Mad Money: 2025年10月1日(水)の放送の要点

[暮眞★潤 (Jun Kurema)]

2025年10月1日(水)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) Cramer says that Q3 winners may keep inching higher but the biggest gains may ‘have already been made’ (https://www.cnbc.com/2025/10/01/cramer-says-that-q3-winners-may-keep-inching-higher-but-the-biggest-gains-may-have-already-been-made.html)

• Cramer said that the biggest winners of the third quarter may keep inching higher but the biggest gains may have already been realized.
• Stocks like AppLovin, Western Digital and Warner Bros. Discovery led the third quarter, and Cramer believes these winners may continue to attract institutional interest.
• Cramer advised against bottom fishing in lagging sectors like managed care, cable and used cars, with Chipotle being the only underperformer he sees potential in for a rebound.

Stocks: AppLovin (APP), Western Digital (WDC), Seagate (STX), Warner Bros. Discovery (WBD), Paramount Skydance (PSKY), Teradyne (TER), Robinhood (HOOD), Intel (INTC)

“Bottom Line: Embrace the tape — 3Q winners can still rally, just temper expectations.”

 

(2) [No Video Clip for non-Club members] Executive Interview: Jabil CEO Mike Dastoor goes one-on-one with Jim Cramer (https://www.cnbc.com/video/2025/10/01/jabil-ceo-mike-dastoor-goes-one-on-one-with-jim-cramer.html)

Jabil CEO Mike Dastoor joins ‘Mad Money’ host Jim Cramer to talk about the company’s revenue, margin, EPS, and free cash flow outperformance, upbeat FY26 guidance, exposure across health care, drug manufacturing, and data centers, and more.

Ticker: JBL

 

(3) [No Video Clip for non-Club members] Nike’s turnaround under veteran executive Elliott Hill shows promise, says Jim Cramer (https://www.cnbc.com/video/2025/10/01/nikes-turnaround-under-veteran-executive-elliott-hill-shows-promise-says-jim-cramer.html)

‘Mad Money’ host Jim Cramer explains why Nike’s struggles led the company to bring back longtime executive Elliott Hill, how he’s repairing distributor relationships, managing inventory, laying out a growth plan and why Cramer’s charitable trust recently opened a new position in the stock.

Ticker: NKE [Charitable Trust stared a new position with NKE last week]

“Bottom Line: After its earnings, I feel more confident in Nike’s ability to turn itself around.”

 

(4) [No Video Clip for non-Club members] Fermi America’s rapid rise and blockbuster IPO is big opportunity, says Jim Cramer (https://www.cnbc.com/video/2025/10/01/fermi-americas-rapid-rise-and-blockbuster-ipo-is-big-opportunity-says-jim-cramer.html)

Jim Cramer breaks down Fermi America’s whirlwind journey from launch to public listing, its partnership with Texas Tech on a first-of-its-kind hyper grid campus, recent fundraising and credit deals, the stock’s strong market debut, and more.

Ticker: FRMI

“Ticker” Fermi’s IPO pop gives me pause, its too early & frankly, too half-baked to recommend.”

 

(5) Lightning Round: Stick with Alibaba when it comes to China, says Jim Cramer (https://www.cnbc.com/video/2025/10/01/lightning-round-stick-with-alibaba-when-it-comes-to-china-says-jim-cramer.html)

‘Mad Money’ host Jim Cramer weighs in on stocks including: Tencent Music Entertainment, Sunrun, Inspire Medical Systems, Microvast, and more.

Ticker: TEAM TMO, MVST, INSP, RUN

 

(6) [No Video Clip for non-Club members] Drug stocks could benefit from Pfizer’s $80 billion price-cut deal, says Jim Cramer (https://www.cnbc.com/video/2025/10/01/drug-stocks-could-benefit-from-pfizers-80-billion-price-cut-deal-says-jim-cramer.html)

Mad Money host Jim Cramer explains why pharma shares have been under pressure amid high drug costs and political scrutiny, how the president’s deal with Pfizer to cut prices while investing $80 billion in U.S. plants could shift sentiment, and more.

Ticker: LLY, JNJ

 

Other Stocks Discussed (calls with audience): Micron (MU) [great buy and hold/ homework], Affirm (AFFRM) [God stock to own], Peloton (PTON) [No; but I’d rather be in a subscription business that is more like say, Spotify or Costco or Amazon]

 

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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