Mad Money with Jim Cramer – July 24, 2025 (Thur): 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 24, 2025, with links to CNBC articles, videos, and English transcripts.

2025年7月24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 Big Tech is underspending on AI. Here’s why they may need to spend more (https://www.cnbc.com/2025/07/24/jim-cramer-says-big-tech-is-underspending-on-ai-heres-why.html)

• CNBC’s Jim Cramer made the case for Big Tech’s massive AI spend.
• Meta, Amazon, Alphabet and Microsoft intend to invest as much as $320 billion combined on AI technology and datacenters.
• Cramer said Alphabet’s recent quarter with an earnings beat suggests the hefty bet on new technology is worthwhile.
• “These companies aren’t overspending on AI, they are actually underspending on AI,” Cramer said. “See, this is a winner-take-all, loser-take-none situation. The only reason to spend less is if you don’t believe you can win.”

 

(2) [No Video Clip for non-Club members] Executive Interview: We raised our guidance, and have high confidence to deliver, says Honeywell CEO Vimal Kapur (https://www.cnbc.com/video/2025/07/24/we-raised-our-guidance-and-have-high-confidence-to-deliver-says-honeywell-ceo-vimal-kapur.html)

Honeywell Chairman and CEO Vimal Kapur joins ‘Mad Money’ host Jim Cramer to talk quarterly results, growth in aerospace technology, acquisitions, and more.

Ticker: HON

 

(3) [No Video Clip for non-Club members] Investors decided the good outweighs the bad with Danaher, says Jim Cramer (https://www.cnbc.com/video/2025/07/24/investors-decided-the-good-outweighs-the-bad-with-danaher-says-jim-cramer.html)

‘Mad Money’ host Jim Cramer talks how to play Danaher after earnings.

Ticker: DHR

 

(4) ‘The era of quantum supremacy is just around the corner,’ IonQ CEO says (https://www.cnbc.com/2025/07/24/the-era-of-quantum-supremacy-is-just-around-the-corner-ionq-ceo-says.html)

• IonQ CEO Niccolo de Masi told CNBC’s Jim Cramer on Thursday that major advances in quantum computing are fast-approaching.
• “The era of what’s called quantum supremacy is just around the corner,” De Masi said. “It’s coming in quarters and very low single-digit years, and that’s getting people, obviously, pretty excited about the fact that we’ll be able to do things to help every area of applied science.”

Ticker: IONQ

 

(5) Jim Cramer’s Lighting Round: Energy Transfer is a buy (https://www.cnbc.com/2025/07/24/jim-cramers-lighting-round-energy-transfer-is-a-buy.html)

Shutterstock: “One of them is making money, Shutterstock. One of them is losing money, Getty. I think Shutterstock’s better but doesn’t really have the growth that I’d like to see.”

Energy Transfer: “ET got its act together a long time ago. It’s a really, really good stock [buy, buy, buy!].”

Nebius Group: “I totally get Nebius Group, but I am through and through a CoreWeave person…Can’t own them both.”

Ticker: SSTK, ET, YNDX

 

(6) [No Video Clip for non-Club members] When the banks are in good shape, the whole economy is in good shape, says Jim Cramer (https://www.cnbc.com/video/2025/07/24/when-the-banks-are-in-good-shape-the-whole-economy-is-in-good-shape-says-jim-cramer.html)

‘Mad Money’ host Jim Cramer talks the rally in financials and what it signals.

 

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):

Lockheed Martin (LMT) [I like AeroVironment, AVAV, and I am sticking by it], Snowflake (SNOW) [Hold on it; Great long term 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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