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This page lists the main topics and stocks discussed on Mad Money with Jim Cramer aired on December 1, 2025, with links to CNBC articles, videos, and English transcripts.
2025年12月1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 Nvidia’s deal with Synopsys gave the stock a boost (https://www.cnbc.com/2025/12/01/nvidia-synopsys-deal-stock-boost-jim-cramer.html)
- CNBC’s Jim Cramer analyzed Monday’s market action and explained why Nvidia headed higher.
- The artificial intelligence darling announced a partnership with Synopsys meant to speed up design and engineering processes.
- “Nvidia’s work with Synopsys, while almost invisible to you, the consumer, has much more potential to actually make a lot money,” he said. “Wall Street, you see, loves business to business.”
Ticker: SNPS, NVDA
“Bottom Line: Speculators are going to sweat with Bitcoin, but NVDA backers just got new momentum.”
(2) Why Jim Cramer thinks the AI trade is breaking up (https://www.cnbc.com/2025/12/01/jim-cramer-ai-trade-breaking-up.html)
- After years of largely trading together, stocks related to artificial intelligence and the data center are starting to move in different directions, CNBC’s Jim Cramer said.
- He said stocks affiliated Alphabet’s Gemini have seen a boost, while those related to OpenAI’s ChatGPT have weathered losses.
Cramer also said data center companies with strong balance sheets are pulling ahead. - “Just keep in mind that things change very fast in the AI space, so what was true last month might not necessarily stay true this month or next year,” he said.
Ticker: GOOGL, META, AMZN, ORCL, CRWV, NBIS
“Bottom Line: Things change fast in the AI space- It’s hard to bet against strong balance sheets.”
(3) [No Video Clip for non-Club members] Ever since the pandemic receded things got choppy for the life science industry, says Jim Cramer (https://www.cnbc.com/video/2025/12/01/ever-since-the-pandemic-receded-things-got-choppy-for-the-life-science-industry-says-jim-cramer.html)
‘Mad Money’ host Jim Cramer digs into the life sciences sector.
Stocks & Ticker: Agilent (A), Danaher (DHR) [held for charitable trust], Thermo Fisher (FMO), Revvity (RVTY), Waters Corporation (WAT) [personal favorite]
“Bottom Line: If Agilent’s turning around, then I think others in the industry can come back that includes everybody from Danaher to Thermo Fishers, Revvity, and Waters Corporation.”
(4) [No Video Clip for non-Club members] Homework: I’m intrigued by the Dave & Buster’s turnaround, too early to put money on it, says Jim Cramer (https://www.cnbc.com/video/2025/12/01/ever-since-the-pandemic-receded-things-got-choppy-for-the-life-science-industry-says-jim-cramer.html)
‘Mad Money’ host Jim Cramer revisits stocks viewers asked about.
Stocks & Ticker: SealSQ (LAES) [Spun off of Wisekey, a Swiss cybersecurity company in May of 2023], Thredup (TDUP) [online consignment store & one of the world’s largest resales platforms], Dave & Buster’s (Play) [looks set to see its 3rd straight year of negative SSS], Enersys (ENS) [designs, manufacturers and distributes industrial batteries]
“Bottom Line: LAES and TDUP aren’t for me; PLAY is too early, but ENS looks soild here]
(5) Cramer’s Lightning Round: Affirm over Klarna (https://www.cnbc.com/2025/12/01/cramers-lightning-round-affirm-over-klarna.html)
- Klarna: “Sell it and buy Affirm.”
- Newmont: “Newmont is real, real good.”
Ticker: KLAR, NEM
(6) [No Video Clip for non-Club members]I think the stretched consumer is a false narrative, says Jim Cramer (https://www.cnbc.com/video/2025/12/01/i-think-the-stretched-consumer-is-a-false-narrative-says-jim-cramer.html)
‘Mad Money’ host Jim Cramer cuts through the noise on the consumer.
Ticker: BBY, DG, DLTR
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）: Reddit (RDDT) [I am not recommend trade; undervalued; it is worth more than sell for], McDonald (MCD) [buy buy buy], Vertiv (VRT) [You need best cooling system; it is a buy here; buy buy buy], Pfizer (PFE) [hold on to it], Regeneron (REGN)
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）
- Internet Archive（Video & Texts per minute /1分毎のビデオ＆テキスト）
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- The forum ‘Mad Money Stock Archive (ジム・クレイマーの銘柄紹介)’ is closed to new topics and replies.