Mad Money with Jim Cramer – Sept 3, 2025 (Wed): 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 September 3, 2025, with links to CNBC articles, videos, and English transcripts.

      2025年9月3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 Apple is well-positioned even without its own AI tech (https://www.cnbc.com/2025/09/03/jim-cramer-apple-is-well-positioned-without-ai-tech.html)

      • CNBC’s Jim Cramer told investors on Wednesday why he thinks Apple is set for success in the Big Tech realm even without its own advanced AI technology.
      • He said peers like Google will shell out for prime access to the iPhone maker’s enormous user base.
      • Cramer pointed out that a federal judge ruling on Tuesday allowed Google to keep its chrome business following its illegal monopoly conviction — which means the company can still pay Apple billions to be the default search engine on iPhones.
      • “Yesterday, Apple had no cards. Today they have all of the cards,” he said. “Turns out Apple always had an AI strategy: pay to play. You pay them, not they pay you.”

      Ticker: AAPL

       

      (2) [No Video Clip for non-Club members] Executive Interview: We want to lean on the fact that we can be your one-stop-shop with our loyalty programs: Macy’s CEO (https://www.cnbc.com/video/2025/09/03/we-want-to-lean-on-the-fact-that-we-can-be-your-one-stop-shop-with-our-loyalty-programs-macys-ceo.html)

      Tony Spring, Macy’s Chairman and CEO, joins ‘Mad Money’ host Jim Cramer to talk quarterly results, consumer trends, areas it is seeing growth in, and more.

      Ticker: M

       

      (3) [No Video Clip for non-Club members]  Executive Interview: Martin Marietta CEO Ward Nye sits down with Jim Cramer (https://www.cnbc.com/video/2025/09/03/martin-marietta-ceo-ward-nye-sits-down-with-jim-cramer.html)

      Martin Marietta Materials Chairman, President, CEO Ward Nye joins ‘Mad Money’ host Jim Cramer to talk where there’s opportunities with materials, the impact of data center buildouts, and more.

      Ticker: MLM

       

      (4) Salesforce CEO calls guidance ‘appropriately conservative’ as stock declines after earnings (https://www.cnbc.com/2025/09/03/salesforce-ceo-calls-guidance-appropriately-conservative-as-stock-declines-after-earnings.html)

      • In a Wednesday interview with CNBC’s Jim Cramer, Salesforce CEO Marc Benioff defended the guidance his company issued — even as the the results disappointed Wall Street.
      • “Our results are absolutely fantastic and our guidance is also, you know, is always appropriately conservative,” Benioff said.

      Ticker: CRM

       

      (5) Cramer’s Lightning Round: Sell Chime and buy Affirm (https://www.cnbc.com/2025/09/03/cramers-lightning-round-sell-chime-and-buy-affirm.html)

      • Chime: “You sell that and buy Affirm.”
      • PJT Partners: ”…It’s a service thing that I don’t really understand…Just buy Goldman Sachs.”
      • Eaton: “I think you should…We think it is just a terrific stock.”

      Ticker: CHYM, PJT, ETN

       

      (6) [No Video Clip for non-Club members] What’s going on with the consumer has everything to do with the pandemic, says Jim Cramer (https://www.cnbc.com/video/2025/09/03/whats-going-on-with-the-consumer-has-everything-to-do-with-the-pandemic-says-jim-cramer.html)

      ‘Mad Money’ host Jim Cramer discusses if the U.S. is in a ‘K economy’ and what the consumer is signaling.

       

      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): Netflix (NFLX) [Don’t feel bad about taking a profit, we should only feel bad about losses; I like Netflix]

       

      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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