On Monday, Mad Money host Jim Cramer discussed that the earnings reports from the major tech giants this week will play an important role in shaping how the market performs over the next several months.
“When you have stocks with market capitalizations that are larger than some countries’ GDPs, you can’t ignore them. You have to handicap them. They’re behemoths that deserve in-depth consideration before they report, if only to keep them on your radar screen.”
READ ALSO: 15 Stocks Were Recently Put Under the Microscope By Jim Cramer and 13 Stocks Jim Cramer Put Under the Spotlight Recently.
Cramer highlighted the influence of several companies, including Microsoft, Meta, and Amazon, and noted that each of them is so large and multifaceted that they carry the weight of dozens of smaller firms combined. He explained that the companies, with their vast range of products and global reach, represent some of the most significant achievements in business both in the U.S. and around the world.
“They deserve their status. I can make a case to own every one of them no matter what they say this week because they are that special.”
Cramer went on to stress that the outcome of the earnings season will likely dictate the market’s overall direction for the next couple of months. He emphasized that “you cannot mount a sustained advance if you lose these companies,” and said, “nothing can make up for them.” He made it clear that the stakes could not be higher for investors and the broader market.
“Now, I know it sounds like I’m being facetious here. These companies are gigantic. They have many divisions. They’re filled with brilliant people. I love them. But Wall Streeters are by nature Lilliputians with teeny tiny minds who are fickle and pick ridiculous metrics to determine the direction of these trillion-dollar monsters.”
Our Methodology
For this article, we compiled a list of 24 stocks that were discussed by Jim Cramer during the episode of Mad Money aired on October 27. 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 427.7% since May 2014, beating its benchmark by 264 percentage points (see more details here).
Jim Cramer’s Recent Insights on These 24 Stocks
24. QUALCOMM Incorporated (NASDAQ:QCOM)
Number of Hedge Fund Holders: 76
QUALCOMM Incorporated (NASDAQ:QCOM) is one of the stocks Jim Cramer recently provided insights on. Cramer highlighted the company’s announcement of its new chip for AI hardware. He said:
“Today, though, another highly elevated stock stole the show, and that’s Qualcomm, which announced that it’s going to produce a new chip for artificial intelligence hardware, something that can compete with Nvidia and AMD… My problems are twofold. First, Qualcomm is a boastful company. I don’t want to say anymore about that. Second, the action in Qualcomm today reminds me of the action in Qualcomm in 1999 when that stock advanced 2,600% only to experience one of the worst collapses in the entire dot-com era.
It’s the ghost of Qualcomm bull market’s past. It’s a very different company now than it was 25 years ago, but I do not like the parallel. Perhaps the most worrisome, though, is the fact that all the semiconductor stocks have been up at the opening off a possible Chinese deal, but then reversed and reversed hard when the Qualcomm news broke. That’s a telltale sign of the dot-com era…
This extraordinary move on just a press release from Qualcomm really jarred me. I know there’ll be more competitors to Nvidia. I know Qualcomm has a history of developing lower-cost and lower-powered chips, which is exactly what the data center needs. If Qualcomm can do it though, why not Arm Holdings issue a press release? Why not Intel? Why not anyone? And that’s what this market seems to be saying. We’re advancing past the bold to the ridiculous with this Qualcomm move.”
QUALCOMM Incorporated (NASDAQ:QCOM) supplies wireless technologies, chips, and software for mobile, automotive, and IoT applications.
23. Palantir Technologies Inc. (NASDAQ:PLTR)
Number of Hedge Fund Holders: 78
Palantir Technologies Inc. (NASDAQ:PLTR) is one of the stocks Jim Cramer recently provided insights on. Cramer praised the company’s CEO during the episode, as he commented:
“The year of magical investing continues. As always, it’s led by Palantir, the super intelligence/AI/defense company with a stock that’s blown through all my previous price targets. It’s now within striking distance of $200 after it’s more than 2% move higher today. The messianic CEO Alex Karp has the growth, the profits, and the fan base. I’m tempted to raise my $200 price target to $250 right here, right now, but it might be better to save the hyperbole until Palantir actually takes out $200. You have to be impressed at the level of early morning buying in the stock. The buyers like to take it up three or four points about two hours before the bell rings.”
Palantir Technologies Inc. (NASDAQ:PLTR) develops software platforms that integrate, analyze, and manage complex data for intelligence and enterprise operations.
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