Mad Money with Jim Cramer – Oct 19, 2026 (Mon): 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 19, 2026, with links to CNBC articles, videos, and English transcripts.

2026年10月19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 recent AI stock sell-off echoes a crucial lesson from the 1987 market crash (https://www.cnbc.com/2026/10/19/cramer-recent-ai-sell-off-echoes-lesson-1987-crash.html)

• CNBC’s Jim Cramer said the 1987 stock market crash offers an important lesson that can be applied to the recent AI sell-off.
• He said falling share prices don’t necessarily signal trouble at the underlying companies.

“Bottom Line: You may be seeing huge moves that are not based on a company’s fundamentals”

 

(2) [No Video Clip for non-Club members] Friday’s sell-off felt like pure fear taking hold, says Jim Cramer (https://www.cnbc.com/investingclub/video/2026/10/19/fridays-sell-off-felt-like-pure-fear-taking-hold-says-jim-cramer.html)

‘Mad Money’ host Jim Cramer talks what lead data center stocks lower last week.

“Bottom Line: Last week’s AI data center sell-off was severe – but is it a buying opportunity?”

 

(3) Jim Cramer says don’t chase the AI rebound just yet. Here’s what needs to happen first (https://www.cnbc.com/2026/10/19/jim-cramer-dont-chase-ai-rebound-yet.html)

• CNBC’s Jim Cramer warned investors against rushing back into AI stocks.
• He wants to see improving technical indicators, continued AI spending by Big Tech, the midterm elections and a successful Anthropic IPO to help restore confidence in the battered trade.

“Bottom Line: It’s too soon to say the coast is clear with the AI data center stocks.”

 

(4) [No Video Clip for non-Club members] Executive Interview: Paychex CEO John Gibson goes one-on-one with Jim Cramer (https://www.cnbc.com/investingclub/video/2026/10/19/paychex-ceo-john-gibson-goes-one-on-one-with-jim-cramer.html)

Paychex President and CEO John Gibson tells ‘Mad Money’ host Jim Cramer that strong PEO and HR outsourcing growth, which beat expectations, helped the stock recover after an earnings-driven selloff.

Ticker: PAXY

 

(5) Cramer’s lightning round: ‘Do not own’ MFA Financial (https://www.cnbc.com/2026/10/19/cramers-lightning-round-do-not-own-mfa-financial.html)

• AppLovin: “It’s come down a lot, but in the end AppLovin is in the crosshairs of Alphabet
  and I don’t want to be there. … I’m just going to have to say no.”
• Vale S.A.: “I like it. I think that’s a good idea. Nice hedge against inflation too.”
• MFA Financial: “These residential mortgage-backed stocks have just been absolutely horrendous, and I’m going to just say unequivocally: do not own that stock. I don’t care how low the price to earnings multiple is.”
• Kratos Defense & Security Solutions: “People hate the defense stocks. I don’t want to touch the defense stocks.”
• Twilio: “I think it’s valued correctly. That’s the problem. Therefore, I don’t see any upside or downside that I can pin anything on.”
• Compass Pathways: “You’re up against J&J [Johnson & Johnson]. I will not go up against J&J. They’re too big and too powerful. I want to stay away from that one. You can spec, a small position, spec that they get approval, but it’s very, very difficult.”
• Cintas: “We want to own Cintas, but it just had a really, really big run. … I think it’s a terrific company.”

Ticker: APP, VALE, MFA, KTOS, TWLO, CMPS, CTAS

 

(6) [No Video Clip for non-Club members] Rising rates, not GPU values, are CoreWeave’s real risk, says Jim Cramer (https://www.cnbc.com/investingclub/video/2026/10/19/rising-rates-not-gpu-values-are-coreweaves-real-risk-says-jim-cramer.html)

‘Mad Money’ host Jim Cramer argues CoreWeave’s borrowing troubles stem from rising Treasury yields and Fed policy under Kevin Warsh, not doubts about its Nvidia GPU collateral.

 

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): Sofi (SOFI) [It wil not go up until other big banks start going up; not expect any big rally unless huge move up in big bank, and I don’t see that coming right now], All State (ALL) [Don’t increase share; it moved so much for nothing; let’s see how the earning goes], CrowdStrke (CRWD) [I think you have a good chance it’s going to go higher]

 

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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