Mad Money with Jim Cramer – Oct 7, 2026 (Wed): 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 October 7, 2026, with links to CNBC articles, videos, and English transcripts.

2026年10月7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) Cramer says higher rates are splitting the market in two — and AI stocks have a big advantage (https://www.cnbc.com/2026/10/07/jim-cramer-spacex-wall-street-bull-case.html)

• CNBC’s Jim Cramer said higher borrowing costs are splitting the market, putting pressure on credit-sensitive sectors while AI companies remain largely insulated.
• He said strong demand for AI growth allows companies such as SpaceX to access capital on attractive terms even as higher rates make borrowing tougher elsewhere.

“Bottom Line: The data center stocks have nothing to do with what price the Gov’t borrows at …  they only have to do with a future that’s considered so bright it obscures any bumps.”

 

(2) [No Video Clip for non-Club members] Executive Interview: Levi Strauss CEO Michelle Gass goes one-on-one with Jim Cramer (https://www.cnbc.com/video/2026/10/07/levi-strauss-ceo-michelle-gass-goes-one-on-one-with-jim-cramer.html)

Levi Strauss President and CEO Michelle Gass joins ‘Mad Money’ host Jim Cramer to talk its Q3 results, the state of consumer trends, the impact of tariffs, and more.

Ticker: LEVI

 

(3) [No Video Clip for non-Club members] I feel much better about Constellation Brands now, than I did 24 hours ago, says Jim Cramer (https://www.cnbc.com/investingclub/video/2026/10/07/i-feel-much-better-about-constellation-brands-now-than-i-did-24-hours-ago-says-jim-cramer.html)

• ‘Mad Money’ host Jim Cramer talks why he has a growing confidence in alcoholic beverage company Constellation Brands.
  Ticker: STZ
• “Bottom Line: While I’, not ready to start pounding the table on Constellation Brands again … I feel much better about this stock than I did 24 hours ago.”

 

(4) [No Video Clip for non-Club members] Executive Interview: We have almost 200 customers on Veeva Basics, says CEO Peter Gassner (https://www.cnbc.com/investingclub/video/2026/10/07/we-have-almost-200-customers-on-veeva-basics-says-ceo-peter-gassner.html)

Veeva Systems Founder and CEO Peter Gassner joins ‘Mad Money’ host Jim Cramer to talk how it is utilizing AI, its current product offerings, the rate of growth it is seeing, and more.

Ticker: VEEV

 

(5) Cramer’s lightning round: ‘I do not like MiniMed’ (https://www.cnbc.com/2026/10/07/cramers-lightning-round-i-do-not-like-minimed.html)

• MiniMed: “Medtronicgot rid of it, and I don’t want anything to do with it. I do like Medtronic, but I do not like MiniMed.”
  Rambus: “It’s never really intrigued me. There’s no real catalyst. It just kind of sits there. I see no reason to buy it.
• L3Harris: “I kind of like L3 Harris to tell you the truth. I’ve actually been looking at it, and I’ve been saying it just isn’t that bad. … How do you pick a bottom in a stock like L3Harris? You don’t. Say you want to buy 100 shares, buy 25 here, and then you use three, five point increments to be able to get it.”
• GigaCloud: “I have to tell you, this thing is such a rocket ship. This is one of the most speculative stocks on earth. If you want speculation, I say GigaCloud.”
  Accelevation: “I don’t know it.”
• Archer-Daniels-Midland: “Archer-Daniels has kind of done nothing for a very long time until now, and I actually think it’s a terrific idea for you. I also like Deere. I like the ag business, not just because it’s midterm elections. I think Archer-Daniels’ time has come.”
• Babcock & Wilcox: “You didn’t catch the bubble. It’s all the way down. It’s a pretty good spec at five bucks. Don’t put too much money into it, but I think it’s a nice speculation.”

Ticker: MMED, RMBS, LHX, GCT, ACCV, ADM, BW

 

(6) Cramer says SpaceX’s latest price target hike could signal something bigger (https://www.cnbc.com/2026/10/07/cramer-spacex-price-target-hike.html)

• CNBC’s Jim Cramer said Goldman Sachs’ latest price target hike on SpaceX is a sign that Elon Musk’s ambitious vision for the company may be becoming reality faster than investors expected.
• He sees growing opportunities across SpaceX, including its compute business, but said the stock remains too speculative for his Charitable Trust.

Ticker: SPCX

 

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）
• 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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