Mad Money with Jim Cramer – Sept 28, 2026 (Mon): 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 28, 2026, with links to CNBC articles, videos, and English transcripts.

2026年9月28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 these stocks can win even as oil and bond yields squeeze the market (https://www.cnbc.com/2026/09/28/jim-cramer-stocks-oil-bond-yields.html)

• CNBC’s Jim Cramer said investors shouldn’t abandon the market as oil prices and interest rates add pressure, but instead focus on companies with strong demand, pricing power and scale.
• He highlighted Meta, Intel, Microsoft and Apple in tech, along with several energy stocks, as names he thinks can work in the tougher environment.

“Bottom Line: In a period like this, you can make hay while the moon shines, or wait for the sun… Personally, I don’t like to wait.”

(2) AMD briefly joined the $1 trillion club. Cramer says its monster run isn’t over (https://www.cnbc.com/2026/09/28/jim-cramer-amd-lisa-su-agentic-ai.html)

• Advanced Micro Devices briefly surpassed $1 trillion in market value last week after shares rallied nearly 13%, extending the chipmaker’s remarkable turnaround under CEO Lisa Su.
• CNBC’s Jim Cramer said AMD’s run isn’t over, arguing the rise of agentic AI will drive significant demand for the company’s high-end CPUs.

Ticker: AMD

“Bottom Line: Lisa Su Orchestrated arguably the greatest turnaround of all time at AMD … and I see no sign that AMD’s turnaround is going to stop any time soon.”

(3) [No Video Clip for non-Club members] Jim Cramer talks why investors should be cautious around high-yield names (https://www.cnbc.com/video/2026/09/28/jim-cramer-talks-why-investors-should-be-cautious-around-high-yield-names.html)

‘Mad Money’ host Jim Cramer talks why investors should be cautious around high-yield names.

Ticker: GIS

“Bottom Line: High yield stocks have become dangerous to own in this market.”

(4) [No Video Clip for non-Club members] Off-the-Chart: Costco’s slowing membership growth is a real problem, says Jim Cramer (https://www.cnbc.com/video/2026/09/28/costcos-slowing-membership-growth-is-a-real-problem-says-jim-cramer.html)

spo‘Mad Money’ host Jim Cramer checks in on bulk retailer Costco.

Ticker: COST [we own for charitable trust]

“Bottom Line: Costco has the value – It just needs to get younger consumers in the door.”

(5) Cramer’s lightning round: ‘I happen to like Forgent Power Solutions very much’ (https://www.cnbc.com/2026/09/28/cramers-lightning-round-i-happen-to-like-forgent-power-solutions-very-much.html)

• Super Micro Computer: “I think there’s major structural problems internally. I like Dell, which has really been a monster.”
• Forgent Power Solutions: I happen to like Forgent Power Solutions very much. I think maybe people don’t like it because it sells at 27 times earnings, but I’m with you, and I think you described it very well.”
• Symbotic: “Now this is a good company. It actually makes money, but it sells at 100 times earnings. I can’t get behind anything like that.”
• Corteva: “I have not looked at this company.”
• Polaris: “This is a good example of a situation where the yield’s high, but that’s because it’s worrisome, and I’m not going to go with Polaris.”

Ticker: SMCI, FPS, SYM, CTVA, PII

(6) [No Video Clip for non-Club members] The real win for Musk will be humanoid robots, says Jim Cramer (https://www.cnbc.com/video/2026/09/28/the-real-win-for-musk-will-be-humanoid-robots-says-jim-cramer.html)

‘Mad Money’ host Jim Cramer talks what could happen if Tesla and SpaceX merge and become one company.

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): Thomson Reuters (TRI) [not a bargain], Dutch Bros (BROS) [This company has terrific growth and it’s been just crushed and I don’t think it merits the crushing], Chipotle Mexican (CMG) [I think Chipotle at 31 seems to hold that level; I can’t say it’s cheap but it’s ever been cheap; I like the stock down here], PepsiCo (PEP) [business is tough one right now; people don’t want it; only one of these stocks that was really having any luck here is Procter and Gamble]

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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