Mad Money: 2025年1月8日(水)の放送の要点

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    • #18954
      暮眞★潤 (Jun Kurema)
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      2025年1月8日(水)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) Jim Cramer urges investors to sell volatile stocks in quantum computing: ‘I can’t be part of this froth (https://www.cnbc.com/2025/01/08/jim-cramer-sell-volatile-stocks-in-quantum-computing.html)

      • CNBC’s Jim Cramer on Wednesday warned investors against staying in volatile stocks — especially related to quantum computing — urging them to be wary of market froth.
      • “I can’t be part of this froth,” he said. “I always want you to stay in this game, but I couldn’t save the people who refused to sell their red-hots. They were too greedy. And then they were too poor.”

       

      (2) [No Video Clip for non-Club members] Jim Cramer talks the recent slate of M&A activity (https://www.cnbc.com/video/2025/01/08/jim-cramer-talks-the-recent-slate-of-ma-activity.html)

      ‘Mad Money’ host Jim Cramer looks at recent mergers and acquisitions hitting the market in the new year.

      Stryker Corporation (SYK) + Inari Medical, Inc. (NARI);
      Getty Images Holdings, Inc. (GETY) + Shutterstock, Inc. (SSTK);
      Paychex, Inc. (PAYX) + Paycor HCM, Inc. (PYCR)

      <Other M&A Action>

      • Philips 66 — Announced
      • GFL Environmental Inc. (GFL) — Selling majority of environmental Services business to Apollo Global Management (APO) and BC Partners (private)
      • Cintas Corporation (CTAS) — Launching takeover attempt of UniFirst Corporation (UNF)
      • Constellation Energy (CEG) — Reported to near deal to purchase Calpine Energy Solutions (private)

       

      (3) Jim Cramer opines on TikTok ban: ‘Let’s just call it anybody’s ballgame’ (https://www.cnbc.com/2025/01/08/jim-cramer-opines-on-tiktok-ban-lets-just-call-it-anybodys-ballgame.html)

      • CNBC’s Jim Cramer on Wednesday gave investors his read on the future of TikTok, saying the popular app faces a contentious battle even up against a conservative-leaning Supreme Court.
      • A law passed last April mandated a TikTok ban in the U.S. by Jan. 19 unless its Chinese-owned parent company divests the business, with legislators from across the aisle citing national security concerns.
      • The Supreme Court is set to hear TikTok’s appeal on Friday, and Cramer said it’s “anybody’s ballgame,” since the issue isn’t necessarily partisan.

       

      (4) [No Video Clip for non-Club members] JPMorgan Head of Healthcare talks upcoming healthcare conference (https://www.cnbc.com/video/2025/01/08/jpmorgan-head-of-healthcare-talks-upcoming-healthcare-conference.html)

      JPMorgan Head of Healthcare Lisa Gill joins ‘Mad Money’ host Jim Cramer to talk the state of healthcare and JPMorgan’s upcoming conference.

       

      (5) Cramer’s Lightning Round: ‘I would be a seller of QuantumScape’ (https://www.cnbc.com/2025/01/08/cramers-lightning-round-i-would-be-a-seller-of-quantumscape.html)

      • Pfizer: “It’s too low to sell…I cant’ recommend it, I just don’t want you to sell it if you have it.”
      • Serve Robotics: “If you want robotics, here’s what you’re going to get from me. You’re going to get Nvidia…That’s it, nobody else.”
      • Vertex Pharmaceuticals: “I don’t see a lot of upside.”
      • QuantumScape: “I don’t want to be too negative, but I’ve kind of had it with QuantumScape…I would be a seller of QuantumScape, even right at this level.
      • Powell Industries: ”…It has been a big, big disappointment.”

      Ticker: PFE, SERV, VRTX, QS, POWL

       

      (6) [No Video Clip for non-Club members] Food industry needs to get ready for what is coming down the pipe, says Jim Cramer on uptick in GLP-1 usage (https://www.cnbc.com/video/2025/01/08/food-industry-needs-to-get-ready-for-what-is-coming-down-the-pipe-says-jim-cramer-on-uptick-in-glp-1-usage.html)

      ‘Mad Money’ host Jim Cramer looks at the impact of GLP-1s on the snack food industry.

       

      Other Stocks Discussed (calls with audience): Cal-Maine (CALM), HP Inc. (HPQ) [there are other stock to own]

       

      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

      ****************************

      前回のエピソード 次回のエピソード

       

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