- This topic is empty.
-
Posts
-
-
This page lists the main topics and stocks discussed on Mad Money with Jim Cramer aired on May 4, 2026, with links to CNBC articles, videos, and English transcripts.
2026年5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 says to own these types of stocks that ‘dominate the new economy’ (https://www.cnbc.com/2026/05/04/jim-cramer-own-stocks-dominate-new-economy.html)
- CNBC’s Jim Cramer said investors shouldn’t flee during geopolitical-driven sell-offs, arguing the long-term opportunity remains in companies powering the “computer-driven economy.”
- He highlighted AI, cloud, and data center stocks as the most resilient, saying their demand is strong enough to withstand higher rates and volatility.
“Bottom Line: The drive of computers is going higher & taking many stocks up with it.”
(2) Executive Interview: Andy Jassy says Amazon investors will be rewarded by all its AI spending (https://www.cnbc.com/2026/05/04/andy-jassy-amazon-investors-rewarded-ai-spending.html)
- CEO Andy Jassy said Amazon’s massive AI spending reflects a once-in-a-generation opportunity and will ultimately drive stronger long-term growth and returns.
- He argued investors are overlooking how Amazon invests ahead of demand, noting profits and cash flow typically follow once infrastructure is fully utilized.
Ticker: AMZN
(3) [No Video Clip for non-Club members] Executive Interview: Amazon CEO Jassy: It’s easy to lower prices, it’s much harder to be able to afford to lower prices (https://www.cnbc.com/video/2026/05/04/amazon-ceo-jassy-its-easy-to-lower-prices-its-much-harder-to-be-able-to-afford-to-lower-prices.html)
Amazon CEO Andy Jassy joins ‘Mad Money’ host Jim Cramer to talk quarterly results, the state of its supply chain, tech advancements and more.
Ticker: AMZN
(4) [No Video Clip for non-Club members] Jim Cramer talks which AI stocks you need to add to your portfolio (https://www.cnbc.com/video/2026/05/04/jim-cramer-talks-which-ai-stocks-you-need-to-add-to-your-portfolio.html)
‘Mad Money’ host Jim Cramer is in Seattle talking which AI stocks are worth adding to portfolios.
Ticker: STX
“Bottom Line: I know we are pretty far from and endpoint, which means the galloping will continue.”
(5) Cramer’s lightning round: TTM Technologies is ‘a good one’ (https://www.cnbc.com/2026/05/04/cramers-lightning-round-ttm-technologies-is-a-good-one.html)
- TTM Technologies: “That’s another one of these stocks that is part of the great change in compute. And you’re absolutely right. It’s a good one.”
- Pershing Square: “Obviously the IPO itself did not price well, but we have to see. I want to see a couple quarters and then get a sense of what’s really going on.”
Ticker: TTMI, PS
(6) [No Video Clip for non-Club members] Federal Realty Trust CEO Don Wood: It’s economies like this we thrive in (https://www.cnbc.com/video/2026/05/04/federal-realty-trust-ceo-don-wood-its-economies-like-this-we-thrive-in.html)
Federal Realty Trust President and CEO Don Wood joins ‘Mad Money’ host Jim Cramer to talk the retail real estate landscape.
Ticker: FRT
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): Blackstone (BX)
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）
****************************
Previous Episode/ 前回のエピソード Next Episode / 次回のエピソード
-
- 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.