In this article, we will look at the stocks Jim Cramer shared his opinions on during Mad Money. The host of CNBC’s Mad Money said Tuesday that Samsung’s earnings report triggered a broad sell-off across AI hardware stocks.
Newsflash: Sometimes stocks just go down. If they’re visible, high-profile stocks, they can change people’s minds about the rest of the market, usually for the worse. And if you don’t know about that linkage, you are more likely to panic and sell some very, very good stocks that were, I don’t know, let’s just say they were being pruned today… On a not-so-hot day… Once again, we saw a wholesale change of the guard in the market simply because one of the most visible stocks in the world went the wrong way after earnings… It’s a South Korean memory chip play. It’s called Samsung, and it’s been an insane trader.
READ ALSO Jim Cramer’s 22 Stock Calls Including Meta, NVIDIA, and AI Opportunities in the Neocloud Space and Jim Cramer’s Comments on 25 Stocks Like Micron, Dell, and Playing the Recent Market Rotation
Cramer noted that investors extended Samsung’s results to the rest of the AI hardware space, which led to steep declines in shares of companies tied to the physical infrastructure required for AI, including data center buildouts.
The bottom line: Today kind of looked, at least in the afternoon, like the old days when we realized that you needed an NVIDIA chip to calculate things… When the stocks of Google and Meta and Amazon had enough strength to carry the market, when Apple needed no one and wasn’t worried about commodity chip prices… These commodity plays and their stocks somehow took over the market, and they brought chaos with them. Is it over? Today may have been one day, a larger profit-taking in those, or maybe it wasn’t. You know, it sure felt like a big change to me.
Our Methodology
For this article, we compiled a list of 14 stocks that Jim Cramer discussed during the July 7 episode of Mad Money. 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. Insider Monkey’s quarterly newsletter’s strategy selects 14 small-cap and large-cap stocks every quarter and has returned 599.2% since May 2014, beating its benchmark by 372 percentage points (see more details here).
Jim Cramer’s Opinion on 14 Stocks Like Applied Aerospace and Delta Air Lines
14. Forgent Power Solutions, Inc. (NYSE:FPS)
Forgent Power Solutions, Inc. (NYSE:FPS) was among the stocks Jim Cramer shared his opinions on during Mad Money. Toward the end of the lightning round, answering a caller’s query about the stock, Cramer remarked:
Yeah, see, they did that big stock offering. I’m not sure people expected there would be as many shares in that. I know they said it was oversubscribed. I would rather just focus on the fact that I think the fundamentals are really gorgeous, and I wouldn’t mind owning some myself for the Charitable Trust.
Forgent Power Solutions, Inc. (NYSE:FPS) designs and manufactures electrical distribution equipment, such as switchgear, transformers, and power units. In addition, the company provides maintenance, repair, and commissioning services to companies in the technology, utility, and industrial sectors. Cramer said that the stock has been a “home run” during the June 12 episode. He remarked:
Now, second, in early March, I recommended Forgent Power Solutions. That’s a maker of electrical distribution equipment used in data centers, the power grid, and all sorts of energy-intensive industrial facilities. Now, I covered this one in early March, about a month after it came public, and I told you I liked it because it was trading at a sizable discount to its closest competitor, which is Vertiv, the one that Dave Cote is chairman of.
Since then, Forgent became an incredible performer, rallying from $34 to $59, 75% gain, thanks to a couple of very strong quarters. In fact, Forgent did a secondary offering at the end of May, often the kiss of death for a newly public company, but the darn thing, it just kept rallying. At these levels, though, you got my blessing to ring the register, it’s been a home run, ideally before the lockup on insider selling in this one, which ends in early August.
13. Skyworks Solutions, Inc. (NASDAQ:SWKS)
Skyworks Solutions, Inc. (NASDAQ:SWKS) was among the stocks Jim Cramer shared his opinions on during Mad Money. A caller asked what they should do with their position in the stock. In response, Cramer said:
Oh, well, look, I think they, look, I know they got that CEO; he is trying to turn it around. Someone has to buy them. And I don’t know, it’s got a 4.75% yield while you wait for someone to buy them. That’s all I can tell you.
Skyworks Solutions, Inc. (NASDAQ:SWKS) develops semiconductor components used in industries such as automotive, aerospace, defense, communications, and consumer electronics. The company’s products include amplifiers, filters, power management devices, and connectivity solutions. A caller inquired about the stock during the March 19 episode, and Cramer replied:
Alright, now the problem with Skyworks is that it’s totally cell phone. It just doesn’t have enough, it’s gotta merge with someone, frankly. Does have a 5.25% yield, but I don’t own tech for yield.
12. Casey’s General Stores, Inc. (NASDAQ:CASY)
Casey’s General Stores, Inc. (NASDAQ:CASY) was among the stocks Jim Cramer shared his opinions on during Mad Money. When a caller inquired about the stock during the lightning round, Cramer said:
Buy 10 shares. Buy 10 shares. That’s what I’d tell my, if Pop were alive, I’d say, “Pop, buy 10 shares every three weeks.” Okay? 10 shares.
