Mad Money: 2025年9月29日(月)の放送の要点

[暮眞★潤 (Jun Kurema)]

2025年9月29日(月)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 explains why he thinks the AI boom is different than the dotcom bubble (https://www.cnbc.com/2025/09/29/jim-cramer-explains-why-he-thinks-the-ai-boom-is-different-than-the-dotcom-bubble.html)

• CNBC’s Jim Cramer on Monday pushed back against the narrative that Wall Street’s fervor for artificial intelligence is the same as the dotcom bubble of 2000.
• He said here are major differences in terms of the quality and funding of the current Big Tech stocks that are leading the market to new heights.
• “Speaking as an internet pioneer, what I see now is the polar opposite of what we were seeing 25 years ago. When the dotcoms made bad investments, nearly all of them went under,” he said. “But, worst case scenario, if Google and Amazon and Meta make bad investments and take big losses, that’s just another day at the office.”

“Bottom Line: What I see now is the polar opposite of the dot com bubble.”

 

(2) Jim Cramer explains why he thinks a government shutdown won’t have a big impact on the market (https://www.cnbc.com/2025/09/29/jim-cramer-says-government-shutdown-wont-have-a-big-impact-on-the-market.html)

• CNBC’s Jim Cramer on Monday told investors why he believes that a government shutdown won’t have a major effect on the market.
• He reviewed data that suggested there isn’t a discernable trend of stock behavior following shutdowns.
• However, his primary concern is that the shutdown will delay the release of key economic data that informs the Federal Reserve’s decision on interest rates.
• “When it comes to government shutdowns, my message is simple: keep calm and carry on, because the stock market tends to do just fine in these situations,” Cramer said.

“Bottom Line: I’m not too worried about the impact of a shutdown – The market tends to do just fine.”

 

(3) [No Video Clip for non-Club members] StubHub is too risky right now, says Jim Cramer (https://www.cnbc.com/video/2025/09/29/stubhub-is-too-risky-right-now-says-jim-cramer.html)

‘Mad Money’ host Jim Cramer takes a closer look at StubHub after the stock’s downturn following its IPO.

Ticker: STUB

“Bottom Line: Until we see signs of a bottom in Stubhub, I think this stock’s too risky.”

 

(4) [No Video Clip for non-Club members] Executive Interview: Jim Cramer sits down with the incoming and outgoing CEOs of Yum! Brands (https://www.cnbc.com/video/2025/09/29/jim-cramer-sits-down-with-the-incoming-and-outgoing-ceos-of-yum-brands.html)

David Gibbs, Yum Brands’ CEO, and Chris Turner, Yum Brands’ incoming CEO and CFO, joins ‘Mad Money’ host Jim Cramer to talk what the upcoming leadership change means for the compnay, consumer trends, quarterly results, and more.

Ticker: YUM

 

(5) Cramer’s Lightning Round: American Superconductor is ‘a very interesting spec’ (https://www.cnbc.com/2025/09/29/cramers-lightning-round.html)

• American Superconductor: “I would say this stock has had a big move…It’s a very interesting spec.”
• Brinker International: “It’s time to pull the trigger for those young’uns, I would be a buyer of Brinker for them.”
• United States Antimony: “It’s a spec that actually makes money…So I’m willing to bless that as a spec.”
• Amphenol: “It’s a good company…It’s just a rocket ship, I know.”

Ticker: AMSC, EAT, UAMY, APH

 

(6) [No Video Clip for non-Club members] A market led by banks is a market I want to buy, says Jim Cramer (https://www.cnbc.com/video/2025/09/29/a-market-led-by-banks-is-a-market-i-want-to-buy-says-jim-cramer.html)

‘Mad Money’ host Jim Cramer talks leadership in the banking sector.

Ticker: JPM, GS, C, WFC, BAC

 

Other Stocks Discussed (calls with audience): Signet Jewelers (SIG) [10 tines earning, with a terrific guy who is doing a terrific job. The numbers are good. You need a better case to be short], Palantir (PLTR) [Let it run until the fundamentals change, and right now the fundamentals seem very strong at Palantir], Six Flags (FUN) [Not have forces], Hinge Health (HNGE) [the company is doing good], Voyager Technologies (YOYG) [Losing too much money]

 

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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