Mad Money with Jim Cramer – July 1, 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 July 1, 2025, with links to CNBC articles, videos, and English transcripts.

2025年7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) Jim Cramer unpacks Tuesday’s ‘countertrend’ market rally (https://www.cnbc.com/2025/07/01/jim-cramer-unpacks-tuesdays-countertrend-market-rally.html)

• CNBC’s Jim Cramer reviewed Tuesday’s Wall Street action, suggesting the market is experiencing a “countertrend” rally as investors rotate out of Big Tech and into sectors that have been lagging.
• “If this countertrend rally continues, so many stocks that sat out the first half will keep running, while this year’s big winners go through a temporary cooling off period,” he said.

Ticker: BMY, HD, GEV

Bottom Line: If this rally continues, stocks that sat out 1H will run while winners cool off

 

(2) [No Video Clip for non-Club members] Jim Cramer on the S&P 500 winners in the first half of 2025 (https://www.cnbc.com/video/2025/07/01/jim-cramer-on-the-sp-500-winners-in-the-first-half-of-2025.html)

‘Mad Money’ host Jim Cramer talks what stocks came out on top in the first half of 2025.

Ticker: PLTR, NRG, HWM, STX, GEV

Bottom Line: The top S&P 500 performers in 1H reflect key themes – AI, Data Centers & Aerospace

 

(3) [No Video Clip for non-Club members] Jim Cramer on the S&P 500 losers in the first half of 2025 (https://www.cnbc.com/video/2025/07/01/jim-cramer-on-the-sp-500-losers-in-the-first-half-of-2025.html)

‘Mad Money’ host Jim Cramer talks the S&P 500 big losers in the first half of 2025.

Ticker: DECK, ENPH, UNH, LULU, EIX

Bottom Line: I think Deckers is the best bet for a comeback among the worst S&P performers in 2025.

 

(4) [No Video Clip for non-Club members] Executive Interview: Generac CEO Aaron Jagdfeld: Our residential business has been resilient (https://www.cnbc.com/video/2025/07/01/generac-ceo-aaron-jagdfeld-our-residential-business-has-been-resilient.html)

Generac Chairman, President and CEO Aaron Jagdfeld joins ‘Mad Money’ host Jim Cramer to talk quarterly results, power grid reliability, costs incurred through tariffs, and more.

Ticker: GNRC

 

(5) Cramer’s Lightning Round: Wait for Oklo to come in (https://www.cnbc.com/2025/07/01/cramers-lightning-round-wait-for-oklo-to-come-in-.html)

• BigBear.ai: “That’s good…but that’s only going to be your one speculation…Let’s limit our speculation to one stock.”
• Oklo: “This one, we’re now going to wait for it to come in. Maybe we give it a week and then take a look. But I am not against Oklo.”
• LyondellBasell: “We’re not going to buy stocks for high dividends here. We’re going to buy stocks for earnings, momentum and for growth, and I don’t see growth in that or Dow Chemical…Growth is the only safety in this stock market.”
• Booz Allen Hamilton: “They got clobbered by DOGE, and we’re not done with the clobbering. I think there’s more ahead.”

Ticker: BBAI, OKLO, LYB, BAH

 

(6) Jim Cramer explains how Microsoft, Meta and Nvidia led the Mag 7 pack in the first half of 2025 (https://www.cnbc.com/2025/07/01/jim-cramer-says-microsoft-meta-and-nvidia-pulled-ahead-of-the-mag-7.html)

• CNBC’s Jim Cramer on Tuesday pointed out that three megacap tech names managed to exit the first half of the year at all-time highs: Microsoft, Nvidia and Meta.
• He explained why he thinks they have outperformed their “Magnificent Seven” peers that have lead the market over the last few years.

 

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): Salesforce (CRM) [business is doing poorly; that’s why I am not adding it to the position]

 

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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