Mad Money with Jim Cramer – Sept 29, 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 29, 2026, with links to CNBC articles, videos, and English transcripts.

2026年9月29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 warns the narrative around AI is turning — and stocks could pay the price (https://www.cnbc.com/2026/09/29/jim-cramer-ai-public-perception.html)

• CNBC’s Jim Cramer said the AI industry is losing the battle over public perception as concerns around jobs, electricity costs and safety challenge the technology’s economic promise.
• He said AI companies need to do more to demonstrate the technology’s benefits, pointing to Meta’s efforts around data centers and its Muse AI agent as examples.

“Bottom Line: It didn’t need to become a nightmare of the wealthy extracting their bond … but that’s the new narrative and it’s going to be hard to break.”

(2) [No Video Clip for non-Club members] Jim Cramer on if AI agents will disrupt shopping habits (https://www.cnbc.com/video/2026/09/29/jim-cramer-on-if-ai-agents-will-disrupt-shopping-habits.html)

‘Mad Money’ host Jim Cramer talks if AI agents like Meta’s Muse will disrupt shopping habits.

“Bottom Line: Agentic AI platforms won’t destroy industries, but there are vulnerable companies.”

(3) Executive Interview: Muse is crushing these consumer stocks. Cramer says some may be worth a look (https://www.cnbc.com/2026/09/29/jim-cramer-meta-muse-consumer-inertia.html)

• Wall Street’s “consumer inertia” trade has punished stocks seen as vulnerable to Meta’s Muse AI agent, including Planet Fitness, Airbnb, Booking Holdings and SiriusXM.
• CNBC’s Jim Cramer said investors are applying the AI disruption thesis too broadly, creating potential buying opportunities in companies whose businesses remain strong.

Ticker: META

(4) [No Video Clip for non-Club members] Executive Interview: BWX Technologies CEO Rex Geveden sits down with Jim Cramer (https://www.cnbc.com/video/2026/09/29/bwx-technologies-ceo-rex-geveden-sits-down-with-jim-cramer.html)

BWX Technologies President and CEO Rex Geveden joins ‘Mad Money’ host Jim Cramer to talk quarterly results, the state of nuclear energy, new builds, and more.

Ticker: BWXT

(5) Cramer’s lightning round: Fermi ‘should never have come public’ (https://www.cnbc.com/2026/09/29/cramers-lightning-round-fermi-should-never-have-come-public.html)

• Fermi: “It should never have come public. It’s the kind of thing that got caught up in the mania. It came public, lost people a lot of money.”
• HEICO: “I don’t want to put anybody anywhere near anything aerospace right now.”
• QXO: “It’s a housings play, it’s a roofing play. I can’t go against [CEO] Brad [Jacobs]. He’s been too successful, but man, it has been [a dog].”
• Grab Holdings: “I don’t know what’s going to turn that thing around.”

Ticker: FRMI, HEI, QXO, GRAB

(6) [No Video Clip for non-Club members] Jim Cramer on his bull case for Meta’s Muse for small businesses (https://www.cnbc.com/video/2026/09/29/jim-cramer-on-his-bull-case-for-metas-muse-for-small-businesses.html)

‘Mad Money’ host Jim Cramer talks why he thinks small businesses could benefit from Meta’s Muse agent.

Ticker: META

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): Capital One (COP) stack up vs. other financial stocks [If we get this bond rally, that could be anything could happen is Goldman Sachs, it’s come down greatly and I think it’s going incredibly well], American Express (AXP) [I will buy; good for long-term investment]

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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