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2025年10月29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) Companies outside of tech need data center exposure, Jim Cramer says (https://www.cnbc.com/2025/10/29/companies-data-center-exposure-jim-cramer.html)
- Companies outside of the tech sector would benefit from some involvement in the data center boom, CNBC’s Jim Cramer suggested on Wednesday.
- He used industrial giant Caterpillar as an example, saying the manufacturer was able to post strong earnings due to its emphasis on equipment for power generation and data centers.
(2) Executive Interview: ServiceNow CEO denies AI companies are threatening enterprise software: ‘They don’t do what we do’ (https://www.cnbc.com/2025/10/29/servicenow-ceo-ai-companies-enterprise.html)
- ServiceNow CEO Bill McDermott pushed back against the idea that artificial intelligence technology will make enterprise software redundant in a Wednesday interview with CNBC’s Jim Cramer.
- “We realize the world needs access to the great hyperscalers, and so we integrated with all three of them. So that’s a cooperative,” McDermott said. “The world’s going to benefit from the large language model providers, but they don’t do what we do.”
Ticker: NOW
(3) [No Video Clip for non-Club members] Executive Interview: We will continue to win with low-income customers, says Brinker International CEO Kevin Hochman (https://www.cnbc.com/video/2025/10/29/we-will-continue-to-win-with-low-income-customers-says-brinker-international-ceo-kevin-hochman.html)
Kevin Hochman, Brinker International, joins ‘Mad Money’ host Jim Cramer to talk customer trends, quarterly results, competition in the space, and more.
Ticker: EAT
(4) [No Video Clip for non-Club members] Executive Interview: Otis CEO Judy Marks: Our backlog looks really strong (https://www.cnbc.com/video/2025/10/29/otis-ceo-judy-marks-our-backlog-looks-really-strong.html)
Judy Marks, Otis Worldwide chair, president and CEO, joins ‘Mad Money’ host Jim Cramer to talk quarterly results, development trends, demand, and more.
Ticker: OTIS
(5) Cramer’s Lightning Round: Datavault AI is ‘losing money hand over fist’ (https://www.cnbc.com/2025/10/29/cramers-lightning-round-datavault-ai-is-losing-money-hand-over-fist.html)
- Energy Transfer: “I like Energy Transfer very much.”
- Toast: “I would be a buyer of Toast, but only after they report on November 4th.”
- Datavault AI: “It’s losing money hand over fist…I would take off a little, let the rest run.”
Ticker: ET, TOST, WISA
(6) [No Video Clip for non-Club members] Specs are paying off like there is no tomorrow, says Jim Cramer (https://www.cnbc.com/video/2025/10/29/specs-are-paying-off-like-there-is-no-tomorrow-says-jim-cramer.html)
‘Mad Money’ host Jim Cramer talks the benefit of being a ‘believer’ in this market.
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）
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