Mad Money: 2025年10月7日(火)の放送の要点

[暮眞★潤 (Jun Kurema)]

2025年10月7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) As the market pulls back, Jim Cramer explains how to handle sell-offs (https://www.cnbc.com/2025/10/07/-jim-cramer-how-to-handle-sell-offs.html)

• CNBC’s Jim Cramer unpacked Tuesday’s market action and suggested it can be worthwhile to stick with good stocks as they weather losses, telling investors to buy, not sell, into weakness.
• “When you get hit with a sell-off…that’s when you should buy more of your favorite growth stocks…the ones you’ve done the homework on and believe in,” Cramer said.
• “I think it’s too soon to buy here, this is day one. You have to wait for your stocks to go down a bit more before you can pull the trigger, as many stocks are still very close to their highs,” he continued.

Ticker: NVDA

(2) [No Video Clip for non-Club members] DoorDash’s partners are just as important to its whole story, says Jim Cramer (https://www.cnbc.com/video/2025/10/07/doordashs-partners-are-just-as-important-to-its-whole-story-says-jim-cramer.html)

‘Mad Money’ host Jim Cramer talks how to play food delivery service DoorDash and if its time to add to cart or take some off the table.

Ticker: DASH

 

(3) [No Video Clip for non-Club members] Jim Cramer takes a look at the top data center infrastructure stocks (https://www.cnbc.com/video/2025/10/07/jim-cramer-takes-a-look-at-the-top-data-center-infrastructure-stocks.html)

‘Mad Money’ host Jim Cramer takes a look at this year’s biggest growth story, data centers.

 

(4) Executive Interview: Jensen Huang explains why Nvidia’s latest partnership with OpenAI is different (https://www.cnbc.com/2025/10/07/jensen-huang-nvidia-openai-different.html)

• In a Tuesday interview with CNBC’s Jim Cramer, Nvidia CEO Jensen Huang discussed his company’s new deal with OpenAI, saying it’s the first “direct partnership” with the ChatGPT maker.
• “This is a partnership that, for the first time, OpenAI is going to buy directly from us,” Huang said.

Ticker: NVDA

 

(5) Cramer’s Lightning Round: Affirm is a buy (https://www.cnbc.com/2025/10/07/cramers-lightning-round-affirm-is-a-buy.html)

• Affirm: ”[buy, buy, buy!]”
• Beam Therapeutics: “That’s the speculative bottom there…That one, I can’t go with.”
• Crown Castle: ”…Their business model is not a sound one.”
• Shopify: “That stock’s going much higher.”
• CoreWeave: “I think that CoreWeave is good.”
• Rubrik: “Buy.”
• CrowdStrike: “I believe in George Kurtz, I think that stock goes higher.”

Ticker: AFRM, BEAM, CCI, SHOP, CRWV, RBRK, CRWD

 

(6) [No Video Clip for non-Club members] Stocks aren’t a lottery or a game of chance, they are a game of skill, says Jim Cramer (https://www.cnbc.com/video/2025/10/07/stocks-arent-a-lottery-or-a-game-of-chance-they-are-a-game-of-skill-says-jim-cramer.html)

‘Mad Money’ host Jim Cramer talks how to tune out the ‘noise’ around the stock market right now.

 

Other Stocks Discussed (calls with audience): Meta Platforms (META）[I like the fact that Zuckerberg is ahead of us in thinking; I think it’s going to work]

 

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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