- This topic is empty.
-
Posts
-
-
This page contains summary of CNBC program “Mad Money w/ Jim Cramer” which was on air on Monday, October 6, 2025. It also contains links to CNBC sites which contain video clips and transcripts.
(1) Jim Cramer says OpenAI might be developing an edge after inking deal with AMD (https://www.cnbc.com/2025/10/06/jim-cramer-openai-amd.html)
- CNBC’s Jim Cramer opined on the accelerating artificial intelligence arms race on Monday.
- He said OpenAI’s latest deal with chipmaker AMD makes the ChatGPT owner more competitive.
- “The hyperscalers are all vulnerable if OpenAI gets this computing power, and given the number of chips it’s buying, I think this company can go after everybody’s business,” he said.
Ticker: AMD
“Bottom Line: No wonder the hyperscalers are spending so aggressively – If they don’t …They’re worried OpenAI, or something like it, will eat their lunch.”
(2) Take-Two Interactive’s ‘scarcity value’ could send the stock higher, Jim Cramer says (https://www.cnbc.com/2025/10/06/jim-cramer-take-two-scarcity-value-stock.html)
- CNBC’s Jim Cramer on Monday explained why he’s bullish on Take-Two Interactive.
- He said it’s set to dominate the video game space now that its top competitor is going private.
- Cramer also expressed confidence in the success of “Grand Theft Auto VI,” the latest iteration of the highly-popular franchise that’s set to be released in May of 2026.
- “This was an industry with three major players, but now, with Activision gone and EA going private, Take-Two’s now the only major publicly-traded American video game company that’s a pure play,” Cramer said
Ticker: TTWO
(3) [No Video Clip for non-Club members] If regulated utilities want to grow it’s going to come from additional demand, says Jim Cramer (https://www.cnbc.com/video/2025/10/06/if-regulated-utilities-want-to-grow-its-going-to-come-from-additional-demand-says-jim-cramer.html)
‘Mad Money’ host Jim Cramer plugs into the energy sector and how to play it.
Ticker: ETR, D, AEP
“Bottom Line: I like the industry, especially Entergy, Dominion & AEP.”
(4) [No Video Clip for non-Club members] I can’t give inspire my blessing, the company is hurt by GLP-1 drugs, says Jim Cramer (https://www.cnbc.com/video/2025/10/06/i-cant-give-inspire-my-blessing-the-company-is-hurt-by-glp-1-drugs-says-jim-cramer.html)
‘Mad Money’ host Jim Cramer checks in on health care company Inspire to weigh if its worth adding to your portfolio.
Ticker: INSP
“Cramer: I can’t give Inspire my blessing – The company is being hurt by GLP-1 drugs.”
(5) Cramer’s Lightning Round: No to Remitly (https://www.cnbc.com/2025/10/06/cramers-lightning-round-no-to-remitly.html)
- Remitly: “I don’t think you want to be there, I’d rather just be in a traditional bank.”
- Upbound Group: “I do not like it, I am sorry.”
- USA Rare Earth: “We did a piece last week on rare earth companies, and we said that they’re all speculative, but we recognize that the president, at any given moment, could take a stake. I am going to say that this fits that pattern.”
Ticker: RELY, RCII, USAR
(6) [No Video Clip for non-Club members] Retire the ‘weak consumer’ narrative, says Jim Cramer (https://www.cnbc.com/video/2025/10/06/retire-the-weak-consumer-narrative-says-jim-cramer.html)
‘Mad Money’ host Jim Cramer talks the state of the consumer.
Other Stocks Discussed (calls with audience): Bank of America (BAC) [let it run, inexpensive, will go higher], Celestica (CLS), Goldman Sachs (GS) [buy buy buy], Oklo (OKLO) [stay the course, don’t touch], Excelerate Energy (EE) [I cannot be excited about it]
Ref: Links to other sites that relate to episode of October 6, 2025
- Podcast at Spotify (Sound from Spotify）
- Internet Archive （Video & Texts per minute）
****************************
Previous episode Next Episode
-
- The topic ‘Mad Money: Key points from October 6, 2025 (Monday) Episode’ is closed to new replies.