Mad Money with Jim Cramer – January 31, 2025 (Fri): Key Points & Links｜要点・関連リンク

[Jun Kurema (暮眞★潤)]

This page lists the main topics and stocks discussed on Mad Money with Jim Cramer aired on January 31, 2025, with links to CNBC articles, videos, and English transcripts.

2025年1月31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) Jim Cramer’s week ahead: Earnings from Amazon, Alphabet, Eli Lilly, Palantir (https://www.cnbc.com/2025/01/31/jim-cramers-week-ahead-earnings-from-amazon-alphabet-eli-lilly-palantir.html)

• CNBC’s Jim Cramer on Friday walked investors through an earnings-heavy week, highlighting reports from Amazon, Alphabet, Eli Lilly and Palantir, as well as a key inflation metric from the Labor Department.
• “When you get a week that’s packed with important earnings reports and the monthly employment report plus the tariff news, you’re usually better off sitting on your hands,” he said. “Because there’s just too much data for any individual to process,”

 

(2) [No Video Clip for non-Club members] IBM’s revenue growth and cash flow targets were both excellent, says Jim Cramer (https://www.cnbc.com/video/2025/01/31/ibms-revenue-growth-and-cash-flow-targets-were-both-excellent-says-jim-cramer.html)

‘Mad Money’ host Jim Cramer digs into IBM earnings.

Ticker: IBM

 

(3) [No Video Clip for non-Club members] Insiders only buy for one reason, because they believe the stock is going up, says Jim Cramer (https://www.cnbc.com/video/2025/01/31/insiders-only-buy-for-one-reason-because-they-believe-the-stock-is-going-up-says-jim-cramer.html)

‘Mad Money’ host Jim Cramer looks at where there’s been recent insider buying and what it could signal.

Ticker: RH, MRVL

 

(4) [No Video Clip for non-Club members] Otis CEO Judy Marks goes one-on-one with Jim Cramer (https://www.cnbc.com/video/2025/01/31/otis-ceo-judy-marks-goes-one-on-one-with-jim-cramer.html)

Otis President, Chairman, and CEO Judy Marks joins ‘Mad Money’ host Jim Cramer to talk quarterly results, the impact of tariffs, and more.

Ticker: OTIS

 

(5) Cramer’s Lightning Round: Don’t sell Adobe (https://www.cnbc.com/2025/01/31/cramers-lightning-round-dont-sell-adobe.html)

• HSBC: “It’s a good company…If I’m going to buy one of those that’s a foreign bank, I’m going to recommend Banco Santander.”
• Summit Therapeutics: “That company has no revenues…It’s obviously just a very big spec. I can’t go there.”
• Western Digital: “I have read so many upgrades of Western Digital that I have to believe the stock is way too cheap.”
• AppFolio: “It’s a cheap stock, and it’s a good one…That one rocks.”
• Adobe: “I don’t think I want to sell the stock down here…I know that it seems like a tough stock to own. I can’t sell at 21 times earnings.”

Ticker: HSBC, SMMT, WDC, APPF, ADBE

 

(6) DeepSeek’s threat to Nvidia’s earnings may not be so serious, Jim Cramer says (https://www.cnbc.com/2025/01/31/deepseeks-threat-to-nvidia-may-not-be-so-serious-jim-cramer-says.html)

• CNBC’s Jim Cramer on Friday told investors DeepSeek might not pose as serious a threat to Nvidia’s sales as many investors feared this week, saying the Chinese artificial intelligence startup may not have told Wall Street the full story.
• He suggested there’s a possibility that DeepSeek spent more on its program than investors believe, referencing a new report from SemiAnalysis, a semiconductor research and consulting firm that said the company’s report may be misleading.

 

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): Fair Isaac Corporation (FICO),   , Super Micro Computer, Inc. (SMCI) [accounting irregularity, sell sell sell], Walmart (WMT)

 

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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