Mad Money: 2025年11月13日(木)の放送の要点

2025年11月13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) Jim Cramer worries about tech insider selling, says AI ‘mania’ could be ‘starting to unwind’ (https://www.cnbc.com/2025/11/13/jim-cramer-tech-insider-selling-ai-mania-worries-unwind.html)

• CNBC’s Jim Cramer unpacked Thursday’s market action and worried about declines in the broader tech sector, suggesting insider selling in certain companies is reminiscent of the dotcom era.
• “I don’t want to abandon the truly profitable companies involved in AI…but I know a mania when I see one, and this one feels like it’s starting to unwind,” he said.

(2) [No Video Clip for non-Club members] Executive Interview: TKO’s President and CEO sit down with Jim Cramer (https://www.cnbc.com/video/2025/11/13/tkos-president-and-ceo-sit-down-with-jim-cramer.html)

TKO’s President Mark Shapiro and CEO Ariel Emanuel both sit down with ‘Mad Money’ host Jim Cramer to talk WWE’s deal with ESPN, its content strategy, its audience demographics, and more.

Ticker: TKO

(3) Why Jim Cramer is worried about the ‘experiential economy’ (https://www.cnbc.com/2025/11/13/jim-cramer-experiential-economy-worried.html)

• CNBC’s Jim Cramer on Thursday expressed concerns about businesses related to travel and leisure, in part due to macroeconomic uncertainty.
• He also noted that some of the major players in the space have failed to impress Wall Street with recent earnings.
• “While I’m not yet calling the whole theme dead, I’ll certainly be watching this space closely going forward, because it’s clearly in a precarious place for the moment,” Cramer said.

(4) [No Video Clip for non-Club members]Demand for Natural Gas is going to be strong, says Coterra CEO Tom Jorden (https://www.cnbc.com/video/2025/11/13/demand-for-natural-gas-is-going-to-be-strong-says-coterra-ceo-tom-jorden.html)

Coterra Chairman, President and CEO Tom Jorden joins ‘Mad Money’ host Jim Cramer to talk energy demand, quarterly results, its share price performance, and more.

Ticker: CTRA

(5) Cramer’s Lightning Round: ‘I would not own’ CarMax (https://www.cnbc.com/2025/11/13/cramers-lightning-round-i-would-not-own-carmax.html)

• ServiceNow: “If you invest for the long term, I want you to hold it…I think the fundamentals are very good at ServiceNow.”
• CarMax: “I think that the business is really bad there…I would not own that stock.”
• Conagra Brands: “I do not invest in companies that have flat revenues for multiple years.”
• Lam Research: ”…I think tomorrow, Lam will be down because of Applied Materials. And then you want to start nibbling at that stock.”

Ticker: NOW, KMK, CAG. LRCX

(6) [No Video Clip for non-Club members] CEOs are figuring out if they should hire people, says Jim Cramer (https://www.cnbc.com/video/2025/11/13/ceos-are-figuring-out-if-they-should-hire-people-says-jim-cramer.html)

‘Mad Money’ host Jim Cramer talks a changing job market.

Other Stocks Discussed (calls with audience): On Semiconductor (ON) [I cannot be there], Celestica (CLS) [good company; someone targeted this company today], Hartz (HTZ) [It’s a speculative stock]

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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