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This page lists the main topics and stocks discussed on Mad Money with Jim Cramer aired on October 5, 2026, with links to CNBC articles, videos, and English transcripts.
2026年10月5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) Stocks are hitting records despite surging yields. Cramer explains why (https://www.cnbc.com/2026/10/05/cramer-ai-stocks-treasury-yields.html)
- CNBC’s Jim Cramer said Nvidia, Microsoft and Meta are helping push stocks to records even as surging Treasury yields pressure much of the broader market.
- He said the unusual disconnect makes the bond market an important signal for where stocks could head next.
“Bottom Line: The Bond sellers so far have been anything but stupid… My money’s on them to tell us where we’re going next.”
(2) [No Video Clip for non-Club members] HPE isn’t Dell, but its lower valuation gives it more upside, says Jim Cramer (https://www.cnbc.com/investingclub/video/2026/10/05/hpe-isnt-dell-but-its-lower-valuation-gives-it-more-upside-says-jim-cramer.html)
‘Mad Money’ host Jim Cramer evaluates HPE’s quarterly results and where the company could go from here.
Ticker: HPE, DELL
“Bottom Line: HPE isn’t Dell, but its lower valuation gives it more upside.”
(3) [No Video Clip for non-Club members] Off the Charts: Jim Cramer looks into where gold is headed (https://www.cnbc.com/investingclub/video/2026/10/05/off-the-charts-jim-cramer-looks-into-where-gold-is-headed.html)
‘Mad Money’ host Jim Cramer hits the charts with gold prices.
“Bottom Line: The Chartist suggests that there is a high probability of bounce in Gold.”
(4) This satellite stock has crashed 66%. Jim Cramer says it’s time to start buying (https://www.cnbc.com/2026/10/05/jim-cramer-planet-labs-stock-buy.html)
- Planet Labs has fallen roughly 66% from its May peak.
- CNBC’s Jim Cramer said the lower valuation and improving business are enough to make him start buying.
Ticker: PL
“Bottom Line: If you like Planet Labs like me, I’d put a small position and leave room for more.”
(5) Cramer’s lightning round: ‘I think Ciena is very good’ (https://www.cnbc.com/2026/10/05/cramers-lightning-round-i-think-ciena-is-very-good.html)
- Avery Dennison: “It always sells for a reasonable multiple. … I think you have a winner there.”
- Ciena: “I think Ciena is very good. I happen to like optical. You know, the one that I had liked for the Club was Corning. I’m waiting for it to come down and be able to get back in.”
- FirstCash Holdings: “Because it’s a pawn shop company, I don’t understand that business model well enough to be able to opine on it.”
- ING Groep: “People are very worried about Europe right now because of France. I think ING is good. … I happen to like Banco Santander
very much too. I think you’re in good shape.” - Sarepta Therapeutics: “This is a very controversial stock. I want everything to work for people who have this and the families who have it, but I cannot opine on it because it’s just too difficult for me to understand.”
Ticker: AVY, CIEN, FCFS, ING, SRPT
(6) [No Video Clip for non-Club members] I was shocked to see Microsoft leapfrogging Google and OpenAI on AI sentiment, says Jim Cramer (https://www.cnbc.com/investingclub/video/2026/10/05/i-was-shocked-to-see-microsoft-leapfrogging-google-and-openai-on-ai-sentiment-says-jim-cramer.html)
‘Mad Money’ host Jim Cramer takes a look at Microsoft’s latest advancements with Copilot and how people feel about the company and the product.
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): Honeywell Aerospace (HONA) [The company has no credibility], KLA Corp (KLAC) [I would own that stock right here; I like Lam and AMT more], Domino’s Pizza (DPZ) [this is a very tough one; let’s see how new CEO handle himself, let’s see how the company does and then we’ll be able to make a better, more informed decision], Sofi Technology (SOFI) [It’s been a terrible stock, but it does not make it is a terrible company], RTX (RTX) [people think defense budget peaked which I disagree; BA in my charitable trust is doing terribly and RTX is in a same situation], Intuitive Surgical (ISRG) [I don’t like this particular business; I like the company but it is too expensive stock]
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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