Mad Money: 2025年11月4日(火)の放送の要点

2025年11月4日(火)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) Wall Street is too fixated on the high valuations of tech and speculative stocks, Cramer says (https://www.cnbc.com/2025/11/04/wall-street-speculative-tech-high-valuation-jim-cramer.html)

• CNBC’s Jim Cramer examined Tuesday’s market action, reviewing Wall Street’s reaction to Palantir’s big decline.
• He suggested some investors are too focused on the large valuations of certain artificial intelligence-related stocks and speculative names.

(2) Uber’s strong growth makes it a buy on weakness, Jim Cramer says (https://www.cnbc.com/2025/11/04/uber-buy-on-weakness-jim-cramer.html)

• CNBC’s Jim Cramer on Tuesday praised Uber’s recent quarter, saying the results showed commendable growth that makes him optimistic on the stock.
• “I think the company’s focused on a clear strategy that it’s executing quite well,” Cramer said.

Ticker: UBER

(3) When Simon reported last night, it sure didn’t seem like the consumer was struggling, says Jim Cramer (https://www.cnbc.com/video/2025/11/04/when-simon-reported-last-night-it-sure-didnt-seem-like-the-consumer-was-struggling-says-jim-cramer.html)

‘Mad Money’ host Jim Cramer walks through Simon earnings and what they are signaling about the state of the consumer.

Ticker: SPG

(4) [No Video Clip for non-Club members] Executive Interview: AGCO CEO Eric Hansotia goes one-on-one with Jim Cramer (https://www.cnbc.com/video/2025/11/04/agco-ceo-eric-hansotia-goes-one-on-one-with-jim-cramer.html)

AGCO Chairman, President and CEO Eric Hansotia joins ‘Mad Money’ host Jim Cramer to talk quarterly results, growth in ag tech, labor challenges, and more.

Ticker: AGCO

(5) Cramer’s Lightning Round: ‘I’m going to take a pass’ on Zoom (https://www.cnbc.com/2025/11/04/cramers-lightning-round-im-going-to-take-a-pass-on-zoom.html)

• Viking Therapeutics: ”…Own Eli Lilly.”
• Altria Group: “I won’t recommend it personally, but I can’t fight it.”
• Zoom: “I think Zoom is a good company…I just lack a catalyst about why to recommend it, so therefore I’m going to take a pass.”
• ProFrac: “I’m really anti the oils right now, I think they’re all going lower. I do not want to to touch them.”

Ticker: VKTX, MO, ZM, ACDC

(6) [No Video Clip for non-Club members] Stock declines on good numbers isn’t just odd, its downright worrisome, says Jim Cramer (https://www.cnbc.com/video/2025/11/04/stock-declines-on-good-numbers-isnt-just-odd-its-downright-worrisome-says-jim-cramer.html)

‘Mad Money’ host Jim Cramer talks declines in consumer facing stocks

Other Stocks Discussed (calls with audience):

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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