Mad Money with Jim Cramer – May 27, 2025 (Tue): Key Points & Links｜要点・関連リンク

[Jun Kurema (暮眞★潤)]

This page lists the main topics and stocks discussed on Mad Money with Jim Cramer aired on May 27, 2025, with links to CNBC articles, videos, and English transcripts.

2025年5月27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: The AI thesis is still strong in Big Tech and on Wall Street (https://www.cnbc.com/2025/05/27/jim-cramer-explains-why-he-believes-the-ai-thesis-is-still-strong-.html)

• CNBC’s Jim Cramer on Tuesday told investors that the artificial intelligence theme is still strong in the business world, saying a number of Big Tech players remain engaged with the new technology.
• “The four biggest names in tech, in all business honestly, are wrestling with AI every day. And you want to be bored with it?” he asked. “Be my guest, but I think you’ll miss on a lot of gains that will be taken by those who refuse to write off this technology as some sort of scam.”

 

(2) [No Video Clip for non-Club members] VF Corp never really recovered from the pandemic, says Jim Cramer (https://www.cnbc.com/video/2025/05/27/vf-corp-never-really-recovered-from-the-pandemic-says-jim-cramer.html)

‘Mad Money’ host Jim Cramer takes a closer look at retailer VF Corp.

Ticker: VFC

 

(3) [No Video Clip for non-Club members] ADT’s done a good job coming up with new products that make homes more secure, says Jim Cramer (https://www.cnbc.com/video/2025/05/27/adts-done-a-good-job-coming-up-with-new-products-that-make-homes-more-secure-says-jim-cramer.html)

‘Mad Money’ host Jim Cramer talks if home security company ADT is worth adding to your portfolio.

Ticker: ADT

 

(4) Executive Interview: Okta CEO Todd McKinnon on the security risks of agentic AI moving ‘from prototypes to production’ (https://www.cnbc.com/2025/05/27/okta-ceo-on-risks-of-agentic-ai-moving-from-prototypes-to-production.html)

• In a Tuesday interview with CNBC’s Jim Cramer, Okta CEO Todd McKinnon described cybersecurity challenges that are coming up as agentic artificial intelligence models move “from prototypes to production.”
• “When you move into production, what that means is you have to give them access to real systems, real data, real customer data, your customer data,” McKinnon said. “And the only way to do that securely is with Okta, and with a great identity management foundation that can manage the right access not only to your people and your customers, but also your agent.”
• While Okta posted an earnings and revenue beat Tuesday evening, it maintained revenue guidance and struck a conservative tone due to macroeconomic uncertainty — which sent shares down more than 11% in extended trading.

Ticker: OKTA

 

(5) Cramer’s Lightning Round: IONQ is ‘too speculative for me’ (https://www.cnbc.com/2025/05/27/cramers-lightning-round-ionq-is-too-speculative-for-me.html)

• Valero Energy: “I’d rather be in the Phillips, the PSX…I think Valero’s already had too much of a run.”
• IONQ: “It’s so high, and it’s losing so much money. But it’s quantum…It’s too speculative for me.”
• Verona Pharma: “That stock is a rocket ship. Again, very, very speculative because it loses a lot of money. Does have a couple things in the pipe that people like, but also has a huge amount of insider selling, frankly.”
• Centrus Energy: “What a horse…I suggest that you calm down and you buy GE Vernova.”
• Oklo: “It is literally five years behind GE Vernova…I don’t have the time for that when I can just go buy GE Vernova.

Ticker: VLO, IONQ, VRNA, LEU, OKLO

 

(6) [No Video Clip for non-Club members] These moves show what happens with low unemployment and a surge in confidence, says Jim Cramer (https://www.cnbc.com/video/2025/05/27/these-moves-show-what-happens-with-low-unemployment-and-a-surge-in-confidence-says-jim-cramer.html)

‘Mad Money’ host Jim Cramer looks at the recent consumer confidence numbers.

Ticker: TXRH

 

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):

 

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）
• InternetArchive（Video & Texts per minute /1分毎のビデオ＆テキスト）

 

Disclaimer/ 免責事項

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