Mad Money with Jim Cramer – Oct 26, 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 October 26, 2026, with links to CNBC articles, videos, and English transcripts.

2026年10月26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 this overlooked danger could threaten the market rally (https://www.cnbc.com/2026/10/26/jim-cramer-ipos-capital-raises-bull-market.html)

• CNBC’s Jim Cramer warned that a flood of massive IPOs and capital raises could drain money from the stock market, threatening its rally.
• Anthropic’s highly anticipated IPO filing on Monday came after companies have already raised $148 billion through public offerings this year, raising concerns that investor demand may struggle to keep pace with new stock issuance.

“Bottom Line: Politics can weaken the bull, high rates can choke it, but if you want to slay it …Use the IPO lance and stab it again and again

(2)  [No Video Clip for non-Club members] Executive Interview: The pharmaceutical and biotech customer base is very healthy, says Thermo Fisher CEO (https://www.cnbc.com/investingclub/video/2026/10/26/the-pharmaceutical-and-biotech-customer-base-is-very-healthy-says-thermo-fisher-ceo.html)

Marc Casper, Thermo Fisher chairman, president, and CEO, joins ‘Mad Money’ host Jim Cramer to talk quarterly results, working in China, and more.

Ticker TMO

(3)  Executive Interview: BlackBerry reinvented: CEO sees big opportunities AI-powered robots (https://www.cnbc.com/2026/10/26/blackberry-qnx-physical-ai-robots.html)

• BlackBerry CEO John Giamatteo sees AI-powered robots as a major growth opportunity, with robotics already among the fastest-growing businesses in its QNX software division.
• BlackBerry’s QNX royalty backlog has surpassed $1.2 billion, while its partnership with Nvidia is opening new opportunities in robotics and industrial automation.

Ticker: BB

(4) [No Video Clip for non-Club members] Executive Interview: The session token is basically like the card key for a hotel, says CrowdStrike CEO George Kurtz (https://www.cnbc.com/investingclub/video/2026/10/26/the-session-token-is-basically-like-the-card-key-for-a-hotel-says-crowdstrike-ceo-george-kurtz.html)

CrowdStrike Founder and CEO George Kurtz joins ‘Mad Money’ host Jim Cramer to talk the cybersecurity landscape in the age of AI.

Ticker: CRWD

(5) Cramer’s lightning round: ‘Celsius is a second rate Monster’ (https://www.cnbc.com/2026/10/26/cramers-lightning-round-celsius-is-a-second-rate-monster.html)

• Celsius Holdings: “You have to stick with Monster. … We know Celsius is a second rate Monster.”
• Quantinuum: “Why don’t we do this? Let’s give it a little break. In your next level for your average down, you got to make it meaningful. When you average down, you got to make it meaningful because it’s a pyramid style. You got to wait till it goes around $30, and it means more because this is a company without any earnings, and maybe it shouldn’t even have come public yet. It was too new and young to hit the market.”
• USA Rare Earth: “I don’t want you to touch that thing.”
• Glacier Bancorp: “Now the stock just had a very big move. It’s at $49, but that stock could retrace to $45 without a problem. But it does have good growth. It has a decent yield, and most importantly, it’s in a growth area of the country, which is exactly what you need. I like it.”
• ImmunityBio: “That is a very good spec. And you know what? I don’t mind you taking position in that.”

Ticker: CELH, QNT, USAR, IBRX

(6) Jim Cramer remembers his nephew, colleague and friend Cliff Mason (https://www.cnbc.com/video/2026/10/26/jim-cramer-remembers-his-nephew-colleague-and-friend-cliff-mason.html)

‘Mad Money’ host Jim Cramer pays tribute to long-time Mad Money writer Cliff Mason.

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): Moderna (MRNA) [I like the company, but the stock shot up so much that I really have to feel that it’s starting to come back; let’s this stock come in and it had a parabolic move. We don’t buy parabolic moves on Mad Money], Applied Material (AMAT) [What we are dealing with now is what I call multiple contraction; The stock is at 739, it’s now down to 387; If you have to buy 100 share of AMAT, I buy 25 hear at 387 and then wait until it completes its head and shoulder patterns and then buy 25 more. And then after that, if it goes to the 200, complete your buy of with 50 more]

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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