Lower Interest Rates Ahead? Jim Cramer on the Macro Setup, Alphabet, and 27 More Stocks

In this article, we will look at the stocks Jim Cramer discussed as he said that the Iran peace negotiations could trigger an oil glut, cool inflation, and pull interest rates down. The host of CNBC’s Mad Money said on Thursday that with a relatively quiet earnings calendar next week, investors are likely to pay much closer attention to a series of important economic reports.

Monday, we could come in and find out the White House has finally closed the deal with the Iranians… I’m expecting shockingly lower oil prices because of this new excess if the peace holds. Here’s my thesis: The decline in oil could take down the price at the pump to ever-lower levels, and eventually, much cheaper gas will convince the Fed officials that it would be insane to raise interest rates. That’s why I believe the Fed’s next move is more likely to be a rate cut than a rate hike. I know, extremely contrarian view, but remember, the majority is not always right.

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Cramer noted that new home sales data will be released on Wednesday and tied the report to his expectation that the Fed will ultimately cut rates. He said the outcome of the report is difficult to predict and added that policymakers have so far looked past signs of weakness in the housing market. However, he believes that stance could change if oil prices continue to decline. He also highlighted Thursday’s release of the core PCE Deflator and mentioned that it was the preferred inflation gauge under the previous Federal Reserve chairman.

One of the many things I liked about Kevin Warsh’s press conference yesterday, and I really did like it, was how he’s no longer going to tolerate the kind of old data that, to paraphrase, seems more anecdotal than empirical. I’ve been really against the way the Fed collects its data for years. It’s old by the time they read it, and it’s often poorly reported. Warsh wants to change that. I think it’ll be a big improvement over what the heck this thing was.

Lower Interest Rates Ahead? Jim Cramer on the Macro Setup, Alphabet, and 27 More Stocks

Our Methodology

For this article, we compiled a list of 28 stocks that were discussed by Jim Cramer during the episode of Mad Money aired on June 18. 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).

Lower Interest Rates Ahead? Jim Cramer on the Macro Setup, Alphabet, and 27 More Stocks

28. McGraw Hill, Inc. (NYSE:MH)

McGraw Hill, Inc. (NYSE:MH) was among the stocks Jim Cramer discussed as he said that the Iran peace negotiations could trigger an oil glut, cool inflation, and pull interest rates down. Toward the end of the lightning round, a caller asked if they should buy, sell, or hold the stock. In response, Cramer stated:

It’s [at] $9. I think it could go down a few more bucks. It doesn’t lose money, but it has been AI. And these ones that are AI, you keep trying to catch them, and they are just falling knives, they’re falling cell phones, they’re falling safes, they’re falling manhole covers.

McGraw Hill, Inc. (NYSE:MH) sells printed and digital learning materials and study tools for students, teachers, and professionals. The company reported its earnings on June 11, posting a Q4 non-GAAP EPS of $0.32, outperforming the forecasts by $0.15. Its revenue of $463.72 million beat estimates by $23.8 million but was down about 2% year over year.

27.  Boston Scientific Corporation (NYSE:BSX)

Boston Scientific Corporation (NYSE:BSX) was among the stocks Jim Cramer discussed as he said that the Iran peace negotiations could trigger an oil glut, cool inflation, and pull interest rates down. A caller asked about Cramer’s thoughts on the stock, and he replied:

Now, I gotta tell you something, I was shocked at the decline in this. They have this one really good product. The sales didn’t come through, and the stock has been on a major… decline, but so has Abbott, so has Medtronic. The device sector is from Hades. If you’re willing to wait, I still don’t know when their next edition’s going to come out to make you feel better… This whole cohort is just too hard to own. And when I see that, what I think is somebody knows something I don’t. I hate that. I say no to Boston Scientific.

Boston Scientific Corporation (NYSE:BSX) manufactures medical devices for different fields, including cardiology, neurology, and urology. Some of the company’s products include heart-monitoring implants, spinal cord stimulators, and diagnostic tools for gastrointestinal conditions and cancer treatment.

