Mad Money with Jim Cramer – June 4, 2026 (Thur): Key Points & Links｜要点・関連リンク

This page lists the main topics and stocks discussed on Mad Money with Jim Cramer aired on June 4, 2026, with links to CNBC articles, videos, and English transcripts.

2026年6月4日放送の 「Mad Money with Jim Cramer」 で取り上げられた主な話題・銘柄を、CNBCの記事・動画・英文トランスクリプトへのリンクとともに一覧化しています。

(1) Jim Cramer says Thursday’s rally shows investors’ ‘huge appetite’ for stocks (https://www.cnbc.com/2026/06/04/jim-cramer-says-thursdays-rally-shows-investors-huge-appetite-for-stocks.html)

• CNBC’s Jim Cramer said Thursday’s rally showed investors remain resilient and eager to buy stocks.
• He pointed to the market’s ability to absorb Alphabet’s massive equity offering and shrug off renewed concerns about private credit.

“Bottom Line: This market has a huge appetite, one that could shrug off a bear & still be hungry.”

(2) Executive Interview: CrowdStrike CEO says AI security fears will become a bigger tailwind in coming quarters (https://www.cnbc.com/2026/06/04/crowdstrike-ceo-says-ai-security-fears-will-become-a-bigger-tailwind-in-coming-quarters.html)

• CrowdStrike CEO George Kurtz said it was too early for concerns surrounding Anthropic’s Mythos to meaningfully impact first-quarter results.
• He pointed to the company’s raised full-year outlook as evidence that demand is building.

Ticker: CRWD

(3) [No Video Clip for non-Club members] Quantinuum is a very unprofitable venture right now, says Jim Cramer (https://www.cnbc.com/video/2026/06/04/quantinuum-is-a-very-unprofitable-venture-right-now-says-jim-cramer.html)

‘Mad Money’ host Jim Cramer digs into Quantinuum’s numbers.

Ticker: QNT,  SOLS [charitable trust owns it]

“Bottom Line: Quantinuum isn’t enough of an actual business yet – It’s pure speculation.”

(4) [No Video Clip for non-Club members] Executive Interview: Timken CEO Lucian Boldea sits down with Jim Cramer (https://www.cnbc.com/video/2026/06/04/timken-ceo-lucian-boldea-sits-down-with-jim-cramer.html)

‘Mad Money’ host Jim Cramer sits down with Timken president and CEO Lucian Boldea what investors should expect over the next few quarters.

Ticker: TKR

(5) Cramer’s lightning round: Woodward is ‘a very good company’ (https://www.cnbc.com/2026/06/04/cramers-lightning-round-woodward-is-a-very-good-company.html)

• Photronics: “They missed the quarter really badly. So, what we do when we have something like that, we put it in penalty box until we see the next quarter, because we just can’t believe that there was just one. It was very disappointing.”
• Woodward: “I happen to think it’s a very, very good company. You’re not going to get this company for less than 30 times, it’s going to be 40 times earnings, which it is, but to engineer products, industrial engines, it’s what’s working now during this administration, and I recommend it.”
• MannKind: “100% speculation, total speculation in my book. I talk about how you can have one speculation, and then you have to have other stocks that are going to be a little bit more earnings oriented. This would fit as that speculation, so I bless it for that purpose only.”
• Occidental Petroleum: “If the war ends, that stocks gonna go down a lot.”

Ticker: PLAB, WWD, MNKD, OXY

(6) [No Video Clip for non-Club members] Inflation and tariffs has made the dollar stores no longer feel like bargains, says Jim Cramer (https://www.cnbc.com/video/2026/06/04/inflation-and-tariffs-has-made-the-dollar-stores-no-longer-feel-like-bargains-says-jim-cramer.html)

‘Mad Money’ host Jim Cramer digs into dollar store stocks.

Other Stocks Discussed (calls with audience)/ この日の放送で取り上げられたその他の銘柄（視聴者からの電話): Uber (UBER) [buy buy buy], IBM (IBM) [I like it very much, but I do not like parabolic move]

Ref: Links related to this episode /参考: この日の放送に関するその他のサイトへのリンク:

• Podcast at Spotify (Sound /音声）
• InternetArchive（Video & Texts per minute /1分毎のビデオ＆テキスト）

Disclaimer/ 免責事項

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