Mad Money with Jim Cramer – July 1, 2026 (Wed): 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 July 1, 2026, with links to CNBC articles, videos, and English transcripts.

2026年7月1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 to use Wednesday’s market rotation to your advantage. Here’s how he’d play it (https://www.cnbc.com/2026/07/01/jim-cramer-says-to-use-wednesdays-market-rotation-to-your-advantage-heres-how-hed-play-it.html)

• CNBC’s Jim Cramer said investors should use Wednesday’s market rotation as an opportunity to get into some of the biggest winners they may have missed.
• He highlighted Meta, Micron and AMD as some of his top picks.

Ticker: META, SRM, NOW, PLTR, GM, OBDC, BX, GIS, CVS, UNH, CAH [own for charitable trust], MCK, COR, TRV, ALL, PRU, CRWD, PANW [both held for charitable trust], NKE [dumped for charitable trust], MU, GLW, AMAT, WMT,

“Bottom Line: Now, you’re getting a chance to sell losers at a premium & get a discount on winners.”

(2) [No Video Clip for non-Club members] SpaceX must now answer to the mechanics of the market, says Jim Cramer (https://www.cnbc.com/video/2026/07/01/spacex-must-now-answer-to-the-mechanics-of-the-market-says-jim-cramer.html)

CNBC’s Jim Cramer talks about the state of the IPO market, why too many IPOs can overwhelm the market and more.

Ticker: SPCX

(3) [No Video Clip for non-Club members] Off-the-Chart: Jim Cramer looks at the correlation between oil and the U.S. dollar (https://www.cnbc.com/video/2026/07/01/jim-cramer-looks-at-the-correlation-between-oil-and-the-us-dollar.html)

CNBC’s Jim Cramer breaks down the U.S. dollar rally and what it means for gold futures and oil prices.

(4) Jim Cramer says this former Covid market darling is finally investable again (https://www.cnbc.com/2026/07/01/jim-cramer-says-this-former-covid-market-darling-is-finally-investable-again.html)

• CNBC’s Jim Cramer said Moderna has evolved beyond its Covid-era business, arguing the biotech company’s expanding pipeline in treatments for cancer and other diseases provides a compelling long-term investment thesis.
• While Cramer cautioned that many of Moderna’s most promising programs remain years from commercialization, he said he would look to buy into weakness.

“Bottom Line: I’m excited about Moderna’s turn, but it’s had a huge run – I’d wait for a pullback.”

(5) Cramer’s lightning round: Buy AST SpaceMobile (https://www.cnbc.com/2026/07/01/cramers-lightning-round-buy-ast-spacemobile.html)

• Nuscale Power: “It’s too speculative for me. I like GEV…GEV is safer.”
• Medline: “I like it…That is probably the best IPO of the year.”
• AST SpaceMobile: “I think it is a great speculative stock…I think you can make money in two years. I would go for it.”

Ticker: SMR, MDLN, ASTS

(6) [No Video Clip for non-Club members]Why Jim Cramer is ‘embarrassed’ he didn’t buy these stocks (https://www.cnbc.com/video/2026/07/01/why-jim-cramer-is-embarrassed-he-didnt-buy-these-stocks.html)

CNBC’s Jim Cramer details the ten stocks he missed out on last month and explains why he was wrong.

Ticker: MU, AMD, DELL

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): Affirm (AFRM), Nextera Energy (NEE), Oracle (ORLC), Agnico Eagle Mines (AEM) [not recommend gold]

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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