Casey’s General Stores, Inc. (NASDAQ:CASY) operates a chain of convenience stores that offer freshly prepared foods such as pizza, donuts, and sandwiches, along with motor fuel, tobacco products, beverages, and other household and automotive essentials. Cramer called it one of his “absolute favorite companies” during the June 18 episode, as he commented:
One of my absolute favorite companies, as you may know if you watch the show closely enough, is Casey’s General Store. It’s got an analyst day on Wednesday, and most of these meetings really don’t move stocks. I think this one actually could because people still don’t know the Casey’s story, the small city model. I bet they have some of those delicious breakfast pizzas, too.
11. Applied Aerospace & Defense, Inc. (NYSE:AADX)
Applied Aerospace & Defense, Inc. (NYSE:AADX) was among the stocks Jim Cramer shared his opinions on during Mad Money. Cramer called it a “terrific business,” as he said:
Last month, a company called Applied Aerospace & Defense came public to fairly limited fanfare, although we told you we like this one, and it’s rallied a bit over the last couple weeks. I think this is a terrific business. Applied Aerospace is basically an outsource manufacturer for the aerospace defense industry at a time when we’ve learned we desperately need more drones, more missiles, more satellites. It’s probably going to take years to restock after the war with Iran, which is why we need all the help we can get, and we need it now… It’s a good IPO; it’s an even better story.
Applied Aerospace & Defense, Inc. (NYSE:AADX) designs, engineers, and manufactures integrated subsystems for space, defense aviation, airborne, C5ISR, and precision strike applications. The company uses IP-enabled manufacturing, prototyping, and in-house testing services for its hardware.
10. CSX Corporation (NASDAQ:CSX)
CSX Corporation (NASDAQ:CSX) was among the stocks Jim Cramer shared his opinions on during Mad Money. A caller asked if Cramer sees it as a good long-term investment. He replied:
No, I see a great long-term investment. Steve Angel’s running it. Remember how much money he made for us in Linde? It was incredible. Jeff Marks nailed that one. Steve Angel’s the guy. I mean, look, I like Joe Hinrichs, who was before, he was the railroad man of the year, but Angel is doing it. It’s $48. I think that stock could go to $60. I like the rails. Let me throw in Union Pacific. I like that one too.
CSX Corporation (NASDAQ:CSX) provides rail-based freight transportation, intermodal container movement, and trucking services. The company handles commodities like chemicals, coal, agricultural goods, and industrial materials. Cramer discussed the stock during the January 23 episode. He stated:
When CSX got rid of Hinrichs, they brought in this guy that we really like, a terrific replacement. His name is Steve Angel… He’s a great operator, but you know, not a railroad guy, but a great operator. The big question here is whether Angel was brought in to put CSX up for sale like he did with Praxair, or if the board simply wants him to build a better company… When CSX reported in October, Angel was asked that question point-blank, and he said he’s open to strategic opportunities, but he also pointed out that he ran Praxair for a decade before he sold it to Linde…
Still, Steve Angel is 70 years old, and while I happen to think that is like the best age in history to run a company, I don’t think he was brought in to run CSX for a decade before selling it. After all, they’ve really only got three years left to merge with another major railroad. I don’t see any other White House possibly letting that kind of deal through because this industry already has a high level of concentration… I gotta tell you, though, while I like CSX, I sure wouldn’t buy it purely for takeover speculation. I’d buy it because I think the business is set to improve dramatically this year and a lot of the big problems are behind them…
Putting it all together, you know what, I think CSX represents an excellent buying opportunity even after today’s 2.4% run. This is a company that’s going to do a lot of self-help, and the numbers should improve dramatically just because they plan to spend a lot less than they did last year. But the bottom line: While CSX should do fine, even in a fairly stagnant economy, I think it is going to be a big winner if the economy actually picks up steam and a humongous winner if they somehow manage to attract a takeover bid. Again, don’t buy CSX for that takeover speculation alone… It’s because the fundamentals are improving and there’s chance that another railroad might want to merge with them. CSX, I liked Joe. I like Steve. I think it’s going to work.
9. Honeywell International Inc. (NASDAQ:HON)
Honeywell International Inc. (NASDAQ:HON) was among the stocks Jim Cramer shared his opinions on during Mad Money. When a caller mentioned that they want to get the green light regarding adding to their position in the stock, Cramer commented:
I want you [to]; I’ll tell you why. Dave Cote, who is my, I know it’s not about friends; it’s about money- Dave Cote is my friend. He put together the Honeywell that we see… Honeywell Aerospace, and I think he put together the… airline play, not Boeing, which we own for the Charitable Trust. GE Aerospace is terrific, and I love Larry Culp, but this company, now run by Jim Currier, is a winner. I want to keep buying it for the Trust. We don’t have enough pure plays in aerospace, and we just got one put together by the man who was one of the greatest CEOs of all time, Dave Cote.
Honeywell International Inc. (NASDAQ:HON) develops and sells technologies and solutions across aerospace, industrial automation, building management, and energy and sustainability.
