Mad Money: 2025年10月3日(金)の放送の要点

[暮眞★潤 (Jun Kurema)]

2025年10月3日(金)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’s week ahead: Dell’s analyst meeting and earnings from McCormick, Delta (https://www.cnbc.com/2025/10/03/cramers-week-ahead-dells-analyst-meeting-earnings-mccormick-delta.html)

• CNBC’s Jim Cramer on Friday guided investors through next week on Wall Street, highlighting earnings reports from McCormick and Delta Air Lines as well as Dell’s analyst meeting.
• He also mentioned quarterly reports from Constellation Brands and PepsiCo, as well as commentary from Chicago Federal Reserve President Austan Goolsbee.

 

(2) [No Video Clip for non-Club members] SoFi struggled to gain traction before recent rebound, says Jim Cramer (https://www.cnbc.com/video/2025/10/03/sofi-struggled-to-gain-traction-before-recent-rebound-says-jim-cramer.html)

Mad Money host Jim Cramer discusses SoFi’s long stretch of stagnation in the mid-single digits, last year’s brief breakout into the mid-teens, and the stock’s pullback on tariff worries.

Ticker: SOFI

“Bottom Line: SOFI’s caught fire – It wouldn’t shock me if this rally continues.”

 

(3) Why Jim Cramer thinks now could be the time to buy DraftKings even as prediction markets gain traction (https://www.cnbc.com/2025/10/03/jim-cramer-buy-draftkings-now.html)

• CNBC’s Jim Cramer on Friday explained why he thinks there could be an opportunity to buy DraftKings following the stock’s recent losses.
• He said competition from prediction markets isn’t a major threat to business.
• “I’m not backing away from this stock. I think the prediction market fears are overblown here, so if you don’t already own any DraftKings, I’m telling you, you’ve got my blessing right here to put on a small position,” he said. “Beyond that, let’s suspend judgment until they report at the end of the month.”

Ticker: DKNG

“Bottom Line: I think the prediction market fears are overblown I think you could put a small position on Draftking here.”

 

(4) [No Video Clip for non-Club members] Homework: Rare earth push drives Ramaco to all-time high, says Jim Cramer (https://www.cnbc.com/video/2025/10/03/rare-earth-push-drives-ramaco-to-all-time-high-says-jim-cramer.html)

Mad Money host Jim Cramer highlights how Ramaco has surged nearly 500% from its April lows, set a fresh all-time high, expanded into rare earths at a critical time, gained momentum as most global capacity remains concentrated in China, and more.

Ticker: METC

“Bottom Line: I don’t feel comfortable recommending RAMACO resources here.”

 

(5) Cramer’s Lightning Round: Broadcom over Ambiq Micro (https://www.cnbc.com/2025/10/03/cramers-lightning-round-broadcom-over-ambiq-micro.html)

• Ambiq Micro: “We got to be careful of that. There are so many good semiconductor companies out there. I’d rather see you in Broadcom.”
• Albertsons: “I don’t like Albertsons here.”
• uniQure: ”…After a parabolic move, I will not endorse it. Even if I think it’s good, I have to stay away. This one has too many questions for me up here.”
• Chevron: “I think you can own this…Now, I’m not a big fan of oil, I think it could go below $60, so be ready if it does do that.”
• LCI Industries: “I think that you can buy that stock.”
• Dillard’s: “Let’s take some of it off the table and let the rest run.”

Ticker: AMBQ, ACI, QURE, CVX, LCII, DDS

 

(6) [No Video Clip for non-Club members]iPhone 17 shines but iPhone 18 concerns linger for Apple, says Jim Cramer (https://www.cnbc.com/video/2025/10/03/iphone-17-shines-but-iphone-18-concerns-linger-for-apple-says-jim-cramer.html)

Mad Money host Jim Cramer highlights the iPhone Air’s new design, concerns about the iPhone 18, warnings that current valuations may be overly bullish, and more.

Ticker: AAPL

 

Other Stocks Discussed (calls with audience): Pfizer (PFE) [wait another quarter], Hims & Hers Health (HIMS) [very hard stock to own, find easy one], American Eagle Outfitter (AEO) [ring the register], MGM Resorts (MGM) [not a fan, buy wynn tomorrow, instead], Reddit (RDDT) [put some here, and wait and see to buy more], Wingstop (WING) [I fear Wingstop, too high risk, restaurant stock is not doing well because of price of food, hold back]

 

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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