Mad Money with Jim Cramer – July 28, 2025 (Mon): 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 28, 2025, with links to CNBC articles, videos, and English transcripts.

2025年7月28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 explains why Trump’s trade deals didn’t bring on a market rally (https://www.cnbc.com/2025/07/28/jim-cramer-explains-why-trumps-trade-deals-didnt-bring-on-a-market-rally.html)

• CNBC’s Jim Cramer examined Monday’s market action and said he thinks the U.S.‘s major trade deals failed to move stocks because investors’ focus is elsewhere this week.
• “Right now, we’re presuming these tariffs don’t matter,” he said. “What matters is earnings, unemployment, the Fed meeting and — you know what — dead last, tariffs.”

 

(2) I like Coterra more for its optionality, than for its natural gas exposure, says Jim Cramer (https://www.cnbc.com/video/2025/07/28/i-like-coterra-more-for-its-optionality-than-for-its-natural-gas-exposure-says-jim-cramer.html)

‘Mad Money’ host Jim Cramer talks the latest moves out of the energy space.

Ticker: EQT, CTRA [only energy stock in charitable trust], ET, OKE, VG [controversial], Flax lng, EE

 

(3) Deckers shares sold off on fear Hoka was losing steam, says Jim Cramer (https://www.cnbc.com/video/2025/07/28/deckers-shares-sold-off-on-fear-hoka-was-losing-steam-says-jim-cramer.html)

‘Mad Money’ host Jim Cramer talks the decline in Deckers’ brands this year.

Ticker: DECK [it has more upside; buy buy buy]

 

(4) Jim Cramer explains what’s driving the stock of Tapestry (https://www.cnbc.com/2025/07/28/jim-cramer-tapestry-coach-kate-spade.html)

• CNBC’s Jim Cramer on Monday explained what he thinks is driving the stock of Tapestry, a company known for brands like Coach and Kate Spade.
• To Cramer, Tapestry has made some savvy business choices after the government blocked its acquisition of a peer company.
• “In the end, giving up on the Capri Holdings acquisition turned out to be a brilliant move for Tapestry,” he said.

Ticker: TPR

 

(5) Cramer’s Lightning Round: Chubb over Brighthouse Financial (https://www.cnbc.com/2025/07/28/cramers-lightning-round-chubb-over-brighthouse-financial.html)

• Brighthouse Financial: “I’m worried about Brighthouse Financial…I prefer Chubb.”
• Hecla Mining: “I just don’t think it’s a high quality mine.”
• Universal Technical Institute: “I think that technical schools are the way of the future.”
• Grindr: “I like affinity social networks…This was losing a lot of money, it’s expected to make a lot of money next year, so I think it’s a very good level to buy Grindr.”

Ticker: PLTR, BHF, HL, UTI, GRND

 

(6) [No Video Clip for non-Club members] A high dividend yield doesn’t mean safety, it means danger, says Jim Cramer (https://www.cnbc.com/video/2025/07/28/a-high-dividend-yield-doesnt-mean-safety-it-means-danger-says-jim-cramer.html)

‘Mad Money’ host Jim Cramer talks high dividend plays and how their performance is impacting investors.

 

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): BlackRock (BLK) [straight line, its a buy, its come back; buy buy buy], Cava Group (CAVA) [wait for more dip but it is a great long term decision], Lululemon (LULU) [it is one of 5 worst perming stock of this year; it’s down so well, I am willing to take a fly; buy], Dick Sporting Goods (DICK) [still good]

 

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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