Mad Money with Jim Cramer – Sept 2, 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 September 2, 2026, with links to CNBC articles, videos, and English transcripts.

2026年9月2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 investors aren’t ditching tech — they just want cheaper stocks (https://www.cnbc.com/2026/09/02/cramer-says-investors-arent-ditching-tech-they-want-cheaper-stocks.html)

• CNBC’s Jim Cramer said investors aren’t abandoning AI or technology stocks — they’re rotating out of high-multiple names and into cheaper stocks that offer more room for error.
• He pointed to Dell and Nvidia as evidence that investors still want AI exposure at reasonable valuations, while pricier stocks such as MongoDB are being punished despite solid results.

“Bottom Line: Investors aren’t rejecting AI or Tech – They’re rejecting high valuations.”

(2) Executive Interview: PG&E CEO calls on California to pass wildfire reform after the shelved effort crushed the stock (https://www.cnbc.com/2026/09/02/pge-ceo-calls-on-california-to-pass-wildfire-reform-after-the-shelved-effort-crushed-the-stock.html)

• PG&E CEO Patti Poppe said she’s hopeful California lawmakers can still revive wildfire liability reform after a failed proposal sent the utility’s shares tumbling.
• She said reform could lower PG&E’s borrowing costs, help restore its investment-grade credit rating and unlock billions of dollars in investment.

Ticker: PCG

(3)[No Video Clip for non-Club members] Executive Interview: Jim Cramer digs into Cardinal Health and if it’s worth buying into at this point (https://www.cnbc.com/video/2026/09/02/jim-cramer-digs-into-cardinal-health-and-if-its-worth-buying-into-at-this-point.html)

‘Mad Money’ host Jim Cramer digs into Cardinal Health and if it’s worth buying into at this point.

Ticker: CAH [Charitable trust owns CAH]

(4) [No Video Clip for non-Club members] Executive Interview: Rubrik CEO Sinha: This was our 10th consecutive quarter of outperformance (https://www.cnbc.com/video/2026/09/02/rubrik-ceo-sinha-this-was-our-10th-consecutive-quarter-of-outperformance.html)

Bipul Sinha, Rubrik co-founder, chairman, and CEO, joins ‘Mad Money’ host Jim Cramer to talk quarterly results, the impact of Mythos, recent stock performance, and more.

Ticker: RBRK

(5) Cramer’s lightning round: Buy Howmet Aerospace (https://www.cnbc.com/2026/09/02/cramers-lightning-round-buy-howmet-aerospace.html)

• AeroVironment: “Even though the stock’s down 40%, the competition in their particular niche of defense work is so strong that I just have to say not yet.”
• Rocket Companies: “My problem is that every time I’ve tried to imagine that, I’ve been wrong, and so I am not going to do that on this show. It’s been a mistake, and I’m not going to double down.”
• MP Materials: “I think it makes sense. Look, we know we need those critical materials. That’s the single best, most investable play in the situation. But I don’t expect anything to happen very soon, and that’s the problem.”
• Howmet Aerospace: “It’s being viewed as the best way to play aerospace because all the others are so fraught with difficulty, I say hold on to it or buy some.”
• AtaiBeckley: “I’m not sure there’s a lot of upside. When I do a spec, I want max upside and I’m not sure that will give you that kind of thing.”

Ticker: AVAV, RKT, MP, HWM, ATAI

(6) [No Video Clip for non-Club members] You can’t stop the dawn of AI by blocking some data centers, says Jim Cramer (https://www.cnbc.com/video/2026/09/02/you-cant-stop-the-dawn-of-ai-by-blocking-some-data-centers-says-jim-cramer.html)

‘Mad Money’ host Jim Cramer talks the impact of the data center backlash.

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): Corning (GLW) [I’m going to step out and then I’m going to get back], Oracle (ORCL) [I would prefer to just stick right point blank with Nvidia]

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

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