Money with Jim Cramer – Oct 28, 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 October 28, 2026, with links to CNBC articles, videos, and English transcripts.

2026年10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 tech giants can weather market turbulence (https://www.cnbc.com/2026/10/28/jim-cramer-tech-giants-nation-states.html)

• CNBC’s Jim Cramer said Wednesday that a select group of technology stocks are less vulnerable to economic pressures.
• He identified Alphabet, Amazon, Apple, Meta Platforms, Microsoft, Nvidia, Tesla, SpaceX, Anthropic and OpenAI as companies that fit that description.

“Bottom Line: Tonight, we saw why you ignore these stocks at your own peril.”

(2) [No Video Clip for non-Club members] Our recipe for growth initiatives are starting to pay dividends, says Chipotle CEO Boatwright (https://www.cnbc.com/investingclub/video/2026/10/28/our-recipe-for-growth-initiatives-are-starting-to-pay-dividends-says-chipotle-ceo-boatwright.html)

Scott Boatwright, Chipotle CEO

Ticker: CMG

(3) Executive Interview: ServiceNow CEO Bill McDermott: This is a unicorn growth company (https://www.cnbc.com/video/2026/10/28/servicenow-ceo-bill-mcdermott-this-is-a-unicorn-growth-company.html)

ServiceNow Chairman and CEO Bill McDermott joins ‘Mad Money’ host Jim Cramer to talk the company’s quarterly results, the state of the software sector, AI integration, and more.

Ticker: NOW

(4) [No Video Clip for non-Club members] Executive Interview: WM CEO Jim Fish sits down with Jim Cramer (https://www.cnbc.com/investingclub/video/2026/10/28/wm-ceo-jim-fish-sits-down-with-jim-cramer.html)

WM CEO Jim Fish joins ‘Mad Money’ host Jim Cramer to talk the company’s full year outlook, sustainability, the macro environment and more.

Ticker: WM

(5) Cramer’s lightning round: ‘Broadcom has been one of the greatest performers of all time’ (https://www.cnbc.com/2026/10/28/cramers-lightning-round-broadcom-has-been-one-of-the-greatest-performers-of-all-time.html)

• Broadcom: “Broadcom has been one of the greatest performers of all time, but so is Coca-Cola. I wouldn’t shoot Broadcom, and I would buy Coca-Cola.”
• Sea Ltd: “That’s a Singapore company I’ve been very negative on.”
• Beta Technologies: “The whole aerospace complex right now is looking so weak. I’m not going to put you in that lion’s den. It could rally, but right now it’s a lion’s den.”
• Planet Labs: “It’s not making money. …They’re not going to rally unless rates have a definitive move down.”
• Knife River Corp: “If you’re going to be in that game, you need to be in Martin Marietta Materials.”
• Vicor Corporation: “Yes it is [still a winner]. You know because it’s a high multiple stock, because it sells at 15 times earnings, people don’t want it anymore.”

Ticker: AVGO, SE, BETA, PL, KNF, VICR

(6) Jim Cramer sees major implications from SK Hynix’s home-run quarter (https://www.cnbc.com/2026/10/28/cramer-sk-hynix-ai-chip-stocks.html)

• CNBC’s Jim Cramer said SK Hynix’s blockbuster earnings showed that AI stocks can still rally despite growing investor skepticism about the massive data center build-out.
• Cramer pointed to low valuations, strong earnings, accelerating growth and sustained demand as key ingredients for a rally, adding that SK Hynix’s results could bode well for rival Micron.

Ticker: SKHY

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): McCormick (MKC) [at this point you cannot walk away; you stick with it], Palantir (PLTR) [Buy], Argan (AGX) [we kind of like it]

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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