26. SoundHound AI, Inc. (NASDAQ:SOUN)

SoundHound AI, Inc. (NASDAQ:SOUN) was among the stocks Jim Cramer discussed as he said that the Iran peace negotiations could trigger an oil glut, cool inflation, and pull interest rates down. During the lightning round, when a caller said that they have been looking at the company, Cramer commented:

Yeah, that’s, I call that AI-light. I’ve gotta tell you, this thing is just, ever since they, you know, what happened was NVIDIA took a little position one time and got, it’s a meme stock. Hey, take a look at how the meme guys did with their SpaceX. They bought it at like 220… I don’t want to be in SoundHound. I just think it’s a $4 stock masquerading as a $7 stock.

SoundHound AI, Inc. (NASDAQ:SOUN) develops voice AI technologies that enable businesses to create conversational and intelligent voice experiences. Furthermore, a caller asked about the stock during the April 23 episode, and Cramer responded, “No, no, no, we don’t want to be in… We cannot be in SoundHound. We’re better than that.”

25. Innodata Inc. (NASDAQ:INOD)

Innodata Inc. (NASDAQ:INOD) was among the stocks Jim Cramer discussed as he said that the Iran peace negotiations could trigger an oil glut, cool inflation, and pull interest rates down. Inquiring about the stock, a caller mentioned they bought it about five months ago at $63. Cramer remarked:

Look, they hammered this darn thing today. Look, it’s a data engineering company, and this market likes data engineering, so I’m going to say it’s fine. I don’t like, I’m going to say it’s fine. It’s a little too speculative for me.

Innodata Inc. (NASDAQ:INOD) is a data engineering company that supplies artificial intelligence training data, integrates AI models, and creates digital platforms. In addition, it provides public relations software and converts medical records into organized digital data for the banking, technology, and insurance sectors. During the episode aired on October 21, 2025, a caller asked for Cramer’s opinion on the stock, and he responded:

Yeah, digital content. I actually like this company. It’s [got] a very high price to earnings multiple, but it does at last make money. I at least got to end the… lightning round on one company that seems like a very real company.

It is worth noting that since the above comment was aired, the company’s share price is up by 24%.

24. Tractor Supply Company (NASDAQ:TSCO)

Tractor Supply Company (NASDAQ:TSCO) was among the stocks Jim Cramer discussed as he said that the Iran peace negotiations could trigger an oil glut, cool inflation, and pull interest rates down. Noting that the stock is down over 50% from its high, a caller asked if they should start a position in it. Cramer replied:

You know… It’s got a 3% yield… Here’s what I was thinking about Tractor Supply. I just bought a really heavy Carhartt sweatshirt… I went to Amazon, it was really cheap. I like, couldn’t believe it. I didn’t have to go to Tractor Supply for it… I buy a lot of stuff from Tractor Supply.

People were moving during the COVID period… A lot of people went to the countryside. They started making their homes into like little farms and stuff. That move is over. People aren’t doing that anymore. That’s hurt Tractor Supply. Other than for takeover, and I don’t recommend on takeover, I can’t think of a reason to own Tractor Supply.

Tractor Supply Company (NASDAQ:TSCO) is a rural lifestyle retailer that provides livestock and pet products, farm and garden equipment, tools, seasonal goods, and clothing.

23. Rivian Automotive, Inc. (NASDAQ:RIVN)

Rivian Automotive, Inc. (NASDAQ:RIVN) was among the stocks Jim Cramer discussed as he said that the Iran peace negotiations could trigger an oil glut, cool inflation, and pull interest rates down. During the lightning round, a caller asked about the stock. In response, Cramer said:

Yeah, Rivian, I think, is losing too much money. I’m not going to say to buy Rivian here; I just don’t want to do it. I know a lot of people think that the time is right. To me, it’s losing too much money, sorry.

Rivian Automotive, Inc. (NASDAQ:RIVN) manufactures electric vehicles and provides related software, charging, and maintenance services. During the April 23 episode, a caller asked whether Cramer was “warming up” to the stock, and the Mad Money host replied:

That last quarter was good. I was surprised… It looks like they’re going to make it, and if they’re going to make it, then the stock goes higher. By the way, I’m going to give you a twofer, I like Tesla today. Okay, those who don’t like Tesla, they can come see me, and…. Those are the same people who’ll probably short Intel.

