Mad Money with Jim Cramer – Aug 11, 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 Aug 11, 2025, with links to CNBC articles, videos, and English transcripts.

2025年8月11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) ‘There’s nothing novel’ about Trump’s deal with Nvidia and AMD, Jim Cramer says (https://www.cnbc.com/2025/08/11/cramer-nothing-novel-trumps-deal-with-nvidia-amd.html)

• CNBC’s Jim Cramer argued that President Donald Trump’s deal with semiconductor giants Nvidia and AMD isn’t anything new.
  “There’s nothing novel at all about taking a 15% cut. It’s not like
• Trump’s collecting this money personally…that 15% goes straight to the Treasury,” he said. “To take a 15% cut on their Chinese sales is basically just another form of tariff, and we’ve gotten a ton of those lately, so why not this?”
• The White House confirmed Monday that Nvidia and AMD agreed to give the U.S. government 15% of their revenue from sales to China.
  In return, the companies will receive licenses to sell certain chips in China, action the administration had previously hindered.

Ticker: AMD, NVDA

 

(2) [No Video Clip for non-Club members] The environment continues to be uncertain for our customers, says UL Solutions CEO Jennifer Scanlon (https://www.cnbc.com/video/2025/08/11/the-environment-continues-to-be-uncertain-for-our-customers-says-ul-solutions-ceo-jennifer-scanlon.html)

UL Solutions President and CEO Jennifer Scanlon joins ‘Mad Money’ host Jim Cramer to talk quarterly results, demand in the space, the future of tech, and more.

Ticker: ULS

 

(3) [No Video Clip for non-Club members] It’s worth taking a second look at Symbotic, says Jim Cramer (https://www.cnbc.com/video/2025/08/11/its-worth-taking-a-second-look-at-symbotic-says-jim-cramer.html)

‘Mad Money’ host Jim Cramer looks at Symbotic to assess if its worth adding to your portfolio at this point.

Ticker: SYM

“Bottom Line” If you are comfortable speculating, you can put a small position here on Symbotic.”

 

(4) Executive Interview: Cerence AI CEO explains how new tech can help drivers: ‘It’s a partner in the vehicle’ (https://www.cnbc.com/2025/08/11/cerence-ai-ceo-explains-how-new-tech-can-help-drivers.html)

• In a Monday interview with CNBC’s Jim Cramer, Cerence AI CEO Brian Krzanich explained how new artificial intelligence technology can help automobile drivers.
• He likened the AI program to “a partner in the vehicle.”

Ticker: CRNC

 

(5) Cramer’s Lightning Round: Affirm is a buy (https://www.cnbc.com/2025/08/11/cramers-lightning-round-affirm-is-a-buy.html)

• Eli Lilly: “Down here, I begin to think that we are too negative on it. But I am very upset with Lilly and the way they handled this, and I think they should come back on and talk to me.”
• Affirm: “It’s at $72, it’s going to $100…Get on board, Affirm.”
• Banco Bradesco: “I don’t want to be connected with Brazil. It’s had a big run…If you want an overseas bank, I think you should be in Santander.”
• ServiceNow: “I think longer term, ServiceNow has really good AI, and it would not be a stock that I would want to bet against. So, ServiceNow longer term I think is fine. Shorter term I think it’s going to be under pressure.”

Ticker: LLY, AFRM, BBD, NOW

 

(6) [No Video Clip for non-Club members] Individual stock ownership is crucial to becoming wealthy, says Jim Cramer (https://www.cnbc.com/video/2025/08/11/individual-stock-ownership-is-crucial-to-becoming-wealthy-says-jim-cramer.html)

‘Mad Money’ host Jim Cramer talks identifying stock value early on.

Ticker: NVDA

 

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): Chipotle Mexican (CMG) [I am trouble; I don’t like what is going on but I like the product], PayPal (PYPL) [CEO is going to figure out; don’t give up with PYPL; strong enough to turn around], Berkshire Hathaway (BRKB) [buy more], Celestica (CLS) [red hot; strong buy], Dell Technologies (DELL) [buy buy buy; get before the earning call in August]

 

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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