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

2026年9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) Cramer: Here are 3 defensive stock market moves I’m making as oil and rates surge (https://www.cnbc.com/2026/09/01/cramer-here-are-3-defensive-stock-market-moves-im-making-as-oil-and-rates-surge.html)

• CNBC’s Jim Cramer is taking a more defensive approach as rising oil prices, higher interest rates, and geopolitical tensions create a tougher backdrop for stocks.
• Cramer’s Charitable Trust has raised cash to 15% and is reducing data-center exposure in favor of health care while waiting for better buying opportunities.

“Bottom Line: The Macro is overruling the micro in the market – Stay & Exercise caution.”

(2) Executive Interview: Palo Alto CEO says $1 trillion of cybersecurity infrastructure isn’t ready for AI (https://www.cnbc.com/2026/09/01/palo-alto-ceo-says-1-trillion-of-cybersecurity-infrastructure-isnt-ready-for-ai.html)

• Palo Alto Networks CEO Nikesh Arora said AI is forcing companies to modernize roughly $1 trillion of aging cybersecurity infrastructure that isn’t equipped for attacks moving at machine speed.
  He said the AI threat is extending cybersecurity’s growth runway.

Ticker: PANW

(3) [No Video Clip for non-Club members] Executive Interview: Dell Technologies CFO David Kennedy: 6,500 customers launch their AI factories with us (https://www.cnbc.com/video/2026/09/01/dell-technologies-cfo-david-kennedy-6500-customers-launch-their-ai-factories-with-us.html)

Dell Technologies CFO David Kennedy joins ‘Mad Money’ host Jim Cramer to talk teh tech company’s quarterly results, demand growth, raising full-year guidance, and more.

Ticker: DELL

(4) [No Video Clip for non-Club members] Executive Interview:  Crowdstrike CEO George Kurtz on Nvidia partnership (https://www.cnbc.com/video/2026/09/01/crowdstrike-ceo-george-kurtz-on-nvidia-partnership.html)

Crowdstrike Founder and CEO George Kurtz joins ‘Mad Money’ host Jim Cramer to talk partnering with Nvidia, the ongoing Fal.Con event, and more.

Ticker: CRWD

(5) Cramer’s lightning round: KLA Corporation is ‘a great company’ (https://www.cnbc.com/2026/09/01/cramers-lightning-round-kla-corporation-is-a-great-company.html)

• Applied Materials: “We don’t care where we bought it, we care where it’s going. This stock is now down $300 from its high. I think if you did initiate a position now, you buy a little here. I know you already have some, forget that you already have some. Think about how to be able to make it so you have a better basis. I would put some on here and then wait till it’s down 10%.”
• Velo3D: “They have not had the revenue growth I thought they should have and that’s why it’s at $11. I think you have to wait for a few more solid quarters.”
• KLA Corporation: “I think it’s a great company. It is up 40% for the year. Its price to earnings multiple is still too high. It does great intellectual property. I think if you wanted to buy some here, it’s fine. But again, I would not put a lot of it on. Why? Because these are all semiconductor capital equipment companies that I’ve been talking about this evening. They are extremely volatile.”
• General Dynamics: “I wouldn’t put it all at once because remember the budget deficit is going to have to be controlled at a certain point, and it’s going to include military. My favorite in the group remains Lockheed Martin.”

Ticker: AMAT, VELO, KLAC, GD

(6) [No Video Clip for non-Club members] Jim Cramer says Nvidia should do a half-trillion dollar, Apple-style stock buyback (https://www.cnbc.com/2026/09/01/jim-cramer-says-nvidia-should-do-a-half-trillion-dollar-apple-style-stock-buyback.html)

• CNBC’s Jim Cramer said Nvidia should dramatically increase its stock buyback, arguing the chipmaker’s extraordinary growth and profitability aren’t being fully reflected in its share price.
• He pointed to the success of Apple’s massive buybacks and said Nvidia should consider a buyback as large as $1 trillion.

Ticker: NVDA

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): Caterpillar (CAT), Marvel Tech (MRVL)

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）
• Internet Archive（Video & Texts per minute /1分毎のビデオ＆テキスト）

Disclaimer/ 免責事項

****************************