In this article, we will look at Jim Cramer’s latest stock calls as oil dropped and the U.S. market rose. Jim Cramer, the host of Mad Money, on Tuesday discussed the rise in stocks, along with the higher oil prices.
Now, we keep seeing new patterns and not just the pattern that you find behind me at NVIDIA’s GTC conference. I’m talking about increasingly positive ones. After three weeks of negativity, the new pattern today? Even though oil rallied 3%, many stocks still managed to go higher. That’s right. As oil jumped, investors ignored that action, instead, focused on the fundamentals of individual companies excluding oil. And when you take petroleum out of the equation, when you ignore the increase, it looks pretty darn good, with the Dow gaining 47 points, S&P advancing 0.25%, and the Nasdaq climbing 0.47%.
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Cramer noted that this kind of market action does not happen under normal circumstances. He mentioned how, just last week, many investors believed tensions tied to a potential conflict with Iran were spiraling. He noted that not much has changed since then, aside from the U.S. government holding back from striking Iran’s oil infrastructure. While he said the situation now feels somewhat calmer, he thinks that it was not enough to spark widespread buying. He added that what stood out was both what investors chose to buy and what they avoided. Among the “anomalies” was a rebound in sectors that had been under pressure, including private equity.
Bottom line: Things are better than I thought when I got out here. That will ultimately translate into higher stock prices for NVIDIA and many other techs, even if right now it’s the hieroglyphics and the troglodytes who are in charge until the company’s quarter is over and it reports great numbers.
Our Methodology
For this article, we compiled a list of 6 stocks that were discussed by Jim Cramer during the episode of Mad Money aired on March 17. 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 Latest 6 Stock Calls As Oil Drops and the U.S. Market Rises
6. Super Micro Computer, Inc. (NASDAQ:SMCI)
Super Micro Computer, Inc. (NASDAQ:SMCI) is one of Jim Cramer’s latest stock calls as oil drops and the U.S. market rises. A caller sought Cramer’s opinion on the stock, and in response, he said, “No, you’re buying Dell. You’re not buying SMCI; you’re buying Dell. I’ve had enough.”
Super Micro Computer, Inc. (NASDAQ:SMCI) designs and sells modular server and storage systems, including AI, cloud, and edge computing solutions. During the February 23 episode, Cramer showed a similar sentiment toward the company’s stock when a caller asked if it was time to “dip a speculative toe in the water.” The Mad Money host replied:
No, I’ll tell you the truth. I mean, I would rather have you, if you’re going to do that, buy Dell. Although Dell is about to report on the 26, but Super Micro is in my no-fly zone. I’m sorry.
5. Origin Bancorp, Inc. (NYSE:OBK)
Origin Bancorp, Inc. (NYSE:OBK) is one of Jim Cramer’s latest stock calls as oil drops and the U.S. market rises. When a caller inquired about the stock during the lightning round, Cramer said, “It’s okay. Not great. Not bad. That’s not enough for me to own it.”
Origin Bancorp, Inc. (NYSE:OBK) is a bank holding company that provides financial services, including deposit accounts, insurance products, and some commercial and residential lending solutions. It is worth noting that Cramer was bullish on the company during the January 15 episode as a club member inquired about the stock. He remarked:
That thing is a rocket ship. You are a winner, club member. You’re in a winner, and I think that you should stay in it, and if it pulls back, I would buy more.
4. Vertiv Holdings Co (NYSE:VRT)
Vertiv Holdings Co (NYSE:VRT) is one of Jim Cramer’s latest stock calls as oil drops and the U.S. market rises. Cramer highlighted that the company’s last quarter was a “blowout,” as he commented:
If I learned anything out here at GTC, NVIDIA’s festival of artificial intelligence, is that there’s still a mountain of money in this business. Take Vertiv Holdings, which makes power and cooling equipment for the data centers. Hey, look, these guys reported a blowout quarter last month, which is why the stock’s up more than 65% just since the beginning of 2026… It’s one that we’ve liked forever, since the teens, because Dave Cote, chairman, said this is the one to watch. I’m always with him.
Vertiv Holdings Co (NYSE:VRT) designs, manufactures, and manages power and cooling systems for data centers and digital networks. The company also provides services to keep these systems running smoothly and efficiently. Cramer mentioned the stock during the March 9 episode and said:
First, there’s Cramer fave Vertiv, which makes power and cooling equipment, especially for the data center. Since Vertiv came public through a SPAC merger just over six years ago, the stock has rallied over 1,950%, and it’s been profitable for five full years with a market capitalization now in excess of $101 billion, wow. Purely on the basis of size, it would’ve been very hard for S&P Global to keep Vertiv out of the index. What a stock, what a company.
