Jim Cramer says these stocks can win even as oil and bond yields squeeze the market
Here's the stocks Jim Cramer said will be less impacted by interest rates and the Iran war.
TL;DR
- Oil prices and bond yields are identified as major headwinds for the stock market.
- Stocks declined as Treasury yields rose, with the Dow, S&P 500, and Nasdaq all losing ground.
- Cramer suggests investors should be selective, focusing on companies with demand, pricing power, and scale.
- Meta Platforms is highlighted for its new AI assistant, Muse, and its potential to rival OpenAI.
- Intel is recommended for its potential to benefit from AI agent demand and its CEO's disciplined approach.
- Microsoft's Co-Pilot and Apple's upcoming foldable phone are also mentioned as potential growth drivers.
- Energy stocks like Chevron, Enbridge, and Enterprise Products Partners are noted as benefiting from higher oil prices.
- Cramer encourages investors to double down on winning stocks rather than abandoning the market.