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Nucor Is the Stock to Play Bipartisan Infrastructure Deal, Cramer Says

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Surprise! We have an infrastructure deal.

"Cramer said this news was totally unexpected, and was great for the usual construction-oriented stocks like United Rentals (URI) - Get Report, Caterpillar (CAT) - Get Report and Vulcan Materials (VMC) - Get Report," wrote TheStreet's Scott Rutt in his Mad Money recap.

"But beyond the infrastructure names, the market leaders included a mix of names that made Cramer take notice. A rally in Tesla (TSLA) - Get Report tells us that growth investing is back. The rise in Darden Restaurants (DRI) - Get Report shows optimism for the American consumer, while Align Technologies (ALGN) - Get Report is good for discretionary spending. Meanwhile, Qorvo (QRVO) - Get Report and Skyworks Solutions (SWKS) - Get Report tells us that there's more to tech than just the FAANG stocks," he continued.

Recap TheStreet Live: Everything Jim Cramer Is Watching 6/25/21

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