Oil and Treasury yields continue to set the tone for US stocks, and neither have offered much relief lately.
Still, Mad Money host and former hedge fund manager Jim Cramer says the answer is not to sell but to screen for demand, pricing power and scale.
Cramer argues that companies passing that test can absorb “higher rates” tied to the Iran war. Here are three name he’s particularly bullish on in the current macroeconomic environment.
Meta Platforms (META)
Cramer’s first pick is Meta stock, which he says “fits the moment”.
His thesis rests primarily on Muse, the giant’s new personal AI assistant, which he believes could eventually reach billions of users and draw more share than OpenAI, a rival he considers niche by comparison.
And the market sure has noticed: Meta shares recently neared their first new high in a year.
The broader argument turns on distribution. Meta already sits in front of an enormous audience, so a new product does not have to build demand from scratch.
That is the scale Cramer prizes when borrowing costs climb, since usage growth does not hinge on cheap financing. The open question is whether Muse converts that reach into revenue.
Wall Street currently has a consensus Buy rating on META.
Intel (INTC)
Cramer places Intel stock in the same category, pointing to a new product cycle and firm underlying demand.
He sees particular opportunity in central processors (CPUs) needed to run AI agents, a segment he believes will grow rather aggressively.
Much of his confidence attaches to CEO Lip-Bu Tan, whose tighter spending and push to “revive” the foundry business puts the company on a credible path, Cramer noted.
He said he has total faith the plan will return INTC to greatness.
That said, restraint carries extra weight when yields are high, since heavy capital budgets become costlier to fund, and the foundry effort remains the bigger test, as rebuilding manufacturing is often slow and expensive.
Wall Street rates INTC shares at Overweight on average.
Chevron (CVX)
Energy is the rare corner of the market that gains directly from higher crude – and Cramer singled out Chevron stock.
He cited the firm’s global production footprint and its balance sheet, two traits that suit a period of volatile oil and elevated rates.
A wide geographic base spreads exposure across regions rather than tying results to one market, while a strong balance sheet limits reliance on debt when borrowing costs rise.
CVX shares also carry a built-in sensitivity, though: reports of possible Iran sanctions relief helped pull crude lower Monday, and any durable de-escalation could remove the price support that helps it.
But Cramer’s thesis is that Chevron remains super attractive for as long as the friction lasts, and its appeal fades if it does not. Wall Street currently rates the oil giant at Overweight.
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