Cramer Picks Stocks to Weather High Yields and Oil Prices

Jim Cramer, host of Mad Money and former hedge fund manager, has identified three stocks that he believes can perform well despite higher oil prices and yields. According to Cramer, companies with strong demand, pricing power, and scale will be able to absorb the impact of rising interest rates tied to the Iran war.

Cramer's first pick is Meta (META), which he thinks 'fits the moment'. He believes that Muse, Meta's new personal AI assistant, has the potential to reach billions of users and surpass OpenAI, a rival he considers niche. The market has already taken notice, with META shares nearing their first new high in a year.

Cramer argues that Meta's existing user base gives it a distribution edge, allowing it to roll out AI assistants without having to build demand from scratch. However, the key risk lies in whether Muse can convert users into meaningful revenue growth, specifically through AI assistant adoption and monetization.

Next on Cramer's list is Intel (INTC), which he believes will benefit from a new product cycle and strong underlying demand. He sees particular opportunity in central processors needed to run AI agents, a segment that will grow aggressively. However, restraint is crucial when yields are high, as heavy capital budgets become costlier to fund.

Finally, Cramer recommends Chevron (CVX), which benefits directly from higher crude prices and has a strong balance sheet that limits its reliance on debt. He believes CVX's global production footprint and diversified assets make it an attractive play in a volatile market.