Mad Money with Jim Cramer – Dec 16, 2025 (Tue): 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 16, 2025, with links to CNBC articles, videos, and English transcripts.

2025年12月16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)  Hyperscaler AI spending could slow down if Oracle shows ‘discipline’ (https://www.cnbc.com/2025/12/16/hyperscaler-ai-spending-could-slow-down-if-oracle-shows-discipline.html)

• CNBC’s Jim Cramer on Tuesday opined on massive AI spending that has hurt tech stocks.
• He proposed that action from Oracle could slow down other hyperscalers’ spending, saying the OpenAI partner should show “discipline.”
• “Oracle already has a huge amount of debt. Their balance sheet’s not that good. At some point, they’ll heed the warning of the bond market and slow things down,” he said.

Ticker: ORCL

“Bottom Line: I think AI companies have to work together in order to see their stocks really fly.”

(2) [No Video Clip for non-Club members] Jobs report was mixed, not weak enough for the Fed to cut rates, says Jim Cramer (https://www.cnbc.com/video/2025/12/16/jobs-report-was-mixed-not-weak-enough-for-the-fed-to-cut-rates-says-jim-cramer.html)

‘Mad Money’ host Jim Cramer talks public sector vs. private sector employment and what today’s jobs numbers mean for the Federal Reserve.

“Bottom Line: The economy looks a bit worse today than yesterday, which could spur more rate cuts.”

(3) [No Video Clip for non-Club members] Off-the-Chart: This is a ‘drill baby drill’ White House, but it tends to depress crude prices, says Jim Cramer (https://www.cnbc.com/video/2025/12/16/this-is-a-drill-baby-drill-white-house-but-it-tends-to-depress-crude-prices-says-jim-cramer.html)

‘Mad Money’ host Jim Cramer takes a closer look at crude oil prices as the energy sector is the trading day’s biggest loser.

“Bottom Line: The Charts suggest crude oil will eventually bottom, but we need more weakness.”

 

(4) [No Video Clip for non-Club members] Executive Interview: Texas Capital CEO Rob Holmes goes one-on-one with Jim Cramer (https://www.cnbc.com/video/2025/12/16/texas-capital-ceo-rob-holmes-goes-one-on-one-with-jim-cramer.html)

Texas Capital Chairman, President, and CEO Rob Holmes joins ‘Mad Money’ host Jim Cramer to talk investing in Texas, its recent turnaround, and more.

Ticker: TCBI

 

(5) Cramer’s Lighting Round: ‘Be careful’ with Lumen Technologies (https://www.cnbc.com/2025/12/16/cramers-lighting-round-be-careful-with-lumen-technologies.html)

• Unusual Machines: “Drone technology. Highly speculative. Losing a lot of money. Let’s be very careful.”
• TopBuild: “It’s insulation, that’s a good market…I still want to take a little off the table because it has had such a run.”
• Horizon Technology Finance: “I have no idea what they own, and I will never recommend a stock where I do not know what’s under the hood. I don’t trust it.”
• Lumen Technologies: “I think the stock’s run too much…I say be careful.”
• Terns Pharmaceuticals: “You have won the lottery. You do not need to win it again.”
• Cal-Maine Foods: “This one is a wild trader. It has never interested me.”

Ticker: UMAC, BLD, HRZN, LUMN, TERN, CALM

 

(6) This market’s strength lies in the non-tech growth stocks, Jim Cramer says (https://www.cnbc.com/2025/12/16/strength-non-tech-growth-stocks-jim-cramer.html)

• CNBC’s Jim Cramer said money migration from AI companies into stocks across sectors has bolstered the market even as big tech names see weakness.
• “Institutional money and institutional memory fled the bubble stocks months ago and moved into all sorts of non-tech growth plays,” he said. “That’s the strength of this market. That’s why the deflating of the Mag Seven means much less than the bears told you.”

Ticker: MRK, JNJ, META, MSFT, NVDA, NOW, GOOGL,

 

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）: TJX (TJX) [I want you to wait for a pullback], DraftKings (DKNG) [DraftKings is a very well run company and I think the industry is in consolidation and I like it very much], AppLovin (APP) [Sell half; too much risk dealing with high PE], Chevron (CVX) [I am a believer; stick with CVX]

 

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）

Disclaimer/ 免責事項

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