Home › Forums › Mad Money Stock Archive (ジム・クレイマーの銘柄紹介) › Mad Money with Jim Cramer – Sept 4, 2025 (Thur): Key Points & Links|要点・関連リンク
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September 4, 2025 at 10:48 pm #2379
Jun Kurema (暮眞★潤)
KeymasterThis page lists the main topics and stocks discussed on Mad Money with Jim Cramer aired on September 4, 2025, with links to CNBC articles, videos, and English transcripts.
2025年9月4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 how to pick out a solid retail growth stock (https://www.cnbc.com/2025/09/04/jim-cramer-how-to-pick-a-retail-growth-stock.html)
- CNBC’s Jim Cramer told investors on Thursday how to pick a solid retail stock for their portfolios.
- He listed six factors to consider before buying a retailer, including company scale, balance sheet and yield.
- Cramer pointed to Home Depot as a retailer that fits his framework particularly well.
Ticker: HD
(2) [No Video Clip for non-Club members] Executive Interview: IBM CEO Arvid Krishna sits down with Jim Cramer (https://www.cnbc.com/video/2025/09/04/ibm-ceo-arvid-krishna-sits-down-with-jim-cramer.html)
IBM President and CEO Arvid Krishna joins ‘Mad Money’ host Jim Cramer to talk quarterly results, AI integration, its quantum computing buildout and more.
Ticker: IBM
(3) Executive Interview: Palo Alto Networks CEO says the enterprise may not welcome agentic AI browsers (https://www.cnbc.com/2025/09/04/palo-alto-networks-ceo-says-the-enterprise-may-not-welcome-agentic-ai-browsers.html)
- In a Thursday interview with CNBC’s Jim Cramer, Palo Alto Networks CEO Nikesh Arora suggested the enterprise may not be comfortable with browsers run by agentic artificial intelligence.
- “I think unless there are controls built into agentic browsers, which are oriented around credentials and enterprise security, they’re not going to be allowed in enterprises in 24 months,” Arora said.
Ticker: PANW
(4) Executive Interview:Our vision is to use technology to scale healthcare, says Hinge Health CEO Daniel Perez (https://www.cnbc.com/video/2025/09/04/our-vision-is-to-use-technology-to-scale-healthcare-says-hinge-health-ceo-daniel-perez.html)
Hinge Health Co-Founder and CEO Daniel Perez joins ‘Mad Money’ host Jim Cramer to talk quarterly results, launching an in-person provider network, and more.
Ticker: HNGE
(5) Cramer’s Lightning Round: No to Viking Therapeutics (https://www.cnbc.com/2025/09/04/cramers-lightning-round-no-to-viking-therapeutics.html)
- Palantir: “Palantir I still think is going to $200.”
- Richtech Robotics: “You buy it, but you recognize that it’s your spec…Accept the fact that you could lose everything.”
- Viking Therapeutics: “No.”
- Gartner: “I have always loved this stock. But you know what, that last quarter [left] a lot to be desired…Let’s wait and see.”
Ticker: PLTR, RR, VKTX, IT
(6) [No Video Clip for non-Club members] Jim Cramer looks into what is dragging Salesforce lower (https://www.cnbc.com/video/2025/09/04/jim-cramer-looks-into-what-is-dragging-salesforce-lower.html)
‘Mad Money’ host Jim Cramer looks into why analysts and investors have a negative outlook on Salesforce.
Ticker: CRM
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):Trade Desk (TTD) [They’ve got Amazon as a competitor; and I don’t want to go against Amazon), Walmart (WMT) [I prefer Costco, but Walmart is fine]
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)
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