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Stocks discussed on Jim Cramer's Stop Trading! Monday July 26.

Ford (NYSE:F), GM, Verizon (NYSE:VZ), AT&T (NYSE:T), FedEx (NYSE:FDX), VMware (NYSE:VMW), Wells Fargo (NYSE:WFC), FedEx (FDX)

While Cramer calls Ford (F) CEO Alan Mulally the ultimate comeback artist, Ford might be getting a run for its money from former rival GM. While Ford is selling a lot of debt and will have a stronger credit rating, "the big, open question of labor has yet to be addressed," said Cramer. As long as Mulally is perceived as friendly to unions, favor might swing toward GM. However, Cramer noted that he still likes Ford, particularly the high-yielding Ford Preferred (F.PS) shares. "This is one of those situations like Verizon (VZ) and AT&T (T), at any given moment you might like one better than the other." However, at the present moment, Cramer says he likes both Verizon and AT&T.

Speaking of Verizon, Cramer said the company had a "breakout quarter" and "while there may be some envy for the iPhone, the Droid is just blowing off the shelves." He added VMware (VMW) reported strength, rather than weakness, in its European sales and the company announced "one of the best quarters of this entire earnings period."

FedEx (FDX) seems to have backed off from its guide down now that the mood of the country has changed for the better. There is even reason to be bullish on housing after Wells Fargo's (WFC) conference call. The country's largest mortgage lender predicted a comeback for housing. "They are not given to hyperbole," said Cramer. "It makes you feel better about housing."

“There is [sic] a lot of things that are happening that make sense for the market to go higher,” Cramer said. “Although, obviously, unless employment improves, this move can be repealed.”

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Source: Cramer's Stop Trading! Ford vs. GM - Clash of the Comeback Artists (7/26/10)