Mad Money with Jim Cramer – June 2, 2025 (Mon): Key Points & Links|要点・関連リンク

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      This page lists the main topics and stocks discussed on Mad Money with Jim Cramer aired on June 2, 2025, with links to CNBC articles, videos, and English transcripts.

      2025年6月2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) Cramer says ‘be ready for disappointment’ as the White House continues to shape market action (https://www.cnbc.com/2025/06/02/cramer-be-ready-for-disappointment-as-white-house-shapes-market-action.html)

      • CNBC’s Jim Cramer reviewed Monday’s market action, chalking up the day’s performance to expectations about the White House’s next move.
      • He advised that investors prepare for turbulence, even as some on Wall Street continue to have optimism about President Donald Trump’s impact on big business.
      • “We have to be ready for disappointment, because we’ve seen it over and over and over again,” he said. “This administration is perfectly willing to disappoint the stock market…to advance their agenda, and it’s foolish that you should believe otherwise.”

      Ticker: NVDA, DELL [buy buy buy], BAH, GEV

       

      (2) Jim Cramer says steel tariffs are a ‘double-edged sword’ for industry (https://www.cnbc.com/2025/06/02/jim-cramer-says-steel-tariffs-are-a-double-edged-sword-for-industry.html)

      • Jim Cramer said President Donald Trump’s new steel tariffs are a “doubled-edged sword” for domestic producers in that they raise average selling prices, but they’re not necessarily good for aggregate demand.
      • “I’d be much more bullish on Nucor going forward if we just got some clear signals that the overall economy was doing better and that there would be more demand for building things, like cars, homes, and generally more macroeconomic strength,” he said.

      Steel & Aluminum Stocks: CLF, CENX, NUE [tariff cannot be a reason to buy stock; wait for a weakness], STLD

       

      (3) [No Video Clip for non-Club members] Vast majority of market gains will come from a small number of very strong days, says Jim Cramer (https://www.cnbc.com/video/2025/06/02/vast-majority-of-market-gains-will-come-from-a-small-number-of-very-strong-days-says-jim-cramer.html)

      ‘Mad Money’ host Jim Cramer recaps May’s trading activity and what history tells us about summer markets.

       

      (4) [No Video Clip for non-Club members] Executive Interview: APi Group CEO Russ Becker goes one-on-one with Jim Cramer (https://www.cnbc.com/video/2025/06/02/api-group-ceo-russ-becker-goes-one-on-one-with-jim-cramer.html)

      APi Group President and CEO Russ Becker joins ‘Mad Money’ host Jim Cramer to talk quarterly results, its data centers, and more.

      Ticker: APG

       

      (5) Cramer’s Lightning Round: Cerence is a winner (https://www.cnbc.com/2025/06/02/cramers-lightning-round-cerence-is-a-winner.html)

      • Aurora Cannabis: “I’m not fighting it. You can own it, it’s a nice speculative stock.”
      • Skyworks Solutions: “It’s very cheap, but I don’t have a catalyst. I would still rather own Nvidia than I would Skyworks.”
      • Sezzle: “We think Sezzle’s had its day. I don’t think we can recommend Sezzle any higher here.”
      • Build-A-Bear Workshop: “I’m a holder. Not a buyer, because it just had that spike. But if it came down I would certainly be a buyer.”
      • Cerence: “Cerence is a winner.”
      • HighPeak Energy: “Oil at $62 a barrel does not make me interested. If you think oil’s going to go up you do have a winner, though. HighPeak is levered to the price of oil more than almost all of them.”
      • Republic Services: “RSG is such a good company…That is a great stock.”

      Ticker: ACB, SWKS, SEZNL, BBW,CRNC, HPK, RSG

       

      (6) [No Video Clip for non-Club members] High prices are scaring away Campbell’s customers, says Jim Cramer (https://www.cnbc.com/video/2025/06/02/high-prices-are-scaring-away-campbells-customers-says-jim-cramer.html)

      ‘Mad Money’ host Jim Cramer looks at consumer trends showing up in Campbell’s Q3 earnings report.

      Ticker: CPB

       

      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): Netflix (NFLX) [buy some and work it down; still the best growing stock in the entire market], First Horizon (FHN) [I like FHN, it should be bought], Arista Networks (ANET) [terrific company; I don’t understand why it wend down so much], Kohl’s (KSS) [last quarter was good; go for 8 to 12 but no more than that]

       

      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:

       

      Disclaimer/ 免責事項

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