Mad Money with Jim Cramer – Dec 4, 2025 (Thur): 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 December 4, 2025, with links to CNBC articles, videos, and English transcripts.

2025年12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) As tech companies battle, Jim Cramer names other sectors to focus on (https://www.cnbc.com/2025/12/04/tech-companies-battle-jim-cramer-other-sectors-focus.html)

• As volatility in the tech sector continues, CNBC’s Jim Cramer encouraged investors to buy stocks in sectors that do well when the Federal Reserve cuts interest rates.
• “I’m not advocating the wholesale abandonment of the best sector in history, not at all,” he said. “I am saying, however, that there is a fierce competition with enfilading fire and exploding claymores everywhere, and it’s showing no signs of abating.”

 

(2) Executive Interview: Salesforce CEO calls AI a ‘commodity feature’, says the technology bolsters enterprise software (https://www.cnbc.com/2025/12/04/salesforce-ai-commodity-enterprise-software-technology.html)

• In a Thursday interview with CNBC’s Jim Cramer, Salesforce CEO Marc Benioff suggested AI technology bolsters his company’s products.
• Salesforce stock has declined this year even as the broader tech sector has soared, with shares under pressure as Wall Street fears that AI can replace some enterprise software products.
• “All these large language models are the same. We just want the lowest cost one, then we plug it in,” Benioff told Cramer. “We’ve got all the customers’ data. We have our killer apps. Those are not commodities.”

Ticker: CRM

 

(3) [No Video Clip for non-Club members] Jim Cramer checks up on pharmaceutical company Merck (https://www.cnbc.com/video/2025/12/04/jim-cramer-checks-up-on-pharmaceutical-company-merck.html)

‘Mad Money’ host Jim Cramer takes a closer look at recent market gains out of Merck.

Ticker: MRK

 

(4) [No Video Clip for non-Club members] Executive Interview: On Kalshi there is no house, anybody can win, says CEO Tarek Mansour (https://www.cnbc.com/video/2025/12/04/on-kalshi-there-is-no-house-anybody-can-win-says-ceo-tarek-mansour.html)

Kalshi Co-Founder and CEO Tarek Mansour joins ‘Mad Money’ host Jim Cramer to talk its new partnership with CNBC, the growth of live betting, and more.

 

(5) Cramer’s Lightning Round: Recursion Pharmaceuticals ‘has been horrendous’ (https://www.cnbc.com/2025/12/04/cramers-lightning-round-recursion-pharmaceuticals-has-been-horrendous.html)

• Recursion Pharmaceuticals: “I am, myself, confounded by it. The stock has been horrendous…So I do not like to recommend horrendous stocks.”

Ticker: RXRX

 

(6) [No Video Clip for non-Club members] Jim Cramer analyzes the turnaround at Five Below (https://www.cnbc.com/video/2025/12/04/jim-cramer-analyzes-the-turnaround-at-five-below.html)

‘Mad Money’ host Jim Cramer talks what is behind the turnaround at discount retailer Five Below.

Ticker: FIVE

 

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）: Robinhood (HOOD) [will go higher], Elli Lilly (LLY) [start buy some here; add more on the way up]

 

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）

Disclaimer/ 免責事項

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