Mad Money with Jim Cramer – Oct 1, 2026 (Thur): 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 October 1, 2026, with links to CNBC articles, videos, and English transcripts.

2026年10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) Software roared back last quarter. Cramer says these stocks can keep climbing (https://www.cnbc.com/2026/10/01/jim-cramer-software-stocks-q3.html)

• Software stocks came roaring back in the third quarter as fears that AI would disrupt traditional business models faded, with Salesforce, Microsoft, Workday and Veeva among the biggest winners.
• CNBC’s Jim Cramer sees more upside for software leaders including Salesforce and Microsoft, while warning that higher interest rates are the biggest risk heading into the new quarter.

“Bottom Line: We’ll remember 3Q as the moment software bounced back… and when some amazing data center plays succumbed to profit taking.”
 

(2) [No Video Clip for non-Club members] McDonald’s is a show-me story, but at these levels, I’m tempted to be a buyer, says Jim Cramer (https://www.cnbc.com/video/2026/10/01/mcdonalds-is-a-show-me-story-but-at-these-levels-im-tempted-to-be-a-buyer-says-jim-cramer.html)

‘Mad Money’ host Jim Cramer shares his take on McDonald’s as the stock struggles on consumer pullback.

Ticker: MCD

“Bottom Line: MCD’s a show-me story. but at these levels, I’m tempted to be a buyer.”

(3) AI is a boon for 3 internet traffic cop stocks. Cramer says only 1 is a buy right now (https://www.cnbc.com/2026/10/01/jim-cramer-akamai-ai-traffic.html)

• AI agents are driving a surge in web traffic, creating new growth opportunities for internet infrastructure companies Cloudflare, Akamai and Fastly.
• Cramer says Akamai is the only one he’d buy right now, citing its low valuation and $11.6 billion Anthropic commitment.

Ticker: NET [I recommend waiting for a meaningful pullback in Cloudflare], AKAM [I think you can buy Akamai right here right now because it is cheap], FSLY [wait for a lower entry point]

“Bottom Line: The AI revolution is creating an insane amount of web traffic.” “For the moment, Akmai is the only one that is cheap enough for me to pound the table on.”

(4) [No Video Clip for non-Club members] This year we’ve seen a bunch of nuclear related IPOs, but they haven’t caught on, says Jim Cramer (https://www.cnbc.com/video/2026/10/01/this-year-weve-seen-a-bunch-of-nuclear-related-ipos-but-they-havent-caught-on-says-jim-cramer.html)

‘Mad Money’ host Jim Cramer takes a closer look at energy play Fermi.

Ticker: FRMI
Nuclear energy in focus: OKLO, SMR, XE, FISN, STDN, GEV [held by charitable trust], CEG, VST, BWXT

“Bottom Line: Clearly Fermi IPO’d at the top of nuclear energy mania, be careful in this space.”

(5) Cramer’s lightning round: ‘I think Sprouts Farmers Market is a winner’ (https://www.cnbc.com/2026/10/01/cramers-lightning-round-i-think-sprouts-farmers-market-is-a-winner.html)

• Sprouts Farmers Market: “That stock has come down so much that it is cheap. … I think Sprouts is a winner.”
• Taiwan Semiconductor Manufacturing: “I like Taiwan Semi. Now look, obviously I’m an Nvidia
  devotee, but Taiwan Semi is such a great company.”
• Novo Nordisk: “I want to stay with [Eli] Lilly.”
• NetApp: “You want to hold that one. You have a great situation. … I like that one very much.”
• Kenvue/ Kimberly-Clark: “One, I think it’s [Kimberly-Clark] a buy, and two, when I talk about it with [CNBC Investing Club portfolio director] Jeff Marks, I feel I started [the Charitable Trust’s position] too soon. It’s become a bond play, but I am going to buy more because I think the combination with Kenvue is unstoppable. So I am willing to stick my neck out and say I’m not going to regret buying Kimberly-Clark in the $90s a few years from now.”

Ticker: SFM, TSM, NVO, NTAP, KVUE, KMB

(6) [No Video Clip for non-Club members]　Jim Cramer on buying the dip in Micron (https://www.cnbc.com/video/2026/10/01/jim-cramer-talks-on-buying-the-dip-in-micron.html)

‘Mad Money’ host Jim Cramer unpacks his investing advice when it comes to Micron.

Ticker: MU

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): Morgan Stanley ((MS) [you want to buy stock, you have to buy MS], Nextra Energy (NEF} [I don’t want to own; I will avoid], Medtronic (MDT) [goes up and goes down; I like MDT; but hard], CoreWeave (CRWV) [stock lost double; If I were you … want a small position, not a big one because it has a balance sheet I don’t like], Axon (AXON) [when there are competition, that means there’s going to be gross margin pressure; I’m taking a breather now on Axon]

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

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