Mad Money: 2025年10月8日(水)の放送の要点

2025年10月8日(水)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 breaks down three major sectors of this economy (https://www.cnbc.com/2025/10/08/jim-cramer-breaks-down-major-sectors-economy.html)

• CNBC’s Jim Cramer on Wednesday identified and reviewed three distinct aspects of the current economy, explaining how he thinks this dynamic is impacting market action.
• “We have three economies right now,” he said. “Two of those are booming, although one shouldn’t be, and the third one is hurting, badly, and it needs help right now.”
• Cramer pointed to one economy that revolves around AI and the data center, the more general consumer-focused segment, as well as a speculative section that he thinks is too frothy.

“Bottom Line: I think the speculative stocks are the real bubbles in the market, not AI stocks.”

(2) Executive Interview: CoreWeave CEO pushes back against circular investment concerns (https://www.cnbc.com/2025/10/08/coreweave-ceo-pushes-back-against-circular-investment-concerns-.html)

• CoreWeave CEO Michael Intrator discussed his company’s deals with a number of artificial intelligence giants.
• He brushed off concerns that the agreements are circular investments, saying such a narrative is “fundamentally flawed.”

Ticker: CRWV

(3) [No Video Clip for non-Club members] Off-the-Chart: Jim Cramer goes off the charts to see if this market still has room to run (https://www.cnbc.com/video/2025/10/08/jim-cramer-goes-off-the-charts-to-see-if-this-market-still-has-room-to-run.html)

‘Mad Money’ host Jim Cramer hits the charts with the S&P 500 as Wednesday’s chartist thinks there is still significant upside to this market.

(4) [No Video Clip for non-Club members] Executive Interview: When you have uncertainty in the world, gold is king, says AEM CEO Sean Boyd (https://www.cnbc.com/video/2025/10/08/when-you-have-uncertainty-in-the-world-gold-is-king-says-aem-ceo-sean-boyd.html)

Agnico Eagle Mines Chairman Sean Boyd joins ‘Mad Money’ host Jim Cramer to talk precious metal mining demand, the skyrocketing price of gold, competition in the space and more.

Ticker: AME

(5) Cramer’s Lightning Round: IFF is ‘just flatlining’ (https://www.cnbc.com/2025/10/08/cramers-lightning-round-iff-is-just-flatlining.html)

• IFF: “The problem there is that it’s just flatlining. The sales have flatlined, there’s really nothing that I can say that’s good about it. It has no growth, and that’s disappointing. It used to be a better company.”
• NexGen Energy: “Take out your cost basis tomorrow and then you can let it run.”
• SoundHound AI: “It’s up a great deal, it’s not making money. I would take a little bit off tomorrow and then let the rest run.”

Ticker: IFF, NXE, SOUN

(6) [No Video Clip for non-Club members] We have to rethink the safety stocks, says Jim Cramer (https://www.cnbc.com/video/2025/10/08/we-have-to-rethink-the-safety-stocks-says-jim-cramer.html)

‘Mad Money’ host Jim Cramer talks reassessing traditional safety plays in the current market.

Other Stocks Discussed (calls with audience): Sportradar Group AG (SRAD) [I don’t think the fundamentals are good, here], Broadcom (AVGO) [we own this one for charitable trust; it wouldn’t hurt buy more]

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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