Jim Cramer: 5 Stocks to Buy Into the Market Rotation

Jim Cramer, host of CNBC’s Mad Money, shared a range of views on the current market rotation, aerospace, airline stocks, and personal investment tools during his July 6 and 7 shows. Cramer believes investors should use the rotation as an opportunity to buy quality stocks that have been unfairly punished by institutional selling. As of the close on July 7, 2026, Boeing (BA) traded at $231.68, down 1.22% from the prior close of $234.54. The stock opened at $235.90, hit a high of $237.48 and a low of $230.46. U.S. markets were closed for the July 4 holiday, so that print reflects the last trading day’s data.

Five Picks in the Rotation

On his July 6 show, Cramer said investors shouldn’t fear the current market rotation — he sees it as a buying opportunity.^[CNBC] He specifically named five stocks he believes were “unfairly caught up” in the institutional sell-off: Johnson & Johnson (JNJ), PepsiCo (PEP), Starbucks (SBUX), Constellation Brands (STZ), and TJX Companies (TJX).^[CNBC] Cramer argues these companies have strong fundamentals but are being sold off indiscriminately in this market adjustment.

Cramer’s comments come as the market shows signs of rotating away from tech into other sectors. He advises investors to use this window to buy high-quality names that are down for macro reasons, not because of any company-specific issues. On his July 7 show, Cramer continued that theme, opening by telling viewers to take advantage of the sell-off and buy the stocks that have fallen the most.^[CNBC]

Aerospace and Defense: Strong Demand, AI Research

Cramer focused on aerospace and defense on his July 7 show. He first used the AI tool ChatGPT to summarize analyst reports on SpaceX from several Wall Street firms, exploring whether AI can help investors do their homework more efficiently.^[CNBC] The segment showcased AI’s potential for information aggregation, but also raised questions about whether its accuracy and depth can replace traditional analyst reports.

Later, Cramer spoke with Trip Ferguson, CEO of recently IPO’d Applied Aerospace & Defense. Ferguson said the company operates in the U.S. because “demand is so strong.”^[CNBC] He elaborated on the company’s positive outlook for aerospace and defense and discussed its post-IPO strategy. The conversation gave investors a firsthand look at the current health of that niche sector.

Airline Outlook: Oil Impact and Earnings Expectations

On the airline front, Cramer expressed optimism about Delta Air Lines (DAL) and United Airlines (UAL) on his July 7 show. He believes both carriers could beat the market’s currently low earnings expectations when they next report.^[CNBC] Cramer discussed the impact of oil prices on airline stocks and other key metrics he’s watching.

Cramer’s view is based on an analysis of current airline operating conditions and cost structures. While the market’s earnings expectations for airlines are conservative, he argues that if oil prices stay stable or decline and travel demand remains strong, Delta and United could deliver results that beat those forecasts. That offers a contrarian take for investors watching the sector.

Personal Investment Tools and Lightning Round

Beyond sectors and individual stocks, Cramer also discussed personal investment tools. On his July 6 show, he suggested parents consider opening a “Trump Account” for their kids, explaining the features of this new investment vehicle and what investors need to know.^[CNBC] The suggestion aims to provide early investment education for the younger generation.

During the “Lightning Round” on July 7, Cramer fielded viewer calls. When asked about Casey’s General Stores (CASY), he gave a “buy” recommendation.^[CNBC] The segment also covered other stocks like Skyworks Solutions (SWKS), with Cramer offering specific views on callers’ holdings.

This content is for informational purposes only and does not constitute investment advice, trading advice, or any guarantee of returns.