Mad Money: 2025年1月28日(火)の放送の要点

[暮眞★潤 (Jun Kurema)]

2025年1月28日(火)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) As Nvidia recovers, Jim Cramer considers what DeepSeek really means for the tech world (https://www.cnbc.com/2025/01/28/as-nvidia-recovers-jim-cramer-considers-what-deepseek-means-for-tech-world.html)

• After a market-wide panic over AI start-up DeepSeek, CNBC’s Jim Cramer reflected on what the new player’s entrance into the arena means for Big Tech.
• The full picture is not yet clear, and Nvidia might have sold off too hard, he said, stressing that investors would have been wise not to make any sudden moves.

 

(2) Executive Interview: Nucor CEO says he’s optimistic about what Trump policies mean for steel trade (https://www.cnbc.com/2025/01/28/nucor-ceo-says-hes-optimistic-about-trump-policies-for-steel-trade.html)

• In a Tuesday interview with CNBC’s Jim Cramer, Nucor CEO Leon Topalian expressed optimism about what President Donald Trump’s tariff policies mean for the U.S. steel industry.
• “We saw the memo last Monday on tariffs and what they’re going to do,” Topalian said. “And I think they’re going to be far reaching, and I think they’re going to be very broad to, again, stop the illegal dumping, the manipulation, currency manipulation and subsidization of steels coming into the shores of the U.S.”

Ticker: NUE

 

(3) [No Video Clip for non-Club members] Executive Interview: Salesforce CEO Marc Benioff talks the AI race (https://www.cnbc.com/video/2025/01/28/salesforce-ceo-marc-benioff-talks-the-ai-race.html)

Marc Benioff, Salesforce, joins ‘Mad Money’ host Jim Cramer to talk the shakeup in the AI industry following the release of DeepSeek AI.

Ticker: CRM

 

(4) [No Video Clip for non-Club members] Executive Interview: 2024 was the best year in SAP’s history, says CEO Christian Klein (https://www.cnbc.com/video/2025/01/28/2024-was-the-best-year-in-saps-history-says-ceo-christian-klein.html)

SAP SE CEO Christian Klein joins ‘Mad Money’ host Jim Cramer to talk quarterly results, the AI utilization, and more.

Ticker: SAP

 

(5) Cramer’s Lightning Round: Waste Management is a buy (https://www.cnbc.com/2025/01/28/cramers-lightning-round-waste-management-is-a-buy.html)

• Viking Therapeutics: “I prefer Eli Lilly.”
• First Solar: “It is a very inexpensive stock.”
• RadNet: “This group is just not strong enough, that includes this one. Let’s give it a pause for a second…It was a great stock for a long time, I need to see a real bottom.”
• Waste Management: “I like Waste Management very much, I think it’s an absolutely terrific stock…I would start a position right now.

Ticker: VKTX, FSLR, RDNT, WM

 

(6) [No Video Clip for non-Club members] Jim Cramer talks the jump in cruise stocks (https://www.cnbc.com/video/2025/01/28/jim-cramer-talks-the-jump-in-cruise-stocks.html)

‘Mad Money’ host Jim Cramer talks what is behind the rise in cruise stocks today.

Ticker: RCL

 

Other Stocks Discussed (calls with audience): Elly Lilly [I like the fundamental, but next dip, charitable trust owns it]

 

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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