ORCL)
Number of Hedge Fund Holders: 124
Oracle Corporation (NYSE:ORCL) is one of the stocks in focus in Jim Cramer’s game plan for this week. Cramer warned that if the company posts good numbers, it may still trigger profit taking. He commented:
“Tuesday, Oracle reports, and for the longest time, Oracle could do nothing right as a software company. But ever since it reinvented itself, or more accurately, ever since Larry Ellison and software… turned the place into a data center kingpin, it’s been doing nothing but net. You saw some of that excitement today when Oracle stock jumped more than nine bucks on news of a further expansion in their data center strategy.
Remember, right now, the market’s turned fickle, so it’s entirely possible that a good set of numbers will spur profit-taking in Oracle’s smoking hot stock. Unless the results are truly incredible, like the aforementioned Broadcom, which delivered amazing numbers last night, it may not be enough to move the needle.”
Oracle Corporation (NYSE:ORCL) provides cloud software, databases, infrastructure technologies, and hardware solutions. The company also delivers AI, machine learning, IoT, and blockchain capabilities, along with consulting, support, and hardware services.
1. Casey’s General Stores, Inc. (NASDAQ:CASY)
Number of Hedge Fund Holders: 47
Casey’s General Stores, Inc. (NASDAQ:CASY) is one of the stocks in focus in Jim Cramer’s game plan for this week. Cramer seemed quite bullish on the company during the episode, as he remarked:
“We’re going to start Monday with one of the best retail concepts around, and you may not know it, but I want you to learn about it. It’s called Casey’s General Stores. This company has 2,900 convenience stores in 20 states and a breakfast pizza that’s more than just a gimmick. We love these guys. Now, we can make a ton of money owning an outfit like Casey’s that dominates in the smaller towns that it operates in.
You know, we had Casey’s on back in June, and I was stunned at how loved their stores were. And I tell you, I was stunned about how much I like the breakfast pizza, and we were thrilled to hear that the regional going international story is alive and well. They report after the close. I’d be willing to buy some both before the earnings and after. It’s just the kind of out-of-the-way story that could work in this tape. Not worried about tariffs here.”
Casey’s General Stores, Inc. (NASDAQ:CASY) operates convenience stores providing prepared foods, beverages, snacks, household goods, and motor fuel, along with lottery, prepaid cards, and car wash services. Additionally, the company supports its retail network through company-run distribution centers. It released its Q1 2026 earnings on September 8, posting an EPS of $5.77, outperforming the estimates by $0.74. Casey’s General Stores, Inc. (NASDAQ:CASY) revenue was up 11.5% year-over-year at $4.57 billion, which beat the forecast by $100 million.
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