CNBC’s Jim Cramer said Thursday that some of the market’s biggest opportunities lie outside the technology sector.
“I think it’s a much better game to find the stocks that are marked wrong,” the “Mad Money” host said.
While many investors are still focused on artificial intelligence winners, some companies in more traditional industries are being unfairly penalized despite having strong quarters, Cramer argued. He said this selloff creates an attractive long-term buying opportunity.
“We don’t know when the poor souls locked out of commodity chip manufacturers will end,” he said, referring to investors who bought stocks with debt and are forced to sell them. “You don’t even have to ask yourself that question about these great companies” whose fundamentals are better than their stock performance suggests.
ge aerospace It topped his list. The jet engine maker’s stock price fell after it announced better-than-expected profits and raised its full-year outlook. Cramer said investors are focusing too much on slowing order growth after an unusually strong period of growth.
“The market is completely wrong here,” he said.
wells fargo This is another stock he thinks investors have misunderstood. While analysts have noted a decline in net interest income, Cramer said CEO Charlie Scharf has been successful in transforming the bank into a more diversified company with stronger investment banking and advisory operations.
“Charlie Scharf is known as an excellent banker,” Kramer said. “He saved Wells Fargo.”
johnson & johnson Kramer argued that the list also includes: He said investors were focusing too much on the slight failures of the company’s cardiovascular business and overlooking the strengths of the company’s oncology, neuroscience and immunology drug franchises.
Cramer also defended Levi’s He sold apparel company after apparel company despite posting a strong quarter, highlighting strong growth in direct-to-consumer sales, improved sales to women and disciplined business execution.
“There are a lot of disappointing apparel companies. I can’t believe Levi’s was hurt, even if it was only temporarily,” he said.
At the end he praised me united health The latest results cited improved margins, stronger pricing, and a turnaround for the Optum division under returning CEO Stephen Hemsley. Hemsley took the helm again in May 2025. United Health stock ended Thursday up just 1.2%, well below its morning high.