22. SoFi Technologies, Inc. (NASDAQ:SOFI)

SoFi Technologies, Inc. (NASDAQ:SOFI) was among the stocks Jim Cramer discussed as he said that the Iran peace negotiations could trigger an oil glut, cool inflation, and pull interest rates down. Answering a caller’s query about the stock, Cramer said:

Okay, so SoFi, I didn’t like it at $28. It came down. First, I liked it at $5, $6, $7, $8. Then it shot up all the way to $28, $30. I just said, it’s enough. It’s come back down. When it got back to $18, I said time to buy it. It’s been hanging around that level. I continue to believe it’s time to buy.

SoFi Technologies, Inc. (NASDAQ:SOFI) provides lending, banking, investment, and insurance services through digital platforms. The company offers personal, student, and home loans, cash management, investment tools, credit cards, and financial wellness products. Cramer mentioned the stock during the April 29 episode and commented:

What… just happened to the stock of SoFi Technologies, the preferred digital bank of the younger generation? Here’s a stock that’s had an incredible run, going from $8 and change at its post-Liberation Day lows a year ago to $32 and change last November. As a long-time SoFi bull, and everybody knows that, I felt the move was vindication. But then, the stock started rolling over again, selling off as part of the broader AI displacement meltdown.

I think that’s crazy. This is a bank, for heaven’s sake. You can’t have Claude vibe code you a bank. As of yesterday, though, SoFi had pulled back to $18 when it reported this morning. The results were mostly in line, but the guidance for the current quarter was disappointing. In response, the stock plunged more than 15% today. Perhaps, that’s excessive.

21. NioCorp Developments Ltd. (NASDAQ:NB)

NioCorp Developments Ltd. (NASDAQ:NB) was among the stocks Jim Cramer discussed as he said that the Iran peace negotiations could trigger an oil glut, cool inflation, and pull interest rates down. When a caller asked about the stock during the lightning round, Cramer commented, “You know, a little too speculative. I like MP. I’m a traditionalist. That’s the one that’s got the government backing. I’d go with MP Materials.”

NioCorp Developments Ltd. (NASDAQ:NB) explores and develops mineral deposits. The company mainly focuses on its Elk Creek project to mine niobium, scandium, and titanium. Cramer mentioned the stock during the Squawk on the Street episode aired on October 20, 2025. He said:

Yeah I mean that’s a real company, but we have William Blair saying… they love NioCorp… These things are all like, unless Trump buys a stake in each of these one, you wanna sell these. You really do… because, why? Because, Antimony, it’s up 532% and they’re making a bid for some Australian rare earth, at six shares for one? That’s sounds like very 2000. Where they started merging, remember, cause they knew their stocks were too high.NeoCorp is up 432… Just buy MP Materials, that’s a real company… Do you think you’re early when a stock is up 432% for the year like NioCorp? Do you think you’re early?

20. AST SpaceMobile, Inc. (NASDAQ:ASTS)

AST SpaceMobile, Inc. (NASDAQ:ASTS) was among the stocks Jim Cramer discussed as he said that the Iran peace negotiations could trigger an oil glut, cool inflation, and pull interest rates down. During the episode, a club member sought Cramer’s opinion on the stock, and he replied:

Alright, now, we looked at all these satellite and rocket stocks and came back with a very mixed view of them because they’re so hit or miss. This one right now is on the miss cycle. Now, strangely, when in the miss cycle, I like them. When they hit… hit cycle, I don’t. This is low enough that I think you ought to take, it’s a flier, remember, you’re allowed to have, every five stocks, you can have one that is speculative. For every five stocks… of that I want rigor, you can have one that is just about your heart. How about that? And anyway, it is passion versus rigor, and it’s speculation versus pure investment. I don’t mind people having one of each and one of each.

AST SpaceMobile, Inc. (NASDAQ:ASTS) builds and operates the BlueBird satellite network. The company delivers space-based cellular broadband that connects directly to standard smartphones.

