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2025年7月22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) Jim Cramer unpacks Tuesday’s market action as winning stocks take a breather (https://www.cnbc.com/2025/07/22/jim-cramer-unpacks-tuesdays-market-action-as-winning-stocks-take-a-breather.html)
- CNBC’s Jim Cramer analyzed Tuesday’s market action and told investors to step back as big winners cool down after huge runs.
- “I say let the rotation play out. Give it some space,” he said. “The stocks that are rallying have been down for days, maybe weeks, maybe even some cases, months.”
(2) [No Video Clip for non-Club members] Jim Cramer digs into Domino’s Pizza as a portfolio play (https://www.cnbc.com/video/2025/07/22/jim-cramer-digs-into-dominos-pizza-as-a-portfolio-play.html)
‘Mad Money’ host Jim Cramer shares part of his interview with the Domino’s CEO and discusses how to play the stock.
Ticker: DPZ
(3) [No Video Clip for non-Club members] Off-the-Chart: Jim Cramer takes a technical look at rising beef prices (https://www.cnbc.com/video/2025/07/22/jim-cramer-takes-a-technical-look-at-rising-beef-prices.html)
‘Mad Money’ host Jim Cramer hits the charts with beef prices.
(4) [No Video Clip for non-Club members] The housing market remains solid, if rates drop these stocks could keep climbing, says Jim Cramer (https://www.cnbc.com/video/2025/07/22/the-housing-market-remains-solid-if-rates-drop-these-stocks-could-keep-climbing-says-jim-cramer.html)
‘Mad Money’ host Jim Cramer breaks down Tuesday’s gains in homebuilders.
Ticker: DHI, PHM, TOL, LEN
(5) Cramer’s Lightning Round: Don’t buy UPS (https://www.cnbc.com/2025/07/22/cramers-lightning-round-dont-buy-ups.html)
- UPS: “UPS is a real quandary. I love that yield, but I do think that the fundamentals are still hurting. I’m going to have to take a pass on that one [Don’t buy! Don’t buy! Don’t buy! Don’t buy!].”
- SoundHound AI: ”…I would be a little careful.”
- Modine: “Modine’s got a lot of good things going…I think Dover is a better play for you than Modine.”
- Entergy: “ETR’s had such a run, I know it can go higher…I’m going to say right here [don’t buy! don’t buy].”
Ticker: UPS, SOUN, MOD, ETR
(6) Jim Cramer says Kohl’s short sellers should ‘cover and move on’ (https://www.cnbc.com/2025/07/22/jim-cramer-says-kohls-short-sellers-should-cover-and-move-on.html)
- CNBC’s Jim Cramer advised against shorting the stock of Kohl’s, comparing the scenario to GameStop’s short squeeze four years ago.
- Kohl’s balance sheet isn’t bad enough to justify such a heavy short position, Cramer said.
“The shorts have clearly overstepped their boundaries with Kohl’s. - They’ve run into a buzz-saw of their own creation,” he said.
Ticker: KSS
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）
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