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This page lists the main topics and stocks discussed on Mad Money with Jim Cramer aired on June 30, 2026, with links to CNBC articles, videos, and English transcripts.
2026年6月30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 the AI trade has shifted — and these stocks are leading now (https://www.cnbc.com/2026/06/30/jim-cramer-ai-trade-shifted-stocks-leading-now.html)
- CNBC’s Jim Cramer said Wall Street is rewarding the companies supplying the artificial intelligence boom rather than the technology giants funding it.
- While Cramer continues to own several Magnificent Seven stocks, he believes AI suppliers such as Micron, Intel, Marvell, AMD and Sandisk are currently in the strongest position to benefit from the industry’s massive spending cycle.
(2) [No Video Clip for non-Club members] We are about to see a wave of takeovers, says Jim Cramer (https://www.cnbc.com/video/2026/06/30/we-are-about-to-see-a-wave-of-takeovers-says-jim-cramer.html)
‘Mad Money’ host Jim Cramer explains why dealmaking in certain sectors may be on the rise soon.
(3) Executive Interview: Micron CEO: Customers driving hard bargain on price contributed to memory shortage (https://www.cnbc.com/2026/06/30/micron-ceo-customers-driving-hard-bargain-on-price-contributed-to-memory-shortage.html)
- Micron CEO Sanjay Mehrotra said years of aggressive pricing pressure left the memory industry underinvested just before AI demand surged, contributing to the supply shortages driving today’s chip market.
- Despite the downturn, Micron continued investing in manufacturing and technology, a strategy Mehrotra said has positioned the company to benefit from the AI boom as tight memory supplies are expected to persist beyond 2027.
Ticker: MU
(4) [No Video Clip for non-Club members] Executive Interview: Micron CEO: We are investing globally to bring supply as fast as possible (https://www.cnbc.com/video/2026/06/30/micron-ceo-we-are-investing-globally-to-bring-supply-as-fast-as-possible.html)
Micron Chairman, President and CEO Sanjay Mehrotra joins ‘Mad Money’ host Jim Cramer to talk quarterly results, product demand, its roll in the AI buildout, and more.
Ticker: MU
(5) Cramer’s lightning round: Buy GE Vernova (https://www.cnbc.com/2026/06/30/cramers-lightning-round-buy-ge-vernova.html)
- Ultra Clean Holdings: “That’s one of the hottest stocks in the world. As long as the data center stays hot, the stock is going to continue to make money, but it is expensive. Here’s what I would do: I would take a quarter of it off, get some of that cost basis out, and then let the rest run for another 15%.”
- TE Connectivity: “I think the stock should be higher. I don’t understand why the multiple is so low. It should be a market multiple. I think this is a terrific stock.”
- Voyager Technologies: “This company is losing so much money. It may take a lifetime before they make money.”
- Symbiotic: “I have to tell you, the company is making money. I think it’s a very good spec. I reiterate that I am not against Symbiotic. There are so many losing money companies out there that people buy. This one is not. I think it’s a decent spec. It’s too low.”
- Enphase Energy: “It’s to erratic, too episodic…This thing is one of the hardest stocks in the world to own.”
- GE Vernova: “GE Vernova of those is my favorite. It’s one that the Charitable Trust has a very big position…I say still buy GE Vernova.”
Ticker: UCTT, TEL, VOYG, SYM, ENPH, GEV
(6) [No Video Clip for non-Club members] Executive Interview: I see no signs of layoffs or recession, says Paychex CEO (https://www.cnbc.com/video/2026/06/30/i-see-no-signs-of-layoffs-or-recession-says-paychex-ceo.html)
John Gibson, Paychex president and CEO, joins ‘Mad Money’ host Jim Cramer to talk the state of the labor market.
Ticker: PAYX
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):
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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