Mad Money: 2025年10月16日(木)の放送の要点

2025年10月16日(木)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) Bank loan worries make it easier for Fed to cut interest rates, Jim Cramer says (https://www.cnbc.com/2025/10/16/bank-loan-fed-cut-rates.html)

• CNBC’s Jim Cramer said sour bank loans pave the way for the Federal Reserve to cut interest rates because they signal the economy is going south.
• Investors’ fears about private lending practices mounted after Zions Bancorporation disclosed a $50 million loss on two commercial loans, and Western Alliance alleged that a borrower had committed fraud.
• “Today got real ugly, but at least we finally have something that can make the Federal Reserve itchy to cut interest rates sooner rather than later,” Cramer said.

“Bottom Line: The real economy stocks will be the winners in the rate cut scenario I see happening.”

(2) [No Video Clip for non-Club members] Executive Interview: Lyft CEO David Risher sits down with Jim Cramer (https://www.cnbc.com/video/2025/10/16/lyft-ceo-david-risher-sits-down-with-jim-cramer.html)

Lyft CEO David Risher joins ‘Mad Money’ host Jim Cramer to talk quarterly results, robotaxis, what is ahead for the rideshare giant, and more.

Ticker: LYFT

(3) Executive Interview: Executive Interview: Prologis is ‘at a trough,’ CEO says, as demand starts to return and data center business gains momentum (https://www.cnbc.com/2025/10/16/prologis-ceo-trough-data-center-business-demand-momentum.html)

After years of heightened vacancies, Prologis CEO Hamid Moghadam told CNBC’s Jim Cramer that demand for warehouse and e-commerce facilities is picking up.
Data center buildout is also creating a lot of opportunities for the company, Moghadam said.

Ticker: PLD

(4) [No Video Clip for non-Club members] Executive Interview: The government may shutdown, but critical systems don’t, says Okta CEO Todd McKinnon (https://www.cnbc.com/video/2025/10/16/the-government-may-shutdown-but-critical-systems-dont-says-okta-ceo-todd-mckinnon.html)

Okta CEO and Co-Founder Todd McKinnon joins ‘Mad Money’ host Jim Cramer to talk identity security fabric, incorporating AI, international growth, and more.

Ticker: OKTA

(5) Cramer’s Lighting Round: Hold Martin Marietta Materials (https://www.cnbc.com/2025/10/16/cramers-lighting-round-hold-martin-marietta-materials.html)

• TopBuild: “I would some trimming of that stock.”
• Critical Metals: “It is time to ka-ching ka-ching Critical Metals.”
• Verizon: ”…With a 7% yield, I think it’s a really good idea.
• Revolution Medicines: “This is a speculative situation.”
• Martin Marietta Materials: “Just hold it, I wouldn’t buy more. No need to sell it, it’s just a great long-term hold.”

Ticker: BLD, SZZL, VZ, RVMD, MLM

(6) [No Video Clip for non-Club members] Jim Cramer breaks down the action in AMC’s stock during its move higher in 2021 (https://www.cnbc.com/video/2025/10/16/jim-cramer-breaks-down-the-action-in-amcs-stock-during-its-move-higher-in-2021.html)

‘Mad Money’ host Jim Cramer talks AMC and insider selling.

Ticker: AMC

Other Stocks Discussed (calls with audience): Intuitive Surgical (IRSG)

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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