Mad Money: 2025年9月30日(火)の放送の要点

[暮眞★潤 (Jun Kurema)]

2025年9月30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) Trust in the market leads to long-term gains, Jim Cramer says (https://www.cnbc.com/2025/09/30/trust-in-the-market-leads-to-long-term-gains-jim-cramer-says.html)

• CNBC’s Jim Cramer on Tuesday stressed his belief that the market can be vehicle for wealth in the long term.
• He suggested that investors park their money in both index funds and growth stocks.
• “We’ve been blessed with a tremendous market here, I know that,” Cramer said. “But it won’t always be. You have to learn to trust the market.”

“Bottom Line: You must lean to trust the market – Even come of the worst days have worked out fine.”

 

(2) Executive Interview: Paychex CEO says small business owners are ‘resilient in this economy’ (https://www.cnbc.com/2025/09/30/paychex-ceo-says-small-business-owners-are-resilient-in-this-economy.html)

• In a Tuesday interview with CNBC’s Jim Cramer, Paychex CEO John Gibson suggested small businesses are persevering despite an uncertain economic landscape.
• He pointed to employment data from his company’s recent report that indicates a largely steady labor market in the small business sector.

Ticker: PAYX

 

(3) [No Video Clip for non-Club members] Off-the-Chart: Interest rates coming down could be good news for private equity firms, says Jim Cramer (https://www.cnbc.com/video/2025/09/30/interest-rates-coming-down-could-be-good-news-for-private-equity-firms-says-jim-cramer.html)

‘Mad Money’ host Jim Cramer hits the charts with private equity buying opportunities.

Ticker: BX, KKR

Bottom Line: The chartist believes private equity stocks are ready to rebound – He could be right.”

 

(4) [No Video Clip for non-Club members] Executive Interview: We have to build technology around what our customers are looking for, says ArcBest CEO-elect Runser (https://www.cnbc.com/video/2025/09/30/we-have-to-build-technology-around-what-our-customers-are-looking-for-says-arcbest-ceo-elect-runser.html)

ArcBest CEO-elect and President Seth Runser and outgoing CEO Judy McReynolds joins ‘Mad Money’ host Jim Cramer to talk quarterly results, the executive handover, the state of the freight market, and more.

Ticker: ARCB

 

(5) Cramer’s Lightning Round: Costco over Sprouts Farmers Market (https://www.cnbc.com/2025/09/30/cramers-lightning-round-costco-over-sprouts-farmers-market.html)

• Arista Networks: ″That company is doing so well, great call.”
• Applied Digital: “It’s intriguing, but it loses a lot of money”
• Resideo Technologies: “Interesting idea…but it’s kind of played out, it’s had a big move.”
• Sprouts Farmers Market: “Something’s wrong with Sprouts, the stock keeps going down, I don’t get it…[Costco]’s the one you want to pull the trigger on.”

Ticker: ANET, APLD, REZI, SFM

 

(6) [No Video Clip for non-Club members] Don’t reach for yield, go for growth and you will feel more safe, says Jim Cramer (https://www.cnbc.com/video/2025/09/30/dont-reach-for-yield-go-for-growth-and-you-will-feel-more-safe-says-jim-cramer.html)

‘Mad Money’ host Jim Cramer shares lessons he has learned from his time on Wall Street.

Ticker: CAG, BBY, SWK

 

Other Stocks Discussed (calls with audience): Northrop Grumman Corporation (NOC) [It’s a good quality company, good balance sheet, smart people. I want to own the stock], Capital One (COF) [When the economy gets weaker and the Fed moves and cut rates, this is the one you want to buy; I think the stock deserves to be at the 230 range; I’d be a buyer]

 

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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