Mad Money with Jim Cramer – July 7, 2025 (Mon): Key Points & Links|要点・関連リンク

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      This page lists the main topics and stocks discussed on Mad Money with Jim Cramer aired on July 7, 2025, with links to CNBC articles, videos, and English transcripts.

      2025年7月7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 Trump’s latest round of tariffs isn’t ‘meaningful’ (https://www.cnbc.com/2025/07/07/jim-cramer-says-trumps-latest-round-of-tariffs-isnt-meaningful.html)

      • CNBC’s Jim Cramer told investors that President Donald Trump’s newest tariffs might not have staying power, and he cautioned against doing any major selling.
      • “We no longer believe that the tariff numbers the president’s throwing around are meaningful,” Cramer said, referring to his outlook for the CNBC Investing Club’s Chartable Trust. “They’re just a starting point for negotiations with countries that really need access to our markets.”

      “Bottom Line: When the only stock that’s down enough to create a price break is TESLA, It’s tough to pull the trigger – Maybe we’ll get a better buying opportunity.”

       

      (2) Executive Interview : CoreWeave CEO calls Oracle a ‘formidable competitor’ (https://www.cnbc.com/2025/07/07/coreweave-ceo-calls-oracle-a-formidable-competitor-.html)

      • In a Monday interview with CNBC’s Jim Cramer, CoreWeave CEO Michael Intrator described what makes his company different from peer Oracle.
      • “Oracle has its own set of products that they’re offering, and they are a formidable competitor,” Intrator said, explaining that CoreWeave competes with Oracle in the artificial intelligence infrastructure space. “From our position, we really believe that over time, what’s going to differentiate us from anyone else is the…software stack that drives the performance that we’re able to achieve on our infrastructure.”

      Ticker: CRWV

       

      (3) [No Video Clip for non-Club members] Off-the-Chart: Jim Cramer hits the charts with employment numbers and the stock market (https://www.cnbc.com/video/2025/07/07/jim-cramer-hits-the-charts-with-employment-numbers-and-the-stock-market.html)

      ‘Mad Money’ host Jim Cramer takes a technical look at the connection between employment and equities.

      “Bottomline: The charts suggest we could be looking at a powerful bull market. A rising employment to population ratio through late 2027 should be good for stocks.”

       

      (4) [No Video Clip for non-Club members]As Navy vessels go electric, DRS sees an opportunity, says Jim Cramer (https://www.cnbc.com/video/2025/07/07/as-navy-vessels-go-electric-drs-sees-an-opportunity-says-jim-cramer.html)

      ‘Mad Money’ host Jim Cramer looks at defense tech company Leonardo DRS and weighs if its worth adding to your portfolio.

      Ticker: DRS
      “Bottom Line: I like DRS, but I’d wait for a meaningful pullback before staring a position.”

       

      (5) Cramer’s Lightning Round: ‘You want to be’ in Lincoln Educational Services (https://www.cnbc.com/2025/07/07/cramers-lightning-round-you-want-to-be-in-lincoln-educational-services.html)

      • Karman Holdings: “The missile story’s good…These are the kind of companies that are making a lot of people a lot of money.”
      • Annaly Capital Management: “I have been against Annaly for many, many years…It’s got a big yield, but I want to own growth.”
      • Lincoln Educational Services: ”…That’s where you want to be.”

      Ticker: KRMN,NLY, LINC

       

      (6) [No Video Clip for non-Club members] Netflix should be given the benefit of the doubt, says Jim Cramer (https://www.cnbc.com/video/2025/07/07/netflix-should-be-given-the-benefit-of-the-doubt-says-jim-cramer.html)

      ‘Mad Money’ host Jim Cramer talks a recent slate of downgrades.

      Ticker: NFLX, CRWD [CRWD is held by charitable trust]

       

      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): Micron (MU) [same pattern with TJ Max; buy some tomorrow and buy more at 10% interval because I don’t know where the bottom of this thing], Carvana (CVNA) [I like CVNA, I don’t want to speak of it as a trading vehicle. I would buy some and then let it come 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:

       

      Disclaimer/ 免責事項

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