19. Alphabet Inc. (NASDAQ:GOOGL)

Alphabet Inc. (NASDAQ:GOOGL) was among the stocks Jim Cramer discussed as he said that the Iran peace negotiations could trigger an oil glut, cool inflation, and pull interest rates down. A club member asked how a stock’s price gets affected when a company decides to raise cash by selling shares. Taking Alphabet as an example, Cramer said:

Okay, this is up to the company. In other words, it’s case by case. So, for instance, Google had to sell a lot, well, it’s Alphabet, they had to sell a lot of stock because we know that they have to pay for all these data centers. But that was good because we didn’t want them to take down a lot of debt. We knew that the stock was, that there were rabid fans of the stock, and they’d go buy it.

Alphabet Inc. (NASDAQ:GOOGL) provides technology-related products and services, including search, advertising, cloud computing, AI tools, and digital content platforms such as YouTube and Google Play. During the June 8 episode, Cramer noted the company’s move to raise cash, as he remarked:

There’s the equity issuance from Google last week. Now I didn’t see it coming. You didn’t see it either. It was brilliant if you work at Google… You now have the money to build more… data centers to keep your cloud customers from going to another competitor. And that’s what they’re going to do. It’s bad for everyone else, though, especially shareholders of Meta, Amazon, and Microsoft. The ease with which Google raised the cash was incredible. Goldman Sachs did a tremendous job.

18. The Boston Beer Company, Inc. (NYSE:SAM)

The Boston Beer Company, Inc. (NYSE:SAM) was among the stocks Jim Cramer discussed as he said that the Iran peace negotiations could trigger an oil glut, cool inflation, and pull interest rates down. A caller inquired about Cramer’s thoughts on the company, and in response, he said:

No, I don’t, no, I’m not, it’s not just that I don’t like the beer. No, I just don’t, I think it’s just, it’s flat. It’s just not going to make you money. The beer business is just okay right now. I don’t recommend any of the liquor companies because they’re not doing well enough. My wife is in that business, but she’s in agave spirits, and agave is probably the only growth area left in the entire spirits complex.

The Boston Beer Company, Inc. (NYSE:SAM) makes and sells alcoholic beverages, including beers, hard ciders, and seltzers, under brands such as Samuel Adams, Truly, and Twisted Tea. Longleaf Partners Small-Cap Fund stated the following regarding The Boston Beer Company, Inc. (NYSE:SAM) in its fourth quarter 2025 investor letter:

The Boston Beer Company, Inc. (NYSE:SAM) – Alcoholic beverage company Boston Beer was a detractor for the year as alcohol consumption faced headwinds. Volume declines at Twisted Tea, the company’s largest brand, weighed on the stock. Twisted’s pricing had gotten a little overextended, but the company is actively working to fix this problem and has also successfully fended off numerous competitors that entered the hard tea space over the last few years. Additionally, Truly is still having difficulty returning to growth after multiple difficult years but is now a much smaller part of the company. Boston Beer has continually proven itself as one of the best innovators in the industry, as shown again by its new and successful vodka-based product Sun Cruiser, which is in the process of a national rollout and will be key to getting the company back to growth. We have been pleased by the speed at which management has corrected margin problems that arose in the aftermath of the hard seltzer boom, and we still believe there is further room for improvement. Founder Jim Koch stepped back into the CEO seat in August for the first time in almost 25 years after former CEO Michael Spillane stepped down. The company still has a net cash position and is one of our largest share repurchasers. We think repurchase is a great use of capital for a consumer packaged goods company with quality brands that trades at 1x revenue, all at a time that it could be an acquisition target amidst industry consolidation.

17. NIKE, Inc. (NYSE:NKE)

NIKE, Inc. (NYSE:NKE) was among the stocks Jim Cramer discussed as he said that the Iran peace negotiations could trigger an oil glut, cool inflation, and pull interest rates down. A caller asked what the brand is worth, and Cramer replied:

Okay, so look, Nike, we talked about it yesterday at the club meeting and I admitted it’s disappointing. And I said that I’m going to give the company one more quarter and if they disappoint then I have to sell the stock because it’s been a long time now that we’ve owned it and it has been a bust and I’ve not done a good job. And I’ve told the tens of thousands of members of the club that I screwed up and I’m hoping for one more quarter, maybe get some redemption.

