Mad Money with Jim Cramer – Sept 16, 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 16, 2026, with links to CNBC articles, videos, and English transcripts.

2026年9月16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 warns that buying stocks now means ‘fighting the Federal Reserve’ (https://www.cnbc.com/2026/09/16/jim-cramer-federal-reserve-rate-hike.html)

• CNBC’s Jim Cramer said the universe of stocks to buy is narrowing following the Federal Reserve’s interest rate hike.
• “If you buy stocks here, you’re now officially fighting the Fed,” the “Mad Money” host said.

“Bottom Line: I think the buyers will come back, they’ll just be buying different stocks.”

(2) [No Video Clip for non-Club members] Executive Interview: Palo Alto Networks CEO Nikesh Arora: I don’t see how AI is going to slow down (https://www.cnbc.com/video/2026/09/16/palo-alto-networks-ceo-nikesh-arora-i-dont-see-how-ai-is-going-to-slow-down.html)

Palo Alto Networks Chairman and CEO Nikesh Arora joins ‘Mad Money’ host Jim Cramer to talk mounting concerns around AI safety, how he thinks AI should be approached from a cybersecurity standpoint, the state of AI spend, and more.

Ticker: PANW

(3) Executive Interview: Arm CEO says he’s more confident its new AI chip can meet a loftier $2B revenue goal (https://www.cnbc.com/2026/09/16/jim-cramer-arm-ceo-ai-revenue-goal.html)

• Arm Holdings CEO Rene Haas said Wednesday he is increasingly confident the chip designer can secure enough supply to meet $2 billion in customer demand.
• “So what we said in the earnings call I think was May timeframe that we had visibility to $2 billion, and what we said in the last earnings call was that our confidence to achieve that $2 billion number had increased from May to July,” Haas said. “Here I am in September, and what I can tell you is, Jim, I’m more confident today than I was on that July earnings.”

Ticker: ARK

(4) Executive Interview: Okta CEO Todd McKinnon goes one-on-one with Jim Cramer (https://www.cnbc.com/video/2026/09/16/okta-ceo-todd-mckinnon-goes-one-on-one-with-jim-cramer.html)

Okta Co-Founder and CEO Todd McKinnon joins ‘Mad Money’ host Jim Cramer to talk AI agents, quarterly results, the future of cybersecurity and more.

Ticker: OKTA

(5) Cramer’s lightning round: Buy Nokia (https://www.cnbc.com/2026/09/16/cramers-lightning-round-buy-nokia.html)

• Nokia: “I like Nokia very much. I’m glad you brought it to our attention. I think it’s a terrific situation, and I would be a buyer right here.”
• Seanergy Maritime Holdings: “Bulk transportation is on fire. I think it’s a terrific situation. It’s not an expensive stock, and I think the yield is safe. I’d be a buyer.”
• Hub Group: “That’s a tough one. … It’s going to be rough for a little bit. Wait until oil calms down.”
• BWX Technologies: “The price to earnings multiple at 30 times is too high. I think it’s a great company. I mean, really terrific, but it’s too expensive.”
• NextEra Energy: “Take the money and run. … That’s not a good stock to own.”
• Redwire: “We are in a rate tightening cycle. In a rate tightening cycle, we cannot buy companies that are losing money left and right. It just won’t work.”

Ticker: NOK, SHIP, HUBG, BWXT, NEE, RDW

(6) Cramer bets AI spending will ‘continue apace,’ says he’s not giving up on data center trade (https://www.cnbc.com/2026/09/16/cramer-ai-slowdown-stocks-dip.html)

• CNBC’s Jim Cramer said he doesn’t anticipate an AI slowdown, despite growing concerns about the pace of model development.
• “There’s too much money at stake for them to stop now,” the “Mad Money” host said.

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): Coreweave (CRWV) [It’s OK to buy but it]s getting more speculative], RTX (RTX)

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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