- This topic is empty.
-
Posts
-
-
This page lists the main topics and stocks discussed on Mad Money with Jim Cramer aired on February 23, 2026, with links to CNBC articles, videos, and English transcripts.
2026年2月23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 says AI fears have made the stock market fragile (https://www.cnbc.com/2026/02/23/jim-cramer-says-ai-fears-have-made-the-stock-market-fragile.html)
- CNBC’s Jim Cramer explains why the stock market is so fragile right now.
- Cramer pointed to “many worries about the power of Anthropic and OpenAI.”
(2) [No Video Clip for non-Club members] You need to take the AI threat seriously in traditional enterprise software, says Jim Cramer (https://www.cnbc.com/video/2026/02/23/you-need-to-take-the-ai-threat-seriously-in-traditional-enterprise-software-says-jim-cramer.html)
‘Mad Money’ host Jim Cramer talks the threat AI posses to software stocks.
Thomson Reuters (TRI) & Relx(RELX),
Factset (FDS) & Fairr Isaac (FICO)
Financial Data Stocks: SPGI, Moody’s Nasdaq, ICE
Video Game Stocks: RBLX, U, APP, TTWO
Insurify – launces industry-first ChatGPT insurance company App
altrust – introduces AI-powered tax planning in Hazel
Wealth Management Stocks: SCKW, RJF, LPLA, MS sold off
Logistics Stocks: ODFL, CHRW, JBHT, SNDR
REIT Stocks: BXP, VNO, SLG
Cadence Design (CDNS) vs Datadog (DDOG)
Palo Alto Networks (PANW) & CrowdStrike (CRWD)“Bottom Line: Some of these sell-offs are less legitimate & may create buying opportunities.”
(3) [No Video Clip for non-Club members] Critics say Blue Owl may have sold its best loans, leaving weaker assets, says Jim Cramer (https://www.cnbc.com/video/2026/02/23/critics-say-blue-owl-may-have-sold-its-best-loans-leaving-weaker-assets-says-jim-cramer.html)
‘Mad Money’ host Jim Cramer looks at the recent bullishness on the street around private credit company Blue Owl.
Ticker: OWL
(4) [No Video Clip for non-Club members] Executive Interview: BWX Technologies CEO Rex Geveden goes one-on-one with Jim Cramer (https://www.cnbc.com/video/2026/02/23/bwx-technologies-ceo-rex-geveden-goes-one-on-one-with-jim-cramer.html)
BWX Technologies President and CEO Rex Geveden joins ‘Mad Money’ host Jim Cramer to talk the state of nuclear power, AI power demand, working with the federal government and more.
Ticker: BWXT
(5) Lightning Round: Super Micro Computer is my ‘no fly zone’, says Jim Cramer (https://www.cnbc.com/video/2026/02/23/lightning-round-super-micro-computer-is-my-no-fly-zone-says-jim-cramer.html)
‘Mad Money’ host Jim Cramer weighs in on stocks including: Vertiv Holdings, Super Micro Computers, Chevron, EZCORP, and more.
Ticker: Vertiv Holdings (VRT) [very good company], Huntington Ingalls Industries (HII) [buy buy buy], Super Micro Computers (SMCI) [buy DELL instead], EZCORP (EZPW) [very good stock], Rambus (RMBS) [prefer Texas Instruments], Chevron (CVX) [hold on]
(6) [No Video Clip for non-Club members] While many areas will be disrupted by Claude, not everything will be, says Jim Cramer (https://www.cnbc.com/video/2026/02/23/while-many-areas-will-be-disrupted-by-claude-not-everything-will-be-says-jim-cramer.html)
‘Mad Money’ host Jim Cramer breaks down the fear around AI in the cybersecurity trade.
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): GE Vernova (GEV) [still love it; big position in charitable trust], Sofi (SOFI) [$18; let’s get back in], Robinhood (HOOD) [30 times earnings; wait until less crypto; currently trades like Bitcoin]
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）
****************************
Previous Episode/ 前回のエピソード Next Episode / 次回のエピソード
-
- The forum ‘Mad Money Stock Archive (ジム・クレイマーの銘柄紹介)’ is closed to new topics and replies.