NIKE, Inc. (NYSE:NKE) is an athletic and casual footwear, apparel, equipment, and accessories company that sells its products under brands, including Nike, Jordan, and Converse. Cramer highlighted the company’s struggles during the June 5 episode, as he stated:

How much worse can the athleisure space get? If I say this group’s going out of style, that is putting it lightly… Nike itself has become a real [dog barking buzzer], something that’s all too real for me because we own it for the Charitable Trust. My bad… A few years ago, athleisure was one of the, it was the best consumer trend out there… Back when athleisure seemed unstoppable, it felt like a lifestyle shift. People were wearing sweatpants while working from home, wearing workout clothes and sneakers to dinner… Nike was the behemoth that owned athletes’ performance sports culture… Once COVID hit, athleisure practically became the uniform of the pandemic. Maybe that made this trend look more durable than it really was, though. But once the world went back to normal, people went back to the office and started wearing regular clothes again…

Nike used to be a global machine, the biggest logo in sports. But even Nike’s been struggling with the same broader issues: competition, stale products, not enough freshness, and the consumer is no longer willing to pay up for anything with a swoosh and jacked up prices. In its latest quarter, Nike’s revenue was down 3% on a currency-neutral basis. Nike’s direct revenue fell 7% currency neutral. Nike Digital was down 9%. Converse was down 35%. That’s catastrophic.

Their gross margin fell 130 basis points to 40.2%. This is not the Nike investors fell in love with. It’s not the Nike I knew. Now, I know that Elliott Hill, the relatively new CEO, is trying to turn things around. I’m going to give him a little chance here, but the turn’s taking longer than we’d like. And part of that is the overall weakness in athleisure… Nike… sells for 24 times earnings. That’s a little high. That’s in part because it is doing better… Nike can work if the turnaround becomes visible and the product feels strong.

16. Celsius Holdings, Inc. (NASDAQ:CELH)

Celsius Holdings, Inc. (NASDAQ:CELH) was among the stocks Jim Cramer discussed as he said that the Iran peace negotiations could trigger an oil glut, cool inflation, and pull interest rates down. When a caller inquired about the stock during the episode, Cramer said:

You know, the shorts have played havoc with this stock for a long time, to tell you the truth. And this seems to be an interesting level to buy it. And I say that in part because I think that what people are betting on is the comparisons year over year are not going to be good this quarter, the first of the bad comparisons. So this is going to come out… like it’s 43 versus 47, and that’s going to get the stock hit. Now, I would pull the trigger the moment the company reports that quarter.

Celsius Holdings, Inc. (NASDAQ:CELH) sells energy and hydration drinks under brands like CELSIUS, CELSIUS Originals, and CELSIUS ESSENTIALS. During the January 7 episode, a caller mentioned its $70 price target and asked whether the stock was a buy at around $50 or if its valuation was still rich. The Mad Money host responded:

I’ll write this memo in the morning about 10 things I’m watching… and… I read this Needham piece, that’s the one you’re talking about, with the price target of $70. I thought it was a little bit aggressive, but you know what? I think it could put 10 points on because the company’s doing quite well, and it just closed that acquisition. And by the way, I always welcome Celsius on the show. They tell a great story.

15. Madison Square Garden Sports Corp. (NYSE:MSGS)

Madison Square Garden Sports Corp. (NYSE:MSGS) was among the stocks Jim Cramer discussed as he said that the Iran peace negotiations could trigger an oil glut, cool inflation, and pull interest rates down. Cramer explained why he would buy the stock, as he stated:

First, though, let’s answer the obvious question. Should we even consider the Knicks’ Championship run a positive catalyst for the stock?… At the end of the day, the stock market’s inherently forward-looking. The Knicks winning the championship is already priced into the stock… So that’s not the reason why I’d buy MSG Sports… Now, I’d buy MSG for one simple reason. The marketing capitalization of this company is currently worth less than the sum of the parts…

Right now, the company’s worth $8.9 billion, and it’s got a little bit more than a billion dollars in net debt, so let’s call it an enterprise value of a little below $10 billion… You got two major teams that together are worth just under $14 billion, along with a pair of smaller minor league teams. Now, in the end, I think that the sum of the parts valuation is too good to ignore. You’re basically getting the Rangers for free… While I think this network’s estimates for the valuation of the Knicks and the Rangers are legit, that’s what these franchises might be worth in a sale. MSG Sports currently makes very little in the way of profits, though.

