Mad Money with Jim Cramer – Feb 3, 2026 (Tue): Key Points & Links｜要点・関連リンク

This page lists the main topics and stocks discussed on Mad Money with Jim Cramer aired on February 3, 2026, with links to CNBC articles, videos, and English transcripts.

2026年2月3日放送の 「Mad Money with Jim Cramer」 で取り上げられた主な話題・銘柄を、CNBCの記事・動画・英文トランスクリプトへのリンクとともに一覧化しています。

(1) AI disruption fears rock software stocks again. How Jim Cramer is navigating the sell-off (https://www.cnbc.com/2026/02/03/ai-disruption-fears-rock-software-stocks-how-jim-cramer-navigating-sell-off.html)

• CNBC’s Jim Cramer said the sell-off in software reflects a shift in how investors value future growth rather than a collapse in earnings.
• The “Mad Money” host said investors are being forced into a far more selective playbook.

Software Stocks [continue to struggle]: CRM, NOW, ADBE
Tech Trouble: MSFT, CRM, ORCL, INTU, APP, ADBE, PANW, CRWD [bought today for charitable trust], NOW, APP

(2) Executive Interview: Nvidia CEO Jensen Huang: We’re in the beginning of the largest infrastructure buildout in history (https://www.cnbc.com/video/2026/02/03/nvidia-ceo-jensen-huang-were-in-the-beginning-of-the-largest-infrastructure-buildout-in-history.html)

Nvidia CEO Jensen Huang and Dassault Systemes CEO Pascal Daloz join ‘Mad Money’ host Jim Cramer to talk the details of the newly announced long-term partnership between the two companies.

Ticker: NVDA, DSY.PA

(3) [No Video Clip for non-Club members] Executive Interview: We made a lot of progress on many front during 2025, says Chipotle CEO Scott Boatwright (https://www.cnbc.com/video/2026/02/03/we-made-a-lot-of-progress-on-many-front-during-2025-says-chipotle-ceo-scott-boatwright.html)

Chipotle CEO Scott Boatwright joins ‘Mad Money’ host Jim Cramer to talk Q4 results, the stock’s decline on an annual contraction in same-store-sales, customer trends, and more.

Ticker: CMG

(4) [No Video Clip for non-Club members] Executive Interview: Merck CEO Robert Davis goes one-on-one with Jim Cramer (https://www.cnbc.com/video/2026/02/03/merck-ceo-robert-davis-goes-one-on-one-with-jim-cramer.html)

Robert Davis, Merck CEO, joins ‘Mad Money’ host Jim Cramer to talk quarterly results, global sales growth, recent acquisitions, and more.

Ticker: MRK

(5) Lightning Round: Solstice Advanced Materials is a fantastic stock, says Jim Cramer (https://www.cnbc.com/video/2026/02/03/lightning-round-solstice-advanced-materials-is-a-fantastic-stock-says-jim-cramer.html)

‘Mad Money’ host Jim Cramer weighs in on stocks including: Gladstone Land and Solstice Advanced Materials.

Ticker: Gladstone Land (LAND) [sell], Solstice Advanced Materials (SOLS) [buy buy buy]

(6) [No Video Clip for non-Club members] Jensen Huang and Sam Altman are on the same page, says Jim Cramer (https://www.cnbc.com/video/2026/02/03/jensen-huang-and-sam-altman-are-on-the-same-page-says-jim-cramer.html)

‘Mad Money’ host Jim Cramer breaks down the relationship between Nvidia and ChatGPT.

Ticker: NVDA

Other Stocks Discussed (calls with audience)/ この日の放送で取り上げられたその他の銘柄（視聴者からの電話): Broadcom (AVGO) [Not good time to buy, but a good company; wait for the pull back; or buy NVDA]

Ref: Links related to this episode /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 (Sound /音声）
• InternetArchive（Video & Texts per minute /1分毎のビデオ＆テキスト）

Disclaimer/ 免責事項

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