Following the Federal Reserve’s decision on Wednesday, Jim Cramer, host of Mad Money, argued that not much has shifted in the broader market narrative despite the flurry of activity that came after the announcement.
“If anything, the market’s wild action after the 2:00 PM statement and the 2:30 press conference created some interesting buying opportunities. Why is that? Because we around here do not trade cuts in rates. That’s not what we do. We don’t buy or sell stocks based on statements by Jay Powell. We’re not that thoughtless. Of course, we want to see how the bond market reacts.”
READ ALSO: Jim Cramer Recently Discussed These 9 Stocks and 12 Stocks on Jim Cramer’s Radar.
Cramer noted that bond prices dropped and yields moved higher, though he described the movement as relatively contained. He said, “It was nothing major.” He characterized the day’s events as something close to a return to normal trading conditions, except for the likelihood that the president will criticize Powell for taking what he perceives as inadequate action.
Posing the question of whether anything has changed, Cramer said, “Honestly, not much.” He went on to say, “Just that people don’t like to say that because that’s not newsworthy.” He concluded that staying the course with technology and artificial intelligence stocks still makes sense in the current environment.
“The bottom line: Sorry, spectators who wanted something exciting, it’s steady as she goes from Powell, it’s, well, if you ask me, exactly what we needed.”
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 17. We listed the stocks in ascending order of their hedge fund sentiment 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 New Lightning Round: 7 Stocks Highlighted
7. Willdan Group, Inc. (NASDAQ:WLDN)
Number of Hedge Fund Holders: 25
Willdan Group, Inc. (NASDAQ:WLDN) is one of the stocks Jim Cramer highlighted in his new lightning round. Answering a caller’s query about the company, Cramer said:
“You know what, it’s just another outsourced company. I do not, I don’t mean to slam them. I find nothing all that interesting about the company. It doesn’t mean it can’t be bought, but I am not that intrigued by it. How about that?”
Willdan Group, Inc. (NASDAQ:WLDN) provides technical, engineering, and consulting services, specializing in energy efficiency, infrastructure projects, and municipal support. The company’s services include audits, program design, construction management, disaster recovery, and compliance services for public, private, and government clients. Conestoga Capital Advisors stated the following regarding Willdan Group, Inc. (NASDAQ:WLDN) in its second quarter 2025 investor letter:
“Willdan Group, Inc. (NASDAQ:WLDN) provides technical and consulting services to utilities, private industry, and public agencies. WLDN’s 1Q performance was well above expectations, delivering 12% organic revenue growth. New wins, steady funding in their core programs, and three strategic acquisitions are driving the broad-based growth. Data centers and electrification are increasing demand for electricity and fueling investment in reliable power and resilient grid infrastructure. We believe these trends will remain in place and continue to support solid financial results over the coming years.”
6. SAP SE (NYSE:SAP)
Number of Hedge Fund Holders: 32
SAP SE (NYSE:SAP) is one of the stocks Jim Cramer highlighted in his new lightning round. Asking for advice on the stock, a caller highlighted its recent decline, its short-term recovery toward 261, and inquired whether it is a buy. Cramer said:
“Okay, I, again, I am caught here. Christian Klein delivered a great quarter. I think that this stock is just, I’m going to say it, I would buy SAP right here. I really would. That was a good quarter.”
SAP SE (NYSE:SAP) delivers enterprise software solutions spanning finance, supply chain, HR, spend management, customer experience, and industry-specific applications. Cramer discussed the company in an October 2024 episode, as he commented:
“… This is the German software giant… SAP has been delivering stellar results as it advises companies on tech strategies, including cloud enterprise resource planning and adopting artificial intelligence. They’re very good. They have a lot of ideas for you. A lot of companies love to sign up with them.”
Since the above comment was aired, the company’s stock is up around 2.3%.
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