Their 2026 fiscal year ends this month, and the company’s on track to bring in just $16.6 million in earnings before interest, taxes, depreciation, and amortization, according to current consensus estimates. That’s not so great. So, based on traditional price-to-earnings type valuation metrics, this stock is far from cheap. Really, what you’re betting on is that MSG Sports is that the underlying teams will continue to rise in value. But with those disclaimers out of the way, I gotta tell you, I like MSG Sports here, especially after the stock’s pulled back pretty hard this week and with the potential catalyst of a breakup play.

So here’s the bottom line: This is a pretty exciting darn story. At the end of the day, the company that owns the Knicks and the Rangers has a stock that trades like it only owns the Knicks. After years of being underestimated, MSG Sports is finally thinking about spinning off the Rangers business to give you a basketball stock and a separate hockey stock. I bet that sends this thing higher.

Madison Square Garden Sports Corp. (NYSE:MSGS) is a professional sports company that owns the New York Knicks and the New York Rangers. The firm also runs development league teams and a sports team performance center.

14. Qnity Electronics, Inc. (NYSE:Q)

Qnity Electronics, Inc. (NYSE:Q) was among the stocks Jim Cramer discussed as he said that the Iran peace negotiations could trigger an oil glut, cool inflation, and pull interest rates down. Cramer highlighted the sharp rise in the company’s stock price, as he commented:

I don’t think people understand the scale or scope of the semiconductor shortage. Thanks to the rise of the data center, we don’t have enough chips or anything that goes into making a chip. And it’s likely to stay that way, maybe even for years, which brings me to Qnity, the highly successful DuPont spinoff that makes specialty materials for semiconductors and advanced electronics. Now, we own this one for the Charitable Trust. It’s already more than doubled year to date, including huge gains just this week.

Qnity’s basically a bet on the future of chip-making. You see, for most of my lifetime, the semiconductor industry was focused almost entirely on making transistors smaller and smaller. The data center has changed all that. We don’t need small chips; we need chips with better packaging, better heat management, and that are easier to manufacture. And that’s where Qnity comes in, and it’s why the company could report such a spectacular beat and raise quarter a month ago.

Qnity Electronics, Inc. (NYSE:Q) provides materials and chemical solutions used in the manufacturing of semiconductors and electronic components.

13. Palantir Technologies Inc. (NASDAQ:PLTR)

Palantir Technologies Inc. (NASDAQ:PLTR) was among the stocks Jim Cramer discussed as he said that the Iran peace negotiations could trigger an oil glut, cool inflation, and pull interest rates down. A caller mentioned that they had started a position in the stock when it went public and asked whether they should add to it or sell. Cramer replied:

Oh boy, let me think about this, let me think about this. I think it’s fine as long as you recognize, I just want to see what they’ve pushed it down to… yeah, I thought so, they really clubbed it today, as long as you recognize it as a long-term growth story. What’s happened is the growth wasn’t very exciting to people. The growth hasn’t slowed down, just the stock.

Palantir Technologies Inc. (NASDAQ:PLTR) develops data analytics and AI software platforms, including Gotham, Foundry, Apollo, and Palantir Artificial Intelligence Platform, that help organizations integrate, analyze, and act on complex data. During the May 28 episode, a caller inquired about the stock, and Cramer responded:

Okay, right now, other companies are shining so brightly that they’re taking away the sheen of Palantir. But maybe something changed today with Snowflake. Palantir is up $10; maybe it’s coming back. I have never, I have not lost faith in my great friend Alex Karp, and I don’t think I will.

