Mad Money: 2025年10月15日(水)の放送の要点

[暮眞★潤 (Jun Kurema)]

2025年10月14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) AI buildout spend is justified even if there are ‘casualties,’ Jim Cramer says (https://www.cnbc.com/2025/10/15/ai-buildout-spend-justified-jim-cramer.html)

• CNBC’s Jim Cramer argued that Big Tech’s enormous investments in AI will be worthwhile, even if there are some companies that don’t reap rewards.
• Cramer suggested generative AI is ushering in a new industrial revolution, likening the technology’s significance to the invention of the railroad.
• “I am telling you, this is just the beginning,” he said. “The buildout will have casualties. So did the rise of the railroads. So did the steam engine and the assembly line and the internet.”

 

(2) Executive Interview: Arm CEO says moving some AI workloads from the cloud will make it more sustainable (https://www.cnbc.com/2025/10/15/arm-holdings-ceo-move-ai-workloads-from-cloud-reduce-power-consumption-energy-.html)

• Arm Holdings CEO Rene Haas discussed artificial intelligence technology’s energy use in an interview with CNBC’s Jim Cramer.
• He suggested that over time, a large number of multi-gigawatt data centers won’t be sustainable.
• But moving some AI functions away from the cloud to local applications could help alleviate power investments, he said.

Ticker: ARM

 

(3) Executive Interview: As we continue to make progress, the stock will take care of itself, says Starbucks CEO Brain Niccol (https://www.cnbc.com/video/2025/10/15/as-we-continue-to-make-progress-the-stock-will-take-care-of-itself-says-starbucks-ceo-brain-niccol.html)

Starbucks Chairman and CEO Brain Niccol joins ‘Mad Money’ host Jim Cramer to talk Starbucks’ turnaround, the latest product offerings, its international business, and more.

Ticker: SBUX

 

(4) [No Video Clip for non-Club members] Executive Interview: SoFi CEO Anthony Noto goes one-on-one with Jim Cramer (https://www.cnbc.com/video/2025/10/15/sofi-ceo-anthony-noto-goes-one-on-one-with-jim-cramer.html)

SoFi CEO Anthony Noto joins ‘Mad Money’ host Jim Cramer to talk quarterly results, the state of the banking sector, where it is seeing growth opportunities and more.

Ticker: SOFI

 

(5) Cramer’s Lightning Round: CRH is ‘as hot as a pistol’ (https://www.cnbc.com/2025/10/15/cramers-lightning-round-crh-is-as-hot-as-a-pistol.html)

• CRH: “It’s as hot as a pistol…Great call there.”
• Cloudflare: “I know it seems high in the $200s…But, you know what, we are a big believer in Matthew Prince, and we’re not stopping here.”
• Red Cat: “We are on the fence about buying drone companies that aren’t making money.”

Ticker: CRH, NET, RCAT

 

Other Stocks Discussed (calls with audience):

 

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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