Moreover, we recently mentioned the stock while discussing the best multibagger stocks to invest in according to billionaires. You can read about it here.
3. Chipotle Mexican Grill, Inc. (NYSE:CMG)
Chipotle Mexican Grill, Inc. (NYSE:CMG) is one of Jim Cramer’s latest stock calls as oil drops and the U.S. market rises. A caller asked what Cramer thinks of the stock long-term, given the company’s expansion plans, and mentioned that they are in the “house of pain.” He replied:
The house of pain is a terrible place to be. Though I had the Chicken al Pastor, man, that was dynamite, but that’s not going to be dispositive to the stock. I think the stock is marking time, but that the numbers are going to turn here. Scott Boatwright is doing everything right. It’s been at $34, $35 since it’s reported. I’m feeling okay about it, but I don’t like the restaurant group that much because it translates as being, if gasoline is up, restaurants are down. That’s the way it is.
Chipotle Mexican Grill, Inc. (NYSE:CMG) owns and operates restaurants that provide burritos, bowls, tacos, salads, and other menu items. When a caller asked about the stock during the March 6 episode, Cramer responded:
Well, you know, I’ve got to tell you… The group has gotten very out of favor all of a sudden, it always gets out of favor when the price of the pump goes really high, and that’s what this is, that’s what this is associated with. The actual Chipotle Mexican Grill is doing better, and at 30 times earnings, with Scott Boatwright really starting to, I think having a positive impact, I want to buy some here, not sell some. I think it’s the right place to be.
2. NVIDIA Corporation (NASDAQ:NVDA)
NVIDIA Corporation (NASDAQ:NVDA) is one of Jim Cramer’s latest stock calls as oil drops and the U.S. market rises. Cramer urged people not to “lose faith,” as he stated:
Now, you’d think that the companies here at NVIDIA’s GTC conference, where we’ve encamped for the last two days, would also be running led by NVIDIA itself, right? But the world’s biggest company is finding out that most big institutions already own its stock. Everyone’s already in the pool. So despite some incredible numbers unveiled by CEO Jensen Huang during his keynote address, the stock just couldn’t get any traction today. It finished down $1.29 at $181.93. Ouch. Now, tonight you’re going to hear from Jensen directly, and you’ll see why I always say you should own it, not trade it…
Now, there’s a belief that the stock simply can’t move. That it’s hostage to options situations that are pushing it down relentlessly, call selling, because the calls are richly valued, pumped by retail enthusiasm. It’s an abstruse strategy that allows traders to profit from the stock doing nothing. Oddly, many of the companies that use NVIDIA semiconductors or live in the NVIDIA ecosystem found their stocks trading higher today, leaving NVIDIA behind. My suggestion? Do not lose faith. Go back over what he’s been saying. This is the real deal.
NVIDIA Corporation (NASDAQ:NVDA) develops accelerated computing and AI platforms, GPUs for gaming and professional use, cloud services, robotics and embedded systems, and automotive technologies.
1. Delta Air Lines, Inc. (NYSE:DAL)
Delta Air Lines, Inc. (NYSE:DAL) is one of Jim Cramer’s latest stock calls as oil drops and the U.S. market rises. Cramer mentioned the stock during the episode and remarked:
The anomalies are stark. This morning, Ed Bastian, the CEO of Delta Air Lines, came on CNBC. Now, when I saw Phil LeBeau standing next to him, I could see a wrecking ball coming right at the beleaguered airline stocks. You’d think $95 oil would be lethal to the entire industry, right? Turns out Delta’s putting up some incredibly strong numbers, both for regular travel and business travel. It was an extraordinary display of real-world positives clashing with Wall Street negatives, and today, the real world won.
Delta Air Lines, Inc. (NYSE:DAL) provides passenger and cargo air transportation. The company operates a large fleet and global network across major hubs and also offers aircraft maintenance, repair, and overhaul services. While discussing the very cheap stocks to buy according to billionaires, we talked about the recent price revision on the stock by TD Cowen. You can read about it here.
While we acknowledge the potential of DAL 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 DAL and that has 100x upside potential, check out our report about the cheapest AI stock.
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