8. Delta Air Lines, Inc. (NYSE:DAL)
Delta Air Lines, Inc. (NYSE:DAL) was among the stocks Jim Cramer shared his opinions on during Mad Money. Cramer discussed the stock ahead of its earnings, as he stated:
High-end carriers like the two I keep mentioning to you, Delta and United, have made a conscious effort to focus on their premium offerings, their first class and premium economy tickets, business travel, higher price, overseas flights. They also moved aggressively into new revenue streams like credit cards. You know, Delta’s got this very lucrative partnership with American Express that made up 13% of the revenue last year… Look, oil’s coming down. Now, I know… jet fuel’s not down enough yet, but maybe we’ll hear something about that from Delta, which reports on Friday morning.
But here’s why this is exciting. If it’s true that Delta and United are becoming secular growth winners and not just boom-and-bust cyclical stocks like they’ve been considered for years, then you’re going to start to see these stocks get re-rated higher… Meaning that investors will start to pay more for the same earnings. In other words, secular stocks, secular growth, tend to get a higher price-to-earnings ratio than cyclical stocks because Wall Street will pay up for consistency. Currently, Delta trades at just under 15 times this year’s earnings estimate…
As we start to look beyond 2026, we see that, without the fuel headwinds, both these companies are expected to grow significantly. According to current consensus estimates, Delta’s expected to earn around $6 per share this year. But you know what? That could grow to $8.50 next year, maybe 10 bucks in 2028. You know, I expect it to go from 10 and change of earnings per share this year to around 15 next year and 17 in 2028. If we’re right about the secular growth thesis, that will happen.
Delta Air Lines, Inc. (NYSE:DAL) provides passenger and cargo air transportation. The company operates a large fleet and a global network across major hubs, and it also offers aircraft maintenance, repair, and overhaul services.
7. United Airlines Holdings, Inc. (NASDAQ:UAL)
United Airlines Holdings, Inc. (NASDAQ:UAL) was among the stocks Jim Cramer shared his opinions on during Mad Money. Cramer highlighted the company’s valuation during the episode, as he said:
We’ve seen a lot more discipline from the airlines on pricing. Now, this is something I pointed out last year. Early on in 2025, United said it was seeing flagging domestic demand, so they responded by cutting domestic flights that no longer made financial sense. Rather than cutting price, they just removed lower-margin capacity. All the majors seem to be following this playbook, and it’s been a real boon for business. It really really helps the price-to-earnings multiple…
As for United Airlines, at an industry conference in late May, CEO Scott Kirby explained that his airline has been able to better deal with the “curve balls” that have come their way over the past couple of years, thanks to big strategic changes… This is a new world. Now, as the second half of the year begins, we’re going to have to see proof from these leading airlines that all of this talk about improved strategy and more resilient businesses is actually paying off. Delta and United both offered weaker than expected forecast in the second quarter because at that time, the price of oil was going through the roof. People thought it would go even higher. I think they can beat those low forecast the next time that we hear them… United trades at about 13 times this year’s numbers. Those are the types of multiples that you’ll see for high-quality cyclical names.
United Airlines Holdings, Inc. (NASDAQ:UAL) provides passenger and cargo air transportation through its mainline and regional fleets. In addition, it offers ground handling, flight training, loyalty programs, and maintenance services.
6. Southwest Airlines Co. (NYSE:LUV)
Southwest Airlines Co. (NYSE:LUV) was among the stocks Jim Cramer shared his opinions on during Mad Money. Cramer discussed the stock while discussing low-cost carriers, as he remarked:
In recent years, we’ve seen a wholesale removal of low-end flights. The ultra-low-cost carriers have either gone under, like Spirit Airlines, or cut a ton of capacity, like JetBlue. Southwest Airlines, meanwhile, another low-cost carrier, has become more disciplined, operating much more efficiently ever since activist Elliott Investment Management got involved two years ago.
Southwest Airlines Co. (NYSE:LUV) provides passenger air travel with a focus on convenience, loyalty rewards, and digital booking tools. Cramer called it a “terrific turnaround story” during the April 14 episode, as he commented:
Fourth discounted company is Southwest Air. Yes, this value-oriented carrier has been making big changes under the watchful eye of the activists at Elliott Investment Management since the summer of 2024. Stock’s done very well over this period before peaking in mid-February as investors realize that a war might be coming. But Southwest has now fallen about 25% in less than two months and trading at less than 15 times this year’s earnings estimates, even though the company’s earnings are expected to be more than triple this year. The risk here is that Southwest won’t be able to make the numbers thanks to much higher oil prices. Then again, the earnings estimates have already come down big from over $4 per share when the war started to just $2.86 per share as of today. And that’s still more than three times what they earned last year.
Long story short, I think Southwest’s a terrific turnaround story, and you’re now getting a chance to buy it at bargain basement prices that I didn’t think it should trade down to. And who knows, you know, I was thinking all day about this, did you hear this thing about United might want to merge with American Airlines? Okay, that seems very unlikely to me. Even if the Trump administration doesn’t block it, states will sue. No judge will rule in that deal’s favor. However, if the big airlines are eager to consolidate, I think they might want to own a small mid-sized airline. I think they might want to own Southwest.
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