Mad Money: 2025年10月23日(木)の放送の要点

[暮眞★潤 (Jun Kurema)]

2025年10月23日(木)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) Why Jim Cramer thinks it pays to bet on the bulls (https://www.cnbc.com/2025/10/23/jim-cramer-bulls-bet.html)

• Bullish investors usually triumph in the end, CNBC’s Jim Cramer suggested.
• He explained why he thinks it makes sense to stay in the market, reviewing recent events that have worried many on Wall Street.
• “If you’re going to think of the market as a tug of war between the bulls and the bears, would you at least think of the bulls as the favorite and give them the benefit of the doubt?” he said.

 

(2) Why Jim Cramer thinks GE Aerospace and GE Vernova are poised for success (https://www.cnbc.com/2025/10/23/jim-cramer-ge-aerospace-ge-vernova-success.html)

• CNBC’s Jim Cramer reviewed recent earnings from GE Aerospace and GE Vernova and suggested both companies are set to do well in the current economic landscape.
• “In the end, both GE Aerospace and GE Vernova are poised to be winners from the president’s trade war, because when other countries decide to make nice with Trump by narrowing their trade deficits with us, they need to buy lots of big ticket items to really move the needle,” he said.

Ticker: GE, GEV

 

(3) [No Video Clip for non-Club members]IBM’s major segments are doing well, AI driving revenue growth: Jim Cramer (https://www.cnbc.com/video/2025/10/23/ibms-major-segments-are-doing-well-ai-driving-revenue-growth-jim-cramer.html)

CNBC’s Jim Cramer talks about IBM’s stock performance after its third-quarter earnings report.

Ticker: IBM

 

(4) [No Video Clip for non-Club members] Executive Interview: Watch Jim Cramer’s full interview with Dover CEO Rich Tobin (https://www.cnbc.com/video/2025/10/23/watch-jim-cramers-full-interview-with-dover-ceo-rich-tobin.html)

CNBC’s Jim Cramer talks with Dover chairman and CEO Rich Tobin about the company’s latest earnings results, mergers and acquisitions, business health and more.

Ticker: DOV

 

(5) Cramer’s Lightning Round: Novartis is a buy (https://www.cnbc.com/2025/10/23/cramers-lightning-round-novartis-is-a-buy.html)

• Novartis: “I’m a buyer of Novartis.”
• IonQ: “It’s a trading vehicle. I like investing situations.”
• Qfin Holdings: “China financials, not for me. I like Alibaba, that’s my only one over there. I’m sticking with that.”
• Kratos Defense and Security Solutions: “Kratos is a terrific stock. It’s come down a bit, it’s time to pull the trigger.”

Ticker: NVS, IONQ, QFIN, KTOS

 

(6) [No Video Clip for non-Club members] Elon Musk is using AI to have the best full self-driving car, says Jim Cramer (https://www.cnbc.com/video/2025/10/23/tesla-elon-musk-is-using-ai-to-have-best-full-self-driving-car-jim-cramer.html)

CNBC’s Jim Cramer talks about Tesla’s latest earnings results and what he thinks of its stock performance.

Ticker: TSLA

 

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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