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This page lists the main topics and stocks discussed on Mad Money with Jim Cramer aired on September 25, 2025, with links to CNBC articles, videos, and English transcripts.
2025年9月25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 points out a stark divide in the economy (https://www.cnbc.com/2025/09/25/jim-cramer-points-out-a-stark-divide-in-the-economy-.html)
- CNBC’s Jim Cramer on Thursday suggested the current economy is divided into two parts — a strong segment spurred on by the artificial intelligence boom and a weaker consumer portion.
- Consumer companies need a boost from interest rate cuts, he continued, while AI-related names are fairly indifferent to rates because they have so much cash.
“Bottom Line: The writing is on the wall for the consmuer economy if we don’t get more rate cuts.”
(2) Jim Cramer says to take a ‘wait and see’ approach to homebuilders as interest rate cuts fail to bring down mortgage rates (https://www.cnbc.com/2025/09/25/jim-cramer-says-to-take-a-wait-and-see-approach-to-homebuilders.html)
- CNBC’s Jim Cramer on Thursday reviewed recent earnings reports from major homebuilders Lennar and KB Home, expressing concern that the Federal Reserve’s rate cuts won’t help bring down mortgage rates.
- “I think it’s better to take a wait-and-see approach to the homebuilders, just in case we see a repeat of last fall, where the Fed started cutting and it didn’t make a difference,” he said.
Ticker: KBH, LEN
“Bottom Line: I think it’s best to take a wait-and-see approach to the homebuilders.”
(3) [No Video Clip for non-Club members] Off-the-Chart: Tech is now 33% of the S&P, but the climb is far slower than dot-com days, says Jim Cramer (https://www.cnbc.com/video/2025/09/25/tech-is-33percent-of-sp-but-climb-is-slower-than-dot-com-days-jim-cramer.html)
CNBC’s Jim Cramer takes a look at tech stocks and discusses whether he thinks the rally can broaden.
“Bottom Line: The charts signal the market’s in better shape than experts say & the bull has legs.”
(4) [No Video Clip for non-Club members] Executive Interview: We have a potential $1 billion blockbuster product on our hands: Aquestive Therapeutics CEO (https://www.cnbc.com/video/2025/09/25/aquestive-ceo-on-its-potential-1-billion-blockbuster-product.html)
CNBC’s Jim Cramer sits down with Dan Barber, president and CEO of Aquestive Therapeutics, to talk about the company and its products, including an oral film designed to replace the epipen in the treatment of severe allergic reactions.
Ticker: AQST
(5) Cramer’s Lightning Round: American Bitcoin is ‘a total spec’ (https://www.cnbc.com/2025/09/25/cramers-lightning-round-american-bitcoin-is-a-total-spec.html)
- Dutch Bros: “I like Dutch Bros…I would say buy some here and then buy some in the $40s.”
- American Bitcoin: “This is a total spec.”
- Recursion Pharmaceuticals: ”…This stock has been a bad stock. We need to see something good before I tell you I would put any money in it.”
- Republic Services: “I need to see a bounce.”
Ticker: BROS, ABTC, RXRX, RSG
(6) [No Video Clip for non-Club members] There isn’t much growth in this economy away from AI, says Jim Cramer (https://www.cnbc.com/video/2025/09/24/there-isnt-much-growth-in-this-economy-away-from-ai-says-jim-cramer.html)
CNBC’s Jim Cramer discusses the day’s market action and how AI is influencing the U.S. economy
Ticker: OKLO
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）: Marvell Technology (MRVL) [It just announced a big buyback and its had a lot of insider buying; Marvell is really excellent company], Sterling Infrastructure (STRL) [You have to wait for it to cool off, but it is a real winner]
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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