Mad Money: 2025年10月6日(月)の放送の要点

2025年10月6日(月)放送のCNBC「Mad Money w/ Jim Cramer」のサマリーです。ビデオクリップ＆トランスクリプト（英文）が掲載されているCNBCサイトへのリンクも併記しています。

(1) Jim Cramer says OpenAI might be developing an edge after inking deal with AMD (https://www.cnbc.com/2025/10/06/jim-cramer-openai-amd.html)

• CNBC’s Jim Cramer opined on the accelerating artificial intelligence arms race on Monday.
• He said OpenAI’s latest deal with chipmaker AMD makes the ChatGPT owner more competitive.
• “The hyperscalers are all vulnerable if OpenAI gets this computing power, and given the number of chips it’s buying, I think this company can go after everybody’s business,” he said.

Ticker: AMD

“Bottom Line: No wonder the hyperscalers are spending so aggressively – If they don’t …They’re worried OpenAI, or something like it, will eat their lunch.”

(2) Take-Two Interactive’s ‘scarcity value’ could send the stock higher, Jim Cramer says (https://www.cnbc.com/2025/10/06/jim-cramer-take-two-scarcity-value-stock.html)

• CNBC’s Jim Cramer on Monday explained why he’s bullish on Take-Two Interactive.
• He said it’s set to dominate the video game space now that its top competitor is going private.
• Cramer also expressed confidence in the success of “Grand Theft Auto VI,” the latest iteration of the highly-popular franchise that’s set to be released in May of 2026.
• “This was an industry with three major players, but now, with Activision gone and EA going private, Take-Two’s now the only major publicly-traded American video game company that’s a pure play,” Cramer said

Ticker: TTWO

(3) [No Video Clip for non-Club members] If regulated utilities want to grow it’s going to come from additional demand, says Jim Cramer (https://www.cnbc.com/video/2025/10/06/if-regulated-utilities-want-to-grow-its-going-to-come-from-additional-demand-says-jim-cramer.html)

‘Mad Money’ host Jim Cramer plugs into the energy sector and how to play it.

Ticker: ETR, D, AEP

“Bottom Line: I like the industry, especially Entergy, Dominion & AEP.”

(4) [No Video Clip for non-Club members] I can’t give inspire my blessing, the company is hurt by GLP-1 drugs, says Jim Cramer (https://www.cnbc.com/video/2025/10/06/i-cant-give-inspire-my-blessing-the-company-is-hurt-by-glp-1-drugs-says-jim-cramer.html)

‘Mad Money’ host Jim Cramer checks in on health care company Inspire to weigh if its worth adding to your portfolio.

Ticker: INSP

“Cramer: I can’t give Inspire my blessing – The company is being hurt by GLP-1 drugs.”

(5) Cramer’s Lightning Round: No to Remitly (https://www.cnbc.com/2025/10/06/cramers-lightning-round-no-to-remitly.html)

• Remitly: “I don’t think you want to be there, I’d rather just be in a traditional bank.”
• Upbound Group: “I do not like it, I am sorry.”
• USA Rare Earth: “We did a piece last week on rare earth companies, and we said that they’re all speculative, but we recognize that the president, at any given moment, could take a stake. I am going to say that this fits that pattern.”

Ticker: RELY, RCII, USAR

(6) [No Video Clip for non-Club members] Retire the ‘weak consumer’ narrative, says Jim Cramer (https://www.cnbc.com/video/2025/10/06/retire-the-weak-consumer-narrative-says-jim-cramer.html)

‘Mad Money’ host Jim Cramer talks the state of the consumer.

Other Stocks Discussed (calls with audience): Bank of America (BAC) [let it run, inexpensive, will go higher], Celestica (CLS), Goldman Sachs (GS) [buy buy buy], Oklo (OKLO) [stay the course, don’t touch], Excelerate Energy (EE) [I cannot be excited about it]

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 (音声）
• InternetArchive（1分毎のビデオ＆テキスト）

Disclaimer

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