12. American Express Company (NYSE:AXP)

American Express Company (NYSE:AXP) was among the stocks Jim Cramer discussed as he said that the Iran peace negotiations could trigger an oil glut, cool inflation, and pull interest rates down. During the episode, a caller inquired if the stock is a “good buy,” and Cramer said:

This is precisely the level where I want you to put on a 50% position, half a position on literally next week, and then see if it comes down. The stock is very rarely down for the year, and it is down right now. It’s down 9%. Steve Squeri is doing a dynamite job. I think this is a terrific level to buy American Express. By the way, Capital One has the same exact chart, so don’t freak out. It’s what the credit cards are doing. But I think now that gasoline’s coming down, people are going to say, ha ha, things are going to get better.

American Express Company (NYSE:AXP) provides credit and charge cards, payment processing, banking, and travel-related services. The company also offers merchant solutions and expense management tools.

11. Intuitive Surgical, Inc. (NASDAQ:ISRG)

Intuitive Surgical, Inc. (NASDAQ:ISRG) was among the stocks Jim Cramer discussed as he said that the Iran peace negotiations could trigger an oil glut, cool inflation, and pull interest rates down. Inquiring about the stock, a caller asked if it is a buy. Cramer replied:

Too much competition, too much competition… Used to be king, used to be king. Now, there’s a lot of kings. There’s like three kings or maybe even four kings, and that’s the problem because there’s too many kings.

Intuitive Surgical, Inc. (NASDAQ:ISRG) designs and manufactures robotic systems and instruments that enable minimally invasive surgical and diagnostic procedures. A caller asked about the stock during the April 30 episode, and Cramer commented:

Here’s the thing: Both J&J and Medtronic claim they’ve got competitors. And I am worried that one of those two is going to hit pay dirt, and that is going to hurt Intuitive Surgical.

10. Intel Corporation (NASDAQ:INTC)

Intel Corporation (NASDAQ:INTC) was among the stocks Jim Cramer discussed as he said that the Iran peace negotiations could trigger an oil glut, cool inflation, and pull interest rates down. Cramer was quite bullish on the stock during the episode, as he said:

I want to leave you with an important point. I told club members… that Intel’s now my favorite stock in my Charitable Trust, Intel. There’s not been a hard Apple-Intel deal yet despite what the President posted on Truth Social. I think that can change. Club members know… I want to be bigger in Intel for my Trust. I think you should be in it too…

The only hope I can see in this entire food chain is Intel and its CEO, Lip-Bu Tan. I think he can create a great American foundry business because he has tremendous experience in chip design and manufacturing from his time at Cadence Design Systems, which he saved, by the way. He gave you a 50 bagger. Plus, he has the smarts, and he has the friends, he has the contacts, and he’s just a good guy.

Intel Corporation (NASDAQ:INTC) designs and manufactures processors, chips, memory, and related hardware. Additionally, it provides software, optimization solutions, and AI-enabled platforms.

9. FedEx Freight Holding Company, Inc. (NYSE:FDXF)

FedEx Freight Holding Company, Inc. (NYSE:FDXF) was among the stocks Jim Cramer discussed as he said that the Iran peace negotiations could trigger an oil glut, cool inflation, and pull interest rates down. Cramer made some positive comments on the company, as he commented:

One of the Trust’s newest positions is FedEx Freight. Just got it. The freight stocks have been on fire mostly because the economy’s so strong and e-commerce is still taking share over brick and mortar. FedEx Freight is uniquely set up to take advantage of that trend. It’s the recent less-than-truckload spinoff from FedEx. I like that the company’s on track to cut a huge amount of costs while picking up a lot of market share. Added bonus: self-driving trucks. They’re coming, and they’ll matter. That’s it. Light week.

FedEx Freight Holding Company, Inc. (NYSE:FDXF) provides less-than-truckload freight transportation services. Cramer discussed the stock during the June 5 episode, as he remarked:

Today’s the day when I’m proud that we held on to our FedEx Freight, the new spin-off that could go from a decent less-than-truckload play into one of the best operators in the world. And remember, we don’t care what kind of company makes the money. Doesn’t have to be a data center money maker.

