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2025年11月3日(月)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) The Magnificent 7′s biggest commonality is growth, Jim Cramer says (https://www.cnbc.com/2025/11/03/the-magnificent-7-growth-jim-cramer.html)
- CNBC’s Jim Cramer on Monday rejected concerns of market cap concentration in the Magnificent Seven.
- He said the tech megacaps are tied together because of their high growth rates rather than their products.
- “It’s growth that matters to stock investors, not the data center, not accelerated computing, not even artificial intelligence,” he said.
(2) Executive Interview: Kimberly-Clark CEO talks Kenvue acquisition, calls Tylenol brand ‘resilient’ (https://www.cnbc.com/2025/11/03/kimberly-clark-kenvue-tylenol-resilient.html)
- Kimberly-Clark CEO Mike Hsu told CNBC’s Jim Cramer that his company’s acquisition of Tylenol maker Kenvue will create value for shareholders, even as the pain reliever is scrutinized by the Trump administration.
- Hsu said Tylenol sales haven’t been majorly impacted by Secretary of Health and Human Services Robert F. Kennedy Jr., who has promoted unfounded claims linking the use of the product’s active ingredient, acetaminophen, during pregnancy to autism.
- Kimberly-Clark and Kenvue announced the deal, valued at $48.7 billion, Monday.
Ticker: KMB
(3) [No Video Clip for non-Club members] The most obvious way to play AI spending spree is to buy Nvidia, says Jim Cramer (https://www.cnbc.com/video/2025/11/03/the-most-obvious-way-to-play-ai-spending-spree-is-to-buy-nvidia-says-jim-cramer.html)
‘Mad Money’ host Jim Cramer talks the current AI spending spree and how to play it.
(4) [No Video Clip for non-Club members] Apple’s lack of huge AI data center costs is proving a major investor advantage, says Jim Cramer (https://www.cnbc.com/video/2025/11/03/apples-lack-of-huge-ai-data-center-costs-is-proving-a-major-investor-advantage-says-jim-cramer.html)
‘Mad Money’ host Jim Cramer looks at the gains Apple is making in the AI space.
(5) Cramer’s Lightning Round: SAIC is a buy (https://www.cnbc.com/2025/11/03/cramers-lightning-round-saic-is-a-buy.html)
- SAIC: “I like it….It’s an inexpensive stock, and I think it’s a buy.”
- Terawulf: “I’m a believer…Pure spec, but I am a believer.”
Ticker: SAIC, WULF
(6) [No Video Clip for non-Club members] Maybe everybody who deals directly with the consumer needs to cut price, says Jim Cramer (https://www.cnbc.com/video/2025/11/03/maybe-everybody-who-deals-directly-with-the-consumer-needs-to-cut-price-says-jim-cramer.html)
‘Mad Money’ host Jim Cramer recaps how consumer facing stocks are struggling and how to navigate it.
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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