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This page lists the main topics and stocks discussed on Mad Money with Jim Cramer aired on July 2, 2025, with links to CNBC articles, videos, and English transcripts.
2025年7月2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 on two trends moving the market: Global trade and dollar weakness (https://www.cnbc.com/2025/07/02/jim-cramer-on-trends-moving-the-market-trade-and-dollar-weakness.html)
- CNBC’s Jim Cramer laid out two broad ideas that he thinks are driving market action.
- He said it’s important for investors to understand trends and impactful current events.
- “You know why I first got into this whacky business? Stories, stories that’s why,” Cramer said.
(1)’ [full video for (1) above] Suddenly Whirlpool is in the driver’s seat, says Jim Cramer (https://www.cnbc.com/video/2025/07/02/suddenly-whirlpool-is-in-the-drivers-seat-says-jim-cramer.html)
‘Mad Money’ host Jim Cramer talks how the trade deal with Vietnam moved markets today.
Ticker: NKE, GAP, WSM, LEVI, RH, KTB, WHR, PG, PLTR , NVDA< TXN, AVGO, NXPI
Bottom Line: Just like you couldn’t ignore a good solid story with a solid dividend 38 years ago, you can’t ignore today’s new stories either.”
(2) [No Video Clip for non-Club members] So far 2025 has been a pretty good year for the big banks, says Jim Cramer (https://www.cnbc.com/video/2025/07/02/so-far-2025-has-been-a-pretty-good-year-for-the-big-banks-says-jim-cramer.html)
‘Mad Money’ host Jim Cramer reacts to recent announcements from the Big Banks.
Ticker: C, GS, JPM, MS, BAC WFC
(3) Jim Cramer gives his take on Centene’s decline and the managed care sector (https://www.cnbc.com/2025/07/02/jim-cramer-gives-his-take-on-centenes-slide.html)
- CNBC’s Jim Cramer offered his take on Centene and the broader health insurance space as its stock plummeted when management unexpectedly withdrew full-year guidance.
- “Given this news from Centene, I think the whole managed care industry is borderline un-investable right now,” he said.
Ticker: CNC
not recommend buying eve nafter a huge decline
(4) Executive Interview: The Metals Company CEO Gerard Barron goes one-on-one with Jim Cramer (https://www.cnbc.com/video/2025/07/02/the-metals-company-ceo-gerard-barron-goes-one-on-one-with-jim-cramer.html)
The Metals Company Chairman and CEO Gerard Barron joins ‘Mad Money’ host Jim Cramer to talk what’s behind its massive stock gain, how it benefits from the current administration, and more.
(5) Cramer’s Lightning Round: ‘I can’t recommend’ Titan International (https://www.cnbc.com/2025/07/02/cramers-lightning-round-i-cant-recommend-titan-international.html)
- Titan International: “It just went up so huge, I can’t go for it…I can’t recommend it after this big move.”
- Leonardo DRS: “I don’t know Leonardo DRS…I’ve got to do more work.”
- Joby Aviation: “Archer and Joby. What can I say? I’m not going to fight them.”
Ticker: TWI, DRS, JOBY
(6) [No Video Clip for non-Club members] Companies aren’t doing layoffs because of AI, it’s because they have too many people, says Jim Cramer (https://www.cnbc.com/video/2025/07/02/companies-arent-doing-layoffs-because-of-ai-its-because-they-have-too-many-people-says-jim-cramer.html)
‘Mad Money’ host Jim Cramer talks the recent string of corporate layoff announcements.
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): Etsy (ETSY) [hold on to it; the franchise is worth more than a stock], Capital One (COF) [don’t violate cost basis], Danaher (DHC) [we never left DHC in the charitable trust; I am sticking wit that]
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）
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