Investment banks keep making the headlines. Goldman Sachs' (GS) - Get Report second-quarter earnings fell about 10% but still beat lowered Wall Street expectations on higher fees from asset management and stock underwriting. The world's largest investment bank reported on Tuesday a profit of $2.05 billion, or $4.58 per share, for the three months ended May 30, compared with $2.29 billion, or $4.93 per share, a year earlier. Revenue fell 7%, to $9.42 billion, from $10.18 billion a year earlier.

In national consumer news, the Labor Department reported on Tuesday that its producer price index, which measures the costs of goods before they reach store shelves, shot up 1.4% in May. That was up from a modest 0.2% rise in April, and it marked the biggest increase since November. This constitutes the biggest gain in wholesale prices in six months.

Meanwhile, in the electronic design software production industry,

Cadence Design Systems

(CDNS) - Get Report

disclosed on Tuesday it has offered $16 a share for smaller rival

Mentor Graphics

(MENT)

, after failing to agree on a deal privately for nearly two months. Cadence said it first made the proposal to Mentor on May 2. Based on Mentor's shares outstanding as of June 2, the offer is worth $1.45 billion.

With this in mind, we thought we'd take a look at yesterday's most-searched stocks on

TheStreet.com

and see what

Jim Cramer's had to say about them recently

.

These stocks could be in the news for a number of reasons. Some require immediate attention; others may not. Regardless, it never hurts to hear what Cramer (or any of the other professional investors on the site) has to say about them. The key is to gather as much information as you can in order to make the most informed investment decisions you can.

Oracle

(ORCL) - Get Report

and

Fifth Third Bancorp

(FITB) - Get Report

got hit yesterday, but we'll kick it off with the natural gas stocks, including

XTO Energy

( XTO) and

El Paso

( EP).

In a

recent post to his RealMoney blog

, Cramer broke down the natural gas plays:

So many people have been puzzled why the major integrateds have not moved with the last $30 rally in oil's spot price. The answer? They can't take advantage of it. They either didn't believe, and therefore didn't drill, or they have been so in the crosshairs of sovereign lunacy that they haven't been able to. They didn't have the rigs or they judged that the rigs were so expensive that, like 1980, they would look like dopes when oil came back to $40-$50, where many thought it would. (Go back and check even last year's research for price targets, most of which were from the oil companies' themselves.) Or maybe it didn't matter anyway. So many of the contracts these companies have signed with governments around the world are either being abrogated or just outright confiscated that you have to ask yourself "Who can invest under those scenarios?" Exxon (XOM) - Get Report in Venezuela. Shell (RDS.A) and now BP (BP) - Get Report in Russia. You can't continually invest billions and then write it off because the contracts you wrote don't mean anything. I think it is more important to focus on which stocks have gone up and that's an easy one: the natural gas stocks. These companies, which include XTO, Ultra (UPL) , Anadarko (APC) - Get Report, Devon (DVN) - Get Report, Apache (APA) - Get Report, Southwest (SWN) - Get Report, El Paso and many of the wildcatters I have been programming on "Mad Money," are all about acquiring acres and drilling. These companies do so voraciously, they are constantly on the move and they have the excess rig capacity to do something about it. (Remember the domestic glut, which is part of Nabors' old problems, allows for drilling to be much less expensive, not to mention shallow. The thing that's costing is that the farmers have figured out the game but it is still a small price to pay.) These stocks fluctuate with the oil futures as they did yesterday. But if you wait a few days they stabilize and start their ramp up again because they are levered to asset growth of a rising commodity. Unlike the integrateds, they are twice blessed. There is a sense that the integrated are signaling that there is an oil top. That's so wrong. It is signaling their inability to capitalize off of it. That's why there is such a disparity with the gas wildcatters and acquirers. I remain bullish on the group despite endless carping about how they are topping. This group has been topping for two years for heaven's sake. Sorry, I am still a believer.

For more of Cramer's opinions on yesterday's most-searched stocks, check out the

Cramer's Take on Top 10 Most-Searched Stocks

portfolio at Stockpickr.com.

(Editor's note: At the time of publication of this article and/or of original publication of his posts and shows, Cramer owned El Paso and XTO for his Action Alerts PLUS charitable trust. Cramer is a featured commentator for

CNBC

, which is owned by General Electric; as part of his contract, Cramer holds restricted shares in GE.

Stockpickr is a wholly owned subsidiary of TheStreet.com.