Mad Money: 2025年1月27日(月)の放送の要点

[暮眞★潤 (Jun Kurema)]

2025年1月27日(月)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) & (2) As Nvidia tanks, Jim Cramer says there’s not enough information to make a move (https://www.cnbc.com/2025/01/27/as-nvidia-tanks-jim-cramer-says-not-enough-info-to-make-a-move.html)

• CNBC’s Jim Cramer reviewed Monday’s market action as AI start-up DeepSeek disrupted the tech sector, sending Nvidia into a tailspin.
• He told investors to sit on their hands and make no sudden moves, saying now is neither a buying nor a selling opportunity.
• “I have no view on DeepSeek yet, because we just don’t know enough. Sometimes, you have to do the hardest thing in the world,” he said “We got to wait, we got to wait until we know more, rather than taking kneejerk action and pretending that we know the answers.”

 

(3) [No Video Clip for non-Club members] Off-the-Chart: The Yen suffers from a huge interest rate differential vs. the dollar, says Jim Cramer (https://www.cnbc.com/video/2025/01/27/the-yen-suffers-from-a-huge-interest-rate-differential-vs-the-dollar-says-jim-cramer.html)

‘Mad Money’ host Jim Cramer hits the charts with commodities and currency technical trends.

 

(4) Executive Interview: Beacon Roofing CEO describes dealings with QXO as takeover bid heats up (https://www.cnbc.com/2025/01/27/beacon-roofing-ceo-describes-dealings-qxo-as-takeover-bid-heats-up-.html)

• In a Monday interview with CNBC’s Jim Cramer, Beacon Roofing CEO Julian Francis described the company’s communications with QXO, a building products distributor looking to acquire his company.
• Beacon Roofing has rebuffed a few takeover offers from QXO, and on Monday the latter announced it gave an offer directly to shareholders for $124.25 in cash.
• “I’m not going to speculate on what the board determines the value of the company is, but what we’re dealing with right now is an offer for $124.25 per share,” he said. “We determined at the time, the board determined at the time that that was insufficient, we went back and tried to be constructive with, with QXO.”

Ticker: BECN

 

(5) Cramer’s Lightning Round: BlackRock is a buy (https://www.cnbc.com/2025/01/27/cramers-lightning-round-blackrock-is-a-buy.html)

• Danaher: “I think that those guys are great…I want them to show me that they understand that there’s been some serious underperformance here.”
• Coterra: “I do think it is the cheapest natural gas company.”
• Grail: “Just great science, but it is parabolic. It had a parabolic move, and those are going to be repealed…Please wait until it gives back a lot of the gain that it just had.”
• BlackRock: “I think it’s been resting…The long-term growth rate of this thing is fabulous, and I think it’s going to stay that way. I’d like you to buy the stock.”
• Digital Realty: “I want you to wait ’til that comes down…We cannot get involved with a parabolic move of a stock that could go much lower.”
• MicroStrategy: “If you want to own Bitcoin, own Bitcoin.”

Ticker: DHR, CTRA, GRAL, BLK, DLR, MSTR

 

(6) [No Video Clip for non-Club members] Jim Cramer digs into Venture Global following its IPO (https://www.cnbc.com/video/2025/01/27/jim-cramer-digs-into-venture-global-following-its-ipo.html)

‘Mad Money’ host Jim Cramer looks at energy-play Venture Global following its IPO.

 

Other Stocks Discussed (calls with audience): Vertiv (VRT) [seller is not done, they will sell again tomorrow], Ford (F), Chipotle (CMG)

 

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 (音声）
• Internet Archive（1分毎のビデオ＆テキスト）

Disclaimer

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