8. Darden Restaurants, Inc. (NYSE:DRI)

Darden Restaurants, Inc. (NYSE:DRI) was among the stocks Jim Cramer discussed as he said that the Iran peace negotiations could trigger an oil glut, cool inflation, and pull interest rates down. Cramer said that he likes the company “ahead of the quarter,” as he said:

Darden reports in the morning. This fabulous restaurant chain, the home of Olive Garden, by the way, almost always surprises to the upside. It’s like clockwork. Nearly as good as hospitality king, Marriott. I like Darden ahead of the quarter, I do because I see gas prices coming down, and that’s a very good determinant and has been for the 25 years I’ve followed Darden.

Darden Restaurants, Inc. (NYSE:DRI) owns and runs full-service restaurants under well-known brand names, including Olive Garden, LongHorn Steakhouse, and Yard House. Cramer called it one of the retail winners during the December 18, 2025, episode, as he commented:

Retail’s such a huge portion of this economy, it can mask the questionable kinds of transactions we’ve been seeing at the highest level of tech. Consider the retail winners today. There’s Darden, that’s the owner of Olive Garden. It vaulted nearly 2%. Yes, the numbers from Olive Garden look great.

7. McCormick & Company, Incorporated (NYSE:MKC)

McCormick & Company, Incorporated (NYSE:MKC) was among the stocks Jim Cramer discussed as he said that the Iran peace negotiations could trigger an oil glut, cool inflation, and pull interest rates down. Cramer expects to hear a Unilever deal justification from the management, as he remarked:

Also, on Thursday, we hear from McCormick. This is the spices and seasoning stock. It is still reeling from their deal to buy Unilever’s food business, which Wall Street thinks was a colossal overpay. Let’s see what management says to justify it. The stock’s been crushed.

McCormick & Company, Incorporated (NYSE:MKC) produces and sells spices, seasonings, condiments, and flavor products for consumers and food manufacturers. Cramer discussed the company’s food brand acquisition from Unilever during the April 10 episode, as he said:

I want to contrast that with how I handled myself the previous day with Brendan Foley, the CEO of McCormick, the spice company. Brendan’s just done a gigantic deal with Unilever to buy Hellmann’s mayonnaise from them, among other brands. Wall Street clearly thought he paid too much because the stock cratered. Now, I disagreed. I thought it looked like a good deal, but looking back, I think I gave Brendan a free pass because I didn’t press him on the cost, which was pretty high.

Some would say outrageously high during an era where the packaged food space is under siege. I could hear Mark (the late Mark Haines, CNBC anchor) in my brain saying, how could you run those brands better than Unilever? Why did you give away so much of the company? I mean, these are the questions he would’ve asked with immediate follow-up if the questions weren’t satisfactory. He wasn’t there to make friends. He was there to see if the CEO knew what he was doing.

6. Micron Technology, Inc. (NASDAQ:MU)

Micron Technology, Inc. (NASDAQ:MU) was among the stocks Jim Cramer discussed as he said that the Iran peace negotiations could trigger an oil glut, cool inflation, and pull interest rates down. Cramer noted what the company needs for its stock to go higher, as he commented:

Alright, after the close, we get the most consequential quarter of the week, and it’s Micron. Now, this stock’s up about 300% for the year. So I think Micron needs to beat and then raise well beyond the consensus to continue to go higher. If it does, though, this memory chip maker, it can soar because of the shortages. Anything less than a blowout, though, it’s going to be a problem. Luckily, Micron chips are in such short supply that they have insane pricing power. That’s great for the stock, but it’s terrible for the consumer, as these higher memory costs are now being passed on by the likes of Apple and most of the entertainment devices that you may be buying.

Micron Technology, Inc. (NASDAQ:MU) develops memory and storage solutions, including DRAM, NAND, and SSD products, under the Micron and Crucial brands.

While we acknowledge the potential of MU 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 MU and that has 100x upside potential, check out our report about the cheapest AI stock.

Click to continue reading and see Lower Interest Rates Ahead? Jim Cramer on the Macro Setup, FedEx, and 4 More Stocks.

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